NAIFA Advisor Today

MARCH 20, 2023

NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska.

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Trade Brains

DECEMBER 31, 2022

Information Technology INFY 6.90%. Tata Consultancy Services Ltd. Information Technology TCS 4.17%. Information Technology HCLTECH 1.37%. Information Technology TECHM 0.79%. Information Technology WIPRO 0.73%. Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%.

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Financial Services Healthcare Banking Portfolio 95

The Irrelevant Investor

NOVEMBER 8, 2022

Today’s Animal Spirits is brought to you by YCharts: Enter your information here to claim a FREE YCharts Professional account through December 16th, 2022 (first 100 submissions) On today’s show we discuss: The US House of Representatives Committee on Financial Services’ letter to Powell Fed Cheif Powells Postmeeting Press Conference Feds Kashkari: (..)

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Financial Services Accounting 97

Calculated Risk

MARCH 7, 2023

House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • At 10:00 AM, Job Openings and Labor Turnover Survey for January from the BLS.

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Financial Services Government Banking Economics 104

MarketWatch

MARCH 7, 2023

He will also be quizzed by the House Financial Services panel on Wednesday. Visit MarketWatch.com for more information on this news. Powell is set to appear before the Senate Banking Committee on Tuesday to deliver the first part of his two-day semiannual monetary policy testimony. Both hearings begin at 10 a.m.

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Financial Services Economy Banking Marketing 98

MarketWatch

MAY 1, 2023

Shares of PNC Financial Services PNC, which was reported to be one of the First Republic bidders, fell 5%. Visit MarketWatch.com for more information on this news. JPMorgan said it is not assuming First Republic’s corporate debt or preferred stock.

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Financial Services Banking Marketing Marketing 98

Aleph

SEPTEMBER 9, 2024

Their consulting actuary said in her 2013 review: “In my opinion, based on the information available for my review, the stated reserve amount does not make a reasonable provision for the liabilities associated with the specified reserves. This information was available to the NYDFS. ATI was insolvent.

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Insurance Financial Services Consulting Ethics 59

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. I would need more information before being able to discern if Tammy is a fiduciary and as such, would be required to act in her client’s best interest. .

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Financial Advising Financial Planning Ethics Financial Services 98

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

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Financial Advisor CFP Financial Services Education 116

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%.

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Banking Financial Services Insurance Assets 111

The Big Picture

SEPTEMBER 5, 2024

He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. Not only are his decks hilarious, but you will leave so much more informed about this industry than you can imagine. This matters a lot).

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Wealth Management Assets Fee Only Media 228

MarketWatch

FEBRUARY 10, 2023

Masayoshi Amamiya had been considered as a possible successor to Kuroda but he firmly refused the job.Shinichi Uchida, BOJ executive director, and Ryozo Himino, former chief of the Financial Services Agency, are expected to be appointed to deputy governor posts. Visit MarketWatch.com for more information on this news.

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Banking Financial Services Government Planning 98

Calculated Risk

JULY 9, 2024

House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. •

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Financial Services Banking Economics 69

MarketWatch

MAY 25, 2023

WFC , PNC Financial Services Group Inc.’s Visit MarketWatch.com for more information on this news. The comptroller, Brad Lander, also voted against designating Wells Fargo & Co. s PNC PNC Bank and International Finance Bank to hold public funds, that statement said. Shares of Capital One slipped 0.7%

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Commission Banking Financial Services Planning 98

Investment Writing

OCTOBER 31, 2022

That’s why I was intrigued by the chapter on “How to Define Your Audience” in How to Write and Present Technical Information by Charles H. Financial writers often lack contact with their targets, a challenge I address in “ How to capture investment client questions when you lack access? Summing up.

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Education Commission Clients Financial Services 104

Calculated Risk

MARCH 5, 2024

House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. Jobs openings increased in December to 9.03 million from 8.93 million in November.

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Financial Services Government Banking Economics 75

Trade Brains

AUGUST 28, 2023

High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. Furthermore, we’ll briefly talk about their financials. So without further ado, let us jump in. 50,074 EPS (TTM) ₹3.9

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Banking Financial Services Government Manufacturing 111

MarketWatch

JUNE 21, 2023

“We think housing inflation will be coming down significantly over the course of the rest of this year and next year,” Powell said in testimony to the House Financial Services Committee. Visit MarketWatch.com for more information on this news. In contrast, rents and other housing inflation has been moving higher.

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Financial Services Marketing Marketing 75

Nerd's Eye View

JULY 16, 2024

In this episode, we talk in-depth about how Christi provides families with 4 primary pillars of administrative family office services – bookkeeping for their personal financial household, payroll for household employees, property management for their multiple homes, and information and document management – in order to both manage the day-to-day (..)

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Clients Financial Advisor Consulting Financial Planning 130

MarketWatch

JUNE 2, 2023

Zelle is jointly owned by six banks: JPMorgan, Truist Financial Corp. Bancorp USB, PNC Financial Services Group Inc. Visit MarketWatch.com for more information on this news. TFC, Capital One COF, U.S. PNC and Wells Fargo & Co. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

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Financial Services Media Banking Accounting 76

Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. M1 Finance is a legitimate financial services company that is regulated by both FINRA and SIPC. What Services does M1 Finance Offer? So, is M1 Finance secure?

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Investing Investments Portfolio Analysis Insurance 83

Nerd's Eye View

NOVEMBER 3, 2022

Some useful metrics to help advisors understand their visitors include the number of users and visitors, where they look for information, and session length. And monitoring these metrics over time can help the advisor ensure that their messaging is truly offering a clear, meaningful, and relevant value proposition to prospects.

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Management Financial Advisor Clients Financial Services 130

Indigo Marketing Agency

FEBRUARY 7, 2023

Whether it’s for our health, our loved ones, or our career, getting more than one perspective can help us make more informed decisions. How We Can Help Marketing in an ever-changing financial services landscape can be complicated and overwhelming. Do your marketing strategies need a second look?

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Planning Marketing Marketing Financial Services 98

Trade Brains

NOVEMBER 3, 2024

Mahindra & Mahindra Financial Services M&M Financial Services demonstrates consistent performance through steady net interest income growth. However, investors must carefully consider individual company strengths alongside broader sector dynamics for informed decision-making.

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Financial Services Risk Management Portfolio Distribution 59

MarketWatch

MARCH 9, 2023

Signature Bank SBNY stock is down 11% in premarket trades as carnage from the announced wind-down of digital currency financial services company Silvergate Capital Corp. Visit MarketWatch.com for more information on this news. SI impacted the company.

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Banking Financial Services Assets Marketing 75

Carson Wealth

DECEMBER 11, 2023

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. This newsletter was written and produced by CWM, LLC.

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Marketing Marketing Economy Compliance 143

Nationwide Financial

FEBRUARY 7, 2023

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being.

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Retirement Clients Education Financial Services 102

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

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Consulting Financial Market Marketing Marketing 52

Calculated Risk

JULY 6, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, July 11th -- 8:30 AM: The Consumer Price Index for June from the BLS.

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Financial Services Banking Economics 78

MarketWatch

APRIL 6, 2023

KBW shuffled ratings on five banks ahead of first-quarter earnings reports from financial companies that begin on Friday, April 14. PNC Financial Services Group Inc. Visit MarketWatch.com for more information on this news. stock PNC fell 0.9% Fifth Third Bancorp’s stock FITB is up 1.6% while Popular Inc.

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Banking Financial Services Marketing Marketing 75

MarketWatch

APRIL 7, 2023

The financial services and brokerage firm said despot flows “have remained fairly consistent” during recent weeks of banking jitters. Visit MarketWatch.com for more information on this news. Charles Schwab Corp. Charles Schwab stock is down 40.7% in 2023, compared to a 6.9% increase by the S&P 500 SPX.

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NAIFA Advisor Today

JULY 18, 2024

Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Shantell is also a NAIFA member and a graduate of the Life in Leadership Institute.

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Financial Services Marketing Marketing Education 52

MarketWatch

APRIL 17, 2023

in premarket trading Monday, after the discount broker and financial services company reported first-quarter profit that beat expectations, while revenue came up a bit shy. year to date through Friday, while the Financial Select Sector SPDR exchange-traded fund XLF has slipped 3.9% Shares of Charles Schwab Corp. SCHW rose 1.0%

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Financial Services Economics Assets Marketing 75

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India #1 – Bajaj Finance Bajaj Finance is one of India’s most diversified Financial Services Company, with a Market cap of over Rs. Chola commenced business as an equipment financing company which has now transformed into a comprehensive financial service provider. Cr customers. 4,40,635 EPS ₹23.92

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Financial Services Banking Assets Management 105

MarketWatch

MARCH 14, 2023

KEY jumped nearly 17% after dropping by 27%, PNC Financial Services rose 3% after losing 5.2% Citizens Financial Group Inc. Visit MarketWatch.com for more information on this news. in the previous session. CFG is up by 8.7% after dropping 11% on Monday.

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Banking Financial Services Marketing Marketing 75

MarketWatch

APRIL 27, 2023

Fidelity National Information Services Inc.’s s stock FIS was ticking 4% higher in Thursday’s premarket action after the financial-services company topped earnings and revenue expectations for the first quarter, while upping its full-year forecast. Visit MarketWatch.com for more information on this news.

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Financial Services Banking Planning Marketing 75

eMoney Advisor

MAY 1, 2023

When she joined the financial services industry in an advisor support role, she initially aspired to become a financial planner. Learn more about Cheng and how culture and empathy inform her approach in the article, Helping Couples Manage Money in Marriage. I’ve been in the business for over 30 years.

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Financial Planning Planning Financial Planner CFP 101