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FEE ONLY ADVISORS
Forget the DOJ. For a Trump pardon, call "Bobby" and other influencersPresident Donald Trump's pardon system has shifted dramatically. Influence now hinges on personal networks and narratives of victimhood, by...
Why tomorrow’s finance leaders must think beyond spreadsheetsFinance leadership is shifting from historical accuracy to navigating future uncertainty, with AI becoming crucial for decision-making. Org...
Banks are cutting credit card perks quietly; Learn how to get more value from your walletMany banks have recently reduced credit card rewards, cashback limits, and perks, prompting cardholders to reassess their spending strategi...
Is this why retirees still struggle despite a new Social Security COLA forecast? Two ways to earn 4% on your money before the COLA arrivesA projected 3.9% Social Security COLA adjustment is making headlines — but millions of retirees don't need to wait until October to protect...
Paying extra for MF-PMS? Here’s what investors get and what they may lose on returnsPMS-style mutual fund advisory can fetch you a curated selection of funds with allocation and execution embedded. This convenience faces a ...
US SEC 'attuned to potential risk' in private funds, enforcement chief saysWall Street's top regulator is watching private funds for risks. The new enforcement director, David Woodcock, highlighted concerns about l...
You need nearly Rs 7 crore to raise a child in an Indian metro: Oxford trained financial advisor's viral video sparks debateRaising a child in an Indian metro city could cost Rs 6.75 crore over 21 years. Financial advisor Udayan Adhye highlights education inflati...
The true cost of PMS returns: Disclosing the hidden gap between headline numbers and real investor gainsFrom glossy returns to tax drag, what an equity PMS earns investors often trails what is advertised.
You don’t need crores to study abroad: Study advisor’s ‘Millionaire Myth’ TED Talk goes viralA viral TEDx talk challenges the notion that studying abroad is only for the wealthy. Study advisor Asslam Shaikh argues that lack of aware...
No French, No civic test: France’s exam‑free Visiteur visa Indian HNIs are quietly using as a first step to EU residencyFrance's 2026 immigration reforms, including civic exams and language tests, have caused concern for many. However, the financially indepen...
ETMarkets PMS Talk | Outperforming in a Crash: How Qode Growth Fund beat its benchmark by 14%, explains Rishabh NaharDespite a brutal Q4FY26 sell-off, the Qode Growth Fund outperformed its benchmark by over 14 percentage points. Fund Manager Rishabh Nahar ...
Germany to shift beyond student mobility; strengthen research, institutional collaboration in IndiaGermany's academic exchange agency DAAD is changing its focus in India. The agency is moving from just sending students to Germany to build...
IRS 1099-K rule change: Higher $20,000 limit brings relief for gig workers and online sellersThe new 1099-K tax rule brings relief for small sellers and gig workers using apps like PayPal, Venmo, and Cash App. The higher reporting l...
Home equity often ignored in retirement planning, but it could boost income and savingsMany retirees have most of their wealth in their homes. Experts say this housing value is often ignored in retirement planning. Using home ...
Why you should pay for financial advice when it is also available free of cost: ViewWith a fee-only advisor, the products recommended would be the ones that are most suited to their situation.
'Foreign junkets for mutual fund distributors may continue'Mutual fund houses may continue with the practice of sponsored foreign junkets for their distributors.
How dealing with a fee-only advisor is good for the client: ViewThe best bet for the investor would be a fee-only advisor, who only offers advice, just like a doctor/ lawyer and does not sell products an...
Financial planners not keen to take up advisory roleIndependent financial advisors are unwilling to register as investment advisors as new role demands forgoing steady income from commissions.
Financial advisors to suggest direct MF plans only at a feeWhile some said they will desist from advising clients to shift to the so-called direct plans, others may hike costs for advisory services ...
- Financial Advisors plan to form alliance to protect own interests
The association, planned on similar lines as Amfi, will voice its views in matters related to rules governing financial product distributio...