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Survey Report- Practice Management in the New Age - Dec 2020
IFANOW surveyed 524 advisors in India to get an understanding of advisor sentiments. Here are the findings of the survey.
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survey /resources/survey the_future_of_wealth_managementadvanced_client_relationship_managementbuilding_a_strong_identity_in_wealth_managementadvanced_marketing_strategiesleveraging_data_analytics_for_clientsmarket_segementationnavigating_regulatory_compliance_in_indiaharnessing_the_power_of_artificial_inteligenceeffective_team_managementstrategic_business_expansionportfolio_rebalancingmulti_asset_classdynamic_assetbehavioral_finance
modern_portfoliotactical_assetsmaximizing_clientalternative_investmentsfactor_investingleveraging_modern_portfolioifanow-portfolio-managementthe-top-budgeting-mistakes-that-could-derail-your-clients-financial-goalsthe-tax-savings-blueprint-for-financial-advisorsunderstanding-monetary-and-fiscal-policy-and-navigating-the-capital-marketsindia-has-very-few-financial-planners-but-heres-why-the-trend-is-changing-fastcovid-19-pandemic-eight-learnings-for-financial-advisorsfive-ways-to-look-at-your-portfolio-performancethis-ifa-could-not-prevent-his-client-from-stopping-an-sip-of-rs-150000-what--about-youtwelve-reasons-why-your-website-is-not-bringing-you-leads-and-how-to-fix-themtwitter-for-financial-advisors-how-to-get-started-and-use-itsix-steps-of-managing-a-fee-based-practice-on-ifanowour-thoughts-on-the-ifa-industry-and-some-predictionsgoal-based-planning-goes-mainstream-are-you-prepareda-place-to-build-your-brand-grow-your-audience-is-herefinancial-planning-for-millennial-womeninvestment-style-dravid-sharma-dhoni-and-kohliso-what-does-it-mean-to-become-financially-freehow-can-i-avoid-planning-fallacyHomePersonal FinanceFinancial Planning and AdvisoryPortfolio ManagementMarketing for Financial AdvisorsIndustry TrendsPractice management