NAIFA Advisor Today

JANUARY 23, 2025

Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.

CFP

SEI

JULY 9, 2025

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

Communication

Carson Wealth

JUNE 30, 2025

It was 101% at the end of 2019, and 137% just before the financial crisis in 2007. That’s one reason why the 2008–2009 recession was as bad as it was—households were much more levered and when unemployment rose and home prices fell, everything crashed. The greater the leverage, the harder the crash (like in 2008-2009).

Marketing

Trade Brains

JUNE 30, 2025

Founded in 2008 (originally as IIFL Wealth Management), it specializes in financial services such as wealth management, asset management, portfolio management, corporate treasury solutions, and lending. The company serves high-net-worth individuals, family offices, and institutional clients.

Engineering

The Big Picture

JULY 15, 2025

But in 2008 in the financial crisis, I turned 50. And then the financial crisis hit and I thought, you know, it’s the wrong time to leave. But if you want to go into the financial services industry in any format, you have to be, you have to enter that with an immense amount of flexibility. I get that right.

Numbers

Carson Wealth

APRIL 28, 2025

So, we should be able to avoid a financial crisis, a la a 2008-style meltdown in markets and the economy. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing

Trade Brains

AUGUST 7, 2025

Exploring the beautiful coexistence of timeless traditions and modern money habits, the campaign reinforces a simple truth: discipline plays an important role in nurturing both emotional bonds and financial journeys. It was incorporated on November 14, 2008. Motilal Oswal Asset Management Company Ltd.

Investment Planning

Nerd's Eye View

AUGUST 22, 2023

We also talk about how Cary tried to navigate the 2-year non-compete clause in her contract and even offered to buy back her practice and undo the non-compete, how Cary ultimately reached a compromised path with a 6-month non-compete and decided that was good enough to be able to make a transition and not have to totally start over, and how, after (..)

Financial Advisor

MarketWatch

JUNE 21, 2023

Patrick McHenry, the chair of the House Financial Services panel on Wednesday. In the wake of the 2008 financial crisis, Congress had considered taking away the Fed’s authority to supervise banks, but lawmakers ultimately decided to give the central bank even more oversight over the sector.

Banking

Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Executive Compensation

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%. million active borrowers.

Banking

Trade Brains

AUGUST 20, 2022

FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%. 6 Tata Consultancy Services Ltd. FINANCIAL SERVICES 3.53%. 11 State Bank Of India FINANCIAL SERVICES 2.58%. FINANCIAL SERVICES 2.43%. FINANCIAL SERVICES 2.08%.

Marketing

NAIFA Advisor Today

FEBRUARY 27, 2023

Peg Fraser began her career in insurance and financial services selling health insurance part-time, but she soon found the same question coming up again and again from her clients. They asked if she could help with other types of insurance and financial planning. She wanted to do more.

License

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor

Advisor Perspectives

SEPTEMBER 26, 2024

Financial services, like many institutions, are losing Americans’ trust. That’s a problem.

Financial Services

BlueMind

JULY 15, 2022

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. The primary cause of the 2008 global financial crisis was the deregulation of the financial industry.

Compliance

Trade Brains

SEPTEMBER 7, 2022

Indian Energy Exchange (IEX) was promoted by 63 Moon Technologies and Power Trading Corporation of India in June 2008. Mahindra & Mahindra Financial Services Financial Services 197 24,500. City Union Bank Financial Services 178 13,000. Indian Bank Financial Services 178 22,500.

Financial Services

Steve Sanduski

AUGUST 21, 2023

Alex Miele and I discuss: What starting out in financial services in 2008 taught Alex about proactive outreach and transactional client relationships and how she applies those lessons to today’s economic environment. How Alex and her partners divide management and rainmaking responsibilities.

Clients

Validea

FEBRUARY 10, 2023

The firm’s flagship Ariel Fund, which Rogers manages, has had massive ups-and-downs over the years, outperforming after the crash of 1987 and the dot-com bust in 2000, losing 48% during the 2008 financial crisis, and falling 19% last year.

Financial Services

Trade Brains

APRIL 11, 2023

Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. It provides a wide array of products and services such as the distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.

Retail

Validea

NOVEMBER 18, 2022

Broker-Dealers & Securities Exchanges ETF (ticker: IAI), which tracks Wall Street’s fortunes, has been gifted an inflow of $211 million—the largest it’s seen since February 2008 and its second-biggest since its inception in 2006, reports an article in Bloomberg. and Intercontinental Exchange Inc.

Financial Services

Carson Wealth

SEPTEMBER 30, 2024

This is true, as 1929, 1987, and 2008 all saw spectacular meltdowns in this spooky month. Of course, a 22% drop in the fourth quarter of 2008 pulled back the average return by a good deal, but to say stocks will be lower three months from now is probably a low probability event. on average, making it the 7 th best month of the year.

Marketing

Carson Wealth

JULY 8, 2024

Not exactly weak (the hiring rate collapsed below 3% during the 2008-2009 recession), but not too hot either. That is why there’s really no such thing as a mild recession — the three recessions prior to the pandemic recession (1991, 2001, 2008-2009) were all bad from an employment perspective, as it took years for the labor market to recover.

Marketing

Validea

MAY 2, 2024

stocks with the lowest volatility significantly outperformed from 1968-2008. Hartford Financial Services Group (HIG) – Hartford Financial provides insurance and financial services. The company’s 22.5% trailing 3-year standard deviation makes it a low volatility stock.

Investing

Trade Brains

SEPTEMBER 28, 2023

The company was incorporated in 2008 with the leadership of a first gen civil engineer with 47 years of experience. The company first started with projects in Gujarat which has now expanded to all across the nation. It is also constructing the largest office complex of Rs. 1,575 crore that spans 66 lakh square feet.

Portfolio Analysis

Trade Brains

JUNE 14, 2023

HMA Agro Industries IPO – About The Company Incorporated in 2008, HMA Agro Industries is one of the frozen buffalo meat products company from India that account for more than 10% of India’s total export of frozen buffalo meat. In this article, we will look at the HMA Agro Industries IPO Review 2023 and analyze its strengths and weaknesses.

Transportation

BlueMind

FEBRUARY 15, 2023

However, financial advisors will find that special clients and their families are unanimous about their main concern: to have a financial plan in place that will provide support for the special needs person in the future. Related: How Financial Advisors Should Engage With Female Clientele?

Financial Planning

Brown Advisory

SEPTEMBER 21, 2022

This means that an overwhelming majority have withstood the early 2000s recession in developed markets, the 2008 to 2009 Global Financial Crisis, and the Covid-19 global pandemic. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Portfolio

Trade Brains

FEBRUARY 2, 2024

High FII Holding Stocks Under Rs 1000 High FII Holdings Stocks Under Rs 1000 #1: Max Financial Services Ltd. Max Financial Services Limited (MFSL) is a subsidiary of the Max Group. Five Star has been dealing in specialized financial services. 631.55 ₹ 47,352 41.61% Ujjivan Financial Services Ltd.

Healthcare

Carson Wealth

OCTOBER 30, 2023

So, households feel less urgency to save and solidify their balance sheets, unlike what happened after the stock market and housing crash in 2008. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. a gallon to $3.50.

Marketing

Trade Brains

AUGUST 19, 2022

Get money rich (GMR) blog is run by Mani (founded in 2008). This blog is focused to help people invest sensibly to achieve financial goals, get their personal finances in order, and invest profitably in stocks. You can also learn about stock market investing in Trade Brains’ recently launched android mobile app. Get Money Rich (GMR).

Marketing

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors. Guess what?

Financial Advisor

Trade Brains

FEBRUARY 6, 2024

Jana Small Finance Bank IPO Review About The Company Jana Small Finance Bank was incorporated on July 24, 2006, registered as a non-banking finance company (“NBFC”) on March 4, 2008, and was awarded non-banking finance company-microfinance institution (“NBFC-MFI”) status on September 5, 2013. million active customers as of September 30, 2023.

Banking

Tucker Advisors

SEPTEMBER 27, 2021

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. Follow Follow Follow Follow Follow Follow. They have been called the debt managers of the world.

Insurance

Carson Wealth

JANUARY 16, 2024

In fact, the balanced portfolio above was only in the top three on one occasion, and that was 2008. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The volatility of the past three to four years is a great example.

Investing

Trade Brains

DECEMBER 22, 2022

is an Indian IT company that is a part of Mahindra Group that provides Network technology solutions and Business Process Outsourcing (BPO) services to a large number of industries. 9) Oracle Financial Services Software Limited. Oracle Financial Services Software Ltd. Tech Mahindra Ltd.

Marketing

Steve Sanduski

DECEMBER 15, 2022

He took a buyout when the Dotcom bubble burst and decided to open his own financial services office with a focus on goal-based wealth planning. “We became a pure RIA around 2009 and I’ve grown the firm as a boutique with a real focus on high-touch service and providing an exceptional experience for our clients. .”

Financial Advisor