Sara Grillo

JUNE 24, 2024

There is no securities license required to sell it. Actuarial Guideline 49 of 2015, via the National Association of Insurance Commissioners (NAIC) sought to cap, or limit the highly unlikely, aggressive illustrations used in the sales software prior to 2015. 2 I have a newsletter entirely devoted to advocacy for the consumer.

Insurance 59

Insurance Math Financial Advice Compliance 59

WiserAdvisor

MAY 31, 2022

Keep your financial information confidential: Before the COVID-19 pandemic, most people were wary of sharing their financial information online. From opening bank accounts, applying for loans, filing licenses, opening investment accounts to buying a home – everything is now online. of the salesperson.

Investing 52

Investing Investments License Accounting 52

Trade Brains

MAY 9, 2023

The trailing twelve months (TTM) profit after tax of IGL after the December 2022 quarter results stood at Rs 1,673 crore on sales of Rs 12,865 crore. 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. CMP ₹460 Market Cap (Cr.) Promoter Holding 60.9%

Banking 52

Banking Healthcare Distribution Engineering 52

Trade Brains

JANUARY 18, 2024

Requirement for licenses & permits: The field of business requires the Company to constantly apply for licenses on every product they sell. 112 Cr Offer for Sale (OFS) Rs. Weaknesses of Company Negative Cash Flows: In the last 3 Years of business operations, the Company has reported Net positive cash flow only once.

Distribution 64

Distribution License Government Management 64

Trade Brains

JULY 4, 2024

Nuvama Wealth Management – Company Overview Nuvama Wealth Management headquartered in Mumbai, acts as a key player in the Indian financial services industry. Nuvama has evolved from its roots as Edelweiss Securities Limited to become a diversified financial service provider, catering to a wide range of clients across the country.

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Trade Brains

JANUARY 16, 2023

Reducing unemployment, rising incomes, and rapidly growing credit demand will likely bring auto sales. The data below from the Society of Indian Automobile Manufacturers highlights the grim unit sales in the last few years. It reported profits of Rs 3,880 crore on sales of Rs 88,330 crore in FY22. figures in lakhs).

Manufacturing 52

Manufacturing Sales Engineering Retail 52

Walkner Condon Financial Advisors

JULY 27, 2023

Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role. She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. This material is intended for educational purposes only.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Trade Brains

DECEMBER 22, 2022

9) Oracle Financial Services Software Limited. Oracle Financial Services Software Ltd. OFSSL) is a major subsidiary of Oracle Corporation and specializes in providing IT solutions to the financial services industry. 10) L&T Technology Services Ltd. Company Name Net Sales. FY2022 in Rs.

Consulting 52

Consulting Marketing Marketing Engineering 52

Trade Brains

SEPTEMBER 26, 2024

National Stock Exchange of India Limited is set to launch an IPO through an offer for sale of 11,14,11,970 equity shares, each with a face value of ₹1. Financial services became the backbone of India’s growth. The price per equity share will be determined closer to the offer date. The IPO will constitute 22.5%

Compliance 90

Compliance Banking Management Risk Management 90

Sara Grillo

AUGUST 14, 2023

The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

FEBRUARY 6, 2024

Notably, AU SFB and Capital SFB are the only non-NBFC-MFIs to receive an SFB license. They were authorized to operate in contiguous districts, mobilize rural savings, and promote local investments to advance financial inclusion. 462 Cr Offer for Sale (OFS) Rs. The shares in Grey Market traded at Rs 522. 570 Cr Fresh Issue Rs.

Banking 59

Banking Assets Accounting Portfolio 59

Midstream Marketing

FEBRUARY 13, 2021

As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads. You can see the updates below about SmartAsset and DaveRamsey.com.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. I hope you’ll at least join my weekly newsletter about financial advisor lead generation. I also partner with E4 Insurance Services, a full-service brokerage agency to help noninsurance-oriented professionals (CFP’s, CFA’s, investment advisors, etc.) Who cares? I really don’t.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

JANUARY 24, 2024

CAMS Insurance Repository: It provides repository services for the insurance industry. 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). 927 Cr in FY22 to Rs. 999 Cr in FY23.

Insurance 59

Insurance Clients Engineering Management 59

The Big Picture

MAY 30, 2023

Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. And so I remember Quincy told me, if you think you’re in the music business, and you don’t own music rights, publishing rights, licensing rights. This country needs, every big business wants a small one.

Banking 147

Banking Economics Business Planning Economy 147

Sara Grillo

JUNE 2, 2022

It’s the typical financial services move of providing enough information to satisfy the minimum standard of transparency, but never going to the full extent that would enable the person to know what is really going on. #2. Financial advisors who charge a percentage fee based on AUM will bring in more revenue. Are you kidding me?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

James Hendries

OCTOBER 4, 2022

financial services companies, automobile manufacturers, and leading national brands worked towards negotiating agreements to partner with Chinese companies. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. At the same time, U.S. and Europe.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

SEPTEMBER 5, 2023

I used to sell units in an onsite sales condo new development on the Upper East Side. And if you actually stood back and looked at a chart of what was happening, prices were going straight up and sales were going straight down. And you could see it because sales actually lead price direction by a year in many cases.

Sales 130

Sales Numbers Marketing Marketing 130

Trade Brains

NOVEMBER 26, 2023

CAMS Insurance Repository: It provides repository services for the insurance industry. 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). 927 Cr in FY22 to Rs. 999 Cr in FY23.

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

APRIL 25, 2023

We had to do a for sale by owner because if we sold it using a broker, we would have been way underwater. There’s not significant licensing, you know, that that takes place. RITHOLTZ: So, you mentioned Focus Financial. Everything’s for sale. HAMBURGER: And you can scale it down to a single user license.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.

CFP 80

CFP Financial Planner Ethics Financial Planning 80