FPSB India

 
 
 
About Financial Planning Journal
Latest Issue
Contribute Articles
Advertise
Continuous Education
FP Connection
 
Issue Name:September - October
Cover:Living Longer, Working Longer - The Changing Landscape of Retirement
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKRetirement Planning is fast evolving with the changing perspective of retirementRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKOvercoming challenges in the financial advisory industrySatya Narayan BansalCEO - Wealth and Investment Management, IndiaBarclays
3READERS' FORUMLetters to the Editor 
4FP REPORTER
  • Delivery instruction slips to be standardised across all depository participants
  • Registration process for foreign investors made easier
  • Rise in Insurance complaints
  • No cash transactions for collective investments
  • Bigger font size required in policy documents, mandates IRDA
  • Investor Protection and Education Fund to be utilised for refunding
  • Insurers allowed investing in equity ETFs
  • Service tax to be applicable on services provided by IRDA
  • Insurance penetration shrinks
  •  
    5GLOBAL REPORTER
  • FoFA amendments released in Australia
  • Customer centricity essential in Life Insurance, says Swiss Re sigma study
  • The delays in implementation of Retail Distribution Review questioned
  • Wealthiest clients in U.S. have an average of four Advisors
  • Products, Distribution, and Technology to be key drivers in
  •  
    6FOCAL POINTEmergence of Registered Investment AdvisersNarayan Krishnamurthy
    7FOCAL POINTLiving Longer, Working LongerThe Changing Landscape of RetirementNarayan Krishnamurthy
    8GLOBAL INSIGHTAnnuity challenges - Helping create the right income stream in retirementNguyen Dang Tue, Ph.D.
    9REVERSE MORTGAGECreating regular income stream in retirementPardhasaradhi Madasu, CFPCMAssociate Professor – Finance AreaSiva Sivani Institute of Management
    10PLANNER’S DIARYExpanding the market for advisories – A new approachSuresh Sadagopan, CFPCMFounderLadder7 Financial Advisories
    11OFFBEAT INSIGHTAligning the Hindu stages of life to the personal financial planning frameworkVinay Kumar DuttaProfessor-FinanceFore School of Management
    12FIXED INCOMETax-free PSU Bonds- Superior Fixed Income ProductJoydeep Sen, CFPCM
    13INDUSTRY STATSIndustry Statistics 
    14TAX QUERY CORNERTax experts fromS. C. Vasudeva & Co
    15EDUCATION PARTNERS’ DIRECTORY  
    16CONTINUOUS EDUCATION QUIZ  
    17BOOK REVIEWFraud, Manipulation and Insider Trading in the Indian Securities MarketMonika Halan, CFPCM
    Buy Knowledge House CD to read Past Issues of the Journal
    Financial Consumers
    Financial Professionals
    Financial Institutions
    Financial Planning
     
    © Copyright. . FPSB India. All Rights Reserved. SiteMap | Terms