Harness Wealth

MARCH 6, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financial services sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.

Taxes

Trade Brains

JULY 6, 2025

This small-cap fintech stock, Financial Inclusion Network Operations (FINO), offering a wide range of digital-first financial services across India through its pan-India distribution network, is in focus after its management set a Rs 100 crore profit target for FY26. per share from its previous closing price of Rs 288.00

B2B

Carson Wealth

JULY 14, 2025

When Trump first came into office in 2017 the economy had just gone through a slowdown and that created something of a springboard for supply-side policy to boost growth. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Investing

Carson Wealth

JULY 7, 2025

All said and done, if net immigration pulls back to 500,000, which would be much lower than the 2017–2019 pace (averaging about a million per year then), the economy likely has to create just 60,000–80,000 to keep up with population growth.

Marketing

The Big Picture

FEBRUARY 4, 2025

00:56:26 [Speaker Changed] Yeah, so if we rewind just for a second and think back to 2017 where the corporate tax rates were lower from 35 to 21%, I remember household taxes were lower from 39.6 In 2017, we saw both household taxes came down and corporate taxes came down. How do you see that impacting the economy in the markets?

Economy

Carson Wealth

MAY 19, 2025

If Congress does nothing, tax rates for households will revert back to pre-2017 levels. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. But renewing all the tax cuts could cost about $4 trillion over the next decade.

Marketing

Trade Brains

OCTOBER 27, 2024

Since its last bonus issue in 2017, RIL shares have grown by 266%. on Friday, marking a substantial rise from its September 2017 price of Rs 725.65. The company demerged Jio Financial Services Ltd in July 2023, further demonstrating its focus on reshaping its business structure.

Financial Services

NAIFA Advisor Today

MAY 19, 2025

Brandon Chambers didnt follow a traditional path into the financial services industry. With a leap of faith and a desire to serve others more meaningfully, Brandon entered the profession in 2017 and hasnt looked back.

Financial Services

Nerd's Eye View

OCTOBER 1, 2022

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions.

Financial Planner

The Big Picture

OCTOBER 28, 2023

The Atlantic ) • Light and gravitational waves don’t arrive simultaneously : In 2017, a kilonova sent light and gravitational waves across the Universe. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. Here on Earth, there was a 1.7

Wealth Management

The Irrelevant Investor

JULY 30, 2019

(Full disclosure, Ritholtz Wealth Management has 7 Certified Financial Planners on staff) According to the journal, "The Board tells financial planners $145 of their $355 annual certification fee goes to a public-awarezness campaign, which in part promotes the LetsMakeAPlan.org site. There is still time to get your ticket here.

Financial Services

Aleph

SEPTEMBER 9, 2024

In their 2018 MD&A, they said: “The Company has rejected the reports for December 31, 2018 and 2017 from its independent actuary. The actuary has estimated that the Company’s reserves for unpaid losses and loss adjustment expenses as of December 31.

Insurance

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2023

Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. This was excerpted from “ 10 steps to effective prospecting ” (MDRT member exclusive) in the the January/February 2017 issue of Round the Table. By Thomas F.

Clients

Carson Wealth

JULY 24, 2023

This is the longest win streak since September 2017. The last time the Dow got to 10 wins in a row was August 2017. Incredibly, 2017 saw three separate nine-day win streaks, the most for any one year since 1955, which had a record of four. Recent data suggest a major slowdown is not in the cards. over the past year.

Marketing

NAIFA Advisor Today

SEPTEMBER 30, 2024

Jake Kaufmann’s dedication to his clients, his passion for the financial services industry, and his leadership within NAIFA all highlight his commitment to helping others succeed. Hailing from Billings, MT, Jake has been a loyal NAIFA member since 2017.

Insurance

Trade Brains

JUNE 11, 2023

There is an increase in the net profits in the past 5 years from Rs 2,386 crores in FY 2017-18 to Rs 4,734 in FY 2022-23. Face Value 10 Best Dividend Stocks Under Rs 50 #4 – Geojit Financial Services Geojit financial services is an investment services company headquartered in Kerala, India, which was established in the year 1987.

Banking

Trade Brains

SEPTEMBER 19, 2023

The top cryptocurrency exchanges by volume are:- Binance BitForex Huobi Coinbase Bybit Top Cryptocurrency Exchanges #1 – Binance Binance is a centralised cryptocurrency exchange founded in 2017 by Changpeng Zhao, a well-known investor and software engineer.

Accounting

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India #1 – Bajaj Finance Bajaj Finance is one of India’s most diversified Financial Services Company, with a Market cap of over Rs. Chola commenced business as an equipment financing company which has now transformed into a comprehensive financial service provider. Cr customers. 4,40,635 EPS ₹23.92

Financial Services

Trade Brains

SEPTEMBER 7, 2022

GMDC has no debt and was ranked 132nd on India’s Fortune 500 Companies list in 2017. Mahindra & Mahindra Financial Services Financial Services 197 24,500. City Union Bank Financial Services 178 13,000. Indian Bank Financial Services 178 22,500. KIOCL Metals 192 11,500.

Financial Services

eMoney Advisor

MAY 9, 2023

The average NPS score for financial services firms is 44, down from 46 in 2022. NPS Financial Services / 27 Banking NPS Scores.” Infographic – The State of Referral Marketing,” November 2017. Today, some version of the NPS is used by two-thirds of Fortune 1000 firms. CustomerGauge. “NPS SaaSquatch.

Clients

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.

Banking

Trade Brains

SEPTEMBER 22, 2023

It commenced operations on 1 February 2017. Ujjivan Financial Services is its Parent Company holding an 80 percent stake in the bank. Then we will look at the return generated by the Bank towards its shareholders, before finally reaching a conclusion. Company Overview Ujjivan is a small finance bank based in Bangalore.

Banking

Trade Brains

APRIL 11, 2023

Best Small Cap Stocks Under Rs 50 #3 – Geojit Financial Services Geojit Financial Services is a leading investment services company with a presence in India and the Gulf Cooperation Council Countries. crores, Geojit Financial Services is a small-cap company. Market Cap (₹ in Cr) 1,040.05

Retail

MarketWatch

FEBRUARY 13, 2023

toward a seventh-straight decline in premarket trading Monday, after the mortgage, real estate and financial services company said Chief Executive Jay Farner will retire after a 27-year career at the company. Shares of Rocket Companies Inc. RKT slumped 4.5% The stock, which has shed 18.3% over the previous six sessions, has rallied 8.4%

Retirement

Steve Sanduski

NOVEMBER 14, 2022

In today’s adventure episode, I talk to financial pros Skip Schweiss and Scott MacKillop. Between them, they’ve climbed mountains all over the world and lived a life of adventure while building thriving careers as executives in financial services. A team picture halfway up Mt.

Food

Carson Wealth

MARCH 4, 2024

It’s only slightly elevated relative to the 2017-2019 average of 2.9%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Nevertheless, the downtrend in wage growth suggests the January inflation spike is not the beginning of an uptrend.

Marketing

Trade Brains

OCTOBER 12, 2023

billion in 2017 to US$ 200 billion by 2026. WomenCart IPO – Industry Overview India’s e-commerce sector is a fast-growing and diverse market, driven by smartphones, 4G, and income growth. It is expected to increase from US$ 38.5 India has 150 million online shoppers in FY21, which may reach 350 million by FY26.

B2B

Diamond Consultants

JUNE 23, 2022

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. In 2017, the headline was LPL’s purchase of 4 NPH firms. In 2021, Cetera Financial Group acquired Voya Financial Advisors.

Financial Services

Trade Brains

MAY 7, 2023

This way they extend financial services both loans and deposits in their area of operation. 50,000 crores in Assets under management in 2017 with deposits crossing Rs. 20,104 AAVAS Financier 1,391.85 In Closing The growth in the housing financing sector has achieved an 18% growth rate between 2010 to 2017.

Banking

Trade Brains

DECEMBER 15, 2022

KFin Technologies Limited, incorporated in 2017, is a leading technology-driven financial services platform. The company provides comprehensive services and solutions to the capital markets ecosystem including asset managers and corporate issuers across asset classes in India. Keep reading to find out!

Compliance

Trade Brains

APRIL 19, 2023

Now we’ll study its various businesses in the next section of our fundamental analysis of RIL Business Segments The conglomerate groups its various businesses into five major segments: retail, digital services, oil to chemicals, oil & gas exploration, financial services, and others. for FY21 and FY22. for the last six years.

Planning

Carson Wealth

JANUARY 29, 2024

and 2017-2019 pace of 2.8%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Others raised the dreaded image of “stagflation” (high unemployment with high inflation) as occurred in the 1970s.

Marketing

Carson Wealth

OCTOBER 30, 2023

Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. That added 1.3 percentage points to the headline number. It helps to extend the horizon.

Marketing

Trade Brains

JULY 31, 2022

Kotak is one of India’s leading diversified and integrated financial services conglomerates. Its services include s banking (consumer, commercial, corporate), credit& financing, asset management, life and general insurance, stockbroking, investment banking, wealth management, microfinance, and asset reconstruction.

Banking

Brown Advisory

MAY 10, 2018

After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy. imports of washing machines and solar panels (see chart below) in 2017 accounted for approximately 0.4% trillion in imports in 2017) and an even smaller slice of U.S.

Economy

Brown Advisory

MAY 10, 2018

After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy. imports of washing machines and solar panels (see chart below) in 2017 accounted for approximately 0.4% trillion in imports in 2017) and an even smaller slice of U.S.

Economy

Carson Wealth

FEBRUARY 12, 2024

After adjusting for inflation, investment in information processing equipment is running below the 2017-2019 trend. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing