Trade Brains

JUNE 7, 2025

Financial Highlights Punjab National Bank (PNB) reported a net interest income of Rs 42,782 crores in FY25, marking a 6.7 On a year-on-year (YoY) basis, the bank earned Rs 10,757 crores in Q4 FY25, up by 3.8 On a year-on-year (YoY) basis, the bank earned Rs 10,757 crores in Q4 FY25, up by 3.8 On a QoQ basis, it increased by 1.31

Banking

Trade Brains

JUNE 19, 2025

India’s banking ecosystem is vast and diverse, comprising 13 public sector banks, 21 private sector banks, 44 foreign banks, and 12 small finance banks. As of 2024, total assets held by public sector banks stood at Rs. 16,128,080 crore, while private sector banks held assets worth Rs.

Banking

Trade Brains

AUGUST 4, 2025

Synopsis: Federal Bank reported a mixed Q1, showing a drop in profits and an uptick in stress related to retail and microfinance loans, even though their asset quality has seen some improvement. Additionally, its asset quality worsened from its previous quarter. percent to 1.91 percent and Net NPA reducing from 0.60

Banking

Wealth Management

AUGUST 1, 2025

This new partnership with some of the largest asset managers in the country, including an alts exposure is unique and will enable firms to improve operational efficiency without forgoing portfolio complexity. It will now service three verticals: wealth, bank and trust, and asset servicing.

Estate Planning

Trade Brains

JULY 1, 2025

Goldman Sachs is a leading global investment banking, securities, and asset management firm serving corporations, financial institutions, governments, and individuals worldwide. The Bank caters to a range of banking services covering commercial and investment banking and transactional/branch banking.

Banking

Abnormal Returns

DECEMBER 2, 2024

Markets How major asset classes performed in November 2024. on.ft.com) Big banks are going to struggle making up the revenue lost to private lenders. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. wsj.com) Crypto ETFs continue to attract record inflows. barrons.com) Boom!

Communication

Wealth Management

JULY 15, 2025

True North Expands in SF by Alex Ortolani Jul 15, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Clients

Trade Brains

JULY 15, 2025

Synopsis : Yes Bank gained investor attention after reports of Japan’s SMFG planning an additional $1.1 One of India’s prominent private lenders is back in the limelight after reports surfaced of a major Japanese banking giant deepening its stake in the company. billion in Yes Bank. 63,895 crore. The stock opened today at Rs.

Banking

Trade Brains

JULY 3, 2025

bank charter. At the same time, it formally applied for a national banking license. Building the Stablecoin Highway Ripple just partnered with London’s OpenPayd, a banking-as-a-service provider. He emphasized seamless interoperability between traditional finance and digital assets. The coming months are critical.

Banking

Wealth Management

JULY 3, 2025

Morgan Names New Global CEO of Private Bank J.P. manages about $300 million in client assets. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management

Wealth Management

AUGUST 4, 2025

David Bodamer , Editorial Director , WealthManagement.com August 4, 2025 3 Min Read GeoWealth, a Chicago-based turnkey asset management platform, raised $38 million in Series C funding led by Apollo. Morgan Asset Management also participated in the Series C funding. 4, 2025) 11 Investment Must Reads for This Week (Aug.

Wealth Management

The Big Picture

JANUARY 8, 2025

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. He’s the chief investment officer at Bitwise Asset Management. What is Bitcoin?

Assets

Wealth Management

AUGUST 6, 2025

Overall, Morningstar’s semi-annual report detailed that only 33% of active strategies survived and beat their asset-weighted average passive counterparts, a drop of 14 percentage points from a year earlier and down 9 percentage points from March’s data.

Wealth Management

Trade Brains

AUGUST 1, 2025

Synopsis: Shares of City Union Bank increased after the company reported a 16 percent YoY and 6 percent QoQ increase in net profit for Q1FY26, along with stable operational metrics and better asset quality. 16,162 crore, the shares of City Union Bank were trading at Rs. The Return on Assets (ROA) increased to 1.55

Banking

Wealth Management

AUGUST 1, 2025

based independent broker/dealer which has 3,000 advisors and $305 billion in assets, for a purchase price of about $2.7 On an earnings call Thursday evening, President and CFO Matt Audette said his firm expects to move Commonwealth assets onto the LPL platform in the fourth quarter of 2026, a little later than its original timeframe. “And

Recruitment

Trade Brains

JULY 30, 2025

Synopsis – The article discusses India’s E-Rupee, which is a central bank digital currency launched by the Reserve Bank of India (RBI), and its intended purpose, features, benefits, challenges, differences from UPI and cryptocurrencies, as well as its sound future, in modernizing payments and improving financial inclusion.

Banking

Calculated Risk

MARCH 11, 2025

Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and Reverse Repos. After all, Treasury notes close to maturity are by their nature short maturity assets!)

Assets

Wealth Management

AUGUST 8, 2025

The advisors of Carnegie Private Wealth collectively serve more than 519 households with over $1,100,000,000 in brokerage assets as of January 30, 2025. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice.

Estate Planning

Wealth Management

JULY 1, 2025

billion in client assets, expanding Steward’s presence in the Bay Area. The RIA serves high-net-worth individuals and families in Northern California with portfolios exceeding $10 million in assets. Its affiliate company, Simplex Wealth Management, serves clients with $1 million or more in assets. Seo and a team of about 10.

Wealth Management

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. How can investors get exposure to the space? Matt Hougan : Yeah. All of them.

Investing

Nerd's Eye View

APRIL 15, 2025

dollars) in assets under management for 2,400 client households. Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B

Financial Advice

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

Trade Brains

JULY 2, 2025

The European Central Bank (ECB) is leaping into the blockchain era. These initiatives will use central bank money for DLT settlements. Therefore, it will fund research using central bank cash. Essentially, the bank wants more efficient payment systems. They explored DLT settlement using central bank money.

Banking

Clever Girl Finance

DECEMBER 23, 2024

Be sure two open separate bank accounts e.g. your personal bank accounts should be separate from your business bank accounts. Save for 3 to 6 months of expenses Calculate your baseline monthly expenses and multiply them by 3 to 6.

Budgeting

Tobias Financial

JUNE 18, 2025

At Tobias Financial Advisors, the security of your assets and peace of mind are of utmost importance. The fraudster convinces the recipient to allow remote access to their computer, then poses as a bank employee and fabricates false threats (such as fraudulent charges or identity theft).

Financial Advisor

Trade Brains

JUNE 15, 2025

The Nifty, Bank Nifty, and Sensex all started the day gapping down due to weak global signals, but as the day went on, careful purchases of heavyweight stocks helped limit some of the losses. The majority of industries followed the general pattern, with banking and FMCG emerging as the biggest laggards. With losses of around 0.5

Banking

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner

Carson Wealth

JULY 16, 2025

Asset allocation, ETFs, yield curves…What does it all mean? Risk tolerance and asset allocation? Asset Allocation Asset allocation is how you spread your investments across different categories, like stocks, bonds, and cash. Central banks aim to control inflation to keep economies stable.

Investing

Trade Brains

JULY 22, 2025

The banking giant may offer loans secured by Bitcoin and Ethereum. This signals a strategic shift into digital assets. Now, his bank is embracing crypto collateral. Clients could use these assets as loan security. Moreover, it caters to growing digital asset adoption. The bank sees demand among its clientele.

Banking

Wealth Management

AUGUST 8, 2025

The firm launched 10 years ago with a model focused on co-investments—curating individual deals across a number of asset types, such as individual real estate investments. You would hear people questioning the adoption of private market assets and certainly specifically in the D2C vs. the advised channel. We used to have to build.

Marketing

Trade Brains

JULY 28, 2025

Despite the overall negative tone, defensive sectors like pharma and FMCG attracted buying interest, suggesting a shift toward safer assets amid uncertainty. Bank Nifty (In this analysis, we have used 20/50/100/200 EMAs, where 20 EMA (Red), 50 EMA (Orange), 100 EMA (Light Blue), and 200 EMA (Dark Blue)). on Monday, down by -313.8

Banking

Trade Brains

AUGUST 5, 2025

Synopsis: Shares rose 6% after appointing a seasoned banking leader as MD & CEO. The shares of the fifth-largest private bank gained up to 6 percent in today’s trading session after the company announced the appointment of Rajiv Anand as its new MD & CEO. crore, the shares of IndusInd Bank Ltd were trading at Rs 817.15

Banking

Advisor Perspectives

JULY 11, 2025

With the price of digital assets testing the boundaries of plausibility, and Congress promising legislation to boost the industry further, now might be a good time for bank regulators to take notice.

Banking

Trade Brains

JULY 14, 2025

Mumbai, July 14, 2025: DSP Asset Managers (DSP AM) has joined hands with Cybrilla to become one of the first mutual fund companies to go live on the Open Network for Digital Commerce (ONDC). It provides easier access to credit for individuals and small businesses, especially in areas where banking services are limited.

Assets

Discipline Funds

NOVEMBER 20, 2024

The difference between him and Buffett is that he isn’t using organic cash flows to fund the asset purchases and is instead getting his fiat from lenders. When it comes to practical money management it’s an asset you might want, but don’t necessarily need. 3) The worlds best (or worst) investment bank.

Insurance

Trade Brains

AUGUST 11, 2025

Synopsis: IDFC FIRST Bank announced that Platinum Invictus B 2025 RSC Limited has received RBI approval to invest up to 9.99% in the bank, with an immediate Rs. IDFC FIRST Bank has secured regulatory approval for a major strategic investment from Platinum Invictus B 2025 RSC Limited, reinforcing its capital position and growth plans.

Banking

Trade Brains

JULY 16, 2025

Speaking on the bank’s Q2 2025 earnings call, Dimon declared stablecoins “real.” Therefore, the bank commits to understanding and mastering the technology. Creating bank-like accounts and payment systems. Stablecoins peg their value to assets like the US dollar. Their goal? Furthermore, impending U.S.

Banking