The regulator has also said that IAs with over 300 clients or those collecting fees of Rs. 3 crore or more must shift to the ...

Todd Bryant, CFP®, ChFC®, CLU®, AIF®, shares his firsthand experiences navigating clients through the complexities of firm ...

SEBI’s 2025 amendments require NISM certification renewal, recognize CFA charter, and clarify transition rules for advisers exceeding client or fee ...

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Discover five of the top financial advisor companies for retirees.

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Registering an investment advisory firm with the Securities and Exchange Commission (SEC) is a complex process that requires, ...