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.

Compliance 52

Compliance Risk Management Financial Services Management 52

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. It is crucial to follow SEC rules because the laws for advertising in financial services are strict. Financial products can be complex as well.

Marketing 52

Marketing Marketing Media Engineering 52

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

NAIFA Advisor Today

OCTOBER 10, 2022

There is a tremendous lack of diversity in financial services and the average age of financial advisors is 57. Part of NAIFA's mission is to help more people become aware of careers in financial services and to create a healthy, diverse workforce.

Financial Services 52

Financial Services Investing Investments Risk Management 52

NAIFA Advisor Today

FEBRUARY 15, 2023

As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses. He is an active member and volunteer of NAIFA. Ike is also a recipient of the NAIFA Quality Award.

Estate Planning 52

Estate Planning Financial Consultant Retirement Planning Financial Services 52

Trade Brains

OCTOBER 15, 2024

While the NSE will end weekly options contracts for Bank Nifty, Nifty Midcap Select, and Nifty Financial Services, the BSE will do the same for SENSEX50 and BankEX. Following that, the Nifty Midcap Select will cease trading on November 18, and the Nifty Financial Services will end on November 19, 2024.

Financial Market 52

Financial Market Financial Services Marketing Marketing 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Nationwide Financial

JUNE 5, 2023

Your opportunity to engage and support business owner clients Despite mounting economic pressures and increasing uncertainty, financial professionals can enhance relationships and expand their services, not only for clients who own businesses, but also for the business itself.

Economics 52

Economics Risk Management Clients Planning 52

Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

Portfolio 52

Portfolio Risk Management Management Commission 52

International College of Financial Planning

AUGUST 2, 2024

Registered Financial Prosperity Advisor (RFPA) The Registered Financial Prosperity Advisor (RFPA) course is a four-month program that includes three months of on-the-job training with Bajaj Capital.

Certification 52

Certification Wealth Management Financial Planning Insurance 52

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. You have to finish the three years. I finished the three years. I qualified the following week.

Assets 300

Assets Clients Investments Investing 300

Trade Brains

NOVEMBER 8, 2022

The company has 100% in-house sourcing, robust risk management, and a comprehensive credit assessment and collections framework, leading to good asset quality. The company has access to diverse and cost-effective long-term financing with a conservative to managing assets, liabilities, and liquidity.

Management 98

Management Risk Management Sales Portfolio 98

Trade Brains

OCTOBER 22, 2024

Oracle Financial Services Limited The company is into creating software for banks worldwide. The company helps banks manage their daily transactions. They provide risk management tools to financial institutions. Oracle Financial also offers cloud services to banks.

Medicine 52

Medicine Banking Electronics Pharmaceutical 52

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. crore in fiscal year 2024. crore which is near to the lower range.

Financial Services 52

Financial Services Assets Sales Risk Management 52

SEI

SEPTEMBER 21, 2022

Part 2: Cybersecurity maturity measures your level of risk and corresponding controls. Domain 1: Cyber risk management and oversight. Domain 4: External dependency management. Domain 5: Cyber incident management and resilience. Domain 2: Threat intelligence and collaboration. Domain 3: Cybersecurity controls.

Financial Services 52

Financial Services Compliance Clients Banking 52

Truemind Capital

APRIL 19, 2024

The major laggards were FMCG (down 6%), IT (down 2%) and financial services (down 2%). At these levels, the probability of higher upside potential is lower and downside risk is higher. Moving away from asset allocation puts you at a risk of losing money and forcing you to quit consequently impacting potential wealth creation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Carson Wealth

SEPTEMBER 23, 2024

In other words, the large cut was about risk management, with the Fed looking to get ahead of deteriorating labor market data. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Layoffs are also relatively low.

Marketing 96

Marketing Marketing Economy Economics 96

Trade Brains

SEPTEMBER 14, 2024

Northern Arc Capital is a diversified financial services platform in India. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. Keep reading to learn about the company. crore – 2.4

Retail 52

Retail Risk Management Assets Management 52

Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company – Company Overview Established in 1978, Cholamandalam Investment and Finance Company Limited (also known as Chola) is the financial services & lending arm of the Murugappa Group. Lakh Cr worth of Assets under Management (AUM).

Investments 59

Investments Investing Planning Assets 59

Trade Brains

FEBRUARY 26, 2023

CHFL indirectly provides insurance, lending, risk management, and other financial services through its stakes in: Cholamandalam Investment and Finance Company Ltd. Cholamandalam MS Risk Services Ltd. Cholamandalam MS General Insurance Company Ltd.

Retail 98

Retail Manufacturing Insurance Sales 98

International College of Financial Planning

JUNE 10, 2022

CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. For those looking for a career in the financial services sector, CFP Certification provides a definite edge over other candidates and is widely respected by consumers, professionals & industry. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Trade Brains

MARCH 11, 2024

Operating Profit Margin (%) 49.67% Net Profit Margin (%) 44.36% Large Cap Stocks With High NPM #2 – Oracle Financial Services Oracle Financial Services Software Limited is a subsidiary of Oracle, a world leader in providing financial technology solutions across retail banking, corporate banking, risk, financial crime, and compliance management. .)

Banking 59

Banking Financial Services Consulting Retail 59

Trade Brains

SEPTEMBER 26, 2024

Financial services became the backbone of India’s growth. Comprehensive offerings: NSE delivers a wide range of innovative products and services through a vertically integrated business model, ensuring efficient, cost-effective solutions tailored to diverse market needs.

Compliance 90

Compliance Banking Management Risk Management 90

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

Assets 174

Assets Management Marketing Marketing 174

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

AUGUST 26, 2024

in Financial and Retirement Income Planning from The American College of Financial Services, where he was named the Sievert-Sternberg Doctoral Research Fellow, and is currently pursuing a Doctor of Criminal Justice degree from Northcentral University. Lee holds a Ph.D. transgender male and female investors.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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’s client-centric approach offers a comprehensive suite of wealth management solutions. Particulars Amt Particulars Amt CMP 4,943.10 TTM) 30.78

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

International College of Financial Planning

MAY 30, 2023

Financial institutions can leverage big data and analytics to enhance customer segmentation, improve risk management, and optimize pricing strategies. Financial institutions must invest in robust security measures to protect sensitive data and maintain customer trust.

Risk Management 40

Risk Management Compliance Distribution Education 40

Trade Brains

JULY 31, 2022

Kotak is one of India’s leading diversified and integrated financial services conglomerates. Its services include s banking (consumer, commercial, corporate), credit& financing, asset management, life and general insurance, stockbroking, investment banking, wealth management, microfinance, and asset reconstruction.

Banking 52

Banking Retail Assets Financial Services 52

International College of Financial Planning

MAY 6, 2022

The CFP designation is also becoming more widely recognized, and employers are increasingly looking for CFPs when hiring for financial positions. Becoming a Certified Financial Planner (CFP) is a great way to advance your career in the financial services industry. How to become CFP after completing your CFP course?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

APRIL 10, 2023

In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of Financial Services. In 2019, the American College of Financial Services named Josh as one of five NextGen Financial Services Professionals of the Year.

Investments 52

Investments Investing CFP Financial Advisor 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

WiserAdvisor

MARCH 13, 2024

This alignment is crucial for achieving long-term financial security and weathering market volatility with resilience. It serves as a fundamental risk management strategy. Additionally, each client receives comprehensive financial planning to ensure they are moving toward their financial goals.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105