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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

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Tax Compliance and Risk Management: Navigating Complex Tax Environments

Carson Wealth

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications.

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How to Talk About Risk Management With Your Clients

BlueMind

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Would they consider a 5% return worth taking a risk or 20%?

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Weekend Reading For Financial Planners (March 9-10)

Nerd's Eye View

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

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What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Nerd's Eye View

In this 'hybrid' video-based article, Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on the "gap" between the services that financial advisors actually offer to their clients and what HNW clients truly want from their advisors.

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NBFC stocks with high NIIs and low NPAs to keep on your radar

Trade Brains

The company’s disciplined lending practices and strong risk management contribute to its market leadership. Advanced risk management systems enhance portfolio quality and stability, while strategic partnerships accelerate market penetration and business growth. Investing in equities poses a risk of financial losses.

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7 Best Technical Analysis Courses in 2024 – Top Online Trading Courses

Trade Brains

In this article, we explore some of the best technical analysis courses available that are specifically designed for beginners. Technical charts and trendlines for beginners by FinGrad FinGrad Academy is an educational platform that offers various courses on investing and trading. hour on-demand video covered in 13 different sections.