Nerd's Eye View

JANUARY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

Financial Planner 246

Financial Planner Financial Advisor Commission Budgeting 246

Nerd's Eye View

SEPTEMBER 23, 2022

From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market. A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision.

Financial Planner 246

Financial Planner Compensation Planning Insurance Compliance 246

Nerd's Eye View

SEPTEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Nerd's Eye View

JANUARY 6, 2023

From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement. How planning specializations can help firms and their advisors stand out from the pack.

Financial Planner 246

Financial Planner Retirement Planning Commission Retirement 246

Nerd's Eye View

AUGUST 5, 2022

From there, we have several articles on advisor content marketing: How advisors can generate topic ideas for content to engage their target audience. We wrap up with three final articles, all about the advisor regulatory landscape: Why better regulation of the insurance industry could make life easier for financial advisors.

Financial Planner 246

Financial Planner Compliance Insurance Retirement Planning 246

Nerd's Eye View

MARCH 24, 2023

Read More.

Financial Planner 245

Financial Planner CFP Certification Retirement Planning 245

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

JANUARY 13, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Nerd's Eye View

DECEMBER 16, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. How firms can best leverage their internal data to improve the number of client referrals they receive.

Financial Planner 246

Financial Planner CFP Retirement Planning Financial Advisor 246

Nerd's Eye View

JULY 5, 2024

Supreme Court decision shifting authority to interpret laws passed by Congress from Federal agencies to the judicial system could have significant impacts on regulation of the financial advice industry, including the potential for additional legal challenges to regulations from the Securities and Exchange Commission (SEC), the Department of Labor (DoL), (..)

Financial Planner 246

Financial Planner Retirement Commission Financial Advice 246

Nerd's Eye View

MARCH 22, 2024

Also in industry news this week: A recent survey suggests that advisors who best understand their prospects' and clients' unique needs and communicate their value and fees clearly could be best positioned to win and retain clients Why a dearth of advisor talent could spur additional M&A activity and 'poaching', and what firms can do to attract (..)

Financial Planner 246

Financial Planner Retirement Communication Retirement Planning 246

Nerd's Eye View

FEBRUARY 9, 2024

Also in industry news this week: A recent study finds that having a defined marketing strategy is a linchpin of marketing success, as advisors with a defined strategy were more likely to have seen an increase in inbound leads during the past 12 months and have more confidence in meeting their practice goals during the coming year than those without (..)

Financial Planner 246

Financial Planner Fee Only CFP Commission 246

Nerd's Eye View

MAY 10, 2024

billion (thanks to expected reductions in commissions and the embedded costs in these annuities). could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Nerd's Eye View

SEPTEMBER 27, 2024

Also in industry news this week: As brokerage firms have faced a wave of lawsuits regarding the low interest rates paid on cash sweep accounts, some legal experts believe that RIAs could also be targeted for legal action if they allow clients' uninvested cash to sit in a cash sweep account rather than investing it or moving it to a higher-yielding (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

Nerd's Eye View

JULY 12, 2024

Also in industry news this week: 2 House committees this week advanced legislation that would halt implementation of the Department of Labor's new Retirement Security Rule, which, combined with ongoing lawsuits, threaten to derail the regulation either before or soon after it becomes effective in late September A Federal judge has put the future of (..)

Financial Planner 189

Financial Planner Clients Tax Planning Accounting 189

Calculated Risk

JANUARY 3, 2024

Note: RI is mostly investment in new single-family structures, multifamily structures, home improvement and commissions on existing home sales. There is much more in the article. Through November, starts were down 9.9% year-to-date compared to the same period in 2021. New home sales were up 3.9% year-to-date through November.

Sales 189

Sales Investments Investing Commission 189

Trade Brains

OCTOBER 29, 2024

State-owned fuel retailers on Tuesday hiked the commission they pay to petrol pump dealers but there will be no change in retail petrol and diesel prices. Current Dealer Commission At present, dealers are paid Rs 1,868.14 per kilolitre, plus 0.875 percent of produce billable price as commission on petrol. per kg, plus 0.28

Commission 52

Commission Retail Investment Advisor Consulting 52

Inside Information

JULY 25, 2024

Wirehouse teams that leave to join broker-dealers get their own article. Of course, over the years, there have also been fewer relevant articles; my Media Reviews service started decades ago as a way to synthesize all the published information that advisors were too busy to read on their own.

Fee Only 40

Fee Only Commission Recruitment Advertising 40

Calculated Risk

JANUARY 3, 2023

Note: RI is mostly investment in new single-family structures, multifamily structures, home improvement and commissions on existing home sales. There is much more in the article. New home sales were down 15.2% year-to-date through November. How much will RI change in 2023? How about housing starts and new home sales in 2023?

Sales 130

Sales Investments Investing Commission 130

Tobias Financial

JUNE 1, 2025

Our Senior Wealth Advisor and Chief Investment Officer, Matthew Saneholtz, CFA, CFP, EA , was recently quoted in a Daily Upside article, breaking down the potential financial implications of this sweeping legislative proposal. Lastly, in terms of AI, OBBBA would impose a ten-year moratorium on state-level laws in regulation of AI.

Taxes 40

Taxes Financial Advisor Wealth Advisor CFP 40

Trade Brains

JUNE 12, 2025

The first order comes from ACG Universal Capsules Private Limited for the supply, installation, testing, and commissioning of a power distribution system, with a delivery timeline of 6 to 7 months. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.

Distribution 52

Distribution Commission Healthcare Communication 52

Trade Brains

JUNE 17, 2025

The project is to be commissioned within 18 months from the effective date of the agreement. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Financials & Others The company’s revenue rose by 12.1 percent from Rs.

Manufacturing 59

Manufacturing Commission Education Retail 59

Trade Brains

JUNE 11, 2025

The Micro-Cap company, specializing in constructing and commissioning power transmission and distribution systems for both government and private entities, hit a 2 percent upper circuit upon receiving a new work order from Rajasthan Rajya Vidyut Prasaran Nigam Limited, for Rs. With a market capitalization of Rs. 38 crore in H1FY25 to Rs.

Commission 64

Commission Distribution Government Investment Advisor 64

Trade Brains

JUNE 12, 2025

As per a formal intimation made to the National Stock Exchange (NSE), the company confirmed that it has received L1 stage bid confirmation for the supply, erection, testing, and commissioning of a 66kV transmission line on a turnkey basis. Investors must therefore exercise due caution while investing or trading in stocks.

Commission 52

Commission Investment Advisor Consulting Government 52

Trade Brains

JUNE 11, 2025

It also provides erection, procurement, and commissioning (EPC) services, operations and maintenance (O&M) services, wind farm development services, and common infrastructure facilities for WTGs. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.

Commission 59

Commission Sales Investment Advisor Manufacturing 59

Trade Brains

NOVEMBER 7, 2022

In this article, we will look at the Archean Chemical Industries IPO Review 2022 and analyze its strengths and weaknesses. According to the Company Commissioned F&S Report, total FDI inflow in the chemicals (other than fertilizers) sector in India reached US$17.77 It is looking to raise Rs 1,462.31 Crores will be an offer for sale.

Commission 96

Commission Pharmaceutical Manufacturing Transportation 96

Tobias Financial

JUNE 15, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

Trade Brains

JUNE 10, 2025

In this article, we look at two stocks, both from the Financial Services and Metals & Mining sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 25%. The company anticipates commissioning the Roaster plant in Q1 FY26, currently processing 160,000 tons of zinc ore annually.

Financial Services 72

Financial Services Investments Investing Certification 72

Trade Brains

JUNE 16, 2025

Additionally, an industrial project in Tamil Nadu requires the procurement, installation, and commissioning of PT panels, LT cables, and fixtures, valued at Rs. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. crore to Rs. crore in H2FY24-25.

Commission 59

Commission Compliance Clients Retail 59

Tobias Financial

MARCH 16, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

Investments 52

Investments Investing Risk Tolerance Asset Allocation 52

Tobias Financial

JUNE 5, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

Commission 52

Commission Financial Advisor Investment Advisor Consulting 52

Trade Brains

JUNE 13, 2025

Its operations span across wind farm development, erection, and commissioning. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. With a market capitalization of Rs. 22,503 crores, the company reported a debt-to-equity ratio of 0.30

Manufacturing 89

Manufacturing Commission Investments Investing 89

Trade Brains

NOVEMBER 3, 2024

About the company Winsol Engineers Limited is into procurement, integrated engineering, commissioning services, and construction. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. Foreign Institutional Investors (FIIs) hold 0.74 The company was founded in 2015.

Engineering 52

Engineering Consulting Commission Investment Advisor 52

MainStreet Financial Planning

MARCH 7, 2025

If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

Trade Brains

NOVEMBER 3, 2024

Also read… Will Petrol prices come down across India after OMCs hike in dealer commission? Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. Investors must therefore exercise due caution while investing or trading in stocks.

Electronics 52

Electronics Manufacturing Government Management 52

Trade Brains

JUNE 8, 2025

The shares of the Small-cap company, specializing in the design, engineering, manufacturing, supply, installation, and commissioning of process-fired heaters, reformers, and cracking furnaces, are in focus after management gave Revenue Guidance of 50 percent growth in FY26. With a market capitalization of Rs.

Commission 59

Commission Engineering Manufacturing Investment Advisor 59

Good Financial Cents

JULY 21, 2022

Fees $0 for stocks or ETFs; no commissions or contract fees on options. $1/mo. 0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds. $0 0 for stocks, options, and ETFs; more than 3,000 commission-free mutual funds. . $0 0 for stocks, options, and ETFs; more than 3,000 commission-free mutual funds.

Accounting 98

Accounting Commission Investments Investing 98