The Big Picture

DECEMBER 11, 2024

2022, anybody who’s involved with markets for years, think of 2022 for one moment, and you know, it was a stressful time and bear markets occur periodically. I was an executive within the financial services space and I was miserable traveling too much, drinking too much, not moving my body. I use the product myself.

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Food Portfolio Management Marketing 146

Calculated Risk

MARCH 13, 2023

as Successor to Signature Bank, New York, NY Signature Bank, New York, NY, was closed today by the New York State Department of Financial Services, which appointed the Federal Deposit Insurance Corporation (FDIC) as receiver. a full-service bank that will be operated by the FDIC as it markets the institution to potential bidders.

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Banking Financial Services Insurance Assets 130

NAIFA Advisor Today

AUGUST 9, 2022

The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of Financial Services' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C.

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Strategic Planning Financial Services Financial Advisor Insurance 98

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

FMG

JULY 19, 2022

According to the AARP, 45% of middle-aged Americans would rather visit the dentist than make an appointment with a financial advisor. Most people distrust financial services as an industry. Prospects don’t know how to choose a “good” financial advisor. Why is that? Discover More.

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Financial Advisor Clients Financial Services Numbers 72

The Irrelevant Investor

NOVEMBER 8, 2022

Today’s Animal Spirits is brought to you by YCharts: Enter your information here to claim a FREE YCharts Professional account through December 16th, 2022 (first 100 submissions) On today’s show we discuss: The US House of Representatives Committee on Financial Services’ letter to Powell Fed Cheif Powells Postmeeting Press Conference Feds Kashkari: (..)

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Financial Services Accounting 97

Calculated Risk

OCTOBER 27, 2022

From the BEA: Gross Domestic Product, Third Quarter 2022 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.6 percent in the third quarter of 2022 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP decreased 0.6

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Government Retail Commission Financial Services 130

NAIFA Advisor Today

OCTOBER 21, 2022

Christopher Gandy , LACP, Founder of Midwest Legacy Group in Lisle, IL, and the top-ranked producer for OneAmerica , has been recognized as the NAIFA Diversity Champion for 2022.

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Strategic Planning Financial Services Insurance Planning 59

Carson Wealth

DECEMBER 2, 2024

In the past decade it has been only the 10 th best month, thanks in part to a 6% drop in 2022 and a 9% crash in 2018. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The next closest has been April, up more than 71% of the time.

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Marketing Marketing Economy Compliance 75

Cornerstone Financial Advisory

OCTOBER 10, 2022

Source: Econoday, October 7, 2022. C), Morgan Stanley (MS), The PNC Financial Services Group, Inc. Source: Zacks, October 7, 2022. The Wall Street Journal, October 7, 2022. The Wall Street Journal, October 7, 2022. The Wall Street Journal, October 7, 2022. CNBC, October 3, 2022. Jobless Claims.

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Marketing Marketing Taxes Economics 59

Mish Talk

DECEMBER 5, 2022

Please consider the November 2022 Services ISM ® Report On Business ® Economic activity in the services sector grew in November for the 30th month in a row — with the Services PMI ® registering 56.5 ISM data and discussion by permission from ISM. The Supplier Deliveries Index registered 53.8 percent, 2.4

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Economy Manufacturing Economics Clients 190

SEI

SEPTEMBER 21, 2022

Wed, 09/21/2022 - 09:26. The Neurodiversity@Work program provides internship and employment opportunities for neurodiverse individuals in the financial services industry. . August 22, 2022. August 17, 2022. Sandy Ewing to Lead SEI’s Family Office and Regulatory Services. July 21, 2022. Recognition.

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Financial Services 76

Trade Brains

AUGUST 20, 2022

As of Feb 2022, 5,246 companies trading on the BSE were worth over Rs 264 Lakh Crore (Rs 26,451,334.95 Here is the Sensex 30 Companies- Constituents of Sensex 30 by Weights – 2022. 14 Bharti Airtel Telecom Services 2.62%. — Nifty 50 Companies – Constituents of Nifty 50 by Weights – 2022.

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Marketing Marketing Financial Services Healthcare 98

Trade Brains

NOVEMBER 10, 2022

The IPO will open for subscription on November 11th, 2022, and close on November 15th, 2022. In this article, we will look at the Inox Green Energy IPO Review 2022 and analyze its strengths and weaknesses. CAGR over fiscal 2022 to 2026 after a minor decline of 1.2% Opening date November 11, 2022. Face Value ?10

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Sales Financial Services Marketing Marketing 52

eMoney Advisor

MAY 9, 2023

The average NPS score for financial services firms is 44, down from 46 in 2022. A narrower 2022 snapshot study into high-net-worth investors’ opinions of their advisors yielded an average NPS of 47.7. NPS Financial Services / 27 Banking NPS Scores.” 2022 Client Research: The Evolution Continues.”

Clients 101

Clients B2C Financial Services Numbers 101

Carson Wealth

APRIL 21, 2025

The language is very similar to what Powell used to say back in 2022 and 2023, when they were raising rates. Powell and the Fed were willing to do what it takes in 2022 2023 to tame inflation, even at the expense of the labor market. to above 4.6% (thankfully, it didn’t go higher than 4.2%).

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Marketing Marketing Economy Investing 78

FMG

NOVEMBER 8, 2022

If you’re looking to boost your social media strategy as we head toward the end of 2022, then this infographic is for you. Susan Theder caught up with Financial Advisor Magazine to discuss why video works for advisors, the tools you need to use and much more. 4 Video Marketing Ideas for Financial Advisors via Advisorpedia.

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Media Financial Advisor Financial Services Education 52

Trade Brains

DECEMBER 31, 2022

Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%. Financial Services HDFC 5.94%. Financial Services KOTAKBANK 3.31%. State Bank of India Financial Services SBIN 2.94%. Financial Services BAJFINANCE 2.19%. Financial Services BAJFINANCE 2.19%.

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Financial Services Healthcare Banking Portfolio 95

FMG

AUGUST 30, 2022

How to use your prospects’ natural cognitive biases to “ethically force” them to sign up for your financial services. The special “Layers” trick for instantly making your financial services more demanded and valuable. The post Trending This Tuesday, August 30, 2022 appeared first on FMG Suite.

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Clients Financial Services Ethics Media 52

Trade Brains

OCTOBER 27, 2022

The IPO will open for subscription on October 31st, 2022, and close on November 2nd, 2022. In this article, we will look at the DCX Systems IPO Review 2022 and analyze its strengths and weaknesses. The shares of DCX Systems traded at a premium of 38.65% in the grey market on October 27th, 2022. It is looking to raise Rs.

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Electronics Manufacturing Sales Financial Services 52

Cornerstone Financial Advisory

JULY 11, 2022

Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. Bancorp (USB), The PNC Financial Services Group, Inc. Source: Zacks, July 8, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, July 8, 2022. The Wall Street Journal, July 8, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

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.

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Financial Advisor CFP Financial Services Education 116

Carson Wealth

JUNE 9, 2025

Current levels are similar to what we saw in mid-2022, when recession risks were elevated but the economy never plunged into an actual recession. This was a big reason why we didn’t call for a recession anytime between 2022 and 2024. We have a big problem in housing and some of that is because of what happened soon after Covid.

Economics 69

Economics Marketing Marketing Economy 69

Indigo Marketing Agency

JANUARY 17, 2022

Here are 36 financial advisor influencers who will likely have a big impact on the industry in 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.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Good Financial Cents

JULY 8, 2022

To help you improve your options trading game, we offer this guide with what we believe to be the six best options trading platforms of 2022. Firstrade gets our vote as the best all-around options trading platform of 2022. Get Started Best for Comprehensive Financial Services: Ally Invest.

Commission 53

Commission Accounting Financial Services Investing 53

Carson Wealth

MARCH 17, 2025

The S&P 500 peaked on February 19, 2020 before the Covid bear market and then we had another bear market in 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Weve never seen back-to-back bears so close (only 1.9

Marketing 84

Marketing Marketing Economy Portfolio 84

Carson Wealth

DECEMBER 9, 2024

This current bull market is nearly 26 months old and is now up more than 70% from the mid-October 2022 lows. It was strong even in 2022 and 2023, which was another clue that a recession wasnt imminent. Looking at the evidence, we dont think so. For reference, the 2019 average was 166,000.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Trade Brains

NOVEMBER 8, 2022

The IPO will open for subscription on November 9th, 2022, and close on November 11th, 2022. In this article, we will look at the Five Star Business Finance IPO Review 2022 and analyze its strengths and weaknesses. Services provided by the company. Opening date Nov 9, 2022. Closing date Nov 11, 2022.

Management 98

Management Sales Portfolio Risk Management 98

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. This year’s report examines several issues that the team is monitoring as we head into 2022.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Fri, 03/18/2022 - 06:42. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The war in Ukraine is causing even more uncertainty.

Asset Allocation 52

Asset Allocation Assets License Government 52

eMoney Advisor

MARCH 22, 2023

Our research shows 3 that Gen Y and Z are: Willing to pay for the advice of professionals Motivated to improve their finances Prefer to consolidate assets with a primary advisor Loyal clients They are also establishing their first financial advice relationships. Sources: 1 CNBC | Momentive Poll: “Invest in You,” August 2021.

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Financial Advice Clients Financial Planning Assets 84

SEI

AUGUST 19, 2022

Fri, 08/19/2022 - 16:07. 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. SEI Introduces SEI Data Cloud. Data management. Banks PB (US).

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Financial Services Commission Clients Banking 52

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. 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. as of FY 2022-23. crores during FY 2021-22.

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Banking Government Financial Services Insurance 97

NAIFA Advisor Today

AUGUST 4, 2022

On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience.". Gonzales, MBA, LACP , Vice President of Sales at Ohio National Financial Services and Vice President of Women in Insurance and Financial Services (WIFS).

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Financial Services Insurance Sales 52

Trade Brains

JULY 2, 2023

Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .) crore for the financial year 2022-23. Market Cap (Cr.) in FY23.

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Financial Services Education Investing Investments 59

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

Robert B. Ritter Jr.

NOVEMBER 30, 2021

It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System. The post Blog #215: Three Good Ideas first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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Financial Services Retirement Planning Insurance Financial Planning 52