2003 Assets License 
Wealth Management
JULY 23, 2025
with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management. Spiegelman dropped his FINRA license about three or four years ago and had been moving toward a fee-only model for several years. Private Equity Is Coming to 401(k) Plans: Will You Be Ready?
Trade Brains
JANUARY 20, 2023
The firm was worth $1billion in 2003. The foundation of the metro plans was laid in the year 2003. By then almost a decade of manipulation of the financial statements had led to the hugely overstated assets and underreported liabilities. PwC was found guilty and its license was temporarily revoked for 2 years.
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Trade Brains
DECEMBER 31, 2023
The company also offers third-party products from various asset management and insurance companies. For FY23, the company reported an NNPA of 1.14%, which indicates a small fraction of the bank’s loans or assets are non-performing. Coming to the return ratios, the bank reported an ROE and ROA of 12.55% and 1.89% respectively.
James Hendries
NOVEMBER 15, 2022
One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Since then, value has outperformed growth for the longest sustained period since 2003–2007. large cap S&P 500 Index.
Trade Brains
JUNE 2, 2023
And private banks provide personal services to manage financial assets with a holistic approach and offer a personalized solution for investments. The Private banking sector assets were $925.05 Gross Non-performing asset (GNPA): It is the total value of all unpaid loans that are classified as non-performing loans.
Trade Brains
MAY 6, 2023
Yes Bank was founded in 2003 by Rana Kapoor and Ashok Kapur. This resulted in the banks’ assets & advances growing by a CAGR of 34.1%. The carrier also lost its flying license during the period. The company has also got its license back recently and may be at the cusp of a turnaround.
ClearMoney
DECEMBER 5, 2021
Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”
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