NAIFA Advisor Today

JUNE 9, 2025

Grace Staten is a seasoned marketing executive with over 25 years of experience in the financial services 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.

Financial Advisor

International College of Financial Planning

JUNE 17, 2025

This unique designation allows it to function as an International Financial Services Centre (IFSC), facilitating cross-border transactions without the typical regulatory frictions found in India’s domestic markets. As a result, GIFT City becomes a vital testing ground for phased liberalization of India’s capital account.

Compliance

Darrow Wealth Management

FEBRUARY 13, 2025

This is another reason to use multiple avenues when looking to find a financial advisor. Ask for referrals Asking friends, family, coworkers, an accountant, or personal lawyer for a referral can be one of the most effective ways to find a fee-only financial advisor. But, of course, it isn’t fool-proof.

Fee Only

Yardley Wealth Management

JANUARY 21, 2025

They evaluate your insurance needs and recommend appropriate coverage for various risks, from disability to long-term care, ensuring your financial well-being remains protected against unforeseen circumstances. Accountability and Support The accountability aspect alone can make talking to a financial planner worth the investment.

Financial Planner

WiserAdvisor

JUNE 4, 2025

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. There is technological advancement like never before, and society itself is transforming rapidly.

Financial Planning

Carson Wealth

DECEMBER 9, 2024

What Ultimately Matters Is Income Growth and Thats Looking Good Its useful to recall that consumption accounts for close to 70% of the economy. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. annualized pace over the last three months.

Marketing

Trade Brains

JULY 8, 2025

This marks a significant achievement and sets the transformation in the financial services provided in India, especially by leveraging the country’s most advanced innovation for payments- UPI (Unified Payment Interface). Paperless Ecosystem: As said before, Slice has most of its services paperless.

Startup

Harness Wealth

JULY 31, 2025

If you are running a law firm, financial services company, or hospitality business, you are likely outside the qualification boundaries. Securing your QSBS tax advantage in 2025 and beyond Even experienced accountants sometimes overlook QSBS opportunities, making specialized guidance crucial. The original issuance requirement.

Taxes

Trade Brains

JUNE 6, 2025

NBFC Stocks in this sector that stand to benefit from the rate cuts include Bajaj Finance, Jio Financial Services, PFC, REC, and IREDA. GOLD Lower interest rates make gold a more appealing investment as earnings on interest-bearing instruments, like as savings accounts, decline, and an RBI rate drop might result in higher gold prices.

Banking

Indigo Marketing Agency

JULY 5, 2025

5 Compliance Tips From a Financial Advisor Marketing Consultant Whether you’re creating a new website , publishing a blog post , or sharing content on social media, a financial advisor marketing consultant will tell you that compliance should always be top-of-mind. Create a review process.

Compliance

Wealth Management

JULY 1, 2025

Vest Financial Services, as president. Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. He replaces Larry Miles, who will transition into the executive vice president of strategic partnerships role, a newly created position. Related: Mercer Acquires $1.1B

Wealth Management

Wealth Management

JULY 15, 2025

According to JPMorgan, Calcote told the client that the advisor reassigned to his account “hasn’t had a book in 15 years and is basically like working with someone who is brand new” (though this advisor was allegedly Calcote’s direct supervisor from 2016 through 2022). Patrick was born in Staten Island, and now lives in Brooklyn, N.Y.

Clients

Trade Brains

AUGUST 5, 2025

The company faces cyclical headwinds in consumer credit and seasonal volatility in financial services due to regulatory factors. Conservative accounting and proactive device replacement policies are being implemented to strengthen capital efficiency and sustain long-term growth momentum.

Communication

Trade Brains

JULY 3, 2025

crore, the shares of Motilal Oswal Financial Services Ltd were trading at Rs 912.90 The shares of Motilal Oswal Financial Services Ltd have seen bullish movement after its subsidiary achieved a significant milestone, as its Assets Under Management (AUM) crossed Rs 1.5 million broking accounts.

Assets

Midstream Marketing

NOVEMBER 12, 2024

Introduction In the tough world of financial services, financial advisors must grow their client base by prospecting for new advisors and prospective clients. This means finding and reaching out to potential clients who will appreciate your services. This builds your reputation as a trusted advisor.

Financial Advisor

Wealth Management

AUGUST 5, 2025

According to Agle, Kissane acts as a “more traditional” key accounts manager, which will be all the more critical because RIAs used to not require this, instead opting to clear through Schwab or Fidelity. James Kissane, who comes from Columbia Threadneedle, will join as director and senior strategic relationship officer.

Wealth Management

Trade Brains

AUGUST 11, 2025

Non-metro regions account for 77% of total sourcing, highlighting continued strong credit demand from Tier 2 – 4 cities. The secured lending landscape witnessed a surge, with loans accounting for 32% of originations by count in Q4 FY25. Credit Industry AUM reaches Rs.121 lakh Unsecured credit portfolio up 9.3%

Healthcare

Hubly

AUGUST 7, 2025

Workflow Webinars Quick Video Tips Pricing Login Get Started Operations Transform Your Audit Prep into a Scalable Workflow Why Compliance Readiness Should Be Part of Your Operations Strategy Mike Crupi Audits are a fact of life in the financial services industry. In late 2024, the SEC reported that it brought in a record $8.2

Compliance

Carson Wealth

JUNE 9, 2025

The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.

Economics

WiserAdvisor

JULY 21, 2025

A 401(k) rollover refers to transferring money from one retirement account, such as an old employer’s 401(k), into a new 401(k) or an Individual Retirement Account (IRA). Or maybe you are switching jobs and want to consolidate your accounts to make things easier to track. Why consider a rollover?

Retirement

Inside Information

JULY 28, 2025

At some point, will you really need a financial planning solution? With all the client account information in this repository, do you need a performance reporting solution? Simple prompt engineering can have your AI system do whatever you need with this data.

License

Clever Girl Finance

APRIL 22, 2025

Courier and delivery services 5. Health and senior services 7. Repair services 9. Cleaning services 10. Accounting and bookkeeping services 11. Financial planning services 12. Freelance services 13. Food and beverage 3. Retail consignment 4. Childcare/daycare 6. Technology and IT 8.

Economy

The Big Picture

MARCH 4, 2025

00:15:17 [Speaker Changed] So really what you’re saying is from a checking account up to a, a secondary financing private debt up to an IPO. And even beyond that, if, if there’s an acquisition or a merger, you guys are a full service, not only commercial bank, but investment bank. Just very simple banking needs.

Banking

WiserAdvisor

JUNE 17, 2025

In 2025, you can expect to see smarter, faster, and more personalized investment platforms that use AI to tailor financial advice and automate strategies for investors. However, it is important to note that this does not mean you no longer need a financial advisor. As of April 2025, you have 11 spot Bitcoin ETFs to choose from.

Financial Advisor

Carson Wealth

MAY 27, 2025

The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.

Marketing

Carson Wealth

JANUARY 21, 2025

Together, OER and auto insurance fully account for the entirety of excess CPI inflation, both for headline and core. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Everything else put together is making a negative contribution.

Marketing

Trade Brains

AUGUST 3, 2025

It provides banking and financial services, including corporate, commercial, retail banking, treasury, loans, and insurance products across a nationwide branch network 3. KFIN Technologies Limited was established in 2017 and is a leading technology-driven financial services platform based in Hyderabad.

Banking

Carson Wealth

DECEMBER 23, 2024

For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). Its baffling that Fed members are accounting for this already. (We This is quite confounding.

Marketing

Harness Wealth

MARCH 6, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financial services sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.

Taxes

Truemind Capital

JULY 18, 2025

The Sensex gained around 10%, with most major sectors performing well- real estate and financial services leading the way. Consumption already accounts for ~63% of India’s GDP, and this domestic strength is critical to cushion the impact of global uncertainties. What drove this uptick?

Financial Market

Trade Brains

JULY 12, 2025

Kotak Mahindra Bank Kotak Mahindra Bank offers a wide range of banking and financial services including accounts, loans, cards, insurance, and investment products. The record date for the dividend is set as 18 July 2025. The company has a dividend yield of 0.83

Banking

Carson Wealth

DECEMBER 16, 2024

Together, OER and auto insurance fully account for the entirety of excess CPI inflation, both for headline and core. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Thats a lot for such a low weight. y/y, respectively).

Marketing

Trade Brains

AUGUST 4, 2025

This premier Indian infrastructure and technology conglomerate plays a significant role across EPC projects, hi-tech manufacturing, and a range of service sectors, making the company worth watching closely. 3,70,390 crores, accounting for 61 percent of the order book. crore, accounting for 45 percent of the total revenue.

Manufacturing

Trade Brains

JUNE 9, 2025

crore shares, which accounted for 59.35 Bajaj Finserv Limited was established in April 2007 and is a leading Indian non-banking financial services company headquartered in Pune. On June 6, 2025, Rakesh Chopdar, a promoter of Azad Engineering Limited, sold a portion of his stake in the company. He offloaded 31.67

Engineering

Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5 Will PEPs ever really take off, Rubino asked.

Wealth Management

Indigo Marketing Agency

JUNE 26, 2025

When someone inquires about financial services, they’re typically experiencing a trigger: a major life change, market concerns, or dissatisfaction with their current advisor. It’s been shown that leads contacted within the first hour are much more likely to convert than those contacted even after just a couple hours.

Financial Advisor

Carson Wealth

APRIL 7, 2025

Another thing to keep in mind is that the current account deficit for the US (which is mostly the trade deficit) is the other side of the capital account surplus, i.e. net inflows of capital into the US. Low volatility stocks are another way to diversify portfoliosthese are stocks that tend to outperform when markets are volatile.

Marketing