Trade Brains

SEPTEMBER 26, 2024

Financial services became the backbone of India’s growth. This suggests potential for growth in other areas like data services. It peaked at 88% in March 2023 but decreased to 79% in March 2024. The company appears to be effectively managing its operations and capitalizing on market opportunities.

Compliance 90

Compliance Banking Management Risk Management 90

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

Assets 173

Assets Management Marketing Marketing 173

Trade Brains

JULY 4, 2024

Nuvama Wealth Management – Company Overview Nuvama Wealth Management headquartered in Mumbai, acts as a key player in the Indian financial services industry. Nuvama’s client-centric approach offers a comprehensive suite of wealth management solutions. Particulars Amt Particulars Amt CMP 4,943.10 TTM) 30.78

Wealth Management 40

Wealth Management Management Planning Financial Services 40

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

APRIL 18, 2023

You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. RITHOLTZ: So here we are, enter the first quarter 2023, what’s the environment look like relative to mid-2021? We find great management teams. RITHOLTZ: Right. RITHOLTZ: Really quite interesting.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. So what trends and practice areas have you most excited looking forward 2023 and beyond?

Assets 299

Assets Clients Investing Investments 299

Trade Brains

MAY 25, 2023

A complete Zerodha Review 2023 (Br okerage, Trading Platform & More): Zerodha is the biggest discount broker in India and perfect for traders & investors looking for low brokerage, easy interface, and reliable trading platform. Zerodha is a zero-debt financial services company. There is no borrowing of any kind.

Investing 98

Investing Investments Accounting Education 98

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. by Investopedia for 2023. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. So why rock the boat?

Management 147

Management Recruitment Numbers Banking 147

Sara Grillo

APRIL 10, 2023

Our scheduled meetups are here: April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. And understand what risk we’re taking on. And, and even when you get to what happened earlier in 2023 with Credit Suisse, that again put pressure on the banks to really, to really think about how they’re gonna hedge their credit risk.

Banking 147

Banking Portfolio Assets Investing 147

Brown Advisory

SEPTEMBER 25, 2023

It's the Little Things: Why US Small-Cap Stocks Deserve More Attention bgregorio Mon, 09/25/2023 - 08:42 Small-Cap Growth Strategy --> For most investors, a primary objective is creating an optimal portfolio allocation that maximizes returns for a given level of risk. Source: Factset as of 08/31/2023. Data as of 08/31/2023.

Portfolio 52

Portfolio Clients Management Investing 52

The Better Letter

JANUARY 26, 2024

” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. percent in 2023; HSGFX was down 11.61 percent in 2023; HSGFX was down 11.61 ” Real fear comes with names, faces, and a story.

Assets 105

Assets Valuation Management Marketing 105

Carson Wealth

DECEMBER 30, 2024

on discussing the economy, an area where our prediction for no recession in 2023 and 2024 was seen as quite bonkers at the time. Verdict: Correct Our proprietary leading economic index (LEI) for the US never indicated a recession in 2023 or 2024. (We Thats one reason why we spill a lot of ink (or keystrokes!)

Marketing 60

Marketing Marketing Valuation Economy 60