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

JUNE 2, 2023

Best Private Bank Stocks In India #1 – HDFC Bank Face Value (₹) 1 ROE(%): 16.70% Market Cap (Cr): ₹ 9,07,505 Net interest margin(%): 3.67 The bank provides banking and financial services like retail banking and treasury operations. It is the third-largest firm in India by market value and the fifth-largest bank by assets.

Banking 52

Banking Financial Services Retail Assets 52

Trade Brains

MAY 9, 2023

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. The Gujarat government company is one of the largest CGD players in the country with a licensed area of 1,75,700 sq. 48 Aditya Birla Fashion and Retail Ltd. Retailing ₹20,322.84 ₹214.20

Banking 52

Banking Healthcare Distribution Engineering 52

Trade Brains

MAY 22, 2023

The company entered into a bottling and trademark licensing agreement with PepsiCo to sell carbonated beverages in India. It has a huge distribution network of 110+ depots, 2,400+ distributors, and a large self-owned fleet of 2,500+ vehicles servicing 3 million retail outlets. Company Overview Varun Beverages Ltd.

Sales 52

Sales Manufacturing Distribution License 52

Trade Brains

JULY 4, 2024

Market Cap (Cr) 18,048 Stock P.E (TTM) Nuvama Wealth Management – Business segments Wealth Management Business In this segment, the company provides services like retail securities broking business, investment advisory, distribution of financial products and lending against securities. Industry P.E (TTM) TTM) 30.78

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Trade Brains

MAY 7, 2023

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. The bank has built a solid brand in a short period of time because of targeted marketing, mobile application, and various partnerships.

Banking 52

Banking Manufacturing Government Engineering 52

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Derek Robinett. Charles King.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

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. And so it actually turns out that away from the retail space, passive is even larger in the institutional space.

Assets 170

Assets Management Portfolio Marketing 170

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). CAMS Insurance Repository: It provides repository services for the insurance industry. in constant currency terms.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

JUNE 3, 2023

The Rest of the World includes Western Europe, Canada, Japan, ANZ, Israel & other markets. Here the pharma giant develops, sources and markets complex generics and differentiated speciality, hospital & retail products. Emerging Markets 20.5 Revenue Segment FY19 FY20 FY21 FY22 India Branded Formulations 27.2

Pharmaceutical 59

Pharmaceutical Insurance Coverage Medicine Marketing 59

WiserAdvisor

FEBRUARY 14, 2024

Sneakers from high-end brands are considered highly coveted and sought after for many reasons, such as popularity, social media influence, celebrity preference, and more, ultimately leading to a substantial increase in their market value. Purchasing a pair at retail prices can turn out to be a strategic investment. billion by 2030.

Investing 59

Investing Investments Retail Banking 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

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. 00:28:01 [Speaker Changed] But heavily regulated.

Math 159

Math Numbers Marketing Marketing 159

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. I mean, but I think the general, it doesn’t, it wouldn’t negate, you know, the one major thing that dominates financial markets.

Marketing 159

Marketing Marketing Financial Advisor Clients 159