Advisor Perspectives

JANUARY 25, 2023

Formed in 2005 to serve educational and resource needs of professional business advisors, the Exit Planning Institute is a trendsetter in the field of exit planning for business owners across the globe.

Planning 52

Planning Clients Education 52

Trade Brains

JUNE 17, 2025

It requires the supply of 25 inverter duty transformers, ranging from 1250 KVA/33 kV to 6000 KVA/33 kV, also customized to client requirements, and the project is expected to be completed within about four months. The second order, worth Rs. crore, has been awarded by a Renewable Power (Solar) Project Company.

Distribution 59

Distribution Manufacturing Investment Advisor Consulting 59

NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

Nationwide Financial

AUGUST 22, 2022

A Bank of America survey shows that private clients have an allocation to equities of 64%, down slightly from the 66% earlier in the year, but well above the 56% average since 2005. A divergence continues to exist between the allocation to equities by retail and institutional investors.

Marketing 98

Marketing Marketing Retail Budgeting 98

NAIFA Advisor Today

MAY 23, 2024

Prior to NAIFA's Congressional Conference, our new partner, Stonewood Financial, provided a workshop titled, Protecting Your Clients (and Their Retirement) from Washington. Todd Gaswick, LACP, loyal member since 2005, provided a testimonial during the preconference session stating how much their content has helped his practice.

Distribution 52

Distribution Retirement Clients 52

Trade Brains

NOVEMBER 18, 2023

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. Marquee Client Record: Tata Tech’s clients include some of the most notable names such as Airbus, McLaren, Honda, Ford, and Cooper Standard. The top 5 clients of the Company contributed to 60.49%, giving rise to concentration risks.

Engineering 115

Engineering Assets Clients Manufacturing 115

Brown Advisory

SEPTEMBER 11, 2018

This metric still has a ways to go before it reaches the sub-2% level we last saw in 2005-2006, and there is fundamental room for improvement (legacy assets from the crisis era are still working through the foreclosure pipeline). Mix of Borrower FICO Scores: Non-agency Mortgage Origination, 2005 vs. 2017). Source: Goldman Sachs. .

Marketing 52

Marketing Marketing Clients Assets 52

Trade Brains

JANUARY 22, 2024

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast. These anchor clients contribute to 40% of the Company’s revenue.

Planning 119

Planning Engineering Manufacturing Clients 119

Trade Brains

AUGUST 18, 2023

Around 2005, he came across Atul Auto, Aegis Logistics, and Cera Sanitaryware which went up more than 100 times in the next decade. Founded nearly two decades in 2005, Affordable Robotic & Automation Ltd. The company counts big names such as Eicher, Volvo, TVS, Maruti Suzuki, Lodha, Hero and more as its clients.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Random Roger's Retirement Planning

SEPTEMBER 9, 2022

I've owned NEE for clients since 2004 or 2005 when it was still FPL Group which stood for Florida Power & Light. Of course there's a story there that becomes pretty apparent once you look under the hood which is that XLU's largest holding is Next Era Energy (NEE). Here's the above chart with NEE added in.

Clients 75

Clients Investing Investments Marketing 75

AdvisorPR

JULY 14, 2021

JConnelly, a communications agency serving clients worldwide, has acquired AdvisorPR, a boutique public relations and marketing company that specializes in working with wealth management firms. “We know that this addition will help us continue our commitment to finding the most innovative ways to serve our clients.”

Communication 52

Communication Wealth Management Clients Financial Services 52

Fortune Financial

APRIL 1, 2025

Earlier this year, Lennox’s Geoff Dethlefsen commented on the opportunity: “You look at the [commercial] installed base from that 2000 to 2005 time period, there was a massive installed base put into service. Both the author and clients of Fortune Financial Advisors, LLC, own shares of Carrier.

Financial Advisor 52

Financial Advisor Retail Clients Planning 52

Truemind Capital

MAY 14, 2024

A client of mine asked me if we could invest in infrastructure funds, given the strong focus of the Government on the infrastructure sector. The sector is undoubtedly expected to do good, but is it a good investment right now? Most probably not! Why is that so? Because it has been a popular narrative for quite some time.

Investments 52

Investments Investing Valuation Government 52

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Validea

MAY 15, 2023

The energy sector has brought much growth to Macquarie since it acquired Cook Inlet Energy Supply in 2005 and Constellation Energy’s downstream natural gas trading platform in 2009, and O’Kane built on that with a system of leases of gas and energy transmission networks, propelling him to become the top player in the U.S. billion and $34.5

Transportation 52

Transportation Banking Accounting Clients 52

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. We sometimes use a blunt instrument when we need a scalpel.” This communication and any accompanying documents are confidential and privileged.

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. We sometimes use a blunt instrument when we need a scalpel.”. This communication and any accompanying documents are confidential and privileged.

Communication 52

Communication Clients Economy Taxes 52

Trade Brains

DECEMBER 24, 2023

Operating Profit Margin (%) 35.75% Net Profit Margin (%) 23.11% Best Penny Stocks under Rs 5 #2 – Seacoast Shipping Services Founded in 2005 as a freight forwarders and shipping agents company, Seacoast Shipping Services Limited (SCSSL) has grown to become one of the largest freight forwarders in Gujarat. .) ₹ 33.48 Stock P/E (TTM) 12.9

Commission 96

Commission Manufacturing Sales Portfolio 96

Random Roger's Retirement Planning

OCTOBER 2, 2024

The chart captures most, not all, of the names that I've held for clients since I started doing this at my old firm. On Christmas Day, 2005 I wrote about alternatives including a look at the Merger Fund (MERFX). There is also the reality that all advisors have clients who take way more out than is safe.

Portfolio 52

Portfolio Clients Retirement Portfolio Management 52

Trade Brains

DECEMBER 3, 2023

It has a very easy-to-use fintech platform that, facilitates investing & trading activities for its clients. Angel also offers an API platform called Smart API, which helps users (Startups and advisory Firms) to execute real-time trading activities and develop end-to-end services for their clients. active market share.

Clients 59

Clients Healthcare Manufacturing Communication 59

The Irrelevant Investor

JULY 25, 2016

That's the number of global funds launched between January 2005 and 2013. As potential distractions hit an all-time high with each passing day, a growing responsibility of the advisor is to keep their clients focused. Fifty-seven thousand, five hundred and twelve.

Retail 52

Retail Financial Advisor Numbers Accounting 52

Trade Brains

JANUARY 24, 2024

Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. These clients come from industries like Airlines, Banking, Communications, Logistics, and others. Top 10 clients bring in ~42% of revenue. 14,097 EPS ₹16.13

Insurance 59

Insurance Clients Engineering Management 59

Trade Brains

OCTOBER 13, 2023

Net Profit Margin (%) 3.94% EBITDA Margin (%) 10.63% High FII Holding Stocks Under Rs 100 #2 – Edelweiss Financial Services Edelweiss Financials Services is one of India’s leading financial services conglomerates, offering a robust platform to a diversified client base across domestic and global geographies. Market Cap (Cr.)

Banking 105

Banking License Financial Services Retail 105

Brown Advisory

JULY 22, 2020

China: The Next Frontier In Venture ajackson Wed, 07/22/2020 - 11:37 In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. at that time.

Startup 52

Startup Government Clients Manufacturing 52

Brown Advisory

JULY 22, 2020

In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. As a result, we have intentionally moved slowly and have introduced illiquid Chinese investments into client portfolios at a measured pace. at that time.

Startup 52

Startup Government Clients Manufacturing 52

AdvisorPR

SEPTEMBER 28, 2023

AdvisorPR is a division of JConnelly, an integrated communications agency that has served clients across the financial industry for more than two decades. To meet this demand, FPA has partnered with AdvisorPR® to develop a training program designed to help financial professionals navigate today’s media landscape.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Random Roger's Retirement Planning

MAY 16, 2025

This was around 2005 or 2006, something like that. In that context, I draw a much different conclusion about needing to match LDI in retail sized advisory client accounts by locking in ten years at 4.41% for treasuries or 5.4% Every week for more than a year I was bearish. for A rated corporates (per Fidelity).

Portfolio 52

Portfolio Retail Investing Investments 52

Random Roger's Retirement Planning

JUNE 23, 2022

There are two ETFs that target capital markets broadly, the SPDR S&P Capital Markets ETF (KCE) and the iShares US Broker-Dealers & Securities Exchanges ETF (IAI) that came out in 2005 and 2006 respectively. CBOE is a long time client holding because it has the potential to do well in these environments thanks to its VIX business.

Commission 52

Commission Portfolio Marketing Marketing 52

Brown Advisory

NOVEMBER 29, 2016

We believe that this structure enables our clients to contain risk while meeting their long-term objectives for returns. Callan estimated that a portfolio in 2005 could achieve a 7.5% Reassess asset allocation. annual return with a 52% allotment to bonds. equity universe.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Trade Brains

SEPTEMBER 15, 2023

Yatra Online IPO Review – About The Company Yatra Online Limited, incorporated in 2005, offers domestic and international customers information, pricing, availability, and booking services. The company currently has more than 813 corporate clients and over 49,800 registered small and medium-sized enterprise customers as of fiscal year 2023.

B2C 59

B2C B2B Engineering Distribution 59

Trade Brains

DECEMBER 31, 2023

It is a full-service commercial bank that provides a complete range of products, services and technology-driven digital offerings, catering to retail, MSME as well as corporate clients. Through its wholly-owned subsidiary YES SECURITIES, it also operates Investment Banking, Merchant Banking and Brokerage Businesses.

Banking 64

Banking License Distribution Retail 64

Trade Brains

MARCH 8, 2024

Fundamental Analysis Of Praveg Company Overview Established in 2005, Praveg Limited has emerged as the leading exhibition management company with over 20 years of successful operations. Its client base includes GSPC, ICAI, Indian Oil, SAIL, NTPC, Gujrat Tourism, etc. from the private sector.

Planning 59

Planning Economy Management Portfolio 59

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan.

Assets 162

Assets Investing Investments Valuation 162

Inside Information

SEPTEMBER 28, 2021

This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Trade Brains

OCTOBER 9, 2023

David Devasahayam in 2005, who still serves the Company as its Chairman & Managing Director. Famous banks like Deutsche Bank, Standard Chartered, ICICI Bank, Axis Bank, Yes Bank & State Bank of India are its biggest clients. Let’s now dive in and see if we can find out some interesting opportunities.

Manufacturing 59

Manufacturing Engineering Banking Pharmaceutical 59

Tucker Advisors

NOVEMBER 3, 2021

That tops the inflation fears that surged in 2008, just before the financial crisis, and a previous peak in early 2005, when the housing market was out of control.” . As Brett Arends wrote in MarketWatch on October 26 th , “Last week the U.S. bond market’s prediction of U.S. How Can Retirees Outpace Inflation?

Retirement 52

Retirement Portfolio Retirement Planning Assets 52

Trade Brains

JULY 3, 2023

The history of Copy trading began in 2005 when traders used to copy the trading algorithms that were developed through automated trading mechanisms. The app also supports 24/7 service to its clients. How does Copy Trading Work? The demo account is offered to help beginners learn about copy trading and demonstrate their software use.

Investing 52

Investing Investments Accounting Marketing 52