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

Carson Wealth

MAY 22, 2023

In fact, last Thursday the S&P 500 set another new high for 2023, up more than 9% for the year. The S&P 500 hit a new 2023 high last week, not quite reaching the key 4,200 mark. Over the four quarters through the first quarter of 2023, real GDP grew about 1.6%. Stocks have gained during May in nine of the past 10 years.

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Giles: Banks do have to follow rules and regulations. Lee holds a Ph.D.

Investing 52

Investing Investments CFP Financial Advisor 52

Aleph

APRIL 4, 2023

Mar 31, 2023 Battered banks have been the most lucrative short bet in US stocks this quarter, while surging technology companies delivered the steepest losses [link] It’s tough to make money shorting. Mar 31, 2023 Citi’s Matt King sees a $1 trillion liquidity drain heading for the markets. Difficult to do all at once.

Banking 59

Banking Economics Advertising Insurance 59

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. Clients needs to know what kind of bias is acting upon the services they are getting. This is where the confusion comes in.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2

Investing 52

Investing Investments Portfolio Compliance 52

Sara Grillo

JUNE 12, 2023

In 2023, they concluded again that their methodology didn’t work so they came out with AG 49-B. 2023, May 1). New York State Department of Financial Services. In 2015, they came out with AG 49 because the crediting rates appeared similar from company to company but were actually very different. link] Morelli, Steven A.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation.

Sales 130

Sales Numbers Taxes Marketing 130