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Issue Name:JULY/AUG 2017
Cover:Artificial Intelligence: Role in the Financial Planning Industry
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKHere comes the Cyborgs!Ranjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKThe Indian Financial Sector is TransformingSatish Menon ED, Geojit Financial Services Ltd.
3FOCAL POINT / COVER STORYArtificial Intelligence: Role in the Financial Planning IndustryVikash Raj, CFPCM
4ARTICLERisk Profiling with RobosPaul Resnik Nayan Parmar
5REPORTBuilding the Right Team for your Client Portfolios: Fidelity InvestmentsWhitepaper by Fidelity Investments
6PRACTICE MANAGEMENTImpact of GST on Financial Advisory ServicesArvind Rao, CFPCM
7PRACTICE MANAGEMENTRobo-advisor, Traditional Advisor or a Hybrid Model?Niti Guha Thakur, CFPCM
8PRACTICE MANAGEMENTFinancial Planning Practice Standards
9ARTICLESelecting a Time to RetireTeam Knowledge Management, FPSB India
10ARTICLESortino Ratio: Towards a Sharper Ratio for Risk MeasurementV.Raghunathan, CFPCM
11ARTICLEFuture of Insurance in IndiaResearch Report: Changing Face of Indian Insurance by BCG alongwith Associated Chamber of Commerce
12REPORTGlobal Wealth Distribution
13REGULAR COLUMNTax Queries
14REGULAR COLUMNEducation Partner's Directory
15REGULAR COLUMNContinuous Education Quiz
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