The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. Absolutely true.

Assets 167

Assets Management Portfolio Taxes 167

Sara Grillo

APRIL 10, 2023

I am an irreverent and fun marketing con We’ve got a great party crew here today. 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. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.

Investing 52

Investing Investments CFP Financial Advisor 52

Trade Brains

NOVEMBER 1, 2023

His government’s pro-business policies, regulatory reforms, and commitment to bolstering the nation’s financial markets have generated a surge in investor interest and confidence. As a result, the Indian stock market has seen significant growth, and a handful of savvy investors have reaped astonishing rewards.

Government 104

Government Manufacturing Engineering Electronics 104

International College of Financial Planning

JUNE 14, 2023

It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products. Professional qualification through a Post Graduate Program in the Securities Market (Investment Advisory) from NISM (National Institute of Securities Market) with a duration of at least one year.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Trade Brains

OCTOBER 6, 2023

It’s majorly into therapeutic areas of gastrointestinal, cardiovascular, diabetology, oncology, pain management, and dermatology. Both Companies follow a very similar trend when it comes to managing debt levels. The Company has managed to achieve both these targets. The Company has R&D spending of Rs. of its revenue.

Pharmaceutical 59

Pharmaceutical Planning Medicine Healthcare 59

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 trillion rupees in assets under management (As Of Mar 31, 2023).

Certification 52

Certification Assets Sales Management 52

Trade Brains

SEPTEMBER 22, 2023

It is licensed under the Banking Regulation Act, to carry out small finance bank business. Ujjivan Financial Services is its Parent Company holding an 80 percent stake in the bank. Then we will look at the return generated by the Bank towards its shareholders, before finally reaching a conclusion.

Banking 126

Banking Assets Accounting License 126

Sara Grillo

AUGUST 14, 2023

How large the extent of the conflict matters, as well as how it is managed and disclosed. If an AUM advisor is managing a $5MM account, and a client comes in and says, “I’m taking half of this to buy a commercial property”, the AUM advisor is essentially taking a 50% pay cut. And they are supposed to advise in your best interest?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

JANUARY 24, 2024

Best Small Cap IT Stocks #1 – Computer Age Management Services (CAMS) For any of us dabbling with Mutual Funds, we have been indirectly served by this Company. CAMS has been the financial infrastructure and services provider to Mutual Funds and other financial institutions for over 25 years.

Insurance 59

Insurance Clients Engineering Management 59

Trade Brains

OCTOBER 2, 2023

High Promoter Holding Stocks Under Rs 100 #2 – Ujjivan Small Finance Bank Second, we have Ujjivan Small Finance Bank a Small-cap stock belonging to the Private Banking sector having a market capitalization of ₹10,579 Crores as of 29th September, 2023. Stock P/E 30.1 RoE 14.98 % RoCE 30.34 % Promoter Holding 62% Current ratio 1.04

Engineering 105

Engineering Banking Distribution Government 105

Trade Brains

MAY 9, 2023

Recently, the gas distributor acquired stakes in Central UP Gas Limited (CUGL) and Maharashtra Natural Gas Limited (MNGL) to diversify its presence and enter CGD markets of Pune, Kanpur, and more. It owns more than 27 CGD licenses and has operations in 44+ cities in six states and one Union Territory giving it a diversified footprint.

Banking 52

Banking Healthcare Distribution Engineering 52

Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. 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.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings #1 – Computer Age Management Systems (CAMS) CAMS has been the financial infrastructure and services provider to Mutual Funds and other financial institutions for over 25 years. CAMS Insurance Repository: It provides repository services for the insurance industry.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

MAY 22, 2023

The company entered into a bottling and trademark licensing agreement with PepsiCo to sell carbonated beverages in India. Furthermore, it has grown at a fast pace to contribute between 10-15% of the total beverage sales and the management expects it to be a key growth driver in the future as well. Company Overview Varun Beverages Ltd.

Sales 52

Sales Manufacturing Distribution License 52

Trade Brains

JUNE 2, 2023

And private banks provide personal services to manage financial assets with a holistic approach and offer a personalized solution for investments. In addition, the bank is carefully managing its non-performing assets at a rate of 0.36%. It is India’s third-largest private sector bank by market capitalization.

Banking 52

Banking Financial Services Retail Assets 52

Trade Brains

NOVEMBER 12, 2023

As of March 31, 2023, there were over 1,500 virtual relationship managers. CASA 44.70% Best Banking Stocks With High FII Holdings #4 – AU Small Finance Bank The RBI granted the bank a license to operate as a small finance bank on April 19, 2017. Enterprise Value (Cr.) ₹ 7,82,778.08

Banking 59

Banking Retail Accounting Government 59

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. BMS PowerSafe: Pricol has partnered with Europe-based BMS Powersafe to manufacture and sell their Battery Management Systems (BMS).

Planning 59

Planning Manufacturing Electronics Government 59

WiserAdvisor

FEBRUARY 14, 2024

These officially licensed gaming platforms endorsed by major sports leagues offer a unique blend of virtual sports entertainment. The popularity of these platforms contributes to revenue generation and allows the gaming market to amass substantial sums from mobile devices, consoles, and PCs. eSports had a valuation of $1.45

Investing 59

Investing Investments Retail Banking 59

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 31, 2023

The company also offers third-party products from various asset management and insurance companies. The company provides an extensive variety of services including cash pick-up and delivery, network currency management, efficient cash processing, and reliable cash-in-transit solutions. million consumers and commercial users.

Banking 64

Banking Distribution License Retail 64

Trade Brains

MAY 29, 2023

The company turned into a subsidiary of Bajaj Resources in 2008, licensing its brand to itself. Debt & Interest Coverage Ratio Financial Year D/E Ratio Interest Coverage Ratio FY 2019 0.05 Company Overview Bajaj Consumer Care was incorporated in 2006 as Bhaumik Agro before subsequently being renamed to Bajaj Corp Pvt Ltd.

Healthcare 119

Healthcare Manufacturing Sales License 119

Trade Brains

DECEMBER 11, 2023

In 2019, the Company finally became a Professionally managed entity with no promoter ownership. The Company is a distributor of over 290+ International brands across 38 emerging markets. In 1959, the Bank was licensed under the Banking Companies Act, of 1949. Market Cap (Cr.) Asset Under Management (AUM) (Cr.)

Banking 64

Banking Government Investing Investments 64

Trade Brains

JUNE 11, 2023

With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. As far as the financials of the company is concerned, it has grown at a fast pace. CMP (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Trade Brains

MAY 7, 2023

As for the long-term prospects of Samvardhana Motherson, the management has targeted revenues of $ 36 billion by FY 2024-25 with a high RoCE of 40% as part of its ‘Vision 2025’ plan. Best Mid Cap Stocks Under Rs 100 #2 – NHPC CMP ₹43 Market Cap (Cr.) Presently, the stock trades at a price-to-earnings ratio of 45.7 43,500 EPS ₹3.7

Banking 52

Banking Manufacturing Government Engineering 52

James Hendries

JANUARY 26, 2023

falls into recession, the chances are it would occur during the first half of 2023 and will not likely be as deep as the 2008 recession, which was initiated by a fundamentally flawed financial market. Insurance products are offered through LPL or its licensed affiliates. If the U.S. Consumers still have money to spend.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

JUNE 3, 2023

The management is bullish on its 4 molecules under development in the speciality R&D pipeline as the segment is anticipated to be a key growth driver in the developed markets. Sun Pharma in-licensed and commercialised an anti-acne product in the US market. The company deployed Rs 2,219 crore, 5.8%

Pharmaceutical 59

Pharmaceutical Insurance Coverage Medicine Marketing 59

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. JR agrees, stating that 70% of CFP holders have insurance licenses. #4 It’s about to get very, very heated so let’s get on to the show!

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. United Kingdom Debt Management Office. General Government Debt” (indicator). Trading Economics. Distribution of Gilt Holdings.”

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. United Kingdom Debt Management Office. 3General government debt from OECD (2021). 5Reuters (2011). Trading Economics.

Government 52

Government Commission Economics Distribution 52

Aleph

MARCH 11, 2023

billion loan with additional debt [link] Bear market in credit not yet complete for this cycle. Mar 08, 2023 While stock-picking investors wait around trying to decide their next market move, their computer-driven counterparts have no such luxury [link] Another CTA article, which suggests they might be buying US stocks.

Banking 59

Banking Government License Marketing 59

The Big Picture

OCTOBER 10, 2023

We managed to get him right after his 60 Minutes podcast, and he was completely open and unguarded and talked about everything. 00:21:21 [Speaker Changed] But he can manage that. 00:21:22 [Speaker Changed] He, he can manage that. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. And nobody wanted it.

Math 157

Math Numbers Marketing Marketing 157

The Big Picture

DECEMBER 26, 2023

I, but I managed to jumped my score, right. 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. But I managed to do it all on a weekly chart. I guess that keeps it pretty simple. Oh, really?

Marketing 157

Marketing Marketing Financial Advisor Clients 157

James Hendries

JULY 21, 2022

All of these forces are having a real impact on businesses, consumers, and financial markets. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Management 52

Management Marketing Marketing Valuation 52