Wealth Management

JULY 17, 2025

July 17, 2025 3 Min Read Innovative CPA Group co-founder Anthony Minopoli The Innovative CPA Group, a Shelton, Conn.-based based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management.

Wealth Management

Wealth Management

JULY 18, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B billion registered investment advisor based in Madison, Wis.,

Accounting

Trade Brains

JUNE 11, 2025

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. Please consult your investment advisor before investing. The post ₹1.4

Electronics

Wealth Management

JULY 1, 2025

Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Steward Partners, an employee-owned hybrid partnership of independent advisory firms , has acquired Consilium Wealth Management, a Danville, Calif.-based based registered investment advisor with $1.1 Bay Area Firm Steward Partners Acquires $1.1B

Wealth Management

Wealth Management

JULY 10, 2025

Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire’s Channing Olson has been leading the $30 billion RIA’s strategy to revamp its tech stack and processes after a run of M&A.

Wealth Management

Wealth Management

JULY 15, 2025

Is a Roth Conversion Worth It for All Clients?

Estate Planning

Wealth Management

JULY 15, 2025

True North Expands in SF by Alex Ortolani Jul 15, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Planning

Wealth Management

JULY 1, 2025

Boston-Area RIA by Diana Britton Jul 1, 2025 2 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Wealth Management

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

Wealth Management

Wealth Management

JUNE 25, 2025

Alex Ortolani , Senior Reporter June 25, 2025 6 Min Read Montis Financial CEO John Yanchek (left) and Chief Operating Officer Judy Weeden John Yanchek: We like to joke that there is original Montis Financial and Montis 2.0, which is when Tucker {Donahoe} and I bought the company.

Wealth Management

Wealth Management

JULY 22, 2025

Diana Britton , Executive Editor , WealthManagement.com July 22, 2025 3 Min Read MicroStockHub/iStock/Getty Images Plus As mergers and acquisitions activity in the registered investment advisor space continues to break records, the RIA channel looks much different than just five years ago.

Estate Planning

Trade Brains

JULY 4, 2025

As of June 2025, the GLP stood at Rs. 25,948 crore in March 2025. in March 2025, while PAR 30+ and PAR 60+ dropped to 4.9% In Karnataka, the rate dropped significantly from 2.02% in March 2025 to 0.58% in June. Investors must therefore exercise due caution while investing or trading in stocks. 17,951 crore.

Portfolio

Wealth Management

JULY 22, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 22, 2025 2 Min Read Steward Partners, an employee-owned hybrid partnership of independent advisory firms , has added former Truist advisor Mike Wood to its network to be based in its Norfolk, Va.,

Estate Planning

Trade Brains

JUNE 24, 2025

The IPO opens on June 25, 2025, and closes on June 27, 2025. The shares will be listed on NSE and BSE on Wednesday, July 2, 2025. GMP of Sambhv Steel Tubes Limited IPO As of June 24th, 2025, the shares of Sambhv Steel Tubes Limited in the grey market were trading at an 8.54 The total IPO size aggregates to Rs.

Manufacturing

Trade Brains

JULY 19, 2025

percent in the March quarter of 2025 to a 7.16 percent in the March quarter of 2025 to a 6.23 percent in the March quarter of 2025 to a 2.74 percent in the March quarter of 2025 to a 4.67 percent in the March quarter of 2025 to a 13.02 Please consult your investment advisor before investing.

Electronics

Trade Brains

JUNE 10, 2025

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. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Banking

Trade Brains

JUNE 15, 2025

percent in May 2025. percent in Jun 2025. percent in May 2025. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investors must therefore exercise due caution while investing or trading in stocks.

Manufacturing

Trade Brains

JULY 20, 2025

percent in the March quarter of 2025 to a 17.56 percent stake in the June quarter of 2025, an increase of 3.13 percent in March 2025 to 34.37 percent in the June quarter of 2025, up 13.58 percent in the March quarter of 2025 to a 7.16 percent stake in the June quarter of 2025, an increase of 6.23

Engineering

Trade Brains

JUNE 11, 2025

The HDFC Bank share continues to play a defining role in India’s financial markets, particularly in 2025. in 2025, positive sentiment has carried through the entire index. Strong Performance in 2025: While 2025 has seen mixed fortunes across sectors, HDFC Bank has stood out. With the share trading between ₹1996.3

Banking

Trade Brains

JUNE 7, 2025

As of March 2025, PNB’s net interest margin (NIM) stood at 2.93 Deposits and Advances Punjab National Bank (PNB) reported a strong performance in terms of deposits and advances for the year ended March 2025. percent year-on-year (YoY) to Rs 15,66,623 crores in March 2025, up from Rs 13,69,713 crores in March 2024. percent.

Banking

Trade Brains

JUNE 29, 2025

As market dynamics shift in 2025, blue-chip electronics stocks with low debt and strong cash reserves are gaining attention. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Electronics

Trade Brains

JULY 10, 2025

On May 24, 2025, the stock broke its 200-day exponential moving average at Rs. On July 10, 2025, the stock broke its 200-day exponential moving average at Rs. On July 10, 2025, the stock broke its 200-day exponential moving average at Rs. Investors must therefore exercise due caution while investing or trading in stocks.

Transportation

Trade Brains

JULY 5, 2025

As of March 31, 2025, NBCC (India) Limited has a strong consolidated order book worth Rs. As of March 31, 2025, Enviro Infra Engineers Limited has a total project value of Rs. As of March 31, 2025, Engineers India Limited has a total order book of Rs. Please consult your investment advisor before investing.

Engineering

Trade Brains

JULY 19, 2025

ICICI Group’s investment arm has made a fresh move in the June quarter of 2025, picking up a fresh stake of up to 1.5 Such investments from well-known financial institutions often catch the eye of investors, as they can be seen as a positive sign for the company’s growth and stability. percent in a company. lakh shares.

Engineering

Trade Brains

JULY 11, 2025

percent in June 2025. percent in June 2025. percent in June 2025. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investors must therefore exercise due caution while investing or trading in stocks.

Retail

Wealth Management

JULY 23, 2025

Diana Britton , Executive Editor , WealthManagement.com July 23, 2025 2 Min Read Adam Spiegelman Adam Spiegelman, a financial advisor based in Alamo, Calif., with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management.

Estate Planning

Trade Brains

JUNE 13, 2025

As of March 2025, Goldman Sachs India Limited holds a total 2.4 As of March 2025, Goldman Sachs India Limited holds a total 2.6 As of March 2025, Goldman Sachs India Limited holds a total 5.8 As of March 2025, Goldman Sachs India Limited holds a total 2 percent stake (46.13 per equity share, down nearly 0.36 1,176.10.

Investments

Trade Brains

JULY 16, 2025

Market Recap 16th July 2025 The Nifty 50 opened flat at the start of the day, opening at 25,196.60, marginally up by 0.8 Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. India VIX The India VIX decreased from 11.48

Banking

Trade Brains

JUNE 22, 2025

Market Recap June 20th, 2025 Markets on Friday opened with the Nifty at 24,787.65, rising to a day’s high of 25,136.20 The index continued to ease from the recent high of 15.98, which was marked on 13th June 2025, thus indicating lessened market volatility. Please consult your investment advisor before investing.

Banking

Trade Brains

JULY 26, 2025

percent in the month of June 2025 to a 1.49 percent stake in the month of July 2025, an increase of 0.22 percent in the month of June 2025 to 1.64 percent in the month of July 2025, up 0.02 percent in the month of June 2025 to a 5.72 percent stake in the month of July 2025, an increase of 0.66

Manufacturing

Trade Brains

JULY 15, 2025

If finalized, this fresh capital infusion would take SMFG’s total investment in Yes Bank to around $2.7 This development builds upon SMFG’s earlier definitive agreement announced on May 9, 2025, where Sumitomo Mitsui Banking Corporation (SMBC), a licensed banking arm under SMFG, agreed to acquire a 20 percent stake in Yes Bank.

Banking

Trade Brains

JUNE 28, 2025

25 that could be worth watching in 2025. 25 to watch out for 2025 Madhav Infra Projects Limited With a market capitalization of Rs. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Do you already hold any of them?

Manufacturing

Trade Brains

JUNE 29, 2025

Market Recap June 27th, 2025 The Nifty 50 opened on a positive note on Friday, extending its rally for the third consecutive session. year over year in the first five months of 2025. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Banking

Trade Brains

JULY 27, 2025

stake in the company as of June 2025. This fresh investment reflects MS’s continued confidence in Indian equities. stake in the company as of June 2025. This fresh investment reflects MS’s continued confidence in Indian equities. crore shares in June 2025, signaling strong confidence in Indian equities.

Insurance

Trade Brains

JUNE 10, 2025

The 200-DMA crossover took place on June 9, 2025, at a price of around Rs. The 200-DMA crossover took place on June 9, 2025, at a price of around Rs. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. million shares.

Engineering

Truemind Capital

JULY 25, 2025

SEBI introduced fee-based registered investment advisors (RIAs) in 2013, who cannot earn commission by selling products under the advisory model. SEBI RIAs The share of zero-commission direct plans in total mutual fund industry assets has grown from NIL in 2013 to 48% in 2025.

Fee Only

Trade Brains

JUNE 19, 2025

2,28,91,936 crore as on 10th January 2025. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Private banks followed closely, with interest income reaching Rs. 8,29,049 crore for the same period. on BSE, down by around 0.2

Banking