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FINANCIAL MANAGEMENT/PLANNING

It isn’t often that you attend a conference where there’s a giant cake, a great party and fantastic giveaways. Keith Beverly, CFA, CFP,®, said the one negative thing about FPA Annual Conference was that he didn’t attend years ago. “Free massages should be mandatory at all conferences,” Beverly said. But giant...
I recently took part in Commonwealth Financial Network®’s National Conference, where I was asked to present on a topic related to adviser growth. Of course, there are many ways that advisers can grow, but I chose to discuss the value proposition. I think it’s something critically important to...
Say a client has been overspending on his credit card. You have a chat about it, and he leaves your office, assuring you that he’s going to rein it in. But at your next meeting, he hasn’t decreased excessive spending and he seems frustrated. Why is your client acting...
Fall is the time of year for industry conferences, like the FPA Annual Conference in Minneapolis that starts tomorrow. These events are a great way to hone your knowledge, meet new people and stay up to date on new and exciting ideas in the profession. Here are some...
Most people would have filed their Income Tax Return (ITR) by now. But do you know your tryst with ITR does not end with here. This post we discuss what awaits you after you have filed your tax returns? Expect...
The pace of change today—from technology adoption to consumer demand for a personalized, convenient service experience—is unprecedented. What are financial planners doing to adapt to change, and how will they innovate in the future? These are the central questions explored in new research from SEI and FPA, which...
Salaried class have always complained of raw deal year after year in income tax laws. But the good news is you can still manage to pay Zero (NIL) income tax on salary of up to Rs 20 lakhs (Salary here means...
When it comes to leaving your firm, there are certain things every planner must know to avoid making mistakes that could have a negative impact on their career. It’s a topic that affects almost every financial planner, but is rarely, if ever, talked about in a public way....
Sukanya Samriddhi Yojana is a very popular deposit scheme for girl child guaranteed by Government of India. This was launched on 22 January 2015 to encourage savings for girl child for their education and marriage. Sukanya Samriddhi Yojana –...
The post lists down the rate of interest on Bank fixed deposits as of August 5, 2019. You might want to bookmark this page as the FD interest rates would be updated every month. Would help you in better decision...