Professional Financial Advice - The Landscape - E 22
Update: 2023-10-22
Description
ON THIS EPISODE WE COVER:
- How Pattu got started himself all those years ago
- Why some people need a Financial Advisor
- A list of players who offer this kind of advice
- Insurance agents and how they work
- How online content is so important for these players
- MF distributors, RIAs and RoboAdvisors - the difference
- FInfluencers !
- SEBI registered Portfolio Managers
- SEBI registered Research Analysts
- Unregulated stock tips!
- %age of your Assets - a flawed argument?
- P.V. Subramanium's analogy!
- How AI will change financial planning
- Dependency - good or bad?
See omnystudio.com/listener for privacy information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
