Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. The commission is the commission. Who cares?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Fortune Financial

SEPTEMBER 25, 2023

They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Sara Grillo

AUGUST 26, 2024

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Fortune Financial

SEPTEMBER 25, 2023

They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Trade Brains

DECEMBER 14, 2023

The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). The Bank earns 64% from Interest it charges on advances, 18% from its other investments & 14% from Commission or brokerage. Axis Bank’s Net Interest Income rose from Rs.

Consulting 113

Consulting Banking Insurance Retail 113

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. There is such a tremendous misappropriation of the word for marketing purposes, and here is the issue is creates. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

JULY 19, 2023

Best Nifty Midcap 50 Stocks #1 – Mahindra and Mahindra Financial Services Mahindra and Mahindra Financial Services Limited (MMFSL) is an Indian NBFC that was established in 1991 as Maxi Motors Financial Services Limited in Mumbai, India. Market Cap (in Rs crs) 54,669 EPS (in Rs) 3.75

Manufacturing 40

Manufacturing Banking Financial Services Distribution 40

Trade Brains

NOVEMBER 24, 2023

The company serves its customers across industries like automotive, e-commerce, food delivery, transportation, and logistics, banking; financial services and insurance (BFSI), retail and quick service restaurants (QSR), telecom and utilities, healthcare and pharmaceuticals, government, railways, and waterways.

Planning 69

Planning B2C B2B Pharmaceutical 69

Trade Brains

JULY 3, 2023

It is also a very good copy-trading platform in the Australian market which is regulated by (the Australian Securities and Investment Commission) ASIC. It offers copy trading through MT4 and MT5 across all financial markets like forex, cryptocurrencies, etc. The company processes an average of US $ 12.55

Investing 52

Investing Investments Accounting Marketing 52

Sara Grillo

APRIL 10, 2023

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

Investing 52

Investing Investments CFP Financial Advisor 52

Trade Brains

SEPTEMBER 27, 2023

This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Today, the Company offers Mobile payment services to customers via UPI, Payment soundboxes, Point-of-sale machines (POS), and online payment gateway services among multiple others.

Healthcare 59

Healthcare Banking Communication Government 59

Trade Brains

SEPTEMBER 21, 2023

Wipro provides a host of services such as consultancy, cybersecurity, Data Analytics, Business Processes, and Artificial intelligence. The Financial Services sector brings in ~35% of Wipro’s revenue, followed by the Consumer sector which consists of Electronics and other packaged goods. This brought in ~18% of FY23’s revenue.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

Brown Advisory

AUGUST 14, 2023

However, we have found some completely differentiated investments and business models within our financials with investment drivers ranging from emerging market credit and insurance penetration to irreplaceable financial market infrastructure. For these accounts, gross returns are also net of custody fees.

Investing 52

Investing Investments Portfolio Accounting 52

The Irrelevant Investor

JULY 19, 2016

On the economic side there is no denying that the more financial predictions you make the more business you do and the more commissions you get. A large swath of the financial services industry would love to have you believe in their magic. Here he is , from his 1940 classic, Where Are The Customers' Yachts? :

Investing 52

Investing Investments Asset Allocation Assets 52

BlueMind

JULY 15, 2022

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. Securities and Exchange Commission.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Steve Sanduski

NOVEMBER 7, 2022

And while you’ll hear people talk about how fast the industry is growing, “Essentially all the revenue growth for RIA firms in the Schwab study over the past five years was simply due to growth in the financial markets.”. For the select few who do show organic growth, what are the common characteristics? Interest rates are rising.

Financial Advisor 97

Financial Advisor Commission Clients Financial Services 97