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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.

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Style guidelines for financial services firms

Investment Writing

Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm? However, style guides often don’t cover challenges specific to financial services firms.

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15 Biggest Stockbrokers in India With Highest Active Clients 2024!

Trade Brains

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. And this leads to a lot of trouble for their current clients. There are over 4900 stockbrokers in India registered with SEBI and different stock exchanges.

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4 Stocks in focus after promoters offload stake worth up to ₹12.41 Cr; Are you holding any?

Trade Brains

It provides flexible office spaces, co-working areas, and interior fit-out services for commercial properties, catering to startups and enterprises nationwide. Geojit Financial Services Limited With a market capitalization of Rs. crore, the shares of Geojit Financial Services Limited were currently trading at Rs.

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Dominating Digital: Mastering SEO for Financial Services

Indigo Marketing Agency

SEO for financial services won’t exist for another few decades. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Mobile optimization: In 2016, more people started browsing the internet on phones than computers, and every year the difference widens.

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Scott Blake Builds Lasting Client Relationships Through Trust and Transparency

NAIFA Advisor Today

Scott Blake, MBA , is dedicated to protecting young professionals, small business owners, and families through holistic financial planning and political advocacy. Learning From the Best After earning his MBA from Capital University , Blake transitioned from politics to financial services.

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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.

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