Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

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Assets Wealth Management Financial Advisor Estate Planning 278

Nerd's Eye View

JANUARY 24, 2025

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

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Financial Planner Asset Allocation Clients Commission 246

WiserAdvisor

JULY 9, 2025

If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. Self-investing, or DIY investing, is incredibly popular. That is exactly what this article explores.

Financial Advisor 59

Financial Advisor Investing Investments Asset Allocation 59

Nerd's Eye View

JUNE 23, 2025

In this article, Senior Financial Planning Nerd Sydney Squires draws on research from Morningstar that identifies 11 core motivators that influence how prospects choose their particular advisor. These included trust, communication quality, and a general discomfort managing finances alone.

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Communication Retirement Planning Clients Financial Services 238

Trade Brains

JUNE 28, 2025

India’s corporate landscape is entering its most significant phase of capital investment in over ten years, with companies preparing to nearly double their spending over the next five years, according to S&P Global Ratings. Additionally, investments in airport infrastructure could reach Rs. lakh crore and Rs.

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Investing Investments Electronics Transportation 94

Wealth Management

JULY 2, 2025

To prepare, firms must: Invest in clean, normalized data infrastructure Identify repeatable tasks that can be agentically delegated Train internal teams to supervise AI agents, not just manage software Rethink client experience in terms of context and continuity, not clicks and forms Because make no mistake: the borders are falling.

Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

Harness Wealth

JULY 14, 2025

Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. Table of Contents What are alternative investments? What are the key tax strategies for alternative investments in 2025?

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Taxes Investing Investments Assets 52

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

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Financial Planner Clients Financial Advice Numbers 190

Midstream Marketing

OCTOBER 30, 2024

Introduction In today’s changing finance world, registered investment advisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. Clients looking for investment advice have many options.

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Investment Advisor Investing Investments Ethics 52

Nerd's Eye View

MARCH 7, 2025

stocks has outpaced the rest of the market by so much that the number of companies categorized as “large cap” has shrunk from nearly 500 to only around 150 over the last 15 years Amid fears that U.S. equities underperforming international stocks over the next 10 years Why today’s high U.S.

Financial Planner 237

Financial Planner Taxes Numbers Planning 237

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Valuation 245

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 189

Financial Planner CFP Certification Retirement Planning 189

Carson Wealth

JANUARY 22, 2025

Volatility in the market is the extent to which the price of stocks or other investments fluctuate in the short term. How Volatility Affects Investment Returns Volatility can send the value of your portfolio on an uncomfortable roller coaster ride. What Is Market Volatility? At the onset of the COVID pandemic, the VIX hit 83 points.

Investing 52

Investing Investments Marketing Marketing 52

Nerd's Eye View

APRIL 11, 2025

Also in industry news this week: NASAA this week approved model rule amendments that would restrict the use of the titles "advisor" and "adviser" by broker-dealers (and their registered representatives) who are not also dually registered as investment advisers, which, if adopted by state regulators, would largely bring state rules on this issue in (..)

Financial Planner 162

Financial Planner Communication Commission Clients 162

Wealth Management

JULY 23, 2025

Merging irrevocable trusts can reduce administrative burdens, lower costs and simplify investment management. The trustee proposed merging the husband’s Exempt Trust into the wife’s Exempt Trust to simplify administration and improve investment management. Private Equity Is Coming to 401(k) Plans: Will You Be Ready?

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Estate Planning Wealth Management Taxes Planning 221

Trade Brains

JULY 15, 2025

billion investment, potentially raising its stake to 25 percent. This potential investment has fueled fresh optimism among investors, driving the stock price higher as the bank positions itself for its next phase of growth and transformation. Investing in equities poses a risk of financial losses. billion in Yes Bank.

Banking 59

Banking Planning Investing Investments 59

Validea

JANUARY 23, 2025

Rob discusses his thought-provoking article “50 Years of Innovation, Myth Making and Myth Busting,” written for the 50th anniversary of the Journal of Portfolio Management. His insights are particularly valuable for investors trying to navigate today’s complex market environment.

Investing 52

Investing Investments Valuation Portfolio Management 52

Trade Brains

JULY 13, 2025

Commonly used by value investors, it helps identify financially sound investment opportunities. A lower score suggests weaker financial health and may signal higher investment risk. Written By – Nikhil Naik Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Manufacturing 96

Manufacturing Investments Investing Engineering 96

Trade Brains

NOVEMBER 6, 2024

However, investors should consider both technical indicators and fundamental analysis before making investment decisions. Written By: Dipangshu Kundu Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.

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Banking Distribution Valuation Retail 98

Trade Brains

JULY 4, 2025

Written by Manideep Appana Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

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Portfolio Investment Advisor Assets Investments 59

Trade Brains

JULY 1, 2025

In this article, we will discuss more about this in detail. The treasuring section of Karnataka Bank is responsible for investments and processes foreign exchange (post transaction) and statutory reserves. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

Banking 59

Banking Consulting Distribution Financial Services 59

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

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Retirement Asset Allocation Taxes Portfolio 79

Darrow Wealth Management

MARCH 3, 2025

Bonds, however, are more stable investments that provide income, but have much less upside. while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. Taxes, fees, expenses, trading costs, etc.

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Risk Tolerance Asset Allocation Assets Portfolio 72

Trade Brains

JULY 6, 2025

In this article, we’ll look at four fundamentally strong companies that keep their debt levels low, showcasing their financial discipline and minimizing risk. Written by Satyajeet Mukherjee Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Manufacturing 104

Manufacturing Distribution Investments Investing 104

Trade Brains

JULY 19, 2025

This article highlights such promising companies attracting increasing FII attention and investment. Written By – Nikhil Naik Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.

Electronics 91

Electronics Manufacturing Engineering Pharmaceutical 91

Nerd's Eye View

NOVEMBER 6, 2024

Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance.

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Clients Planning Financial Planner Financial Planning 130

Trade Brains

JUNE 11, 2025

Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. The post ₹1.4

Electronics 85

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Trade Brains

JUNE 24, 2025

Lead Managers of Sambhv Steel Tubes IPO Motilal Oswal Investment Advisors Limited and Nuvama Wealth Management Limited are the Book Running Lead Managers. Conclusion Sambhv Steel Tubes Limited’s IPO provides an opportunity to invest in a growing steel tubes manufacturer. Investing in equities poses a risk of financial losses.

Manufacturing 59

Manufacturing Investment Advisor Wealth Management Investments 59

Clever Girl Finance

DECEMBER 23, 2024

Save more during high-earning months When you have a lucrative month, allocate the extra income to savings, investments, or your emergency fund to cover leaner periods. Invest in disability insurance Disability insurance protects your income if illness or injury prevents you from working.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Trade Brains

JULY 20, 2025

This article highlights five financially strong small-cap companies whose current PE ratios are below their 5-year average. This may present a good opportunity for value investors looking to invest in stable businesses at attractive valuations. Investing in equities poses a risk of financial losses.

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Valuation Manufacturing Distribution Government 97

Clever Girl Finance

JANUARY 10, 2025

7 Steps to discovering your money values Expert tip: Set reminders to revisit your money values FAQs about money values Articles related to money values Start living in line with your money values today! They represent your “why” when it comes to financial decisions why you save, spend, invest, or give the way you do.

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Ethics Budgeting Retirement Accounting 98

Trade Brains

JUNE 29, 2025

Written By Fazal Ul Vahab C H Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

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Electronics Distribution Manufacturing Communication 80

Trade Brains

OCTOBER 31, 2024

per equity share Also read… Pharma stock down by more than 3% after promoter sells stake worth ₹3000 Cr SPS Finquest Limited SPS Finquest Limited was incorporated in 1996 and is a non-deposit-taking, non-systemically important NBFC, primarily offering loans and investment services. Investing in equities poses a risk of financial losses.

Wealth Management 105

Wealth Management Investments Investing Investment Advisor 105

Trade Brains

JUNE 28, 2025

25 often catch the eye of investors looking for big returns with small investments. In this article, we highlight a few financially strong penny stocks under Rs. Written By – Nikhil Naik Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Manufacturing 105

Manufacturing Engineering Investments Investing 105

Trade Brains

JULY 11, 2025

When you invest through SIPs, you put in money every month. Each month, the money invested purchases funds at different prices. XIRR depicts the average yearly profit percentage earned on invested money over time. 5,000 500 Final Thoughts The article puts light on how disciplined investing can generate significant wealth.

Taxes 59

Taxes Investments Investing Management 59

Tobias Financial

JUNE 18, 2025

Cryptocurrency Investment Scam In this scenario, individuals posing as cryptocurrency “mentors” or experts build trust by offering to help open investment accounts in Bitcoin or other digital assets. What appears to be a legitimate investment account is ultimately a façade and the funds are stolen.

Financial Advisor 52

Financial Advisor Accounting Communication Assets 52

Trade Brains

JUNE 14, 2025

It is widely used by value investors to identify attractive investment opportunities. Written By – Nikhil Naik Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.

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Manufacturing Pharmaceutical Certification Investments 66