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Becoming a SEBI Registered Investment Advisor: A Complete Guide

International College of Financial Planning

Are you passionate about investments? If so, you can turn your passion into a profession by becoming a SEBI-registered investment advisor. SEBI has introduced guidelines for individuals aspiring to become investment advisors in India. This blog post will provide all the necessary information on this topic.

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Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. for the first time since 2007, while mortgage rates hit 8%–the highest level since mid-2000. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week.

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Weekly Market Insights – June 12, 2023

Cornerstone Financial Advisory

For instance, the Russell 2000 index (which measures the performance of 2,000 smaller-cap companies) rose 1.90% this week, outpacing the S&P 500 and the technology-heavy Nasdaq. 6 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, June 9, 2023 The Econoday economic calendar lists upcoming U.S.

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How to Become a Financial Advisor in India?

International College of Financial Planning

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. Communication skills are very important in this industry and in a diverse country like India proficiency in different languages is an added advantage. Numerous software and tools can do these jobs right now.

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Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Bell Investment Advisors

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. economy, the first quarter of this year was positive with positive economic growth. On the negative side, there have been some negative economic indicators (in this case) for a few months now. 0:17 Ryan Kelley: Thanks. Happy to be here.

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Demystifying Systematic Fixed Income Investing

ClearMoney

20591, National Bureau of Economic Research, October 2014). 4Marlena Lee, Philipp Meyer-Brauns, Savina Rizova, and Samuel Wang, "Bond Study Confirms Investment Approach and Offers New Insight," Insights (blog), Dimensional Fund Advisors, February 11, 2020. This material is not a sales communication.

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Government Debt and Stock Returns

ClearMoney

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.