Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

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Financial Services CFP Certified Financial Planner Certification 98

Robert B. Ritter Jr.

SEPTEMBER 8, 2021

Did you miss our May 2021 Virtual Symposium? The post Blog #213: Missed our May 2021 Virtual Symposium? The post Blog #213: Missed our May 2021 Virtual Symposium? first appeared on Bob Ritter's Blog, ideas for financial service professionals. Don’t worry.

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License Financial Services Certified Financial Planner Financial Planner 40

Indigo Marketing Agency

JANUARY 28, 2025

As you know, clients seeking financial services value trust above all. By Q1 2021, he had gathered more assets under management (AUM) than in any other year of his career. Without a robust marketing strategy , even the most skilled advisors risk being overlooked. His practice saw clear growth in just over a year.

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Trade Brains

JANUARY 6, 2023

Top 10 Companies in India by Market Capitalization: According to the 2021 data published by the International Monetary Fund (IMF), India is the sixth-largest economy in the world in terms of nominal Gross Domestic Product (GDP), which is valued to be worth US$ 3.04 TCS is now placed among the most valuable IT services brands worldwide.

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Marketing Marketing Banking Insurance 98

Carson Wealth

APRIL 21, 2025

That would be the slowest pace since March 2021. year over year, also the slowest pace since March 2021. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. in March and clock in at 2.6% year over year. Until tariffs.

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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%. 10 billion.

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Banking Financial Services Insurance Assets 111

Carson Wealth

NOVEMBER 4, 2024

year over year as of September, which is the slowest pace since February 2021 (as measured by the Fed’s preferred metric, the Personal Consumption Expenditures Index). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Trade Brains

APRIL 11, 2023

It got listed on the bourses in 2021. Revenue & Profitability Year 2020 2021 2022 Revenue (in Crores) ₹141.36 ₹138.50 ₹235.37 Revenue & Profitability Year 2018 2019 2020 2021 2022 Revenue (in Crores) ₹376.70 ₹504.15 ₹352.81 ₹470.43 ₹768.17 crores, Geojit Financial Services is a small-cap company.

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Trade Brains

SEPTEMBER 22, 2023

Ujjivan Financial Services is its Parent Company holding an 80 percent stake in the bank. Ujjivan SFB provides a range of products and services such as savings accounts, current accounts, fixed deposits, recurring deposits, Vehicle Loans, MSE Loans, Housing Loans, Micro Loans, Home Loans, and Small Business Loans. in FY22 to Rs.

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Banking Assets Accounting License 126

Trade Brains

JUNE 11, 2023

The company has financially outperformed the preceding years with a whooping increase in profit of 13.12% from 40.76% in FY 2021-22 to 46.11% in FY 2022-23. crores during FY 2021-22. per share at the end of FY 2021-22. The bank mainly aims to provide financial services to unserved and underserved customers.

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NAIFA Advisor Today

MAY 2, 2024

As an experienced tech researcher, journalist, and business transformation advocate, Sue was recognized as the 2021 Women in Insurance & Financial Services Woman of the Year and achieved the Financial Security Advocate badge from NAIFA.

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Financial Services Consulting Insurance 59

NAIFA Advisor Today

JULY 10, 2023

He considered a sales career in a few different sectors before finally settling on insurance and financial services. So, in 2021, he joined Dipaola Financial Group as a financial service professional. He wanted to help educate people on a topic he didn’t learn much about growing up—personal finance.

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Financial Services Education Insurance Sales 52

Trade Brains

OCTOBER 12, 2023

In 2021, India’s e-commerce sector received a record US$ 15 billion in PE/VC investments, a 5.4 crore in March 2021 to ₹8.7 lakhs in March 2021 to ₹47 lakh in March 2023. Lakh in 2021 to ₹3.1 lakh in March 2021 to ₹1.2 lakh in March 2021 to ₹1.2 billion in India’s e-commerce and payments sectors.

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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

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Financial Services Banking Assets Management 105

eMoney Advisor

DECEMBER 15, 2022

That’s up from 5,332 in 2021, and a 24 percent increase from 2020, when 4,451 passed, though just above the 5,301 newly minted CFPs in 2019. It has awarded more than $1 million in scholarships since 2016, including 80 new scholarship awards in 2021. That program saw 380 graduates in 2022 and 495 in 2021. Sources: 1.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

Trade Brains

FEBRUARY 22, 2024

They offer loans and banking services to small and medium-sized businesses. Individuals, small businesses, and corporations can all benefit from the bank’s financial services. The bank offers retail banking, corporate banking, IPO services, microfinance, and wealth management services.

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Banking Planning Accounting Retail 104

Trade Brains

SEPTEMBER 7, 2022

Barring 2021, its net profit and sales have consistently increased over the last 6 years. Mahindra & Mahindra Financial Services Financial Services 197 24,500. City Union Bank Financial Services 178 13,000. Indian Bank Financial Services 178 22,500. Key Metrics.

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Manufacturing Financial Services Distribution Pharmaceutical 98

Trade Brains

NOVEMBER 8, 2022

The company has a strong presence in South India with a total of 4,306 employees as of September 30, 2021. 19 trillion as of March 2021. The total credit offered by NBFCs to MSMEs has been estimated to increase from 14% to 20% from the fiscal year 2015 to the fiscal year 2021. Strengths of the Company.

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Trade Brains

JUNE 12, 2025

He is a director at Temple Enterprise and holds a majority (60%) stake in Kusum Finserve, a financial services firm. Investments: His investment portfolio includes various business ventures, contributing to his overall financial growth. Business Ventures: Shah’s wealth is primarily driven by his business interests.

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eMoney Advisor

MAY 1, 2023

When she joined the financial services industry in an advisor support role, she initially aspired to become a financial planner. 1 ranking on Barron’s list of the Top 100 Independent Advisors for 2021 was just a stepping stone for Zhang. I’ve been in the business for over 30 years. ” Achieving the No.

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Financial Planning Planning Financial Planner CFP 101

SEI

SEPTEMBER 13, 2022

In this impact brief, Joseph Krull addresses the state of cybersecurity for financial services and introduces the security management partner concept to bring financial industry precision to financial institution security. Many organizations have used outsourced cybersecurity services, often with mixed results.

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Management Financial Services Compliance Budgeting 52

NAIFA Advisor Today

DECEMBER 15, 2023

His return to the NAIFA fold (he was NAIFA's Vice President of Business Development and Strategic Partnerships from 2015-2021) comes as NAIFA adds Life Happens and completes a merger with the Society of Financial Service Professionals.

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Insurance Financial Services Education Planning 52

eMoney Advisor

MAY 9, 2023

The average NPS score for financial services firms is 44, down from 46 in 2022. When you have clear insight into how your clients perceive the experience you’re providing, the pursuit of service excellence becomes second nature. The Simple Metric That’s Taking Over Big Business,” February 2021.

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Clients B2C Financial Services Numbers 101

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Through its innovative approach and digital prowess, Angel One Limited continues to play a pivotal role in shaping the financial landscape for millions of Indians.

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Planning Financial Services Retail Distribution 59

eMoney Advisor

MARCH 22, 2023

Sources: 1 CNBC | Momentive Poll: “Invest in You,” August 2021. 2 Fidelity Investments, Analysis of ~3,700 on-platform firms (as of December 2021). eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.

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Financial Advice Clients Financial Planning Assets 84

Indigo Marketing Agency

FEBRUARY 19, 2021

Watch this short video to find out: How much AUM the average advisor manages How many clients they have on average How many advisors are in the US The average age of financial advisors How much money financial advisors make on average How much the average advisor charges in fees . Video) appeared first on Indigo Marketing Agency.

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Financial Advisor Financial Services Clients Management 52

SEI

AUGUST 19, 2022

22, 2022 – SEI (NASDAQ:SEIC) today announced the launch of SEI Data Cloud through a strategic partnership with Snowflake , the Data Cloud company, to address the financial services industry’s demand for more advanced data integration. the success, if any, of the sales and strategic initiatives we pursue.

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Financial Services Commission Clients Banking 52

Trade Brains

JULY 18, 2024

Can Jio Financial Services replicate telecom’s disruption success? Jio Financial Services was de-merged from Reliance Industries in a stock split ratio of 1:1. There are established players in the financial space and based on the product and execution lies the disruption into this space. Financial Services?

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Investing Investments Financial Services Retail 52

Trade Brains

AUGUST 19, 2022

Understanding How is Nifty 50 Calculated: At the start of this new Year 2021, the Nifty touched the new height of 14,000 points for the first time ever. FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%. 6 Tata Consultancy Services Ltd. FINANCIAL SERVICES 3.53%.

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Financial Services Healthcare Banking Pharmaceutical 52

Carson Wealth

JUNE 9, 2025

The fasted 1,000 point milestone to milestone interval ever was only five days from 32,000 to 33,000 in March 2021. Most homeowners were able to buy or refinance at mortgage rates close to 3% in 2020 – 2021, and that meant more money in household pockets. Any bets on when it breaks 100k?

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Economics Marketing Marketing Economy 52

Brown Advisory

JUNE 1, 2021

Women’s Listening Tour ajackson Tue, 06/01/2021 - 17:11 The role women play in financial and investment decision-making is significant – women are starting more businesses, leading more companies and inheriting increasing levels of wealth from spouses and parents.

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Financial Services Financial Advisor Clients Investing 52

Brown Advisory

JUNE 1, 2021

Tue, 06/01/2021 - 17:11. The role women play in financial and investment decision-making is significant – women are starting more businesses, leading more companies and inheriting increasing levels of wealth from spouses and parents. To combat that trend we started where we always endeavor to start: listening to our clients.

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Financial Services Financial Advisor Clients Investing 52

SEI

SEPTEMBER 6, 2022

Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. According to the EY Global Information Security Survey 2021 (GISS) , four in 10 (39%) organizations put cybersecurity on their board agendas quarterly, up from 29% in 2020. The Sphere blog.

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Trade Brains

AUGUST 17, 2024

No 1194380 2.62% 8 SBICAP SECURITIES LIMITED No 946900 2.07% 9 MOTILAL OSWAL FINANCIAL SERVICES LIMITED No 941418 2.06% 10 PAYTM MONEY LTD. Among other big names on Dalal Street who are ranked among the IIFL Wealth Hurun India Rich List 2021 are JM Financial’s Nimesh Kampani & family is worth Rs 5,600 crore.

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Trade Brains

OCTOBER 31, 2023

The Government has launched two key initiatives to promote financial inclusion: the Pradhan Mantri Jan Dhan Yojana (PMJDY) and the Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY). The bank’s assets under management nearly doubled from ₹8,425 Cr in March 2021 to ₹16,331 Cr in March 2023. CR in March 2021 to ₹146.65

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Banking Retail Financial Services Assets 59

Trade Brains

SEPTEMBER 17, 2024

We delve into the operations and financial performance of prominent unlisted companies such as Swiggy, NSE, boAt, Cochin International Airport, and HDB Financial Services. billion in 2023, about 80% higher than its 2021 valuation. Swiggy demonstrated impressive growth in FY23, with revenue surging 44% to ₹8.2k

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Financial Services Electronics Valuation Taxes 52

Carson Wealth

FEBRUARY 12, 2024

A Strong Labor Market Is Key A lot of hiring took place in 2021 and 2022, with the economy more than recovering all the jobs lost in 2020. If a worker can get higher pay by switching jobs, which is what happened in 2021-2022, employers may have to pony up more to keep them. Over the six years from 2014 to 2019, forward capex rose 22%.

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