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  • Morgan Stanley survey finds takers for financial advice backed by AI

    However, the survey also says AI is not expected to replace human guidance with 82% of respondents preferring the latter over artificial intelligence.

  • Personal Finance: ChatGPT and co will take quite a while to match financial advisors

    Financial advisors and fininfluencers can breathe easy. ChatGPT isn’t about to steal their jobs. Generative AI tools make elementary errors in retirement fund calculations and come up with absurd numbers. AI will require more iterations to be able to work without human oversight, at least in personal finance

  • Once a mis-selling victim, Priya Sunder now runs a successful financial advisory firm

    Started in 2005, PeakAlpha today has over 5,000 clients and manages Rs 1,300 crore in assets, with 40 percent of the total client base being women. One of the key responsibilities of a financial advisor, says Sunder, is managing the emotions of a client as investment is a function of greed and fear.

  • This Valentine’s day, let’s talk about how financial planner couples manage their own money

    They prefer to take the personal finance decisions together

  • Your Money Matters | How financial advisors can help avoid wrong investments

    Financial planning is a very important part of one's life and it gets complicated as the financial needs grow. So, is it time for you to stop scrolling for financial advice online and hire a 'human' financial advisor? Find out in the third episode of 'Your Money Matters'

  • Brain fade in the business of investing!

    Many of us have sudden attack of brain fade and we start asking questions about area in which fund managers do not have any expertise.

  • Lack of financial literacy an opportunity in India: Sudden Money

    Lack of financial literacy is the reason given for these challenges. I see this as a great opportunity for financial planners in India. Increasing national financial literacy is an essential effort but it takes a long time.

  • Financial Advisor Awards 2016-2017: Curtain Raiser!

    Recognising the critical role that financial advisors play in the wealth preservation process and the par of sound advice UTI Mutual Fund and CNBC-TV18 celebrates the effort of financial advisors across the country.

  • MF agents oppose Sebi registration norms for advisory services

    To keep checks and balances on investment advisory services, the Securities and Exchange Board of India (Sebi) had issued a consultation paper in October proposing a overhaul of regulations governing investment advisors.

  • Should you have multiple financial advisors?

    Each individual investor has multiple financial advisors. This brings forth multiple challenges. How to overcome such a situation?

  • Sebi favours direct MF sales; online platform soon: UK Sinha

    The distributors and financial advisors have been lobbying hard against mandatory disclosure of commissions by fund houses, which have also been asked by the regulator to disclose to investors salaries and other payouts to top management.

  • Watch Delhi edition of Financial Advisor Forum 2015-16

    Financial Advisor Awards were instituted with an aim to recognise and honour the very best in the financial advisor community. As a run up to the awards, industry stalwarts and independent financial advisors across major cities in the country discuss the opportunities and challenges faced by them.

  • Financial Advisor Awards: The journey so far

    UTI Mutual Fund and CNBC-TV18‘s Financial Advisor Awards are one of India‘s most prominent award ceremonies that celebrates the efforts of financial advisors across the country.

  • Financial Advisor Awards: An in-depth interaction with Leo Puri

    UTI Mutual Fund and CNBC-TV18‘s Financial Advisor Awards, India‘s most esteemed awards to recognise the role of independent financial advisors is now in its seventh year. This year the series kick-starts with a power packed interaction between Latha Venkatesh, the Executive Editor of CNBC-TV18 and the MD of UTI Asset Management Company, Leo Puri.

  • Should you pay for financial advice?

    We pay for all almost all services we avail of. It makes sense to pay for services as one can get the right advice which helps to achieve our financial goals.

  • Birla Corp to acquire two cement units of Lafarge India

    Birla Corporation said in a BSE filing said "it has agreed to a transaction with Lafarge India Private Ltd, whereby Birla Corp, either directly or through its wholly-owned subsidiary, shall acquire both the Jojobera and Sonadih cement businesses (Acquisition business) from Lafarge India for an Enterprise Value of Rs 5,000 crore".

  • ICICI, Union Bank awarded at Financial Advisors Award FY15

    The event which recognises the contribution made by the individual financial advisors and financial firms saw a total of 28 awards being given away.

  • Questions arise about banks' role in FIFA bribery case

    SOCCER-FIFA-BANKS:Corrected: Questions arise about banks' role in FIFA bribery caseA raft of banks could face tough questions in the sweeping U.S. crackdown on alleged corruption in global soccer as prosecutors review how much they knew about millions of dollars in bribes flowing through the U.S. banking system to accounts around the world.

  • Watch: Challenges, issues & way ahead for MF in India

    Financial Advisor Forum travels across the country with leading financial advisors and talk to them about the key issues, the challenges and the way ahead for the mutual fund industry in India.

  • Here's what experts had to say at FAA Forum 2015 in Jaipur

    Watch FAA Forum 2014-2015 held in the city of Jaipur in which Malvika Jain interacted with eminent panelists. There was exchange of ideas with financial advisors and discussion on how to take this industry forward

  • Checkout: Financial Advisor Awards journey so far

    UTI Mutual Fund and CNBC-TV18‘s Financial Advisor Awards are one of India‘s most prominent award ceremonies that celebrate the efforts of financial advisors across the country. Here is a look at the Financial Advisor Awards journey so far.

  • Do you need a financial advisor?

    Financial advisors are people who work and help their clients in achieving their financial goals by effectively channelizing their savings into investment and also give financial advice.

  • Time to change the way you take financial decisions

    Nitin Vyakaranam of arthayantra.com discusses the importance of taking the right ways in an individual's financial decisions. He stresses on taking professional advice for taking such decisions.

  • Financial Advisor Awards 2012-13

    CNBC-TV18 returns with the Financial Advisor Awards 2012-2013 in partnership with UTI Mutual Fund.

  • This may be the 'right time' to invest in Equity schemes

    For the past two years, if any investor asked a financial expert if it was the right time to invest in the stock market, the answer would invariably have been 'Refrain for the time being'. Investors appear to be taking this advice rather seriously. Read this space to know what has changed now and why it is the right time to invest in Equity MFs.

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