Remove 2024 Remove Financial Services Remove Portfolio
article thumbnail

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
article thumbnail

At The Money: Optimizing Personal Health in Finance

The Big Picture

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. How does that show up in our portfolios? That’s really where we experience alpha, where we make better decisions that affect our portfolio, that improve our performance.

Food 147
Insiders

Sign Up for our Newsletter

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

article thumbnail

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.

Clients 98
article thumbnail

The Power of RILAs in Retirement Planning

Advisor Perspectives

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

article thumbnail

Fedbank Financial Services IPO Review – GMP, Details & More

Trade Brains

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.

article thumbnail

Market Commentary: Seasonal Tailwinds Ahead, but First an Election

Carson Wealth

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.

article thumbnail

Stocks in focus: Stocks that will turn Ex dividend next week

Trade Brains

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.