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Issue Name:FEBRUARY-MARCH
Cover:Thumb Rules – When they work and when they don’t
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKAvoid Haste, Use PrudenceRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKBuild Consumer Centric Advisory PracticesVikaas M. Sachdeva
CEO, Edelweiss Asset management Ltd.
3READERS' FORUMLetters to the Editor 
4FP REPORTER
  • SEBI notifies simplified account opening process for Demat and Trading Accounts
  • SEBI notifies guidelines for International Financial Service Centres
  • SEBI proposes Alternative Capital raising platform for start-ups
  • Interest Rates on Small Savings Schemes Revised
  • Insurers empowered to appoint agents
  • General Insurers directed to not to refuse motor third party risk
  • FMP Rollovers to not amount to Capital Gains
  • Guidelines on fee for insurance policy assignment or transfer issued
  • Exposure Draft on Electronic Transaction Administration and Settlement System released
  • Banks allowed for offering differential withdrawal facility on term deposits
  • Draft Circular on removal of two-factor authentication in small value card transactions issued
  • NBFCs advised to maintain a LTV ratio of 50 per cent at all times while lending against Shares
  • Banks directed to refund overpayment of pension to the Governme
 
5GLOBAL REPORTER
  • Entries Open for the Global Financial Planning Awards
  • Instances of charging of advice fees without providing advice being investigated in Australia
  • Financial Advisers register launched in Australia
  • ASIC stresses on the use of behavioral economics in regulatory functions
  • Non-advisory based nocommission insurance policies launched in Singapore
  • Long-term savings bonds to be launched for individual investors in Singapore
  • Broker-dealers in U.S. advised on best practices for conducting business with senior investors
  • Investment Adviser Accused of Fraud for Concealing Poor Performance of Fund Assets from Investors
  • The hedge fund assets hit a record high in Hong Kong
  • The number of financial advisers goes up in U.K.
  • Annuity Quotation Ranking to be provided in U.K.
  • FCA asks firms for their views on MiFID II implementation
 
6FOCAL POINTThumb Rules – When they work and when they don’tVinay Dutta
(Along with additional inputs by Narayan Krishnamurthy)
7TAX MANAGEMENTUnion Budget - Analysis of proposals relating to personal financeSachin Vasudeva
Partner, SC Vasudeva & Co.
8PLANNER’S DIARYEvolve your financial planning practiceSuresh Sadagopan, CFPCM
Founder, Ladder7 Financial Advisories
9DEBT INVESTINGTax Efficiency: Debt Mutual Funds vs. Direct BondsJoydeep Sen, CFPCM
10CREDIT MANAGEMENTHelp your clients benefit from CreditSatish Mehta
Founder and Director, Credexpert
11TAX QUERY CORNER  
12EDUCATION PARTNERS’ DIRECTORY  
13CFPCM CERTIFICANTS’ DIRECTORY  
14CONTINUOUS EDUCATION QUIZ  
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