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FPSB INDIA
FPSB India names Ramesh Vishwanathan CEO to drive growth of financial planning professionFPSB India has appointed Ramesh Vishwanathan as its new Chief Executive Officer. Vishwanathan brings over 25 years of leadership experience...- Your monthly spend also decides how soon you can retire: Expense tracking apps, AI tools are changing how Indians investExpense-tracking apps, spreadsheets, Artificial Intelligence (AI) -generated analysis, and budgeting dashboards are not merely bookkeeping ...
- Mother's Day Special: How AI, apps are empowering women to manage finances, improve health, build careerWomen are learning to keep pace with the ubiquitous apps and AI, shrugging off dependence on their kids for financial transactions, online ...
- NPS gets wider reach: Pension body allows CAs, fintech firms, Gramin Dak Sevaks, Pension Sakhis and others to act as pension agentsThe Pension Fund Regulatory and Development Authority has expanded the National Pension System distribution network. Ten new categories, in...
- FPSB India, Bharat Chamber of Commerce ink pact to boost financial planning educationKolkata witnesses a collaboration. FPSB India and Bharat Chamber of Commerce unite. They aim to boost financial literacy nationwide. The fo...
- Nearly half of financial planners worry about AI's data privacy, security risks: ReportDespite the benefits, financial planners expressed reservations regarding the use of artificial intelligence (AI), with 47% citing data pri...
- The big gap in financial planners in India. Can FPSB India step up?The Certified Financial Planner (CFP) certification, overseen by the Financial Planning Standards Board (FPSB), has been in India for nearl...
- NISM, FPSB India to launch postgraduate program in financial planningThe National Institute of Securities Markets and FPSB India introduced a Postgraduate Program in Financial Planning and capacity-building i...
- No takers for 18 lakh jobs in financial services sector in India: FBSB India CEOIndia is grappling with unemployability in the financial services sector, with nearly 18 lakh jobs not filled last year. GIFT City in Gandh...
- Certifications ease career path in financial leadership rolesCertified finance professionals in India earn about 20% more. AdAstra Consultants highlights the significant impact of certifications. Key ...
- 4 myths and facts about financial planning you should knowToday on the occasion of world financial planning day (October 4, 2023) the Financial Planning Standards Board (FPSB) India released a surv...
- FPSB & IIM Lucknow unveil report on consumer lending practicesIn the personal loan category, Axis Bank, Fullerton Credit India, Home Credit India, Standard Chartered Bank excelled in following a higher...
- 'Sebi's proposed changes to investor advisory norms welcome'FPSB said that the proposed removal of 'incidental advice' by the distributors is a welcome step that would "protect the investors from get...
- SAT allows appeal against Sebi order for MF distributorsThe SRO will assist Sebi and AMFI in regulating fund distributors and ensuring a cordial relationship with mutual fund houses.
- SAT to hear appeal against Sebi order for mutual fund distributors on WednesdayThe decision to set up an SRO followed concerns about MF distributors not being regulated and rising complaints against them for mis-sellin...
- Hiring of CFP professionals to grow globally this year: SurveyHiring of certified financial planners (CFP) is expected to grow globally this year, including India, as many firms are planning to increas...
- AMFI may launch 'MF Utility' portal by end of FY 2014Association of Mutual Fund in India is likely to launch 'MF Utility' portal as a single platform for all mutual fund transactions by the en...
- Financial planners must put their clients' interest first while educating them: Noel Maye, CEO, Financial Planning Standards Board, USTraditionally, India has focused on the selling side of the transaction. Now however, it is moving towards showing openness and commitment ...
- Commission included in the price is the cause of mis-selling: D Swarup, FPSBEntry and exit loads are not in the interest of investors as they inhibit choice and competition. All fees and charges should be clearly in...
- FPSB seeks regulatory organisation statusThe Financial Planning Standards Board (FPSB) has sent a proposal to market regulator SEBI, seeking the role of first-level regulator for i...
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