Nerd's Eye View

DECEMBER 19, 2022

Yet the irony of FPA's new initiative for Title Protection is that "Financial Planner" actually did have protected status as a title all the way back in 2005, when the SEC issued a rule that would allow broker-dealers to offer fee-based brokerage accounts without being required to register as investment advisers and be a fiduciary… and as a part (..)

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

Advisor Perspectives

JANUARY 25, 2023

Formed in 2005 to serve educational and resource needs of professional business advisors, the Exit Planning Institute is a trendsetter in the field of exit planning for business owners across the globe.

Planning 52

Planning Clients Education 52

NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

NAIFA Advisor Today

MAY 23, 2024

Prior to NAIFA's Congressional Conference, our new partner, Stonewood Financial, provided a workshop titled, Protecting Your Clients (and Their Retirement) from Washington. Todd Gaswick, LACP, loyal member since 2005, provided a testimonial during the preconference session stating how much their content has helped his practice.

Distribution 52

Distribution Retirement Clients 52

Nationwide Financial

AUGUST 22, 2022

A Bank of America survey shows that private clients have an allocation to equities of 64%, down slightly from the 66% earlier in the year, but well above the 56% average since 2005. A divergence continues to exist between the allocation to equities by retail and institutional investors.

Marketing 98

Marketing Marketing Retail Budgeting 98

Trade Brains

NOVEMBER 18, 2023

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. Marquee Client Record: Tata Tech’s clients include some of the most notable names such as Airbus, McLaren, Honda, Ford, and Cooper Standard. The top 5 clients of the Company contributed to 60.49%, giving rise to concentration risks.

Engineering 115

Engineering Assets Clients Manufacturing 115

Brown Advisory

SEPTEMBER 11, 2018

This metric still has a ways to go before it reaches the sub-2% level we last saw in 2005-2006, and there is fundamental room for improvement (legacy assets from the crisis era are still working through the foreclosure pipeline). Mix of Borrower FICO Scores: Non-agency Mortgage Origination, 2005 vs. 2017). Source: Goldman Sachs. .

Marketing 52

Marketing Marketing Clients Assets 52

Trade Brains

JANUARY 22, 2024

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast. These anchor clients contribute to 40% of the Company’s revenue.

Planning 119

Planning Engineering Manufacturing Clients 119

Trade Brains

AUGUST 18, 2023

Around 2005, he came across Atul Auto, Aegis Logistics, and Cera Sanitaryware which went up more than 100 times in the next decade. Founded nearly two decades in 2005, Affordable Robotic & Automation Ltd. The company counts big names such as Eicher, Volvo, TVS, Maruti Suzuki, Lodha, Hero and more as its clients.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Random Roger's Retirement Planning

SEPTEMBER 9, 2022

I've owned NEE for clients since 2004 or 2005 when it was still FPL Group which stood for Florida Power & Light. Of course there's a story there that becomes pretty apparent once you look under the hood which is that XLU's largest holding is Next Era Energy (NEE). Here's the above chart with NEE added in.

Clients 75

Clients Investing Investments Marketing 75

AdvisorPR

JULY 14, 2021

JConnelly, a communications agency serving clients worldwide, has acquired AdvisorPR, a boutique public relations and marketing company that specializes in working with wealth management firms. “We know that this addition will help us continue our commitment to finding the most innovative ways to serve our clients.”

Communication 52

Communication Wealth Management Clients Financial Services 52

Truemind Capital

MAY 14, 2024

A client of mine asked me if we could invest in infrastructure funds, given the strong focus of the Government on the infrastructure sector. The sector is undoubtedly expected to do good, but is it a good investment right now? Most probably not! Why is that so? Because it has been a popular narrative for quite some time.

Investing 52

Investing Investments Valuation Government 52

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Trade Brains

FEBRUARY 28, 2024

Top AI Stocks with High FII Holdings #1 – Coforge Coforge is a leader in product engineering, that designs, consults, operates, and modernizes client systems across the world. It Leverages Cloud, Integration, and automation tech that transforms its client businesses into digital and high-growth enterprises. Stock P/E (TTM) 53.39

Engineering 100

Engineering Government B2B Clients 100

Trade Brains

JUNE 14, 2024

Company outlook Of Yes Bank Yes Bank was established as a private sector bank in 2005 by Ashok kapur and Rana kapoor. It plays a crucial role in providing full service commercial banking which involves catering to retail, MSME (micro, small and medium enterprise) and corporate clients. It has its headquarters in Mumbai, Maharashtra.

Banking 105

Banking Retail Accounting Assets 105

Validea

MAY 15, 2023

The energy sector has brought much growth to Macquarie since it acquired Cook Inlet Energy Supply in 2005 and Constellation Energy’s downstream natural gas trading platform in 2009, and O’Kane built on that with a system of leases of gas and energy transmission networks, propelling him to become the top player in the U.S. billion and $34.5

Transportation 52

Transportation Banking Accounting Clients 52

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. We sometimes use a blunt instrument when we need a scalpel.” This communication and any accompanying documents are confidential and privileged.

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

MAY 31, 2018

for more than a decade—it began to decline in 2005 through the credit crisis and since then has recovered, but at a tepid pace. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. We sometimes use a blunt instrument when we need a scalpel.”. This communication and any accompanying documents are confidential and privileged.

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

MAY 31, 2018

for more than a decade—it began to decline in 2005 through the credit crisis and since then has recovered, but at a tepid pace. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Economics 52

Economics Budgeting Government Clients 52

The Big Picture

OCTOBER 24, 2022

So I applied and was hired as an ETF analyst in 2005. And so Morningstar coverage was really just getting started on ETFs, right in the 2005, period. And so our customer base is financial advisors and their underlying clients. And we were doing the same with clients. NORTON: So 2005-2006 timeframe. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investing 130

Random Roger's Retirement Planning

OCTOBER 2, 2024

The chart captures most, not all, of the names that I've held for clients since I started doing this at my old firm. On Christmas Day, 2005 I wrote about alternatives including a look at the Merger Fund (MERFX). There is also the reality that all advisors have clients who take way more out than is safe.

Portfolio 52

Portfolio Clients Retirement Portfolio Management 52

Trade Brains

DECEMBER 24, 2023

Operating Profit Margin (%) 35.75% Net Profit Margin (%) 23.11% Best Penny Stocks under Rs 5 #2 – Seacoast Shipping Services Founded in 2005 as a freight forwarders and shipping agents company, Seacoast Shipping Services Limited (SCSSL) has grown to become one of the largest freight forwarders in Gujarat. .) ₹ 33.48 Stock P/E (TTM) 12.9

Manufacturing 96

Manufacturing Commission Sales Portfolio 96

The Big Picture

OCTOBER 17, 2023

And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business? It goes back to the client. And that is the case.

Investing 130

Investing Investments Clients Numbers 130

Trade Brains

DECEMBER 3, 2023

It has a very easy-to-use fintech platform that, facilitates investing & trading activities for its clients. Angel also offers an API platform called Smart API, which helps users (Startups and advisory Firms) to execute real-time trading activities and develop end-to-end services for their clients. active market share.

Clients 59

Clients Manufacturing Healthcare Communication 59

The Irrelevant Investor

JULY 25, 2016

That's the number of global funds launched between January 2005 and 2013. As potential distractions hit an all-time high with each passing day, a growing responsibility of the advisor is to keep their clients focused. Fifty-seven thousand, five hundred and twelve.

Financial Advisor 52

Financial Advisor Retail Numbers Accounting 52

Trade Brains

JANUARY 24, 2024

Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. These clients come from industries like Airlines, Banking, Communications, Logistics, and others. Top 10 clients bring in ~42% of revenue. 14,097 EPS ₹16.13

Insurance 59

Insurance Clients Engineering Management 59

Brown Advisory

OCTOBER 26, 2021

Concurrently, the weight of biotech in the index has ballooned from 9% at beginning of 2005 to close to 16% as of the end of the third quarter of 2021. The R2G and RMG experienced a decrease in the size of cyclical sectors (consumer discretionary, energy, financials, industrials and materials) since 2005. All investments involve risk.

Manufacturing 52

Manufacturing Investing Investments Communication 52

Trade Brains

OCTOBER 13, 2023

Net Profit Margin (%) 3.94% EBITDA Margin (%) 10.63% High FII Holding Stocks Under Rs 100 #2 – Edelweiss Financial Services Edelweiss Financials Services is one of India’s leading financial services conglomerates, offering a robust platform to a diversified client base across domestic and global geographies. Market Cap (Cr.)

Banking 105

Banking Financial Services License Retail 105

Brown Advisory

JULY 22, 2020

China: The Next Frontier In Venture ajackson Wed, 07/22/2020 - 11:37 In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. at that time.

Startup 52

Startup Government Manufacturing Clients 52

Brown Advisory

JULY 22, 2020

In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. As a result, we have intentionally moved slowly and have introduced illiquid Chinese investments into client portfolios at a measured pace. at that time.

Startup 52

Startup Government Manufacturing Clients 52

AdvisorPR

SEPTEMBER 28, 2023

AdvisorPR is a division of JConnelly, an integrated communications agency that has served clients across the financial industry for more than two decades. To meet this demand, FPA has partnered with AdvisorPR® to develop a training program designed to help financial professionals navigate today’s media landscape.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

The Big Picture

MARCH 5, 2024

So Magnetar launches in 2005 with some capital, and you joined you, you weren’t one of the original founders, but you joined not long afterwards. So back then you, you probably remember in 2005, you know, there were a lot of what they called pod shops. 00:08:45 [Speaker Changed] Huh, interesting. H how did you figure that out?

Banking 147

Banking Portfolio Assets Investing 147

Random Roger's Retirement Planning

JUNE 23, 2022

There are two ETFs that target capital markets broadly, the SPDR S&P Capital Markets ETF (KCE) and the iShares US Broker-Dealers & Securities Exchanges ETF (IAI) that came out in 2005 and 2006 respectively. CBOE is a long time client holding because it has the potential to do well in these environments thanks to its VIX business.

Commission 52

Commission Portfolio Marketing Marketing 52

Brown Advisory

NOVEMBER 29, 2016

We believe that this structure enables our clients to contain risk while meeting their long-term objectives for returns. Callan estimated that a portfolio in 2005 could achieve a 7.5% Reassess asset allocation. annual return with a 52% allotment to bonds. equity universe.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Trade Brains

SEPTEMBER 15, 2023

Yatra Online IPO Review – About The Company Yatra Online Limited, incorporated in 2005, offers domestic and international customers information, pricing, availability, and booking services. The company currently has more than 813 corporate clients and over 49,800 registered small and medium-sized enterprise customers as of fiscal year 2023.

B2C 59

B2C B2B Engineering Distribution 59

Trade Brains

DECEMBER 31, 2023

It is a full-service commercial bank that provides a complete range of products, services and technology-driven digital offerings, catering to retail, MSME as well as corporate clients. Through its wholly-owned subsidiary YES SECURITIES, it also operates Investment Banking, Merchant Banking and Brokerage Businesses.

Banking 64

Banking Distribution License Retail 64