Elevation Points Stakes $1B Raymond James Breakaway
Wealth Management
JULY 15, 2025
Is a Roth Conversion Worth It for All Clients?
Tax Advisor Weekly – April 4, 2025
Harness Wealth
APRIL 4, 2025
How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Transfer Pricing: The C-suite Needs to be Informed ( Steven C.
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Your Accounting Expertise Will Only Get You So Far: What Really Matters
Trending Sources
Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs
Wealth Management
JUNE 30, 2025
by Fred Barstein Jun 30, 2025 4 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.
Live Tax-Free on Crypto in 2025: These 5 Countries Make It Legal
Trade Brains
JULY 17, 2025
In 2025, they still welcome crypto wealth with genuinely open arms and, most importantly, zero tax demands. The updated Virtual Asset Act, operational since April 2025, provides crystal-clear licensing. Interestingly, Tether (USDT) is even relocating its HQ here in 2025. Importantly, regulation here isn’t murky.
Ripple Plans to Become Crypto’s First Bank and Expands Stablecoin Network Through New Partnership
Trade Brains
JULY 3, 2025
At the same time, it formally applied for a national banking license. The Banking License: A Federal Future? It formally applied for a national banking license. This license marks a pivotal strategic shift. RLUSD became the top fiat-backed stablecoin on the XRP Ledger in Q2 2025. bank charter.
Marketing Tips for Financial Advisors With Grace Staten
NAIFA Advisor Today
JUNE 9, 2025
Grace holds a MBA in finance from San Jose State University, FSCP designation, and multiple FINRA licenses. 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.
Crypto Investors Are Choosing Japan Over India; Here’s Why
Trade Brains
JULY 14, 2025
Furthermore, its Financial Services Agency (FSA) demands rigorous licensing. Adopting Japan’s licensing model could significantly reduce this speculative flight. Thankfully, 2025 brings promising reforms. Over 30 exchanges now operate under strict anti-money laundering rules. These rules build crucial market trust.
Bay Area Advisor Departs Commonwealth to Start Own RIA
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., Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Private Equity Is Coming to 401(k) Plans: Will You Be Ready?
Bank stock under ₹25 in focus as SMFG plans additional $1.1 billion investment in the company
Trade Brains
JULY 15, 2025
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. 30,919 crore in March 2025, reflecting a growth of approximately 12 percent. percent from Rs.
All the Tax Benefits You Need for Your Small Business
Harness Wealth
APRIL 17, 2025
Understanding business meal deductions Business meals continue to serve as a valuable tax deduction in 2025, with most qualifying expenses being 50% deductible when they involve legitimate business discussions with clients, customers, or associates.
4 Smallcap stocks in which Morgan Stanley bought fresh stake in Q1 to keep an eye on
Trade Brains
JULY 27, 2025
stake in the company as of June 2025. stake in the company as of June 2025. The Company is engaged in the manufacturing and sales of wood coatings and other decorative paints, under its own or exclusively licensed brands, such as Sirca, Unico, San Marco, and Durante Vivan. 1,585.25, up 0.71 479.20, down 2.12 crore in Q4FY25.
At The Money: How to Spend Your Money in Retirement
The Big Picture
JULY 16, 2025
At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! So if you’re okay with that, trade off with the idea that you probably will spend less, you should give yourself a little bit more license to spend earlier on.
7 Ways to Buy a New Home Before Selling Your Current House
Darrow Wealth Management
JANUARY 13, 2025
Updated for 2025. Further, some lenders are only licensed in certain states. Can I buy another house before I sell mine? Because who wants to move twice? To buy a new house while selling yours (or selling and buying a home at the same time), you need cash and potentially the ability to carry two mortgages.
Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)
Darrow Wealth Management
JULY 24, 2025
The “One Big Beautiful Bill Act” (OBBB Act), signed into law by President Trump on July 4, 2025, represents a massive overhaul of federal tax policy. New Amounts (2025): $15,750 for single filers, $23,625 for heads of household, and $31,500 for married individuals filing jointly.
This Unicorn Startup Launched India’s first UPI-Powered Bank Branch in Bengaluru
Trade Brains
JULY 8, 2025
After the recent merger of the startup Slice and North East Small Finance Bank (NESFB) , the started gained the regulated banking license and access to traditional banking infrastructure, which resulted in Slice expanding into full-fledged banking services.
Fintech stock jumps 5% after receiving NOD from SEBI to operate as stock broker
Trade Brains
JULY 3, 2025
One MobiKwik Systems Ltd, in a press release dated July 3, 2025, announced that its wholly-owned subsidiary, Mobikwik Securities Broking Pvt. The registration, granted on July 1, 2025, enables MSBPL to carry out activities such as equity trading, clearing, and settlement.
Edelweiss Financial Services Limited announces ₹3,000 million Public Issue of Secured Redeemable Non-Convertible Debentures (NCDs)
Trade Brains
JULY 10, 2025
The Issue is scheduled to open on Tuesday, July 8, 2025 and close on Monday, July 21, 2025. Edelweiss Capital Limited subsequently received a Category I Merchant Banker license from SEBI with effect from October 16, 2000. Effective annual interest yield on the NCDs ranges from 9.00% p.a. to 10.49% p.a.
Technical View: Nifty, Bank Nifty & Sensex Trade Setup and Key levels to watch for 14th July
Trade Brains
JULY 13, 2025
However, the Pharma index bucked the trend and posted gains, led by a significant rally in Glenmark Pharmaceuticals after a favourable licensing agreement. Market Recap 11th July 2025 The Nifty began Friday’s trading session at 25,255.50, lower than its previous closing of 25,355.25, indicating a pessimistic outlook.
US Passes Genius Act; New Law for Crypto and Stablecoins
Trade Brains
JULY 18, 2025
It establishes a dual licensing system. Alternatively, they can operate under qualifying state licenses. They will focus on securing licenses. Timeline of How the GENIUS Act Came to Be May 21, 2025: Senator Bill Hagerty (R-Tenn.) June 17, 2025: The Senate passed the GENIUS Act decisively. introduced the bill (S.
Alternative Investments Explained: What Are They, And How Are They Taxed?
Harness Wealth
FEBRUARY 4, 2025
To qualify as an accredited investor in 2025, you must meet one of the following criteria: Income Requirement: Earn at least $200,000 per year ($300,000 with a spouse or domestic partner) for the past two years, with expectations of the same for the current year.
Home Office Deductions: What Remote Workers Need to Know in 2025
Harness Wealth
MARCH 20, 2025
In this article, we examine remote work home office tax deductions in 2025 and provide a clear overview of who qualifies. The deductions restrictions imposed by the TCJA will last through 2025. However, the licenses must be directly related to business activities. What home office deductions can I claim?
Knowing When to Update Your Estate Plan
Carson Wealth
MARCH 6, 2025
New Advisor If youre working with a new advisor, do they need to hold any other licenses or work with other professionals (such as life insurance agents or estate lawyers) to perform the duties required in the plan? Specifically for estate planning, two provisions are of interest: The annual gift tax exclusion was raised to $19,000 for 2025.
SEBI’s Latest Mutual Fund Nomination Rules: What Investors Must Know
Trade Brains
JUNE 8, 2025
As of March 1, 2025, SEBI has planned a big update in the way mutual fund and demat account nominations are handled. Key features include: Feature Details Effective Date March 1, 2025 Maximum Nominees Allowed 10 per mutual fund or demat account Who Can Nominate?
What is a BOI Report and How Do You File One?
Harness Wealth
FEBRUARY 19, 2025
While the CTA remains law, BOI reporting obligations are currently on hold (Feb 2025) due to an ongoing nationwide injunction (Smith v. It’s important to determine if your specific business structure qualifies for an exemption under the CTA to ascertain your reporting obligations. Do I need to file a BOI report?
Market Opening Bell: Sensex drops 369 points; Nifty opens at 25,255 – Tata Steel, Adani Green Energy in focus today
Trade Brains
JULY 10, 2025
Global index as of 11 July 2025 (IST): DOW 30 rose by 192.34 Bank Nifty began the session at 56,843.45, declining 112.55 points (-0.20%) from its prior close of 56,956. Sensex started at 82,820.76, falling 369.52 points (-0.44%) compared to the previous close of 83,190.28. Gift Nifty opened at 25,295.50. S&P 500 gained 17.20
CDSL vs NSDL: Which Depository Stock Should You Bet on After NSDL’s IPO?
Trade Brains
JULY 28, 2025
One of the most anticipated IPOs of 2025, National Securities Depository Limited (NSDL), is set to launch its long-awaited IPO following SEBI’s approval to go public and list itself on the Indian stock exchanges. The IPO will open from 30th July to 1st August. This IPO is going to be a complete offer for sale(OFS), with up to 5.01
2 Stocks to buy now for an upside of up to 28%; Recommended by Trade Brains Portal
Trade Brains
JULY 17, 2025
In addition to having access to 4,800 square kilometres of petroleum mining lease that is with Oil India under nomination acreage, Oil India has also obtained about 40,000 square kilometres of land as part of our petroleum exploration license. Risk Factors The company operates in an extremely capital-intensive and competitive environment.
Digital Currencies, Modern Trusteeship and Change
Wealth Management
JULY 11, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% Orofino, Nathaniel Marston July 11, 2025 5 Min Read Gri-spb/iStock/Getty Images Plus The U.S.
Friday links: panicking methodically
Abnormal Returns
APRIL 11, 2025
investmentnews.com) The Federal government has spent $154 billion more in 2025 than in 2024. abnormalreturns.com) Mixed media Why license a photo when you can just use AI? (propublica.org) Policy We're at the stage where investment analysts feel the need to redact their research reports for fear of retribution. Well, you should be.
From Tax Season to Team Growth: A Look at Q1 at Carson Wealth Pella
Carson Wealth
APRIL 9, 2025
As the first quarter of 2025 comes to a close, the team at Carson Wealth Pella has been hard at work helping to ensure our clients remain on track with their financial goals. Zach enjoyed reconnecting with Carter and discussing the importance of financial literacy and the pathway for more Iowan’s to obtain their CPA License.
How Moving Across State Lines Could Impact Your Tax Bill (Especially if You Receive Equity Compensation)
Zajac Group
JUNE 20, 2025
For example, your state of domicile refers to the state in which you: Registered to vote Applied for a passport Titled your car Have a driver’s license Pay state taxes File lawsuits While you may own properties across several states, typically only one state can be considered your domicile.
2 Stocks to buy now for an upside of up to 16%; Recommended by Trade Brains Portal
Trade Brains
JUNE 29, 2025
MMT in 2025. Planned capital expenditure for major projects in 2025-26 stands at US$3.37 The company also faces regulatory uncertainties, including evolving policies, licensing requirements, and compliance deadlines, which may impact operations and increase the potential for legal or procedural complications. MMT in FY24.
Transcript: Tom Barkin, Richmond Federal Reserve President & CEO
The Big Picture
JUNE 2, 2025
That was 2022 and then 2025, obviously all this volatility and sterman drang with, with tariffs. I remember going to get gas, I had a little side business mowing lawns, and the guy at the gas station asked me, are you, do you have an even license plate or an odd license plate? I don’t know.
2 Stocks to buy now for an upside of up to 25%; Recommended by Trade Brains Portal
Trade Brains
JULY 13, 2025
Risk Factor The Bengaluru real estate market accounted for 74% of Brigade’s revenues in the first nine months of fiscal 2025, indicating the company’s strong reliance on this region. In addition, cyclicality in the domestic real estate market results in changes in realisations and saleability, which have an impact on cash flows.
Rethinking Trust and Estate Planning For Authors and Artists
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.
Smallcap stock jumps 7% after securing order worth ₹2,089 Cr from DLF
Trade Brains
JULY 14, 2025
As of March 2025, the company’s gross order book stood at Rs. In 2025, Ahluwalia Contracts secured new orders amounting to Rs. In contrast, during the same period, the company’s net profit declined from Rs. 200 crores to Rs. 83 crores, representing a decrease of around 58 percent YoY. 23,539 crores, with Rs.
Dabur India and 2 other stocks jump after GST council likely to cut tax slab from 12% to 5%
Trade Brains
JULY 2, 2025
The session is now likely to take place in July 2025, marking more than six months since the Council last convened in December 2024 in Jaisalmer. It also possesses a licensing agreement with Stanley Black & Decker on certain categories of appliances. As per established norms, the GST Council is supposed to meet once every quarter.
Karnataka Govt Approves Criminal Case Against RCB Over Bengaluru Stampede Tragedy
Trade Brains
JULY 18, 2025
The report noted: No ambulances or triage zones near the venue Delayed police response, with top officials arriving hours late Confusing barricades and poor communication on-site Legal and Policy Consequences The report recommends a series of reforms to prevent such incidents in the future: Mandatory emergency medical services at all large events Strict (..)
Cracks in the Safety Net
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.
Block Deal: IT stock crashes 9% as PhonePe likely to offload up to 5% stake worth ₹476 crore
Trade Brains
JUNE 11, 2025
As of March 2025, PhonePe holds an 18.74 Its business mainly consists of products like digital map data, GPS navigation, location-based services, licensing, and royalties. percent stake in the company. Info Systems Ltd aims to surpass Rs 1,000 crore in revenue by FY28, requiring 30% CAGR over the next three years.
Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital
The Big Picture
MAY 6, 2025
Everything from risk arb to private credit and real estate in the first quarter of 2025, where volatility spikes and a lot of people’s expectations are dashed. Hudson Bay Capital runs, you know, a dozen different strategies and they’re all quite fascinating. Their models do really well. And so we began staffing up in those areas.
Market leader stock jumps after signing technology licensing agreement with Italian company
Trade Brains
JULY 15, 2025
Pricol Limited has signed a Technology License Agreement with Domino S.r.l., an Italian company, on 14th July 2025. The post Market leader stock jumps after signing technology licensing agreement with Italian company appeared first on Trade Brains. crores, the share of Pricol Limited has reached an intraday high of Rs.
Defence stock jumps 4% after receiving $12.24 Mil international order for defence explosives
Trade Brains
JULY 16, 2025
PEL plays a vital role in space and defense programs, as it is supported by its robust technological capabilities and licensed manufacturing rights. The company’s revenue for FY2024–2025 saw a sharp increase by 53.3 percent year over year from 272 crores to Rs. 417 crores, whereas net profit saw a slight rise of 3.57
Telecom stocks skyrocket up to 19% today after Govt likely to waive spectrum usage charges
Trade Brains
JUNE 25, 2025
In addition to the SUC payment, typically around 3-4 percent of a telecom company’s adjusted gross revenue (AGR), operators are also required to pay an 8 percent license fee to the government, a portion of which (5 percent) goes toward the Universal Service Obligation Fund (USOF). MTNL holds a market share of 0.08 on Wednesday. 8,000 crore.
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