Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.

Investing 246

Investing Investments Retirement Planning Financial Advising 246

Validea

JANUARY 18, 2025

Top Stocks Meeting Both Criteria Axos Financial (AX) This digital financial services provider scores 100% on both strategies. The company maintains high returns on equity around 16%, has minimal debt, and shows consistent earnings growth. and the company carries minimal debt. Management has generated a 22.7%

Financial Services 52

Financial Services Valuation Banking Debt Management 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Wealth managers may charge fees on an hourly, quarterly, or annual basis or a flat fee.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Harness Wealth

MAY 25, 2023

The per-hour fee structure is often used by financial advisors offering advice on estate planning; debt management; tax strategies; and Social Security claiming strategies. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Trade Brains

SEPTEMBER 6, 2024

This follows the significant value unlocking through Jio Financial Services’ demerger. Debt Levels: The debt-to-equity ratio edged up to 0.60 ratio in FY20, reflecting better debt management and improved financial stability. The 2020 rights issue investments have grown nearly 2.5

Planning 52

Planning Retail Economics Economy 52