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Weekend Reading For Financial Planners (November 4-5)

Nerd's Eye View

Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)

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Market Commentary: Stocks Pause on Geopolitical Risk, Fed

Carson Wealth

Even looking beyond 2025, the Fed is now projecting higher inflation in both 2026 and 2027. They’ve reconciled this by reducing the number of rate cuts in 2026 to just one (each cut worth 0.25%-points). So including the 2 cuts in 2025, the Fed is now projecting a total of three cuts by the end of 2026 and four by the end of 2027.

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Rising Youth And The Issue Of Unemployment In India

Trade Brains

India can become the 3rd largest economy by 2027 and even the 2nd largest by 2075, surpassing the US. Now, that’s a huge number of young, talented people, and a great opportunity for the country to grow its economy with multitalented and skilled youths in this competitive world. But hold on! Isn’t it very soon to celebrate?

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The Rapid Expansion of Quick Commerce in India: What’s Driving the Boom and Who’s Set to Win

Trade Brains

lakh crore plus and is expected to triple by 2027 at an expansive pace of just over 70% CAGR. food + grocery) is producing a greater number of orders and improving consumer clusters. The players have broadened apace, expanding into electronic gadgets, fashion, pharmacy, ready-to-eat meals, and beyond. What’s Next?

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Gandhar Oil Refinery IPO Review – GMP, Price, Details & More

Trade Brains

billion by 2027. billion by 2027, registering a CAGR of 4.7%. billion by 2027, growing at a CAGR of 9.8%. billion by 2027, growing at a CAGR of 9.8%. The volume of this segment is expected to reach 1,128 KT by 2027 from 718 KT in 2022, registering a CAGR of 9.5%. and reach $148.7 billion in 2022 to $8.85

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Market Commentary: Another October Bottom?

Carson Wealth

Overall income in the economy is dependent on three factors: Employment growth Hourly wage growth Number of hours worked All of the above are running strong, and so overall income growth across the economy is strong. Instead, as the chart below shows, the expected policy rate in 2027 has surged, from about 3% in May to 4.35% today.

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

Want some numbers to back that up? According to Deloitte’s Center for Financial Services, generative AI tools could become the primary source of investment advice for retail investors by as early as 2027, with usage expected to soar to 78% by 2028. The role of a financial advisor is just as important as ever.