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Adviser links: technology bets

Abnormal Returns

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business.

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Weekend Reading For Financial Planners (October 19–20)

Nerd's Eye View

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

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Exide Industries: Energizing the Future with Strategic Expansion plans

Trade Brains

Initially the plant will have a capacity to produce 6GWh by 2025 and they are planning to expand its capacity by 12GWh. Exide aims to offer Green Technology Solutions by providing a “ Cell to Pack” product portfolio for lithium ion batteries. initiatives.

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Cipla Vs Sun Pharmaceutical – Financials, Future Plans & More

Trade Brains

we shall also see their financials, future plans and more Cipla Vs Sun Pharmaceutical Cipla Company Overview Cipla was established in 1935 by Khwaja Abdul Hamied in Mumbai. Sun Pharma’s portfolio includes innovative specialty medicines, branded generics, pure generics, and APIs.

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Fundamental Analysis Of Tata Chemicals – Financials, Future Plans & More

Trade Brains

A highlight of the future plans of the company and a summary conclude the article at the end. to reach $ 6,780 by 2025. to become a $ 330 billion industry by 2025. Future Plans of Tata Chemicals So far we looked at the previous fiscals’ data for our fundamental analysis of Tata Chemicals. 25,395 EPS ₹90.90

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000.

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Suzlon Energy vs SJVN – Financials, Future Plans & More

Trade Brains

Power generation from solar and wind projects is likely to be cost-competitive relative to thermal power generation in India in 2025–2030. The country plans to reach 450 GW of installed renewable energy capacity by 2030, with 280 GW (over 60%) expected from solar power. .) ₹ 58,463 ₹ 36,995 P/E (TTM) 94.39 EPS (TTM) ₹ 0.41 ₹ 2.84

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