Weekend Reading For Financial Planners (May 18-19)
Nerd's Eye View
MAY 17, 2024
Altogether, the study suggests that social media engagement is driven more by the quality (and originality) of the advisor's content, rather than the quantity of posts.
Financial Services Information Portfolio 
NBFC stocks with high NIIs and low NPAs to keep on your radar
Trade Brains
NOVEMBER 3, 2024
The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. These companies deliver exceptional financial performance while maintaining robust credit portfolios. Their risk assessment expertise contributes to portfolio quality management.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Trending Sources
At The Money: Optimizing Personal Health in Finance
The Big Picture
DECEMBER 11, 2024
And on today’s edition of at the money, we’re going to discuss how Wall Street has been using personal health to gain a competitive advantage to help us understand all of this and its implications for your portfolio. How does that show up in our portfolios? Not only does that show up in our portfolios.
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Best RK Damani Portfolio Stocks – Portfolio Analysis & Holdings
Trade Brains
NOVEMBER 23, 2023
Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27
Top Indian Stocks Held By JP Morgan – Portfolio Analysis!
Trade Brains
SEPTEMBER 22, 2023
Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. The post Top Indian Stocks Held By JP Morgan – Portfolio Analysis! Particulars Amount Particulars Amount CMP (Rs) 634.9 Market Cap (Cr) 47,415 EPS (Rs) 38.09
Choosing A Financial Advisor? – Ask These 6 Questions
The Chicago Financial Planner
FEBRUARY 2, 2024
Likewise if the advisor’s typical client has a minimum of $1 million to invest and your portfolio is more modest, this advisor might not be a good fit for you. Ask how they select the financial and investment products they recommend to clients. What can you do for me?
Fedbank Financial Services IPO Review – GMP, Details & More
Trade Brains
NOVEMBER 16, 2023
Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.
Resilience is Core to Sustainable Portfolio Construction
Brown Advisory
SEPTEMBER 21, 2022
Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.
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Top Indian Stocks Held By Societe Generale – Portfolio Analysis
Trade Brains
SEPTEMBER 28, 2023
Written by Sandeep R By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.
Market Commentary: How to Think About the S&P 500 Correction
Carson Wealth
MARCH 17, 2025
Well, the word of the day in 2025 is diversify, as portfolios that have been diversified have held up quite well. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Could we really have three bear markets in only half a decade? What Should You Do?
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Jio-BlackRock Mutual Fund Venture Approved by SEBI: JioFinance App Leads Digital Financial Revolution
Trade Brains
OCTOBER 13, 2024
The Securities and Exchange Board of India (SEBI) has given the green light to Jio Financial Services and BlackRock’s joint venture. They will offer various investment products to meet different financial needs. Mukesh Ambani’s Jio Financial Services owns 50% of the venture. and Jio Payments Bank.
Nifty 50 Companies List – Nifty50 Stocks by Weight 2023
Trade Brains
DECEMBER 31, 2022
Basically, an index is the stock exchange creating a portfolio of the top securities held by it based on market capitalization in the respective category (entire market or sector-wise). In these cases, Investment Managers just set up their fund portfolios to simply track the index. Information Technology INFY 6.90%. Infosys Ltd.
10 Best Crypto Brokers In The World – List And Information
Trade Brains
MAY 7, 2024
Cryptography:- It is a method to secure information and communication from unauthorized access by the process of encryption. It provides access to a range of popular cryptocurrencies, allowing traders to diversify their portfolios. Major assets like Bitcoin (BTC), Ethereum (ETH), Ripple (XRP), and others are available for trading.
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Market Commentary: ‘Tis the Season — Five Things to Know About Markets in December
Carson Wealth
DECEMBER 2, 2024
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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Advertising for Financial Advisors: Strategies for Success
Midstream Marketing
OCTOBER 29, 2024
Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Many people use the internet to search for and learn about financial advisors. The first place they look for information is online.
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Best Mukul Agrawal Portfolio Stocks – Portfolio Analysis
Trade Brains
DECEMBER 1, 2023
Best Mukul Agrawal Portfolio Stocks : Every world has its celebrity, who set the benchmark in their field. He is known in the market as an aggressive but well-informed investor. As of September 30 th , 2023 Mukul Agrawal’s portfolio had about 53 stocks with a Net Worth of about Rs. 33,505 EPS ₹16.06 Stock P/E 94.10
Transcript: Julian Salisbury, GS
The Big Picture
MAY 9, 2023
And again, I ended up in the financial services audit practice at KPMG. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. You have to finish the three years. I finished the three years.
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Business Resilience in Portfolio Construction
Brown Advisory
SEPTEMBER 19, 2023
Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.
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Market Commentary: Seasonal Tailwinds Ahead, but First an Election
Carson Wealth
NOVEMBER 4, 2024
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. Headline inflation is up 2.1%
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Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
Understanding the Role of Content Marketing in Finance Content marketing for financial advisors is all about providing useful information through various content types to your target audience. It helps potential clients understand complex financial topics. Trust is very important in the financial services industry.
#FASuccess Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients, With Christi Van Rite
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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Importance of Business Resilience in Portfolio Construction
Brown Advisory
SEPTEMBER 19, 2023
Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.
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Is M1 Finance Safe? (Legit Place to Invest Your Money)
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. But does that mean they are safe for you to invest your money?
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?
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. .
Parent Companies who are coming up with IPOs of their subsidiaries
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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: Schwab CEO says the company has ample liquidity: WSJ
MarketWatch
MARCH 24, 2023
SCHW CEO Walt Bettinger said the brokerage and financial services firm has enough resources to continue to operate even if it lost its deposits over the coming year, The Wall Street Journal reported Friday. Seawolf Capital portfolio manager Porter Collins told the WSJ that Schwab has mismanaged its balance sheet.
Are Alternative Investments the Key to Diversifying Your Portfolio?
Fortune Financial
AUGUST 7, 2023
Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.
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Are Alternative Investments the Key to Diversifying Your Portfolio?
Fortune Financial
AUGUST 7, 2023
Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.
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Market Commentary: Tariffs Have Increased Market Uncertainty, but Job Growth Remains Solid
Carson Wealth
MARCH 10, 2025
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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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment
Carson Wealth
JANUARY 13, 2025
There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. This newsletter was written and produced by CWM, LLC. Compliance Case # 7521978.1._011325_C
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Market Commentary: Things You Don’t See in a Recession
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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High Promoter Holding Stocks Under Rs 50 – Strong Promoter Confidence?
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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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan
The Big Picture
MARCH 4, 2025
But then you’d have to go over on, on to talk to the traders and sometimes you’d walk over there and you need information from them, but they can’t give you any information. So bankers on my team, on the innovation economy team are serving those portfolio companies, right? Than there are men.
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Top Penny Stocks Under Rs 1 – High Risk, High Reward?
Trade Brains
JULY 2, 2023
Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .) NCL Research and Financial Services has a book value of Rs 1.16
Chalk Talk: Reverse Mortgages!
MainStreet Financial Planning
APRIL 4, 2023
With more than 38 years in the financial services and mortgage industry, the last 16 exclusively in the Reverse Mortgage business, Homa brings extensive knowledge and expertise to her clients. She provides the education clients deserve so they can make wise and informed decisions. How can you use a Reverse Mortgage?
Market Commentary: Stocks Hit New Highs Amid a Year of Milestones
Carson Wealth
DECEMBER 9, 2024
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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Market Commentary: Good Riddance February, Hello March
Carson Wealth
MARCH 3, 2025
Which is why were going to continue keeping our ear to the ground but focus on the data that actually informs us as to whats happening. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. This newsletter was written and produced by CWM, LLC.
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Market Commentary: Risks Increase, But Don’t Overreact to the Turbulence
Carson Wealth
AUGUST 5, 2024
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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Best NBFC Stocks in India 2024 – Analysis & List Of Stocks
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
Best Ad Practices That Work for Marketing Financial Advisor Services
Indigo Marketing Agency
MARCH 19, 2025
Be Clear, Not Clever Many financial advisors struggle to generate leads because their ads lack clarity, simplicity, and a compelling call to action. Financial services can be complex in the mind of our audience, and if potential clients have to decode your message, theyll keep scrolling.
Market Commentary: Carson Investment Research Looks at the Year Ahead
Carson Wealth
JANUARY 16, 2024
Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility. While reviewing performance of the past year can be informative for investors, zooming out and taking a longer-term view is even more important.
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Market Commentary: Another October Low Forming?
Carson Wealth
OCTOBER 23, 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. That’s a good thing as far as we’re concerned.
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Best Penny Stocks With High Net Profit Margin – Hidden Gems?
Trade Brains
AUGUST 11, 2023
Founded in 1992, Avonmore Capital is micro cap company in the financial services industry. It has business interests in handling debt & equity market instruments, business consultancy & advisory services, loan syndication, wealth management, and healthcare. .) ₹215.69 EPS ₹49 Stock P/E 1.87 Price to Book Value 0.66
CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back?
Brown Advisory
OCTOBER 11, 2022
In this episode of CIO Perspectives, Keith Stone, Erika Pagel and Sid Ahl discuss some of the most notable market developments in recent weeks and how they are positioning portfolios accordingly. We discuss how transitory inflation may actually be, and how we have been positioning portfolios. Read more >.
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