The Irrelevant Investor

JULY 30, 2019

Jason Zweig and Andrea Fuller pulled no punches yesterday in their piece, Looking for a Financial Planner? The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Certification 52

Trade Brains

SEPTEMBER 7, 2022

GMDC has no debt and was ranked 132nd on India’s Fortune 500 Companies list in 2017. It has become India’s premier energy marketplace by providing an automated trading platform for the physical delivery of electricity, renewables, and certificates. Mahindra & Mahindra Financial Services Financial Services 197 24,500.

Manufacturing 98

Manufacturing Financial Services Distribution Pharmaceutical 98

Sara Grillo

AUGUST 26, 2024

James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. Robert Wright Robert Wright, CFP® serves as a Financial Planning Professional at Advocacy Wealth Management with over 10 years of experience in the financial planning and services industry.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

Wright argues that we could diminish any asset that way, even stock certificates. James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. Gold has transaction value. All value is relative. They love to travel, bake, and swim. Lee holds a Ph.D.

Investments 52

Investments Investing CFP Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there. MILLER: That they’re going to move their location. So they changed their name to Extell.

Sales 130

Sales Numbers Marketing Marketing 130

Trade Brains

MAY 25, 2023

Here are a few of the famous awards won by Zerodha recently: — ET Startup of the Year (2020) — National Stock Exchange (NSE) “Retail brokerage of the year 2019” (& 2018) — Outlook Money “Retail broker of the year 2017” — Ernst & Young “Entrepreneur of the year (Startup) 2017” 2.

Investments 98

Investments Investing Accounting Education 98