article thumbnail

Adviser links: success rates

Abnormal Returns

(citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. thinkadvisor.com) How technology is helping advisers do their real job - helping clients.

article thumbnail

Stocks that are currently trading in the oversold zone with RSI less than 30

Trade Brains

Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, solid growth prospects, and market leadership. Please consult your investment advisor before investing.

Banking 98
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 For current valuations to be justified for the Mag 7 and large growth stocks more broadly, very large earnings growth will have to continue. Pay attention to valuations. 2 Figure 4 demonstrates. Source: Morningstar.

article thumbnail

#FASuccess Ep 395: The Rise Of Bank Financing To Fund Independent Advisor Acquisitions And Succession Plans, With Dustin Mangone

Nerd's Eye View

Welcome back to the 395th episode of the Financial Advisor Success Podcast ! Dustin is the Director of Investment Advisor Services of PPC LOAN, a firm based in The Woodlands, Texas that facilitates conventional bank loans to financial advisors. My guest on today's podcast is Dustin Mangone.

Banking 130
article thumbnail

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.

article thumbnail

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.

article thumbnail

Is NIFTY 50 heading towards 22000? Reasons for the crash explained

Trade Brains

Several global and domestic factors have contributed to this downturn, including geopolitical tensions, regulatory changes, market valuations, and economic concerns. The recent fall in Nifty may be a market correction, bringing valuations in line with global trends. Please consult your investment advisor before investing.