WiserAdvisor

JUNE 4, 2025

Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. Below are top 5 finance industry trends in 2025 to look out for: 1.

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Financial Planning Planning Financial Advisor Ethics 59

Validea

MAY 5, 2025

Organizations that maintain strong shareholder yield through a balanced approach to dividends, repurchases, and debt management typically demonstrate leadership teams making effective capital allocation decisions. Here are Validea’s top 10 high shareholder yield stocks for May of 2025. PHM PULTEGROUP INC $104.46 $20,937 7.4

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Validea

JANUARY 18, 2025

Top Stocks Meeting Both Criteria Axos Financial (AX) This digital financial services provider scores 100% on both strategies. The company maintains high returns on equity around 16%, has minimal debt, and shows consistent earnings growth. and the company carries minimal debt. Management has generated a 22.7%

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Trade Brains

SEPTEMBER 6, 2024

This follows the significant value unlocking through Jio Financial Services’ demerger. The company aims for multi-GW electrolyser production by 2026 and targets 55 Compressed Biogas plants by 2025. Debt Levels: The debt-to-equity ratio edged up to 0.60 The 2020 rights issue investments have grown nearly 2.5

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The Big Picture

JANUARY 27, 2025

It is a financial services hub. It’s certainly not New York City, but it’s, it’s definitely the top two or three in terms of large financial services. There was a group called IDM, which was Institutional Debt Management that was purchased out of First Union Bank. Anna Luke is my producer.

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