NAIFA Advisor Today

AUGUST 22, 2024

David Wood’s journey in the financial services industry is a testament to dedication, vision, and an unwavering commitment to growth. Based in Marlborough, CT, Wood has been a loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 2024, though his connection to the field dates back to the 1990s.

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Financial Services Financial Advisor Insurance 98

Calculated Risk

JULY 6, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, July 11th -- 8:30 AM: The Consumer Price Index for June from the BLS.

Financial Services 195

Financial Services Banking Economics 195

Abnormal Returns

FEBRUARY 26, 2024

investmentnews.com) Fintech Some highlights from the 2024 T3 Conference. investmentnews.com) Advisers The American College of Financial Services notes the coming shortage of advisers. (morningstar.com) Alts managers are gearing up to get in front of retail investors.

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Wealth Management Financial Services Retail Insurance 290

Calculated Risk

MARCH 2, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, March 7th -- 8:30 AM: The initial weekly unemployment claims report will be released. Jobs openings increased in December to 9.03 million from 8.93

Financial Services 200

Financial Services Banking Economics Government 200

Calculated Risk

APRIL 25, 2024

From the BEA: Gross Domestic Product, First Quarter 2024 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 1.6 percent in the first quarter of 2024 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the fourth quarter of 2023, real GDP increased 3.4

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Government Commission Financial Services Manufacturing 189

NAIFA Advisor Today

JUNE 23, 2024

The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry.

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Insurance Financial Services 98

Trade Brains

AUGUST 17, 2024

A Complete List of SEBI Registered Stockbrokers in India 2024: The Indian stock market has seen impressive growth following digitalization and the post-COVID period. Nithin Kamath, Co-Founder of Zerodha, reports that the number of unique investors has risen from 30 million in 2020 to over 100 million by 2024. Keep Reading to find out.

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Clients Financial Services Banking Wealth Management 98

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

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Ethics Financial Advice CFP Financial Advisor 245

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.

Financial Services 59

Financial Services Banking Retail Management 59

Trade Brains

AUGUST 17, 2024

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. No 1194380 2.62% 8 SBICAP SECURITIES LIMITED No 946900 2.07% 9 MOTILAL OSWAL FINANCIAL SERVICES LIMITED No 941418 2.06% 10 PAYTM MONEY LTD.

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Clients Numbers Startup Accounting 98

Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. premium in the grey market on 19th March 2024. Keep reading to find out!

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Government Transportation Planning Investing 105

Carson Wealth

NOVEMBER 4, 2024

That’s not bad, but that’s clearly a slowdown from what we saw in the first quarter of 2024, when monthly job growth averaged 267,000. Between mid-2023 and mid-2024, we saw the unemployment rate move higher even as payroll growth remained fairly strong. range (or even lower) in Q4 2024 and Q1 2025.

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Marketing Marketing Economy Numbers 95

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India #1 – Bajaj Finance Bajaj Finance is one of India’s most diversified Financial Services Company, with a Market cap of over Rs. Chola commenced business as an equipment financing company which has now transformed into a comprehensive financial service provider. Cr customers. 4,40,635 EPS ₹23.92

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Financial Services Banking Assets Management 105

Trade Brains

OCTOBER 13, 2024

The Securities and Exchange Board of India (SEBI) has given the green light to Jio Financial Services and BlackRock’s joint venture. They will offer various investment products to meet different financial needs. Mukesh Ambani’s Jio Financial Services owns 50% of the venture. and Jio Payments Bank.

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Financial Services Planning Insurance Investments 105

Trade Brains

NOVEMBER 3, 2024

The announcement date was October 28, 2024, with a record date of November 8, 2024, and the ex-dividend date also on November 8, 2024. Shriram Finance Shriram Finance specializes in non-banking financial services, offering vehicle financing, personal loans, and microfinance to underserved markets.

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Distribution Sales Investing Investments 52

Advisor Perspectives

APRIL 25, 2024

million Americans turning 65 in 2024, advisors are navigating four core risks that will impact their portfolios in retirement: longevity, inflation, volatility, and emotions. We will discuss new research by Dr. Wade Pfau, professor at The American College of Financial Services. With nearly 4.5

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Retirement Planning Retirement Planning Financial Services 102

NAIFA Advisor Today

SEPTEMBER 15, 2022

Massey , LUTCF, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, to be the 2023 NAIFA Secretary. As incoming Secretary, Massey will be in line to serve as President-Elect in 2024 and President in 2025. NAIFA’s Committee on Governance has nominated Douglas B.

Financial Services 98

Financial Services Government 98

Carson Wealth

DECEMBER 2, 2024

Five Things to Know About December The final month of 2024 is here, and this week we wanted to show why the chance of another strong month to end this record-breaking year is likely. 2024 of course isn’t over yet, but it is pretty incredible that as strong as last year was, this year is up more right now.

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Marketing Marketing Economy Compliance 70

Advisor Perspectives

JANUARY 5, 2024

2024 is here, and Exchange is right around the corner. Exchange has already established itself as the premier financial services conference and a must-attend event, but the 2024 edition promises to be the best yet.

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Financial Services 40

Indigo Marketing Agency

JULY 23, 2024

Engaging a marketing agency that understands the financial services industry can help create a site that is both professional and aligned with your business goals. Why is it important to have a clear call to action (CTA) on a financial advisor's website?

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Financial Advisor Certified Financial Planner Retirement Clients 98

Trade Brains

SEPTEMBER 18, 2024

The IPO opens on 23 rd September 2024. The issue will close on 25 th September 2024 and be listed on the exchange on 30 th September 2024. In this article, we will look at the Manba Finance IPO 2024 and analyze its strengths and weaknesses. Manba Finance IPO 2024 – About the Company The company was founded in 1998.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Carson Wealth

NOVEMBER 13, 2023

Business formation and policy could continue to support productivity in 2024. STOCK MARKET: WHY WE THINK THE BULL MARKET WILL CONTINUE IN 2024 [link] As we head into 2024, earnings could drive stocks higher. When profits are at a record, stocks tend to follow, and we expect that to occur in 2024.

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Marketing Marketing Economy Startup 96

Carson Wealth

DECEMBER 26, 2023

It is simple, but not easy.” — Warren Buffett, Berkshire Hathaway Looking ahead to 2024, there are four reasons for bulls to smile. Going against the crowd will always ruffle feathers, but we saw many reasons to do it then, and we see many more to expect continued good times in 2024. Here’s our final reason to be bullish in 2024.

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Marketing Marketing Investing Investments 88

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024. In fact, one of the reasons for last weeks 1.9%

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Marketing Marketing Economy Compliance 70

The Big Picture

DECEMBER 11, 2024

At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. I was an executive within the financial services space and I was miserable traveling too much, drinking too much, not moving my body. I use the product myself.

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Food Portfolio Management Marketing 148

Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. Just like everyone called it, right?

Marketing 88

Marketing Marketing Economy Manufacturing 88

Advisor Perspectives

SEPTEMBER 21, 2023

Now, Exchange 2024 is just around the corner. The financial services industry prepares to unite at Miami Beach on February 11th-14th. When Exchange first launched in 2022, it redefined what an advisor-focused conference could look like.

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Financial Services 45

NAIFA Advisor Today

AUGUST 29, 2024

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Kathleen Owings has been named the 2024 Young Advisor Team Leader of the Year. Kathleen began her career in the financial services industry in 2007 and is one of the owners of Westbilt Financial Group in Colorado Springs, Colorado.

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Financial Advisor Engineering Financial Services Insurance 52

Aleph

SEPTEMBER 9, 2024

So, in early 2024, NYDFS could seize it. announced a $700 million loss for the second quarter of 2024. When the ratio gets below 100%, the insurance department can seize the company for rehabilitation. They have not done so, and ATI, finally listening to the successor consulting actuary (to the one in 2013, 2018 etc.) The jig is up.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Carson Wealth

MARCH 17, 2025

In 2023 and 2024 it made more sense to be heavily in stocks, and the big US technology-oriented names in particular, but with many of the growing worries, there is nothing wrong with having a portfolio that will help you sleep at night, but dont panic and sell after a few bad days.

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Marketing Marketing Economy Portfolio 81

Advisor Perspectives

OCTOBER 4, 2023

Last year, Exchange solidified itself as the most valuable advisor-centric event in the country, uniting advisors with thought leaders and experts in financial services, fintech, and economics. Exchange 2024 looks to be the boldest yet.

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Financial Advisor Financial Services Economics 40

Advisor Perspectives

DECEMBER 15, 2023

With the final business of 2023 being wrapped up, the financial services community is starting to look forward to 2024. The first big event of the new year will be the Exchange 2024 conference.

Financial Services 40

Financial Services 40

Harness Wealth

AUGUST 13, 2024

NEW YORK, August 13, 2024 – Inc. revealed today that Harness ranks #192 overall on the 2024 Inc. 5000 class of 2024 represents companies that have driven rapid revenue growth while navigating inflationary pressure, the rising costs of capital, and seemingly intractable hiring challenges. For complete results of the Inc.

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Startup Taxes Media Recruitment 52

NAIFA Advisor Today

OCTOBER 7, 2024

As we conclude another impactful Life Insurance Awareness Month (LIAM), I want to take a moment to recognize the incredible efforts of our NAIFA members, corporate partners, and the broader financial services community.

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Insurance Financial Services Education 52

Carson Wealth

DECEMBER 11, 2023

Multiple signs indicate there won’t be a recession in 2024, which contradicts what many expect. We broke this down as a percentage of disposable income to keep it consistent, but it tells a story not often told and suggests no recession is coming in 2024. The consumer remains strong and household balance sheets are in good shape.

Marketing 142

Marketing Marketing Economy Compliance 142

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%.

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Banking Financial Services Insurance Assets 111

Trade Brains

SEPTEMBER 26, 2024

As of September 2024, The National Stock Exchange has nearly 2200+ companies listed on its exchange. As of March 31, 2024, its high-speed network connected over 225,718 terminals across India. Financial services became the backbone of India’s growth. It peaked at 88% in March 2023 but decreased to 79% in March 2024.

Compliance 90

Compliance Banking Management Risk Management 90