Carson Wealth

SEPTEMBER 18, 2023

At the same time, we do not expect Fed members to even hint that they’re thinking about cutting rates any time soon, especially since the economy continues to show strength, as evidenced by relatively strong retail sales and industrial production data last week.

Marketing 95

Marketing Marketing Economy Retail 95

Carson Wealth

JUNE 10, 2024

Expectations were low mostly because we had received some disappointing April data recently that suggested the consumer may be weakening, including retail sales, disposable income, and services consumption. Well, the May payroll report upended that narrative.

Marketing 142

Marketing Marketing Economy Numbers 142

Trade Brains

SEPTEMBER 26, 2024

This model encompasses exchange listings, trading services, and clearing and settlement processes. It also includes indices, market data feeds, and financial education offerings. NSE also oversees compliance by its members and listed companies with relevant rules and regulations. Growing retail investor participation 4.

Compliance 90

Compliance Banking Management Risk Management 90

Carson Wealth

SEPTEMBER 23, 2024

Amongst other things, the August retail sales report showed that online sales grew at an annualized pace of 15% over the past three months. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Layoffs are also relatively low.

Marketing 96

Marketing Marketing Economy Economics 96

Trade Brains

OCTOBER 31, 2023

As of 2023, it operates through a network of 700 banking outlets, 767 customer service centres, and 559 ATMs across 21 states and two union territories, serving 7.15 ESAF Bank offers a range of products including micro loans, retail loans, MSME loans, loans to financial institutions, and agricultural loans. million customers.

Banking 59

Banking Retail Financial Services Assets 59

Carson Wealth

OCTOBER 14, 2024

However close to a quarter of the PPI basket that excludes food and energy is made up of “trade services,” which actually measures profit margins for retailers and wholesalers. The good news is that as of September, profit margins for retailers/wholesalers were up 1.6% This is more evidence that inflation has normalized.

Marketing 96

Marketing Marketing Numbers Food 96

Trade Brains

MARCH 11, 2024

Operating Profit Margin (%) 49.67% Net Profit Margin (%) 44.36% Large Cap Stocks With High NPM #2 – Oracle Financial Services Oracle Financial Services Software Limited is a subsidiary of Oracle, a world leader in providing financial technology solutions across retail banking, corporate banking, risk, financial crime, and compliance management.

Banking 59

Banking Financial Services Consulting Retail 59

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. Retail sales and food services rose 0.7% One month may be noisy, but even the three-month average shows retail sales rose 7% at an annualized pace. That has played out exactly as history suggested. Here’s a quick recap.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

APRIL 8, 2024

Payroll growth in the goods-producing sector, along with retail trade and leisure and hospitality, saw 109,000 jobs created in March. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. However, cyclical areas are bouncing back.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Retail sales rebounded in April. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

DECEMBER 12, 2022

I hope you’ll at least join my weekly newsletter about financial advisor lead generation. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. See you in the next one!

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Carson Wealth

AUGUST 28, 2023

and financial markets. Retail sales are up just 2.5% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. We’ve received several questions on China recently, including how the economic turmoil there may impact the U.S.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. You have to get compliance. You know, they value our research.

Valuation 163

Valuation Clients Investments Investing 163

Trade Brains

SEPTEMBER 11, 2024

The company is a retail broking house based in India. Angel One offers technology-driven financial services to its clients. Services include broking, advisory, margin funding, and loans against shares. Key Financial Metrics Particulars Amount Particulars Amount CMP ₹2,544.55 Thakkar founded it. Market Cap (Cr.)

Manufacturing 52

Manufacturing Clients Planning Marketing 52

The Big Picture

SEPTEMBER 5, 2023

MILLER: And my wife always kids me about being overly eager to pay full retail. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 163

Compliance Clients Wealth Management Management 163

The Big Picture

FEBRUARY 28, 2023

And so that vehicle, you don’t have to worry about having the A Team on the big institutional money and the B Team on the retail money — RITHOLTZ: Right. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. RITHOLTZ: Really interesting.

Clients 148

Clients Investing Investments Assets 148

Don Connelly & Associates

MARCH 31, 2025

Its taken nearly two decades for the financial services industry to overcome the massive trust deficit that sprung from the 2008 Financial Crisis. The good news is financial advisors are once again viewed as the most trusted source of financial advice, with nearly two-thirds of retail investors expressing a high level of trust.

Ethics 52

Ethics Compliance Financial Advisor Financial Advice 52

SEI

SEPTEMBER 6, 2022

Those in and outside the financial services industry are seeking to reconcile this emerging technology and its impact on the ecosystem of investing. By issuing a token, a startup project can now tap into a larger pool of investors—beyond the traditional VC fund—including, for the first time, the retail investor. Ventures (US).

Assets 52

Assets Investing Investments Government 52

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. & Lee L. 1139 (1988).

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 16, 2023

LINDZON: But that was more hardware and music and not internet related to me, you know, because I came from the financial background, so everything was DOS and Windows. LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. RITHOLTZ: Right. RITHOLTZ: 2004, 2005.

Media 291

Media Investments Investing Valuation 291

Carson Wealth

APRIL 22, 2024

Strong consumer spending data, including March retail sales. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Strong industrial production data and a pickup in manufacturing survey sentiment. and hides underlying strength.

Marketing 96

Marketing Marketing Economy Government 96