article thumbnail

Style guidelines for financial services firms

Investment Writing

Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm? However, style guides often don’t cover challenges specific to financial services firms.

article thumbnail

The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning.

Ethics 138
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Dominating Digital: Mastering SEO for Financial Services

Indigo Marketing Agency

SEO for financial services won’t exist for another few decades. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Mobile optimization: In 2016, more people started browsing the internet on phones than computers, and every year the difference widens.

article thumbnail

High FII Holding Stocks Under Rs 100 To Add To Your Watchlist

Trade Brains

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.

Banking 105
article thumbnail

Scott Blake Builds Lasting Client Relationships Through Trust and Transparency

NAIFA Advisor Today

Scott Blake, MBA , is dedicated to protecting young professionals, small business owners, and families through holistic financial planning and political advocacy. Learning From the Best After earning his MBA from Capital University , Blake transitioned from politics to financial services.

Clients 52
article thumbnail

Is M1 Finance Safe? (Legit Place to Invest Your Money)

Good Financial Cents

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. M1 Finance is a legitimate financial services company that is regulated by both FINRA and SIPC. What Services does M1 Finance Offer? So, is M1 Finance secure?

article thumbnail

Everything you need to know about NSE IPO

Trade Brains

Furthermore, it claims 59% in currency derivatives and 79% in interest rate derivatives in India, as of 2016. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Financial services became the backbone of India’s growth. NSE’s achievements have earned it several accolades.