Sara Grillo

SEPTEMBER 12, 2022

.” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Trade Brains

DECEMBER 14, 2023

The Company is an Investment manager to Individuals, Educational and non-profit Organizations, Pension Funds, Insurance Companies, and governments. The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). 33,132 Cr in FY22 to Rs.

Consulting 108

Consulting Banking Insurance Retail 108

Trade Brains

SEPTEMBER 27, 2023

This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Today, the Company offers Mobile payment services to customers via UPI, Payment soundboxes, Point-of-sale machines (POS), and online payment gateway services among multiple others.

Healthcare 59

Healthcare Banking Communication Government 59

Trade Brains

JULY 19, 2023

Best Nifty Midcap 50 Stocks #1 – Mahindra and Mahindra Financial Services Mahindra and Mahindra Financial Services Limited (MMFSL) is an Indian NBFC that was established in 1991 as Maxi Motors Financial Services Limited in Mumbai, India. Keep reading to know more about the same! Stock P/E 41.57

Manufacturing 40

Manufacturing Banking Financial Services Distribution 40

Trade Brains

SEPTEMBER 21, 2023

Wipro provides a host of services such as consultancy, cybersecurity, Data Analytics, Business Processes, and Artificial intelligence. The Financial Services sector brings in ~35% of Wipro’s revenue, followed by the Consumer sector which consists of Electronics and other packaged goods. 9,212 crore and capitalized assets of Rs.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. And honestly, I think we divested post financial crisis.

Management 215

Management Investing Investments Assets 215

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Less Efficient Asset Classes.

Investing 52

Investing Investments Portfolio Management 52

Aleph

APRIL 4, 2023

Picture Credit: David Merkel, with an assist from Bing Chat in Creative mode || Twitter bird shops for groceries Market Dynamics Transcript: Matt King Sees a $1 Trillion Liquidity Drain Coming to Markets [link] Monetarism, with bank reserve flows driving the market for risk assets. They should get it right.

Banking 59

Banking Economics Advertising Insurance 59

Envision Wealth Planning

MAY 23, 2022

So here’s my attempt to showcase some things that ethical financial advisors do in the hopes to drown out the voices in the media giving attention to the ones with the most AUM or Twitter followers. 1 Ethical Financial Advisors’ fees are clearly disclosed on the website. I mean, I just don’t know what else to say.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

The Big Picture

SEPTEMBER 5, 2023

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset. RITHOLTZ: It was great. MILLER: Of course.

Sales 130

Sales Numbers Taxes Marketing 130