Remove 2028 Remove Clients Remove Strategic Planning
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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

And certainly for us, that has been a time to show up and answer the bell for our clients. I mean it was a company owned by its clients with a clear purpose to really give them a fair shake and provide them with a better future. We looked at client success, it was defined by the funds they hold, but also by the advice they got from us.

Clients 279
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Exclusive interview with Umar Balwa, MD of Sealmatic India, on growth and future plans

Trade Brains

We are targeting a 15% market share in API mechanical seals and have laid out a strategic vision known as ‘Sealmatic Beyond 2028,” says Umar A K Balwa of Sealmatic India Ltd. Sealmatic Ltd is one of the few Indian companies that has been approved/registered as a vendor with both national and international clients.

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The Impact of AI on Wealth Management

WiserAdvisor

According to Deloitte, these tools are expected to be the primary source of advice for retail investors by 2027, with their adoption reaching nearly 80% by 2028. AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups.