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Elevation Points Stakes $1B Raymond James Breakaway

Wealth Management

Leonard Weiss started his career in 1977 at Shearson Hayden & Stone and later worked for firms including Prudential/Wachovia and EF Hutton before founding Weiss Wealth Management Group of Raymond James in 2005. “We It also specializes in intergenerational wealth transfer, business succession and legacy planning.

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Member Spotlight: Eric K. Williams - Empowerment Through Education and Advocacy

NAIFA Advisor Today

Inspired by what he learned, Eric got licensed and officially entered the industry in January 2005. That question led him to a presentation about insurance and annuity products—and sparked a realization. “I I had left corporate America and didn’t have a structured way to save for retirement,” he recalls.

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Real Estate Agent Booms and Busts

Calculated Risk

Way back in 2005, I posted a graph of the Real Estate Agent Boom. The number of agents peaked at the end of 2007 (housing activity peaked in 2005, and prices in 2006). The number of salesperson's licenses started increasing again in 2014 (after house prices bottomed), and peaked again in early 2024 (ignoring weird pandemic distortion).

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Title Protection For (CFP) Financial Planners And The FPA’s Two About-Faces

Nerd's Eye View

all suggest that the FPA may already have some plans in place… that it just isn't ready to share yet?

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

Trade Brains

GMR later ventured into Airports in the year 2005. The Bank received its RBI License in 2016 & received its scheduled bank status in February 2017. Capital First on the other hand had a solid track record in terms of RoE & NPA’s and was eyeing for a Banking License. Particulars Amount Particulars Amount CMP 69.8

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Best Dividend Stocks Under Rs 50 To Add To Your Watchlist

Trade Brains

Face Value 1 Best Dividend Stocks Under Rs 50 #5 – Ujjivan Small Finance Bank Ujjivan Small Finance Bank is an Indian bank that was incorporated as Non-Banking Financial Corporation (NBFC) in 2005. CMP (in Rs.) Market Cap (Cr) Rs 1,024.28 EPS (in Rs.) Stock P/E 10.52 ROCE (in %) 30.69 ROE (in %) 23.51 Promoter Holding 60.64

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

Trade Brains

Ujjivan Small Finance Bank was established as a non-banking financial corporation (NBFC) in 2005. The Reserve Bank of India (RBI) granted the bank a banking license in 2015, and it began operations in February 2017.

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