eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. That’s up from 22 percent who said the same in early 2020. Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Trade Brains

NOVEMBER 24, 2023

The company serves its customers across industries like automotive, e-commerce, food delivery, transportation, and logistics, banking; financial services and insurance (BFSI), retail and quick service restaurants (QSR), telecom and utilities, healthcare and pharmaceuticals, government, railways, and waterways. 2020-21 152.46

Planning 69

Planning B2C B2B Pharmaceutical 69

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 116

Financial Advisor CFP Financial Services Education 116

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. million as of 2022.

Planning 52

Planning Retail Electronics Financial Services 52

Trade Brains

NOVEMBER 18, 2023

Gandhar Oil Refinery IPO Review – Financial Highlights If we look at the financials of Gandhar Oil Refinery we can find out that its revenue has grown from ₹1512.74 crores in March 2020 to ₹3389.07 crores in March 2020 to ₹184.14 The company receives a significant portion of its revenue from a limited number of suppliers.

Healthcare 59

Healthcare Pharmaceutical Manufacturing Transportation 59

Carson Wealth

JANUARY 29, 2024

Here’s something incredible: The economy has grown faster than the Congressional Budget Office forecasted in January 2020, before the pandemic. States and local governments pulled back on spending and investment in 2020 and 2021 in an attempt to shore up budgets in the face of an anticipated recession. Inflation dropped to 2.6%

Marketing 97

Marketing Marketing Economy Government 97

eMoney Advisor

MARCH 22, 2023

And 60 percent of young investors (ages 18–34) began investing after 2020. 1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. Below are six hallmarks to consider when providing financial planning to Millennials and Gen Z.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Carson Wealth

APRIL 8, 2024

gain, but not a bad number by any means. The measure is at 80.7%, exactly where it was a year ago and higher than at any point between July 2001 and February 2020. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. median return.

Marketing 96

Marketing Marketing Valuation Economy 96

eMoney Advisor

FEBRUARY 8, 2023

Make sure your clients understand why your staff wants to help them on their financial journey. In late 2020, the SEC modernized the principles that govern the marketing and communications of financial services. Sources: 1 2020 eMoney Consumer Marketing Survey, September 2020, n=2,000.

Marketing 81

Marketing Marketing Clients Certification 81

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). Since 2020, productivity has averaged a 1.4% Productivity subsequently fell in 2022, “reversing” the gains from 2020-2021. annual pace, which is faster than the 2010-2019 pace of 1.2%.

Marketing 96

Marketing Marketing Economy Startup 96

Trade Brains

AUGUST 16, 2022

In the financial year 2020, an average of 4 lakh Demat accounts were opened every month which has greatly benefited the broking companies. This number further increased to 11.9 lakh in the financial year 2021 and is currently at 28.33 lakh for the current financial year. it has also acquired a 21.3% Toyam Ind 11.18

Wealth Management 52

Wealth Management Retail Clients Distribution 52

Carson Wealth

MARCH 27, 2023

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. Think back to March 2003, March 2009, and March 2020. However, since that time a slew of strong economic data, including elevated inflation numbers, came in. Why is this a good thing?

Marketing 52

Marketing Marketing Banking Economics 52

BlueMind

MARCH 10, 2022

E-Signature Adds to Convenience In 2020, the global digital signature market size reached $2.8 A study conducted by LunarPens in 2020 showed that on average $20 can be saved when adopting e-signatures. Considering the number of documents handled each day by financial advisors, that amount can amass a significant number.

Compliance 52

Compliance Electronics Financial Advisor Clients 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Alicia’s Experience One of my earliest experiences when I first decided to get into financial planning was participating in the Financial Planning Association’s Externship Program in the summer of 2020. I think that idea impacts the topic of women in financial planning in two ways.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Trade Brains

JUNE 2, 2023

a year ago in 2020, Private banks’ market share in loans rose to 36.04% in 2022 from 21.26% in 2015. The bank provides banking and financial services like retail banking and treasury operations. The bank has periodically improved quarterly numbers while maintaining an impressive dividend yield of 1.17%. EPS (₹): 82.38

Banking 52

Banking Financial Services Retail Assets 52

Brown Advisory

JANUARY 18, 2024

forward P/E, above its pre-pandemic level of 18.9x (early February 2020) despite a 10-year U.S. It is a market-value weighted index (stock price times number of shares outstanding), with each stock's weight in the Index proportionate to its market value. At year-end, the S&P 500 Index traded at 19.5x

Marketing 52

Marketing Marketing Valuation Clients 52

Trade Brains

JULY 30, 2022

As of January 2022, the total number of ATMs in India reached 255,00. However, since November 2020, there were signs of credit revival alongside green shoots of recovery in economic activity. ICICI Bank Limited is an Indian multinational bank and financial services company. CASA Ratio: 46.29 Stock P/E: 22.33 Stock P/E: 7.11

Banking 52

Banking Retail Financial Services Assets 52

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. 4, 5 After reports of a jump in initial jobless claims on Thursday and a 15% rise in layoffs in March, Friday’s March employment report showed the smallest increase in nonfarm payrolls (+236,000) since December 2020.

Marketing 59

Marketing Marketing Taxes Economics 59

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. After a limited number of password attempts, a user can permanently lose access. Prohibiting the sale to retail clients of investment products that reference cryptoassets,” Financial Conduct Authority, June 10, 2020.

Commission 52

Commission Retail Distribution Sales 52

Carson Wealth

JANUARY 2, 2024

in October 2022 and causing a heap of pain since the summer of 2020. By mid-October, the 10-year Treasury yield was just short of 5% and at a level not seen since before the global financial crisis. The Conference Board’s measure has not been as bad, but even that index has recorded numbers below pre-pandemic levels.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

JULY 17, 2023

Take note the other years they expected lower prices during the final six months of the year were 1999, 2019, 2020, and 2021. The Path to Lower Inflation Is Now Clear The June CPI report was a positive surprise, both in terms of the headline numbers as well as the underlying details. That comes out to a very impressive 12.2%

Marketing 98

Marketing Marketing Food Compliance 98

Indigo Marketing Agency

APRIL 16, 2020

Indigo Marketing Agency was recently mentioned in the April 2020 edition of Bob Veres’ Inside Information , a monthly editorial published exclusively for leading financial professionals. This month’s issue is all about Marketing for Hire: A remarkable number of marketing resources are now available in the advisor ecosystem.

Clients 52

Clients Media Engineering Financial Services 52

Carson Wealth

MARCH 20, 2023

A high number indicates worry is increasing about a bank’s solvency. March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Banking 52

Banking Marketing Marketing Compliance 52

Brown Advisory

AUGUST 11, 2023

June’s reading of 46 indicated the fastest rate of contraction in the manufacturing sector since May 2020, while July’s reading of 46.4 It is a market-value weighted index (stock price times number of shares outstanding), with each stock's weight in the Index proportionate to its market value. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Trade Brains

APRIL 30, 2023

As of 2018, India ranked third on the list of countries with the highest number of family-owned businesses with 111 such companies. The list is prepared based on the Family 1000 rankings created by Credit Suisse in 2018 , 2020 , and the Family Capital World’s top 750 family business rankings.

Management 52

Management Pharmaceutical Engineering Ethics 52

The Irrelevant Investor

MARCH 26, 2021

The company hasn’t released 2020 numbers, but I expect that there will be a significant uptick. In exchange, AngelList takes a fee and keeps a piece of the upside, or “carry.” As of 2019, AngelList had $1.8 billion in AUM , and 1,657 startups were funded on the platform last year.

Startup 52

Startup Investing Investments Financial Services 52

Trade Brains

SEPTEMBER 15, 2022

Along with mobile services, it is also one of the most trusted providers of ICT services. Airtel stands among the top 3 mobile subscribers globally in terms of the number of subscribers. The financial condition of Airtel has improved with the company reporting quarterly profits since December 2020.

Pharmaceutical 52

Pharmaceutical Financial Services Banking Portfolio 52

Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers.

Marketing 97

Marketing Marketing Economy Portfolio 97

Trade Brains

APRIL 12, 2023

5) Japan Stock Exchange (JPX) – $5.38T The Japan Stock Exchange (JPX) is a Japanese financial services corporation that operates multiple securities exchanges including Tokyo Stock Exchange and Osaka Securities Exchange. It was formed by the merger of the two companies on January 1, 2013. market share of total world equity.

Marketing 101

Marketing Marketing Electronics Government 101

Indigo Marketing Agency

MARCH 5, 2020

That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. Bill and I have a workshop webinar where we help financial advisors choose a specialty and create a radically relevant marketing message. You can check it out here. Mullen, Jr.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

WiserAdvisor

MAY 31, 2022

Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. However, the numbers tell a different story. billion higher than the 2020 estimate. million consumers filed a fraud report, the highest number since 2001. In 2021, over 2.8 Further, another 1.5

Investing 52

Investing Investments License Accounting 52

Trade Brains

SEPTEMBER 27, 2023

This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Today, the Company offers Mobile payment services to customers via UPI, Payment soundboxes, Point-of-sale machines (POS), and online payment gateway services among multiple others.

Healthcare 59

Healthcare Banking Communication Government 59

Trade Brains

NOVEMBER 7, 2023

More specifically if we talk about the Indian stock market, despite geopolitical facts causing havoc in the final quarter of FY22, the Indian equity market delivered strong gains in the financial year 2022. As of now, The NSE has emerged as the world’s largest derivatives exchange in 2022 with the highest number of contracts traded.

Financial Market 59

Financial Market Marketing Marketing Banking 59

The Big Picture

JULY 11, 2023

She’s been CEO since February 2020. JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life.

Management 213

Management Investing Investments Assets 213

eMoney Advisor

FEBRUARY 9, 2023

This not only creates a strong internal experience but also creates efficiencies that allow you to serve a higher number of clients with quality advice. Consider Your Pricing Strategy Serving clients at all stages of the financial planning lifecycle may require you to revise your pricing structure. ” Fidelity, 2020.

Financial Planning 95

Financial Planning Clients Planning Education 95

Brown Advisory

JUNE 2, 2021

As climate change has garnered increasing attention, the green bond market has surged, surpassing $1 trillion in total issuance in 2020. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., In 2020, we saw Japan, South Korea and Canada commit to net zero by 2050, and China net zero by 2060.

Certification 52

Certification Investing Investments Compliance 52

Brown Advisory

JUNE 2, 2021

As climate change has garnered increasing attention, the green bond market has surged, surpassing $1 trillion in total issuance in 2020. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., In 2020, we saw Japan, South Korea and Canada commit to net zero by 2050, and China net zero by 2060.

Certification 52

Certification Investing Investments Compliance 52