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Top Strategies for Registered Investment Advisor Marketing

Midstream Marketing

Introduction In today’s changing finance world, registered investment advisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. This new rule gives a clear guide for advisors to follow.

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An Insight into Investment Advisor Courses and Training Programs

International College of Financial Planning

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades.

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Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

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The Role of Technology in Modern Investment Advisory Services

International College of Financial Planning

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. In the present advisory environment, advisors need to be as proficient with technological tools as they are with financial strategies.

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Tobias Financial Advisors Makes Worth Magazine’s 2024 Leading Advisors List

Tobias Financial

Our inclusion in this list, which evaluated over 40,000 firms to identify the top 300 independent Registered Investment Advisors (RIAs), underscores our commitment to excellence in the wealth management industry. Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures.

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Microcap Stocks to Benefit from Indian Nuclear Power Push 

Trade Brains

At present, India’s nuclear power generating capacity is 7,480 megawatts (MW), and the government plans to triple it to 22,480 MW by 2031 to meet its net-zero targets. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

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Which Indian power stocks can benefit from increase in crypto miners?

Trade Brains

This evolving landscape presents significant opportunities for power companies poised to support the growing demand from crypto miners. JSW Energy’s expanding renewable portfolio presents another promising option for mining operations. This evolving landscape presents opportunities for both sectors.

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