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Advisory Process

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MMI Editor
MMI Editor
Tuesday, 18 August 2015 / Published in Advisory Process

Does robo-advice work?

Tech start-ups are hot. Within that, ‘fintech’ is hot. And within that, ‘robo-advice’ is a term that’s starting to be bandied around even in the Indian market. What do these terms mean and why are they relevant to anyone associated in the asset/wealth management industry? (By the way, I have combined the wealth and asset
risk profilingrobo-advice
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MMI Editor
MMI Editor
Friday, 03 July 2015 / Published in Advisory Process

Choose your value proposition

Unlike medicine where there is a clearly defined distinction between the general practitioner and various specialists, wealth management is a grey area the world over. While global regulators are increasingly separating brokers/distributors from advisers based on compensation source, wealth managers can still choose their own business model and area of focus based on their own
financial planning
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MMI Team
MMI Team
Wednesday, 03 April 2013 / Published in Advisory Process

Understanding risk profiling

  Paul Resnik of Finametrica explains the concept of risk profiling and the stability of the risk tolerance measure over time.
risk profile

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