Nerd's Eye View

NOVEMBER 10, 2023

Also in industry news this week: How the use of model investment portfolios can potentially save advisors time and boost client trust Why a recent IRS Private Letter Ruling could facilitate the emergence of zero-commission variable universal life policies (that RIAs can actually get paid a fee to advise on) From there, we have several articles on housing: (..)

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Financial Planner Commission Numbers Portfolio 156

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.

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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 (..)

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Financial Planner Strategic Planning Retirement Planning Retirement 188

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.

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Nerd's Eye View

AUGUST 5, 2022

Also in industry news this week: A study suggests that a significant number of brokers who are disciplined by FINRA are engaging in ‘regulatory arbitrage’ by moving to state-regulated insurance companies, making it more difficult for consumers to learn about their past infractions.

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Financial Planner Compliance Insurance Financial Advisor 183

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.

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Financial Planner Retirement Planning Compliance Retirement 164

Norman Marks

AUGUST 24, 2023

A number of articles have been written (especially by the accounting firms and a few law firms) about the new SEC rules, but it is always useful to read what the SEC actually said. The press release says: The Securities and Exchange Commission today adopted rules […] You can find the link in their press release.

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Commission Accounting Numbers Compliance 40

Random Roger's Retirement Planning

NOVEMBER 13, 2023

First are two articles about people's reluctance to start to spend down their retirement savings from Kitces and Morningstar , it is a difficult psychological pivot to go from accumulating to decumulating. The Kitces article had a point that I'd never thought of before but that resonated. This makes sense to me. That might be close.

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Retirement Retirement Planning Commission Medical 73

WiserAdvisor

AUGUST 18, 2023

In this article, we will discuss the different types of financial advisor fees and compare costs and services offered to find an advisor who aligns with your budget and financial goals. When you purchase any of these assets, the financial advisor receives a commission from the sponsoring company, which helps them earn money.

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Financial Advisor Commission Fee Only Financial Planning 52

Trade Brains

FEBRUARY 28, 2024

Well let’s delve into the article to find out. To promote sales, MBFSL has also raised the number of feet on street (sales people who serve and monitor distributors) from 900 in March 2023 to 1,200. The company has commissioned two Biscuit Lines in Rajpura in the current year.

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Food Commission Distribution Retail 59

Trade Brains

OCTOBER 18, 2022

In this article, we are going to do a fundamental analysis of HDFC Life Insurance Company, with the hope that we simplify it for you. The number of senior citizens as a percentage of the total population has been increasing. apiece at the time of writing this article. Commission Expense ratio. years in 2060. In Closing.

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Insurance Commission Distribution Numbers 52

James Hendries

JANUARY 29, 2023

But another common type of identity theft involves the use of someone’s Social Security number to unlawfully intercept their income tax refund. One of the keys to preventing this fraud is minimizing the number of people who have access to your SSN. This article was prepared by WriterAccess.

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Taxes Electronics Numbers Accounting 52

Good Financial Cents

JANUARY 10, 2023

” With its easy-to-use interface and commission free trades, Robinhood has become one of the most popular stock trading apps in recent years. In this article we’ll take a look at what makes Robinhood safe and explore the risks associated with using the app. Commission-free trading on certain stocks and ETFs.

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eMoney Advisor

MAY 1, 2023

1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. Learn more about Cheng and how culture and empathy inform her approach in the article, Helping Couples Manage Money in Marriage. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. After a limited number of password attempts, a user can permanently lose access. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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Trade Brains

SEPTEMBER 20, 2023

In this article, we will look at Organic Recycling Systems IPO Review 2023 and analyze its strengths, weaknesses, financials and GMP. The company’s Business verticals include The Build Own Operate Transfer (BOOT) model, the Engineering Procurement and Commissioning (EPC) model and the Supply of Key Equipment. Keep reading to find out!

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Engineering Management Government License 105

Trade Brains

SEPTEMBER 28, 2023

Abdul Karim Telgi Scam : The story of Abdul Karim Telgi, known to many as Karim Lala , is one of “Rag to Riches” built on the foundations of a scam so huge that the official number are not confirmed. However, he would always discover that the police were tracking his phone, at which point he would change his number.

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Government Taxes Numbers License 59

James Hendries

FEBRUARY 23, 2023

If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you’ve been building for your whole life. If someone buys your list, do they get the potential to make a lot of commission in the upcoming years?

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Valuation Retirement Financial Services Commission 40

Inside Information

MAY 30, 2023

This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. The number of reps gives the FSI the appearance of heft in its primary activity, which is lobbying. What is it lobbying for?

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Communication Sales Compliance Insurance 40

Trade Brains

DECEMBER 8, 2023

In this article, we shall conduct a detailed comparison of Coromandel International Vs FACT and find out which of the two companies has a better outlook for the future. While Coromandel Internationals has reported net profits in greater numbers, the 4-year profit CAGR of Fact Ltd is better. crores in FY19 to ₹612.98 Crores in FY23.

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Planning Manufacturing Distribution Commission 59

Clever Girl Finance

NOVEMBER 27, 2023

Articles related to identity theft Get your life back to normal faster by knowing what to do about identity theft Someone can steal your identity in multiple ways, from a lost wallet or purse to using public Wi-Fi. If you think someone could be using your social security number, you can contact the Social Security Administration (SSA).

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Insurance License Accounting Banking 52

Trade Brains

SEPTEMBER 21, 2022

In this article, we’re going to do a fundamental analysis of Bharti Airtel. The total number of internet subscribers increased to 829.3 Bharti Airtel was India’s largest telecom operator in 2010, by the number of subscribers. The deal is approved by the competition commission of India. $ Industry Overview.

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Numbers Investing Investments Commission 52

Trade Brains

MARCH 16, 2023

In this article, we bring to you the Best Stocks under Rs 50 in India. As part of its PMC division, the PSU supervises the execution of engineering products from its ideation to the subsequent commissioning. It offers a full range of services from conceptualization to commissioning in relation to the setting up of hydro projects.

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Manufacturing Government Banking Commission 52

Aleph

APRIL 4, 2022

It is also a response to an article posted by Jason Zweig , who I have talked with once or twice, and emailed a little more than that. In that article, he asks the question: How did you learn how to invest? One of those impacts is rule number three. Photo Credit: House Photography || I always read a lot when I was young.

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Valuation Portfolio Commission Investing 52

Clever Girl Finance

AUGUST 30, 2023

Articles related to buying a business Discovering how to buy a laundromat could bring you financial success! Although the broker will take a commission on the sale price, they can also help you find a deal in the first place. Can I buy a laundromat with no money? How is a laundromat valued? Is buying a laundromat a good investment?

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Investing Investments Valuation Management 93

Harness Wealth

FEBRUARY 7, 2023

In this article, we’ll go into all that and more, including: Vesting schedules and cliffs Alternative Minimum Tax The Post-Termination Exercise Period State residency considerations for relocation Vesting schedules and cliffs A vesting schedule is the timeline of when you will receive your stock options or grants.

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Startup Taxes Tax Planning Commission 52

Trade Brains

SEPTEMBER 12, 2022

In this article, we bring to you top stocks under Rs 50. In addition to this, it has also commissioned multiple metro-rail projects. It offers a full range of services from conceptualization to commissioning in relation to the setting up of hydro projects. In this article, we went through some of the top stocks under Rs 50.

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Banking Manufacturing Commission Retail 52

Clever Girl Finance

SEPTEMBER 11, 2023

Articles related to the best investing websites Pick the best investing website for you and get started! In this article, we’ll focus more on the best websites that make it simple to start investing and then grow your financial knowledge. Expert tip: You can use more than one investing website! How can I invest $1,000 right now?

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Trade Brains

JANUARY 15, 2023

In this article, we shall perform a fundamental analysis of Uno Minda (formerly Minda Industries), in a bid to know what makes this auto-component stock so different from the broad automobile and auto-ancillary industry. In this article, we shall perform a fundamental analysis of Uno Minda (formerly Minda Industries). Company Overview.

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Manufacturing Sales Commission Planning 52

Trade Brains

JULY 23, 2023

We’ll attempt to answer these and other questions by performing a fundamental analysis of Glenmark Life Sciences in this article. A highlight of the R&D spending, future plans and a summary conclude the article at the end. What’s so interesting about it? Should retail investors consider it? So without further ado, let us jump in.

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Planning Pharmaceutical Manufacturing Accounting 52

International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. What Does a Financial Advisor Do?

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Trade Brains

NOVEMBER 24, 2023

In this article about Fundamental Analysis Of CE Info Systems under a brand name called Map My India. The SaaS companies in India saw growth of 2x in global market share as well as in the number of internet users. As technology upgrades for the betterment of people, companies that deal in technology will flourish.

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Inside Information

FEBRUARY 1, 2024

Mutual fund companies, particularly those that paid commissions, would recommend their own products, and all of them recommended savings rates beyond what would actually be needed. Back in the late 1990s, I read an article in the trade press which envisioned the future of advisor fintech. More money in our funds!)

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Financial Planner Financial Planning Clients Planning 40

Trade Brains

APRIL 3, 2023

In this article, we’ll answer these and other questions by conducting a fundamental analysis of SRF. A highlight of the future plans and a summary conclude the article at the end. It is expected to be commissioned in 20 months. So what makes a giant like SRF deliver such blockbuster returns? Company Overview SRF Ltd.

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Planning Manufacturing Accounting Pharmaceutical 98

Trade Brains

OCTOBER 1, 2023

In this article, we going to look at 5 Best Defence Stocks With High FII Holdings. Over the years, the company has developed long-term relationships as an integrated partner with a number of marquee customers, including Honeywell International Inc, Thales Global Services S.A.S, One such sector is defence stocks.

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Electronics Manufacturing Engineering Medical 119

Trade Brains

AUGUST 22, 2023

This article will look at Vishnu Prakash R Punglia IPO Review 2023 and analyze its strengths and weaknesses. The scope of their services includes detailed engineering of the project, procurement of key materials, and project execution at the sites with overall project management up to the commissioning of these projects.

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Engineering Government Transportation Budgeting 52

Clever Girl Finance

NOVEMBER 20, 2023

In this article, we’ll discuss where to find items (some are right in your own house!) Articles related to the best items to sell Start reselling to make extra cash! With antique items, you’re dealing with a small number of products. Poshmark also takes commissions , so take that into account when setting prices.

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