ARIA Initiatives_April 2026
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FIDUCIARY ADVISORY PRACTICE STANDARDS
Topic : Designing a Client Experience that Drives Growth Speaker: Julie Littlechild – Founder & CEO, Absolute Engagement Brief: There is no shortage of ideas to help you enhance your client experience. The question is, which of those ideas are right for you and what should you do first? In this session, Julie Littlechild will share a […]
Topic – Aspire: Your Journey to the Top! Speaker – Frank Maselli – Keynote Speaker, Trainer and Business Coach The Financial Service Industry is a highly rewarding & growing profession and there are many ways to succeed. But top advisors all seem to share a few common characteristics. In this session, Frank Maselli will discuss the nine […]
Topic: The REAL Reasons Clients Seek Advice (Heads up: They’re not what you think!) Speaker – Dr. Moira Somers Founder, Money, Mind & Meaning Brief : There is often a mismatch between what people hope for when they reach out for professional counsel and what they receive. We assume that clients want our technical expertise, but the research […]
Topic – Elevating Your Business & Client Value Speaker – David Haintz, Founder, Global Adviser Alpha Brief – To build great efficiency, its best to systematize the process but customize the advice. Cost is only an issue in the absence of value. Your clients are not cost conscious but are value conscious. In this session, David will share […]
Title of the session: “Rule-Based Investing” Speakers: Mr Swarup Mohanty (CEO) and Mr Mayukh Datta (National Sales Head) The key points which were covered under the presentation are as below : – Advantages of Rule-based investment – Rule-Based Index – AMC induced rules – Alpha Generation in rule-based investments. Recordings Using Google Chrome – https://us02web.zoom.us/rec/share/linnHcJVrBVM35Jo2p4B7RiTCHUv0RD5e_aFnM7dWKfm2LszgH1eQ_0r37M9PeCk.hhzuCxyVk7CPiEE4 […]
Topic : Budget 2021- what does it mean for RIAs Are nonequity oriented funds in ULIPs covered by the new tax on high premium ULIPs? Contribution to PPF – is it to be counted while calculating the amount of Rs. 2.50 lakhs EPF contribution? What is the impact of the proposed amendment on the taxability of […]
Title – LOE Notes Session date: 22-12-2020 View More
Topic : Edelweiss MSCI Indo Global Healthcare NFO Thursday, October 8,2020|5.30 to 6.30 PM IST International Speaker: Jack Lin- MANAGING DIRECTOR, HEAD OF APAC CLIENT COVERAGE MSCI Brief Intro – Edelweiss has partnered with MSCI. In this session we will cover a brief description on the partnership, opportunity for investors in this space, Healthcare indices, […]
This webinar was held to highlight MFI 360 product software features and benefits to the members. Click here for the brochure. Click here for the tracker.