NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. It was established in 1982 by the leadership of the Society of Financial Service Professionals (FSP).

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Financial Services Ethics CFP Education 64

Trade Brains

NOVEMBER 3, 2024

Mahindra & Mahindra Financial Services M&M Financial Services demonstrates consistent performance through steady net interest income growth. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

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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.

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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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Advisor Perspectives

JANUARY 16, 2024

This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financial services firms, and how firms can prepare now for the new rule.

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Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

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Midstream Marketing

DECEMBER 26, 2024

Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth. This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success.

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Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. This article looks at tested methods to engage with RIAs. This article looks at tested methods to engage with RIAs. Good marketing is important for growth.

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Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

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Aleph

SEPTEMBER 9, 2024

I wrote an article about this back in 2014, Ranking P&C Reserving Conservatism. Never published a second article on this, though. From the first article: “In 1991, the Insurance Department again tried to put the company into rehabilitation, prompting ATIC to seek an injunction to halt the proceeding.

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Trade Brains

OCTOBER 27, 2024

Karnataka Bank Limited Karnataka Bank provides comprehensive financial services through its four key segments: treasury, corporate, retail, and other banking operations. The bank delivers diverse solutions including personal loans, business financing, agricultural credit, and digital banking services. percent from Rs.

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Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. You can build strong relationships with new clients in the financial services field. A good advertising plan does more than just sell your services.

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Trade Brains

AUGUST 28, 2023

In this article, we’ll study some of the top high promoter holding stocks under Rs 50. High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. EPS (TTM) ₹6.3 Stock P/E (TTM) ₹7.9

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Trade Brains

OCTOBER 27, 2024

The company demerged Jio Financial Services Ltd in July 2023, further demonstrating its focus on reshaping its business structure. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

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Midstream Marketing

DECEMBER 7, 2024

Conclusion The merge of AdvisorStream and Broadridge is a great chance for better digital marketing automation in financial services. It helps financial advisors connect with clients more effectively while staying compliant with rules. You can choose from articles, videos, infographics, and weekly newsletters.

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Trade Brains

AUGUST 11, 2023

In this article, we will look at some best penny stocks with high net profit margins which you can add to your watchlist. In the process, we’ll also learn about key points regarding their businesses and financials. A list at the end of this article compiles more such stocks. Price to Book Value 6.00 Net Profit Margin 78.6%

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Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. It is crucial to follow SEC rules because the laws for advertising in financial services are strict. Financial products can be complex as well.

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Trade Brains

OCTOBER 25, 2024

CEO Sumant Kathpalia confirmed that the bank has received regulatory approval from RBI and is strategically expanding into the AMC sector to enhance its financial services offerings. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

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Trade Brains

NOVEMBER 30, 2023

In this article on Best NBFC Stocks in India, we take a look at some of the lending giants, their statistics, size of their business. 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. Cr customers. .) 4,40,635 EPS ₹23.92

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Trade Brains

OCTOBER 13, 2023

In this article, we look at high FII Holding Stocks under Rs 100. We analyze the company, its operations, financials and more. High FII Holding Stocks Under Rs 100 We will take a brief look at the Company and its activities, and then we shall take a look at its Revenues and profits, before finally concluding the article.

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Trade Brains

JANUARY 9, 2023

In this article, we present you such top debt free penny stocks under Rs 50. In this article, we’ll read about the business model, earnings, and various other metrics. Over the past three decades, Airan diversified into providing a multitude of financial services: MICR clearing, cash management, and IT & IT-enabled services.

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Midstream Marketing

DECEMBER 28, 2024

By applying creative and attention-grabbing methods, financial advisors can enhance their marketing and get good results. Lets take a look at what guerrilla marketing means and how it can help in the financial services field. In financial services, guerrilla tactics are very important.

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Trade Brains

SEPTEMBER 7, 2022

In this article, we bring to you Top Stocks Under Rs 200. Mahindra & Mahindra Financial Services Financial Services 197 24,500. City Union Bank Financial Services 178 13,000. Indian Bank Financial Services 178 22,500. In this article, we covered Top Stocks Under Rs 200.

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Trade Brains

JUNE 11, 2023

In this article on best dividend stocks under Rs 50, we are going to discuss the top 5 best dividend stocks under Rs 50, so without any further delay let’s get started. Best Dividend Stocks Under Rs 50 In this article, we will look into the best dividend stocks under Rs 50 from all sectors. CMP (in Rs.) Market Cap (Cr) Rs 43,153.17

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eMoney Advisor

MAY 1, 2023

When she joined the financial services industry in an advisor support role, she initially aspired to become a financial planner. Learn more about Cheng and how culture and empathy inform her approach in the article, Helping Couples Manage Money in Marriage. I’ve been in the business for over 30 years.

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Financial Planning Planning Financial Planner CFP 101

Midstream Marketing

NOVEMBER 6, 2024

It shows you are a reliable partner who cares about your clients’ financial health. The Importance of Content Marketing for Financial Advisors Content marketing can help your brand stand out. Trust is very important in the financial services industry. What makes your financial services stand out?

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NAIFA Advisor Today

FEBRUARY 10, 2025

Based on an article from the January 2025 issue of the Journal of Financial Service Professionals , this program challenges traditional financial planning models and highlights strategies to better serve clients with diverse financial needs.

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Retirement Retirement Planning Financial Services Financial Planning 52

Trade Brains

NOVEMBER 3, 2024

Shriram Finance Shriram Finance specializes in non-banking financial services, offering vehicle financing, personal loans, and microfinance to underserved markets. With a strong presence across urban and rural areas, it aims to empower individuals and small businesses through accessible financial solutions.

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Trade Brains

JULY 2, 2023

In this article, we’ll present you a list of such top penny stocks under Rs 1 which you can add to your watchlist. Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 It holds a well-diversified portfolio of securities from multiple sectors: financial services, education, real estate, and more.

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Financial Services Education Investments Investing 59

FMG

MARCH 6, 2025

Instead, you should be asking, “How do I ensure clients find my financial services wherever they search?” Here’s how financial advisor websites can stay ahead in this shifting digital landscape. If you’re still asking, “How do I rank higher on Google?”

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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. However, in this article, we are not going to look into these factors. That’s all for this article. No 1349717 2.96% 7 HDFC SECURITIES LTD.

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Trade Brains

NOVEMBER 23, 2022

In this article, we have put together the top penny stocks under Rs 5 which risk-taking investors can add to their watchlists. Having acquainted ourselves with the filters used, let us now move ahead to know the top stocks under Rs 5 mentioned in this article. Vertex Securities Financial Services 2.48 Market Cap (Cr.) ?18.4

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Manufacturing Financial Services Media Certification 92

Trade Brains

JULY 28, 2023

In this article, let us explore a few of the best low PE Penny Stocks in India to earn good returns. Best Low PE Penny Stocks in India In this article on the best low PE Penny stocks in India, let us first look into the overview of the companies, followed by the financial analysis and a conclusion at the end. Sector P/E 24.29

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Trade Brains

OCTOBER 24, 2024

Share Price Movement In Friday’s trading session, Oracle Financial Services Software’s share price was up by 2.71 What Happened The stock surge was driven by the good results in revenue and net profits reported by Oracle Financial Services Software Ltd for the recent quarter. percent trading at Rs. percent.

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NAIFA Advisor Today

FEBRUARY 9, 2023

In the article, Ribuffo shares how she became a financial advisor to help women make informed decisions to ensure their financial security and why recruiting and retaining women and people of color in the insurance and financial services industry is crucial to serving the financial needs of Main Street USA.

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NAIFA Advisor Today

FEBRUARY 8, 2023

In the interview, he shares powerful stories from his life and career, thoughts on the changing face of the insurance and financial services industry, and his advice for new agents and advisors. It’s all about the questions we ask and how we really get into what’s important," he says in the article. "I

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Indigo Marketing Agency

MARCH 19, 2025

Be Clear, Not Clever Many financial advisors struggle to generate leads because their ads lack clarity, simplicity, and a compelling call to action. Financial services can be complex in the mind of our audience, and if potential clients have to decode your message, theyll keep scrolling.

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