Assets B2C Planning 
eMoney Advisor
MAY 9, 2023
Many financial planning firms say the client experience is their secret sauce. Set aside assets under management and households served as metrics for a moment. What follows are the metrics that can give you the insight you’re looking for, along with financial industry-specific benchmarks to measure your planning practice against.
Trade Brains
APRIL 19, 2023
via B2B and B2C channels both. Future Plans Of Reliance Industries So far we looked at previous fiscals’ data for our fundamental analysis of Reliance Industries. The management plans to fast-track the expansion by launching more stores, launching & re-launching brands, and integrating various businesses. What’s more?
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Steve Sanduski
JULY 20, 2022
What makes your firm and your approach to financial planning special? The key psychological barrier that both B2B and B2C sites have to account for. Bill Keen is the founder and CEO of Keen Wealth Advisors, which is an RIA in the greater Kansas City area with half a billion dollars in assets under management. Listen/read here.
Trade Brains
SEPTEMBER 22, 2023
It also manufactures and packages lubricants on a private label basis for some of the customers for B2B as well as B2C verticals. India is planning to double its refining capacity to 450-500 million tonnes by 2030. It has two distinctive product divisions and brands i.e., Automotive Lubricants-Arzol and Industrial Lubricants-SPL.
Trade Brains
NOVEMBER 16, 2022
The NBFC posted an impressive return on assets of 4.2% Additionally, its net NPA stood at 0.68% giving its asset quality a top-notch mark. The company has planned production targets of 137 MTPA by FY24 and 159.25 During the same period, its income from operations compounded at an annual rate of 19.93% to Rs. 31,648 crores. .
The Big Picture
MARCH 25, 2025
O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. Like, you can plan a tweet six months in advance.
The Big Picture
NOVEMBER 15, 2022
You can go get some turnkey asset management program. We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. That is a mug’s game, right?
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