Trade Brains

DECEMBER 31, 2023

It is a full-service commercial bank that provides a complete range of products, services and technology-driven digital offerings, catering to retail, MSME as well as corporate clients. The company manages two thermal power plants in its licensed area, producing a total of 885 MW of power. million consumers and commercial users.

Banking 64

Banking Distribution License Retail 64

Sara Grillo

AUGUST 14, 2023

Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

JANUARY 24, 2024

CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). These clients come from industries like Airlines, Banking, Communications, Logistics, and others. 14,097 EPS ₹16.13

Insurance 59

Insurance Clients Engineering Management 59

Trade Brains

JULY 4, 2024

From navigating global markets to crafting wealth preservation strategies Nuvama ensures their client’s fortunes not only endure but also flourish. By guiding the investments of the elite, the company shapes India’s financial future. Established in 1993, the company boasts over 25 years of experience in the market.

Wealth Management 40

Wealth Management Management Planning Financial Services 40

International College of Financial Planning

JUNE 14, 2023

Upon receiving the fees, SEBI will issue the SEBI Registered Investment Advisor License, while BASL will issue a membership certificate. Registering as a SEBI investment advisor ensures compliance with regulations and instils trust among clients.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Trade Brains

JUNE 2, 2023

It was founded in 1994 as a wholly-owned subsidiary of ICICI Limited, an Indian financial institution. It provides a wide range of financial services to corporate and retail clients in areas like investment banking, life and non-life insurance, mortgages, and online banking. As of March 2023, the bank has 41.2

Banking 52

Banking Financial Services Retail Assets 52

Trade Brains

JULY 3, 2023

The app also supports 24/7 service to its clients. It offers copy trading through MT4 and MT5 across all financial markets like forex, cryptocurrencies, etc. With over 12 years of experience in the industry, it has been licensed by the FSC( Financial Services Council). The company processes an average of US $ 12.55

Investing 52

Investing Investments Accounting Marketing 52

Trade Brains

JUNE 9, 2023

IEX is licensed by the Central Electricity Regulatory Commission (CERC) for the trading of electricity, renewal energy certificates, and energy-saving certificates. Financials Of Indian Energy Exchange CMP ₹ 155 Market Cap (Cr.) ₹ 13,821 EPS ₹ 3.23 Stock P/E 47.6 ROCE 51.8 % ROE 39.4 % Face Value ₹ 1.00 Book Value ₹ 8.37

Certification 52

Certification Assets Sales Management 52

Trade Brains

MAY 7, 2023

They have established clients or customers because of their proven track record and brand name. Annual Report FY 2021-22 Talking about the recent developments, the Nepal government has provided NHPC with the license to conduct a preliminary study for the 450 MW Seti River-6 Hydropower Project. Source: NHPC Ltd.

Banking 52

Banking Manufacturing Government Engineering 52

Sara Grillo

AUGUST 26, 2024

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4

License 52

License Financial Advisor Certified Financial Planner CFP 52

Trade Brains

NOVEMBER 26, 2023

CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). Market Cap (Cr.) Market Cap (Cr.) Particulars Amount Particulars Amount CMP 1,857.55 20,557 EPS ₹47.03 Stock P/E 26.3

Recruitment 102

Recruitment Startup Engineering Education 102

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients. Thanks for reading.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Scott Salaske , CEO of Firstmetric.

Insurance 59

Insurance Retirement Financial Advisor License 59

Trade Brains

DECEMBER 11, 2023

In 1959, the Bank was licensed under the Banking Companies Act, of 1949. It has a client base covering all state utilities of India, also covering some utility companies from neighboring countries. The bank was incorporated in 1931 as Travancore Federal Bank Ltd. Over the years it went on to acquire multiple distressed banks in Kerala.

Banking 64

Banking Government Investing Investments 64

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. Just let me buy the market and forget about it. And those folks are very often my clients.

Assets 173

Assets Management Portfolio Marketing 173

Ballast Advisors

JUNE 30, 2023

Financial markets are likely to reward the winners and punish losers much like they did when other transformative technologies (such as personal computers, the internet, and smartphones) were invented. Smaller start-ups are raising money from venture capitalists and working quickly to develop new business models.

Communication 40

Communication Economics Taxes License 40

Trade Brains

JANUARY 2, 2024

The Company also secured a Technology License Agreement (TLA) with LocoNAV to integrate its proprietary telematics technology in products supplied by Minda Corp. It has a sought-after list of Marquee clients ranging from BMW, Bajaj, Ducati, and Harley Davidson in the Motor Vehicle segment.

Planning 59

Planning Manufacturing Electronics Government 59

Sara Grillo

SEPTEMBER 26, 2022

JR: The advisors were as much the victims as their clients were, and the brokerage firm would say they were all inappropriate behavior, so they’re all disclosures. Option rate securities were… 0:14:54.9 So it’s very difficult to do that. It is kind of a case by case thing. I still have to argue in that regard.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

DECEMBER 26, 2023

And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start. So we service the, the global private clients. So the financial advisors are, you know, a big part of what we do. We talk to them a lot.

Marketing 162

Marketing Marketing Financial Advisor Clients 162

The Big Picture

OCTOBER 10, 2023

And they’re, it’s a trillion dollar market and the Jane streets of the world, which are engaged in this sort of radical, radical efficiency inside of financial markets, like efficient to a microsecond, but 00:28:00 [Speaker Changed] But heavily regulated. From the client, not from F T X. And nobody wanted it.

Math 162

Math Numbers Marketing Marketing 162

Aleph

MARCH 11, 2023

Mar 08, 2023 The bond market is doubling down on the prospect of a US recession after Federal Reserve Chair Jerome Powell warned of a return to bigger interest-rate hikes [link] Converting junk-grade floating rate finance to credit risk. billion loan with additional debt [link] Bear market in credit not yet complete for this cycle.

Banking 59

Banking Government License Marketing 59