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The Latest In Financial #AdvisorTech (March 2024)

Nerd's Eye View

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 246
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Adviser links: zero engagement

Abnormal Returns

(riabiz.com) Alts How to talk to your clients about alternative investments. 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.

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Risk Management in Financial Services During 2023 – 10 Key Highlights

Risk Management Guru

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Firms are investing in new technologies and processes to help them identify and mitigate operational risks.

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

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.

Ethics 245
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Complete List of SEBI Registered Stockbrokers in India 2024 (And Total Active Clients)

Trade Brains

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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Exploring the Future of AI and Behavioral Finance

Wealth Management

At Nitrogen's 2024 Fearless Investing Summit, industry veteran, Brian McLaughlin reflects on the game-changing impact of AI and behavioral finance, and why innovation continues to drive the financial services industry forward.

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SRM Contractors IPO Review 2024 – GMP, Financials And More

Trade Brains

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. Investment Rs.