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

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 88

Financial Services Healthcare Banking Portfolio 88

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 102

Marketing Marketing Taxes Economics 102

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 218

Financial Planner CFP Taxes Tax Planning 218

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

NAIFA Advisor Today

OCTOBER 6, 2023

Levine Distinguished Service Award for 2023. This esteemed accolade recognizes outstanding dedication, leadership, and contributions to NAIFA-California and the broader insurance and financial services industry.

Ethics 52

Ethics Financial Services Insurance Clients 52

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

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 212

Retirement Planning Retirement Financial Services Financial Advisor 212

Trade Brains

JANUARY 1, 2024

Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent.

Marketing 59

Marketing Marketing Numbers Economy 59

NAIFA Advisor Today

MAY 3, 2023

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023. The NAIFA Quality Award recognizes the best of the best in our industry.

Ethics 52

Ethics Financial Services Insurance Numbers 52

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 176

Financial Planner Wealth Management Retirement Investment Planning 176

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

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 143

Financial Services 143

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 Taxes Banking Marketing 75

FMG

MAY 9, 2023

15 Marketing Ideas for Financial Advisors Looking to Grow in 2023 via Three Crowns Marketing Are you a financial advisor looking to grow your business? Top Predictions for Future Trends in Financial Services With Tim Welsh (Ep. Learn more here. Get all the ideas here. Well, struggle no more.

Media 52

Media Financial Advisor Financial Services Clients 52

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 130

Financial Planner CFP Taxes Tax Planning 130

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 84

Retail Government Distribution Financial Services 84

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 195

Clients Retirement Financial Services Taxes 195

Trade Brains

JUNE 7, 2023

Profits for 2023 were ₹2,177 crores and FY 22 saw the company earn ₹12,243 crores in net profits. Best Mid Cap Dividend Stocks #3 – Oracle Financial Services Oracle Financial Services is an IT company that provides financial software solutions and outsourcing services to the financial sector.

Financial Services 52

Financial Services Government Sales Investing 52

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.

Engineering 115

Engineering Accounting Marketing Marketing 115

FMG

MARCH 14, 2023

30 YouTube statistics to power your marketing strategy in 2023 via SproutSocial YouTube plays such a big role in your marketing and your online presence. 10 Best Podcasts for Financial Advisors in 2023 via Three Crowns Marketing Podcasts are such a great way to connect with your audience! Well, struggle no more.

Media 52

Media Financial Advisor Advertising Clients 52

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 198

Ethics Financial Advice CFP Financial Advisor 198

Advisor Perspectives

FEBRUARY 21, 2024

Capital One Financial Corp.’s ’s $35 billion deal for rival credit card provider Discover Financial Services is more than an opportunistic move on a rival that had a lamentable 2023. The takeover reinforces the impression that corporate leaders are willing to take risks on big M&A again.

Financial Services 52

Financial Services 52

Cornerstone Financial Advisory

JULY 17, 2023

Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S. This Week: Companies Reporting Earnings Tuesday: Bank of America Corporation (BAC), Lockheed Martin Corporation (LMT), Morgan Stanley (MS), The Charles Schwab Corporation (SCHW), The PNC Financial Services Group, Inc. Copyright 2023 FMG Suite.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 10, 2023

Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. C), The PNC Financial Services Group, Inc. PNC) Source: Zacks, April 7, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, April 6, 2023 2. The Wall Street Journal, April 6, 2023 3.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

MARCH 27, 2023

Hearing, Seeing and Thinking: March 2023 jharrison Mon, 03/27/2023 - 14:06 Jump to: What we're hearing | The Bridge | What we're seeing | What we're thinking Download PDF > Welcome to our latest edition of Hearing, Seeing, Thinking (HST). 13 March 2023). Retrieved 23 March 2023, from [link]. 21 March 2023).

Banking 90

Banking Economics Insurance Assets 90

Cornerstone Financial Advisory

JANUARY 17, 2023

Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. UAL), The PNC Financial Services Group, Inc. Source: Zacks, January 13, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, January 13, 2023. The Wall Street Journal, January 13, 2023.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Trade Brains

MAY 7, 2023

ALSO, READ Top Agriculture Stocks in India to Watch in 2023 – Complete Stock list 5. This way they extend financial services both loans and deposits in their area of operation. Quick Read Top Cement Stocks in India 2023 – Best Cement Stock to Buy! 20,104 AAVAS Financier 1,391.85 6,612 crores last year.

Banking 52

Banking Government Financial Services Assets 52

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.

Investing 93

Investing Investments Commission Risk Tolerance 93

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

Investing 91

Investing Investments Manufacturing Engineering 91

NAIFA Advisor Today

AUGUST 15, 2023

The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. on December 5.

Insurance 52

Insurance Financial Services Retirement 52

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 200

Financial Planner Retirement Planning Advertising Taxes 200

FMG

MARCH 21, 2023

Book a Demo to Find Out More The post Trending This Tuesday, March 21, 2023 appeared first on FMG Suite. Don’t Be Afraid to Niche: How To Build Your Practice by Narrowing Down With Darren Wurz (Ep. Well, struggle no more. Take a full peek at this month’s marketing insights and book a call with our team today.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Harness Wealth

MAY 25, 2023

But understanding the costs associated with these services can be complex. Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

SEI

SEPTEMBER 6, 2022

The great reassessment: Your cybersecurity strategy to kick start 2023. Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. Your cybersecurity strategy to kick start 2023. vlaskowski. Tue, 09/06/2022 - 09:30. Cybersecurity. Contact us.

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

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 52

Banking Financial Services Insurance Assets 52

Trade Brains

DECEMBER 22, 2022

Top 10 IT Stocks in 2023: The IT sector is known to be one of the most crucial industries in our global economy as it is the major driver of employment and also this sector keeps growing and evolving with time and increasing technological advancements in. Top IT Stocks in 2023 in the Indian Stock Market. Tata Consultancy Services Ltd.

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Consulting Marketing Marketing Engineering 52