Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 178

Financial Planner Wealth Management Retirement Investment Planning 178

Trade Brains

JULY 2, 2023

In this article, we’ll present you a list of such top penny stocks under Rs 1 which you can add to your watchlist. Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 It holds a well-diversified portfolio of securities from multiple sectors: financial services, education, real estate, and more.

Financial Services 59

Financial Services Education Investing Investments 59

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.

Financial Services 173

Financial Services Communication Financial Advisor Financial Planning 173

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%.

Banking 111

Banking Financial Services Insurance Assets 111

NAIFA Advisor Today

JANUARY 9, 2024

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage.

Financial Planning 52

Financial Planning Planning Financial Services Insurance 52

Nerd's Eye View

JANUARY 31, 2023

And be certain to listen to the end, where Ali shares how she struggled with the uncertainty that laid ahead after she decided to leave her former firm to work for Waldron (as she recognized that by taking a non-business-development role she would have to accept an initial reduction in salary), but ultimately decided to view it as an opportunity to (..)

Clients 217

Clients Retail Financial Advisor Recruitment 217

NAIFA Advisor Today

FEBRUARY 7, 2024

With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. He is a sought-after presenter, recognized as a top industry speaker.

Financial Services 52

Financial Services Clients 52

Nerd's Eye View

DECEMBER 1, 2022

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., interactive scenario modeling, data management, and visualization), helping them create more meaningful client relationships.

Planning 234

Planning Financial Planning Financial Advice Clients 234

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. Talking about its financials, NHPC earned a net profit of Rs 3.889.98

Banking 111

Banking Financial Services Government Manufacturing 111

NAIFA Advisor Today

AUGUST 6, 2024

This accolade recognizes firms that have made significant investments and commitments to NAIFA membership and its mission to empower financial professionals and consumers through world-class advocacy and education.

Insurance 52

Insurance Financial Services Financial Advisor Education 52

Trade Brains

SEPTEMBER 17, 2024

We delve into the operations and financial performance of prominent unlisted companies such as Swiggy, NSE, boAt, Cochin International Airport, and HDB Financial Services. DCF estimates future cash flows and discounts them to present value. What are the tax implications for unlisted shares? P/B Ratio 7.69 P/E ratio 67.14

Financial Services 52

Financial Services Electronics Valuation Taxes 52

Nerd's Eye View

OCTOBER 19, 2023

Most commonly, niches present as particular needs of a firm's clients. divorce, widowhood, family members who develop special needs) – and because of the targeted services advisors offer to satisfy their clients' needs, they increase their value and the efficiency of their practice.

Clients 206

Clients Financial Advisor Financial Advice Financial Services 206

NAIFA Advisor Today

AUGUST 4, 2022

Presented by InsuranceNewsNet , this special webinar will feature two NAIFA members: Kristen Hall Eskew , Vice President of Diversity, Equity, Inclusion, and Belonging at OneDigital , and Toni L. On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience.".

Financial Services 52

Financial Services Insurance Sales 52

The Big Picture

MARCH 6, 2023

This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. And as poor as the questions are, the Fed chief works very hard to say anything at all.

Financial Services 301

Financial Services Banking Sales Marketing 301

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.

Financial Services 130

Financial Services Communication Financial Advisor Financial Planning 130

Nerd's Eye View

JULY 16, 2024

We also talk about how Christi made the unexpected leap from traditional financial planning and into administrative family management simply by showing up to the unconventional opportunities as they presented themselves, how Christi avoids the sensitivity of marketing high-net-worth family "success stories" by instead building robust referral pipelines (..)

Clients 130

Clients Financial Advisor Financial Planning Consulting 130

NAIFA Advisor Today

OCTOBER 19, 2022

Coastal Wealth , a leading financial services firm in the southeast, has announced the addition of Lawrence “Larry” Holzberg , LUTCF, LACP as a new Brokerage Director. He will be responsible for leading financial professionals to offer case consultation and design and positioning strategies and presentations.

Financial Services 52

Financial Services Consulting 52

NAIFA Advisor Today

OCTOBER 5, 2022

NAIFA and the Society of Financial Service Professionals will host an Advanced Practice Center webinar on Wednesday, October 12 at 2 pm eastern. Presented by John Hancock , join Matthew Gibson and John Snider II, JD as they share their insights in "Is Behavioral Insurance the Future of Life Insurance?".

Insurance 52

Insurance Financial Services Education 52

NAIFA Advisor Today

AUGUST 15, 2023

The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. on December 5.

Insurance 52

Insurance Financial Services Retirement 52

Robert B. Ritter Jr.

NOVEMBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. The post Blog #215: Three Good Ideas first appeared on Bob Ritter's Blog, ideas for financial service professionals. Unfortunately, this undertaking […].

Financial Services 52

Financial Services Retirement Planning Insurance Financial Planning 52

NAIFA Advisor Today

DECEMBER 2, 2022

On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine.

Financial Services 52

Financial Services Financial Planning Insurance Planning 52

SEI

SEPTEMBER 21, 2022

The Neurodiversity@Work program provides internship and employment opportunities for neurodiverse individuals in the financial services industry. . Sandy Ewing to Lead SEI’s Family Office and Regulatory Services. Neurodiversity@Work Program Honored at WealthManagement.com Industry Awards. Recognition. Wed, 09/21/2022 - 09:26.

Financial Services 76

Financial Services 76

Risk Management Guru

NOVEMBER 23, 2023

The regulatory landscape for risk management in financial services is constantly evolving, presenting a formidable challenge for firms and Banks striving to comply and manage their risk profiles effectively. The post Regulating Risk: Adapting to the Changing Landscape appeared first on Risk Management Guru.

Compliance 52

Compliance Risk Management Financial Services Management 52

Robert B. Ritter Jr.

MARCH 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the InsMark Loan-Based Split Dollar System) Editor’s Note: This blog presents a sizzling loan-based split-dollar plan. This executive benefit will be difficult to justify if interest rates increase considerably.

Recruitment 40

Recruitment Taxes Financial Services Planning 40

Nerd's Eye View

JANUARY 24, 2023

What's unique about Jennifer, though, is how, after more than a decade of building her own successful solo practice, she intentionally decided to merge her practice with another solo practitioner when an unusual crisis opportunity presented itself, and handle the more complex business management dynamics that followed, so that she could fulfill her (..)

Management 237

Management Financial Advisor Planning Retirement 237

Trade Brains

JANUARY 9, 2023

In this article, we present you such top debt free penny stocks under Rs 50. It has nil debt and presently trades at a price-to-earnings ratio of 9.80 Meanwhile, its revenue stood at Rs 190 crore in the recent financial year. It is a debt-free penny stock and presently trades at a price-to-earnings ratio of 13.40.

Investing 101

Investing Investments Manufacturing Engineering 101

Robert B. Ritter Jr.

FEBRUARY 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else? What are the benefit plans […].

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

Nerd's Eye View

DECEMBER 13, 2022

We also talk about how, after leaving a former firm (and his referral sources), Terry decided to rebuild his practice through hosting dinner seminars on Social Security and Medicare with a third-party marketing solution that would send out the mailers, provided the presentation materials, and was able to consistently get $3M to $5M of new AUM from (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Financial Services 40

Financial Services Taxes Planning Clients 40

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

Calculated Risk

MARCH 2, 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, March 7th -- 8:30 AM: The initial weekly unemployment claims report will be released. 8:15 AM: The ADP Employment Report for February.

Financial Services 78

Financial Services Banking Economics Government 78

Trade Brains

NOVEMBER 23, 2022

Over the years, Vertex has emerged as one of the major players in India’s financial services sector. The financial services company has a high promoter holding of 73.4%, out of which 53.04% is held by Transwarranty Finance, a full-service investment banking company. At the present price of Rs. crore in FY22.

Manufacturing 92

Manufacturing Financial Services Media Certification 92

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

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. This also gets reflected in his presentations on Wall Street – if you ever get a chance to see one, Don’t-Walk-Run to be in that audience.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Trade Brains

SEPTEMBER 30, 2024

With the rise of remote work and outsourcing, the industry is poised for sustained growth, driven by increasing demand for back-office operations, customer service, and financial services. The company’s core focus areas include banking and financial services, healthcare, communications, media, and technology.

Healthcare 52

Healthcare Financial Services Communication Media 52

Trade Brains

SEPTEMBER 14, 2023

Small Cap Stocks With High FII Holdings In this article, we shall be talking about the business models, recent developments and a few financial metrics of the companies. Later, we present a table which includes more such companies. Banking AAVAS Financiers ₹1,667 ₹13,190 35.00 Financial Services Redington ₹159.05 ₹12,975 59.20

Healthcare 59

Healthcare Financial Services Manufacturing Banking 59