This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.
Style guidelines for financialservices firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financialservices firm? However, style guides often don’t cover challenges specific to financialservices firms.
House FinancialServices Committee -- Wednesday, June 25th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. This was originally a GSE only repeat sales, however there is also an expanded index. 10:00 AM: Richmond Fed Survey of Manufacturing Activity for June.
House FinancialServices Committee -- Thursday, February 13th -- 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2% 10:00 AM: Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.
Drawing from years of experience across industries ranging from healthcare to media and financialservices, our esteemed speaker will walk you through proven methods that finance professionals can adopt to build resilience in cash flow management.
India’s equity markets have rebounded strongly in 2025, with the Nifty surging nearly 15 percent from its 52-week lows amid easing geopolitical tensions and renewed foreign institutional investor inflows of over Rs 14,000 crore in just one month. of the firm, aiming to reduce its stake and raise capital. The post ₹1.4
The nonfinancial services sector grew slightly overall, with Districts highlighting growth in leisure and hospitality and transportation, notably air travel. Contacts expected prices to continue to rise in 2025, with some noting the potential for higher tariffs to contribute to price increases. Energy activity was mixed.
SEO & Digital Presence for Financial Advisor Websites: Googles AI Update & Your Websites Health When it comes to financialservices SEO , your digital presence is critical to attracting new clients and long-term success. Learn more about our financial advisor websites and financialservices SEO today.
Why Hiring a Digital Marketing Agency for FinancialServices Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.
Let’s dive into some of the key future investment trends and concerns that are already making waves in 2025 and are likely to gain even more momentum in the months ahead. 4 future investment trends and concerns to keep an eye on in 2025 1. And in 2025, that growth is expected to continue. In fact, U.S. Metacognitive AI.
NAIFA and our FSP community congratulate Mike McGlothlin as the 2025 winner of the Ken Black Leadership Award, said NAIFA CEO Kevin Mayeux , CAE. During his tenure on FSPs Executive Committee, McGlothlin fulfilled more than 50 speaking engagements and was highly sought-after for FSP national and chapter events.
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.
The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? Here’s content for financial advisors that’s actually working—and how to make it easier. The Power of Video Content for Financial Advisors Video has emerged as the undisputed champion of content for financial advisors in 2025.
percent in May 2025. Vodafone Idea Vodafone Idea Limited business services provide communication solutions to global and Indian corporations, public sector and government bodies, small and medium enterprises, and start-ups. percent in April 2025. percent in June 2025. With a market capitalization of Rs 38,448.00
Market Recap June 9th, 2025 The Nifty 50 completed the day flattishly after opening above the 20-day EMA in the daily time frame at 25,196, peaked at 25,199.30, and closing at 25,104.25. The biggest winners, rising up to 3%, were IT equities, such as Oracle FinancialServices Software Ltd., and closed at 82,391.72, down -53.49
The shares of this leading financialservices with its tie-up with BlackRock, announced that its JV has received the Securities & Exchange Board of India’s (SEBI) approval to act as a stockbroker. Its Asset Under Management rose by 5,710 percent YoY to Rs 10,053 crores in March 2025 from just Rs 173 crores in March 2024.
Grace Staten is a seasoned marketing executive with over 25 years of experience in the financialservices industry. A passionate advocate for women in finance, she serves as National President of the Accounting and Financial Women’s Alliance and was named a Top 50 Woman Leader in Finance for 2025 by Women We Admire.
The J anuary issue of the Journal of FinancialService Professionals has arrived, and its a must-read for anyone in the financialservices community. A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table.
On 5th June 2025, Shefali Chintan Parikh (Navnit Trust), part of the Promoter Group of EFC (I) Limited, disposed of an entire stake of 75,000 shares (0.08 It provides flexible office spaces, co-working areas, and interior fit-out services for commercial properties, catering to startups and enterprises nationwide. lakh shares (0.51
Appointment as ICC Chairman in 2025 came for Shah, who had formerly been BCCI Secretary and ACC President. He is a director at Temple Enterprise and holds a majority (60%) stake in Kusum Finserve, a financialservices firm. Business Ventures: Shah’s wealth is primarily driven by his business interests. Rolls Royce Phantom 9.50
The record date for the dividend is set as 23 June 2025. HDFC Bank Ltd HDFC Bank is one of India’s leading private sector banks, providing a wide range of financialservices including retail banking, wholesale banking, and treasury operations. The record date for the dividend is set as 27 June 2025. 1 per share.
Fedbank FinancialServices IPO Review: Fedbank FinancialServices Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank FinancialServices Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.
This week though we want to highlight that the choppy action we’ve seen thus far in 2025 is actually perfectly normal for the third year of a bull market. As anyone who has invested lately knows, things have been quite choppy and frustrating so far in 2025, especially from the February 19 peak to the near-bear market April lows.
20% Back-To-Back Years Bode Well for 2025 Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains 2025 must be doomed. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025.
The dividend’s Record Date is July 1, 2025. Tech Mahindra Ltd Tech Mahindra Limited is an India-based provider of digital transformation, consulting, and business re-engineering services and solutions. The Company operates through two segments: Information Technology (IT) Services and Business Processing Outsourcing (BPO).
In a recent episode of the BetterWealth podcast , I had the opportunity to discuss the critical role NAIFA plays in the financialservices industry, particularly in today’s politically charged environment. This is a crucial issue that could affect countless professionals and their clients.'
India’s financialservices sector, comprising banking, NBFCs, insurance, and fintech, is rapidly expanding, with market capitalization surging to Rs 91 trillion in 2025 from Rs 1.8 in March 2025, while fintech valuation now exceeds Rs 12 trillion, reflecting robust digital adoption and strong sector resilience.
On June 6, 2025, Rakesh Chopdar, a promoter of Azad Engineering Limited, sold a portion of his stake in the company. On June 6, 2025, Bajaj Finserv promoter Bajaj Holdings and Investment Limited sold 1.04 Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. each, worth Rs.
The shares of the Midcap company, specializing in providing digital payment and financialservices, commerce, and cloud services to consumers and merchants in India, declined upto 10 percent after the Finance Ministry denied plans to reintroduce the Merchant Discount Rate (MDR) on UPI transactions. 960.20 per share. 545 Crores.
Société Générale is one of Europe’s leading financialservices groups, offering a wide range of banking, investment, and financial solutions. Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services.
NAIFA is pleased to announce the 2025 recipients of the Foundation for FinancialService Professionals ’ Paul S. This annual program provides need-based scholarships to students pursuing degrees in financialservice-related fields. Mills Scholarships and the inaugural Eileen J. Prus and Edmund O. designated Paul S.
Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Cue expectations for rate cuts in 2025, which moved significantly after the payroll report was released. The 2025 policy rate is expected to be about 4.1% (currently at 4.4%).
Massey , LUTCF, FSS, Owner of Doug Massey FinancialServices in San Angelo, TX, to be the 2023 NAIFA Secretary. As incoming Secretary, Massey will be in line to serve as President-Elect in 2024 and President in 2025. A current member of NAIFA’s Board of Trustees, Massey has been a loyal NAIFA member since 1987.
billion as of June 2025. NBFC Stocks in this sector that stand to benefit from the rate cuts include Bajaj Finance, Jio FinancialServices, PFC, REC, and IREDA. The CPI inflation target for FY26 is set at 3.7 percent, ranging from 2.9 percent in Q1 to 4.4 percent in Q4. Additionally, forex reserves stand at $691.5
On top of that, factor in that the first quarter after a year with a 20% gain tends to be weak and that the past 20 years the first quarter has been weak in general, and things were ripe for some volatility early in 2025. Well, the word of the day in 2025 is diversify, as portfolios that have been diversified have held up quite well.
But just as quickly, some of them bounced back in early 2025. Top Holdings: Reliance Industries (9.85%), TREPS (6.47%), Jio FinancialServices (5.69%) Sectors: Energy (14.42%), Healthcare (13.16%), Materials (7.63%) 3) Motilal Oswal Midcap Fund : This fund is the only mid-cap fund on this list, and it deserves its spot.
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of FinancialServices' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C.
range (or even lower) in Q4 2024 and Q1 2025. This is counterintuitive, since the Fed went big with a 0.50%-point cut at their September meeting and projected more cuts into 2024 and 2025. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financialservices.
Here are the top 10 most fundamentally sound high free cash flow yield stocks using our guru models as of May of 2025. 80 3 DFS DISCOVER FINANCIALSERVICES 15.0% $204.07 $51,355 10.9 80 3 DFS DISCOVER FINANCIALSERVICES 15.0% $204.07 $51,355 10.9 Take a Free Trial Today! 30 20 VC VISTEON CORP 11.8% $88.98 $2,425 8.3
As of 2025, here’s an in‑depth breakdown of Neeraj Chopra’s net worth. Written by RITESH SINGH The post Neeraj Chopra Net Worth 2025: Income, Endorsements, Cars, and Lifestyle Revealed appeared first on Trade Brains. Recently, the athlete made headlines again by tying the knot with Himani Mor. million USD) Annual Income: Approx. ₹4
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content