Abnormal Returns

MARCH 15, 2023

morningstar.com) Banking Eight questions about the banking panic of 2023 including 'Is my money safe?' thomaskopelman.com) The financial services industry spends A LOT on lobbying. genyplanning.com) How to compare college financial aid awards. thisisthetop.substack.com) Consumers are piling into CDs.

Retirement Planning 246

Retirement Planning Retirement Financial Services Financial Advisor 246

Calculated Risk

OCTOBER 26, 2023

From the BEA: Gross Domestic Product, Third Quarter 2023 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 4.9 percent in the third quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP increased 2.1

Government 220

Government Financial Services Food Retail 220

Abnormal Returns

FEBRUARY 13, 2023

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing.

Clients 245

Clients Retirement Financial Services Taxes 245

NAIFA Advisor Today

DECEMBER 28, 2023

With 2023 coming to a close, we look back at our top podcasts from this year. Advisor Today's podcast series has been a source of inspiration and knowledge for the financial services community through deep dives into the strategies, stories, and wisdom of industry leaders.

Financial Services 105

Financial Services 105

NAIFA Advisor Today

SEPTEMBER 15, 2022

Massey , LUTCF, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, to be the 2023 NAIFA Secretary. NAIFA’s Committee on Governance has nominated Douglas B. A current member of NAIFA’s Board of Trustees, Massey has been a loyal NAIFA member since 1987.

Financial Services 98

Financial Services Government 98

NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. It was established in 1982 by the leadership of the Society of Financial Service Professionals (FSP).

Financial Services 64

Financial Services Ethics CFP Education 64

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. The IPO will open for subscription on November 22, 2023, and close on November 24, 2023. Keep reading to find out! Crores in FY21 to Rs.9,069.60

Financial Services 59

Financial Services Banking Retail Management 59

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers. Read More.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Calculated Risk

MARCH 4, 2023

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, March 9th -- 8:30 AM: The initial weekly unemployment claims report will be released. Jobs openings increased in December to 11.0 million from 10.4

Financial Services 147

Financial Services Banking Economics Government 147

Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. 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.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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.

Banking 130

Banking Financial Services Insurance Assets 130

The Big Picture

MARCH 6, 2023

This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. And as poor as the questions are, the Fed chief works very hard to say anything at all.

Financial Services 306

Financial Services Banking Sales Marketing 306

Calculated Risk

JANUARY 25, 2024

From the BEA: Gross Domestic Product, Fourth Quarter and Year 2023 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 3.3 percent in the fourth quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the third quarter, real GDP increased 4.9

Government 173

Government Pharmaceutical Commission Financial Services 173

Trade Brains

DECEMBER 31, 2022

Nifty is owned and managed by India Index Services and Products (IISL). Nifty 50 Companies List – Constituents of Nifty 50 by Weights – 2023. Services ADANIPORTS 0.77%. Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%. Financial Services HDFC 5.94%.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Calculated Risk

JUNE 17, 2023

House Financial Services Committee During the day: The AIA's Architecture Billings Index for May (a leading indicator for commercial real estate). -- Thursday, June 22nd -- 8:30 AM: The initial weekly unemployment claims report will be released.

Sales 130

Sales Financial Services Manufacturing Banking 130

Cornerstone Financial Advisory

OCTOBER 9, 2023

Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. WFC), The PNC Financial Services Group, Inc. BLK) Source: Zacks, October 6, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, October 6, 2023 2. The Wall Street Journal, October 6, 2023 3.

Marketing 105

Marketing Marketing Taxes Economics 105

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

The Big Picture

FEBRUARY 3, 2023

Once a month, John & I will feature some of the biggest names and the best guests to discuss the most entertaining and relevant topics in the financial services industry. INTRODUCING… the Future Proof Webcast! To kick off the debut episode, we will be joined by three of the smartest macro investors in the industry!

Financial Services 147

Financial Services 147

Trade Brains

OCTOBER 13, 2024

The Securities and Exchange Board of India (SEBI) has given the green light to Jio Financial Services and BlackRock’s joint venture. They will offer various investment products to meet different financial needs. Mukesh Ambani’s Jio Financial Services owns 50% of the venture. and Jio Payments Bank.

Financial Services 105

Financial Services Planning Insurance Investing 105

Calculated Risk

APRIL 25, 2024

In the fourth quarter of 2023, real GDP increased 3.4 The increase in consumer spending reflected an increase in services that was partly offset by a decrease in goods. Within services, the increase primarily reflected increases in health care as well as financial services and insurance.

Government 189

Government Commission Financial Services Manufacturing 189

NAIFA Advisor Today

OCTOBER 23, 2023

Davidson , LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services , Inc., in Thousand Oaks, CA, is the 2023 recipient of NAIFA’s Terry Headley Lifetime Defender Award. NAIFA is proud to announce that John A.

Financial Services 119

Financial Services Insurance 119

Steve Sanduski

NOVEMBER 8, 2023

Guest: Tobias Dengel , the president of WillowTree , a digital product consultancy that was acquired by TELUS International in 2023 for over $1.2 Practical applications of next-gen voice tech in financial services , from ordering checks to scheduling client meetings. How new technologies build trust with the user.

Financial Services 59

Financial Services Startup Education Consulting 59

Trade Brains

JUNE 24, 2025

A funding round just last year, 2023, valued it at $12 billion. Expect aggressive expansion into new financial services segments. This financial muscle is vital for intense sector competition. 9,978 Cr) from its broader financial services ecosystem. billion capital infusion will turbocharge its ambitions.

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52

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 94

Retail Government Distribution Financial Services 94

Trade Brains

SEPTEMBER 19, 2023

The platform comes with different products in the digital asset industry by effectively providing a wide range of tools including Spot Trading, Perpetual Futures, Turbo Starter, Financial service, and more to help users trade cryptocurrencies from beginner level to advanced level. appeared first on Trade Brains.

Marketing 116

Marketing Marketing Accounting Engineering 116

Trade Brains

JANUARY 9, 2023

Over the past three decades, Airan diversified into providing a multitude of financial services: MICR clearing, cash management, and IT & IT-enabled services. As of the present date, it has a strong foothold in information technology (IT) and Information Technology enabled services (ITES). Airan ITeS 16.4

Investments 101

Investments Investing Manufacturing Engineering 101

MarketWatch

JANUARY 30, 2023

SOFI were rising 7% in premarket trading Monday after the digital financial services company delivered an upbeat earnings forecast for the full year ahead. SoFi expects that it could generate positive GAAP net income in the fourth quarter of 2023. Shares of SoFi Technologies Inc.

Financial Services 75

Financial Services Banking Taxes Marketing 75

NAIFA Advisor Today

OCTOBER 10, 2024

New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.

Portfolio 98

Portfolio CFP Distribution Financial Services 98

Carson Wealth

JANUARY 2, 2024

Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Good Financial Cents

FEBRUARY 15, 2023

Best for: Investing with diversified financial services Part of the Ally family, Ally Invest provides investors with a large portfolio of financial services. Provides other financial services, including banking and most loan types. per contract fee); $9.95 Read my Ally Invest review for more information.

Investments 94

Investments Investing Commission Risk Tolerance 94

Trade Brains

APRIL 23, 2023

Also Read – Best Small Cap Stocks Under Rs 50 – Top Stocks To Watch in 2023 Best Large Cap Stocks Under Rs 1000 #3 – Bharti Airtel Ltd. In addition to mobile network services, it is also a preferred choice of ICT, broadband, and DTH services. CMP ₹770 Market Cap (Cr.) 444,000 EPS ₹12.8 620,000 EPS ₹45.80

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Aleph

SEPTEMBER 9, 2024

.” Update: NYC’s Largest Cab Insurer Ordered to Explore Sale After Losses Now for my graphs and efforts: I downloaded the Statutory Statements for 2023, 2018, and 2013. That enabled me to look at the Five-Year Historical Data Pages, which gave me data series on important aspects of ATI’s business from 2009-2023.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Carson Wealth

MARCH 17, 2025

In 2023 and 2024 it made more sense to be heavily in stocks, and the big US technology-oriented names in particular, but with many of the growing worries, there is nothing wrong with having a portfolio that will help you sleep at night, but dont panic and sell after a few bad days. Same thing for 2023.

Marketing 84

Marketing Marketing Economy Portfolio 84

Trade Brains

FEBRUARY 26, 2023

CHFL indirectly provides insurance, lending, risk management, and other financial services through its stakes in: Cholamandalam Investment and Finance Company Ltd. Cholamandalam MS Risk Services Ltd. The post Top Small Cap Stocks in India – Stocks To Watch in 2023 appeared first on Trade Brains.

Retail 98

Retail Manufacturing Insurance Sales 98

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. Chief Financial Officer. 8) Occupational Outlook Handbook: Business and Financial Occupations.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Calculated Risk

JULY 27, 2023

From the BEA: Gross Domestic Product, Second Quarter 2023 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.4 percent in the second quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the first quarter, real GDP increased 2.0

Government 100

Government Transportation Financial Services Insurance 100