Trade Brains

JUNE 23, 2025

In this article, we will understand the details of this announcement and its impact on India’s small banking sector. It may also improve overall margins by reducing overall exposure to low-yield PSL categories and increasing portfolio diversification that supports better risk management and sustains growth.

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Midstream Marketing

OCTOBER 31, 2024

Content Marketing: Share your knowledge, build trust, and grab the attention of potential customers with helpful blogs, articles, and other quality resources. They help financial institutions feel secure by focusing on risk management. This practice helps them grow their range of services and better understand risk management.

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Yardley Wealth Management

FEBRUARY 18, 2025

Traditional Investment Strategies The Role of Income Tiers and Priority Levels Case Studies Key Considerations Conclusion Introduction Waterfall Wealth Management is a financial strategy designed for high-net-worth individuals seeking a structured, prioritized approach to wealth distribution.

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WiserAdvisor

JUNE 13, 2025

In this article, we’ll walk through some of the most common investment mistakes retirees make. By understanding these risks now, you can make smarter choices, protect what you’ve built, and feel more confident about your financial future. Yet even the best financial plans can stumble.

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Carson Wealth

JANUARY 28, 2025

As with any other part of your financial plan, philanthropy can involve some risks. A recent survey of donors and nonprofits found that one in five projects are negatively affected by risk. [1] 1] So, its essential to integrate strong risk management practices into your philanthropic activities. Honestly, it can be.

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Trade Brains

JUNE 20, 2025

Powered by a proprietary tech stack, Nimbus, nPOS, Nu Score, and Altifi Northern Arc ensure efficient credit delivery and risk management. As of FY25, it manages a fund AUM of Rs 3,158 crore, lending AUM of Rs 13,634 crore, with disbursements of Rs 19,840 crore. lakh direct customers.

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Darrow Wealth Management

MARCH 13, 2025

Options contracts as income and hedging strategies Options are often used in various hedging strategies, including single stock risk management strategies. In the right situations, investors can use options trading strategies to diversify, reduce risk, or generate income from a large stock holding.

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Trade Brains

JULY 2, 2025

ICICI: Equity for individuals; debt extended to businesses & entities Risk Management Margin maintenance: If NAV falls and LTV exceeds the threshold, the borrower must top up collateral or repay part of the loan. Before you lock into LAMF services, make sure you consider your mutual fund mix, desired loan amount, and risk appetite.

Banking 59

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Trade Brains

JULY 3, 2025

It serves institutional investors, corporations, and financial institutions globally, providing liquidity, risk management, and investment strategies. 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.

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Yardley Wealth Management

OCTOBER 1, 2024

The Historical Comparison: Bitcoin and Pearls One of the central discussions in this episode revolves around an article titled Digital Gold or Digital Pearls , written by Jason Zweig in The Wall Street Journal. The article draws an intriguing comparison between Bitcoin and pearls, illustrating how scarcity can drive up value—temporarily.

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Yardley Wealth Management

SEPTEMBER 24, 2024

Learn more about when you might need a financial advisor from this helpful article on Investopedia. They can optimize your strategy, minimize risks, and maximize opportunities for growth. Risk Management: Protecting yourself and your loved ones from unexpected risks is crucial.

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Harness Wealth

APRIL 16, 2025

The elimination of this risk management tool forced a paradigm shift in conversion planning. Strategic alternatives to recharacterization today Partial conversions have emerged as a primary risk management tool in the post-recharacterization era. This article is a product of Harness Tax LLC.

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Trade Brains

JUNE 13, 2025

Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services. The group is known for its strong international presence and focus on innovation, risk management, and sustainable finance. Please consult your investment advisor before investing.

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Dear Mr. Market

MAY 29, 2025

click here to review that article that grabbed a lot of nervous eyeballs back then ). This is not to suggest that risks dont exist they always do. Prudent risk management, diversification, and strategic planning are essential. Headlines were ablaze with bold predictions of economic calamity.

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Harness Wealth

APRIL 16, 2025

This article explores effective tax planning strategies for acquisitions, examining structural considerations, jurisdictional complexities, and timing opportunities that can significantly impact your deal’s success and long-term value. This article is a product of Harness Tax LLC.

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Taxes Tax Planning Startup Compliance 52

Trade Brains

JUNE 13, 2025

This article dives into the top-performing liquid funds this year, and explains why they’re worth considering. AUM & Liquidity: Larger funds have an easier time managing redemptions when the market is under stress. Performance Consistency: Select funds that may not only pursue high returns but also risk management.

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Trade Brains

JUNE 27, 2025

Better Hedging and Risk Management: Investors and traders gain access to futures and options contracts, allowing them to hedge their positions in the stock market and manage risk more effectively. This can help reduce price volatility as there are more buyers and sellers in the market.

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Electronics Manufacturing Portfolio Management Compliance 52

Wealth Management

JULY 18, 2025

Let’s break down the fundamentals of AI and explore some of the most critical risks, offering three primary guideposts for responsible AI adoption and risk management. Unlock All Access Premium Subscription Get Trusts & Estates articles, digital editions, and an optional print subscription.

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Trade Brains

JULY 9, 2025

Similarly, Net NPA declined from ₹1,510 crore (5.61%) to ₹1,021 crore (1.35%) over the same period, reflecting effective credit risk management and strengthening of its loan portfolio. 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.

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Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me.

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Portfolio Management Distribution Risk Management 59

Trade Brains

JULY 7, 2025

Also read: Shipping stock jumps over 4% after signing MoA to acquire two Gas Carriers with 82,000 CBM Management Comments Sid Swaminathan, Managing Director and CEO of Jio BlackRock Asset Management called the response “a powerful endorsement” of the firm’s digital-first approach, strong risk management, and innovative investment strategy.

Financial Services 59

Financial Services Retail Assets Wealth Management 59

Trade Brains

JULY 3, 2025

The company, a subsidiary of Algoquant Investments Private Limited, focuses on delivering secure, personalized investment strategies for clients, combining mathematics, economics, and advanced technology for effective trade and risk management. are their own, and not that of the website or its management.

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Risk Management Numbers Valuation Investment Advisor 59

Carson Wealth

MAY 8, 2025

Get Your Risk Management in Place Managing risk can be a critical part of your retirement strategy. Attend workshops, listen to podcasts, or read articles focused on retirement savings tips and strategies. During your retirement years, it can be beneficial having a mix of tax-deferred, tax-free, and taxable assets.

Retirement 71

Retirement Retirement Planning Taxes Distribution 71

Trade Brains

JUNE 16, 2025

The company stood at a reasonably good asset quality, with NNPA of 1.73%, due to conservative provisioning and strong risk management capabilities, even in adverse situations like over-leveraged borrowers, political movements, and disruption of operations in Karnataka because of the implementation of the microfinance bill.

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Retail Sales Portfolio Certification 59

The Big Picture

MAY 6, 2025

And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money. But risk management is always about understanding what could go wrong and quantifying what could go wrong. Worst case downside. Exactly right.

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BlueMind

OCTOBER 25, 2022

However, amid these fears, it has become difficult for financial advisors to explain to clients that taking appropriate risks is deemed necessary in order to ensure your portfolio has the growth potential to reach your financial goals. Would they consider a 5% return worth taking a risk or 20%?

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Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. At the same time, clients face another class of risks that advisors often do not consider: cyber. using a client’s personal information for financial gain or other purposes), reputational risk (i.e.,

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Norman Marks

JULY 5, 2022

I commend Marco Nutini for his recent LinkedIn post, Risk and decision: egg or chicken? He asks: In your opinion, which of the two alternatives best represents the Enterprise Risk Management process?

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Risk Management Management Compliance Government 49

Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

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Norman Marks

SEPTEMBER 18, 2024

But I am going to take one CFO, share what he has to say about risk management, and talk about how dangerous his views and practices are. The Wall Street Journal recently published an article provided by Deloitte, Frank D’Amelio, […] It is far too easy to generalize about all CFOs from the example of one.

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Risk Management Management Compliance Government 49

Nerd's Eye View

JANUARY 22, 2024

In this 'hybrid' video-based article, Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on the "gap" between the services that financial advisors actually offer to their clients and what HNW clients truly want from their advisors.

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Norman Marks

JULY 1, 2022

Nick Sanna, the CEO of RiskLens, a software company specializing in cyber risk management, recently issued a wake-up call for risk managers in a presentation at a Professional Risk Managers’ International Association (PRMIA) conference. He “encouraged risk managers […].

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Risk Management Management Compliance Government 45

Norman Marks

APRIL 4, 2024

I congratulate José David Pino for his brave attempt to call attention to ineffective risk management in his article for the IIA’s magazine, On the Frontlines: How Mature is Your Risk Management?

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Risk Management Guru

SEPTEMBER 20, 2021

Whether you’ve just started in Risk Management or you’re already a professional in this arena, this article will interest you. We are highlighting some of the reference professionals we follow who are seasoned Risk Managers, each in its own area of expertise. Linked In. Website / Blog. Linked In. Steve Burns.

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Risk Management Government Management Compliance 59

Trade Brains

FEBRUARY 3, 2024

Since effective risk management is the key to a profitable journey, new individuals must gain actual knowledge of currency markets. In this article, we shall explore forex trading with a better understanding of its basics and structure. Risk management is the key factor for traders to consider in trading.

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Norman Marks

NOVEMBER 9, 2023

My congratulations to my good friend, Jim Deloach, and to James Lam for their contributions to Board Risk Oversight in the Age of Disruption, published by the (US) National Association of Corporate Directors (NACD). The article captures some of the content of an NACD webinar that was hosted by Protiviti with James Lam as a […]

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Risk Management Management Compliance Government 49

Trade Brains

NOVEMBER 21, 2023

In this article, we explore some of the best technical analysis courses available that are specifically designed for beginners. It covers the topics of introduction to technicals, candle charts, pattern study, indicators & oscillators, trading strategies, dow theory and Elliot wave theory, psychology, and Risk Management.

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