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Strategies for Navigating the Financial Services Industry With John D. Richardson

NAIFA Advisor Today

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.

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AdvisorPR Becomes a Division Within JConnelly’s Financial Practice

AdvisorPR

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 are constantly looking for ways to add complementary services and offerings to the marketplace. .

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Top AI stocks with High FII Holdings Add To Your Watchlist

Trade Brains

Top AI Stocks with High FII Holdings #1 – Coforge Coforge is a leader in product engineering, that designs, consults, operates, and modernizes client systems across the world. It Leverages Cloud, Integration, and automation tech that transforms its client businesses into digital and high-growth enterprises. Stock P/E (TTM) 53.39

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High FII Holding Stocks Under Rs 100 To Add To Your Watchlist

Trade Brains

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.

Banking 105
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Best Small Cap IT Stocks in India To Add To Your Watchlist in 2024

Trade Brains

CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). These clients come from industries like Airlines, Banking, Communications, Logistics, and others. 14,097 EPS ₹16.13 Stock P/E 54.99

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Best Penny Stocks Under Rs 5 – Hidden Gems?

Trade Brains

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