The Big Picture

MAY 3, 2023

NPR ) • Dark Clouds Over Commercial Real Estate Don’t Frighten Allocators : Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure ( Chief Investment Officer ) see also The Building Boom Is Prolonging Market Pain : Construction employment is higher than ever—undermining bets the Fed will soon pivot.

License 272

License Planning Accounting Economics 272

Trade Brains

JUNE 13, 2025

Moreover, it supports tokenised assets from global banks and institutions. They achieve this by pegging their value to traditional assets. Furthermore, major financial and tech firms increasingly see them as vital entry points into digital assets. Asset managers like BlackRock now also offer tokenised money-market funds.

License 59

License Assets Banking Engineering 59

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 246

Estate Planning Financial Advisor Clients Financial Services 246

Abnormal Returns

FEBRUARY 20, 2024

(downtownjoshbrown.com) Don't let any single asset distract you from your overall portfolio. hollywoodreporter.com) Disney ($DIS) is a winner when it comes to licensing content. mutinyfund.com) Base rates matter. onveston.substack.com) Streaming Walmart ($WMT) is buying TV maker Vizio ($VZIO).

License 144

License Financial Advising Media Economy 144

Harness Wealth

APRIL 4, 2025

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. billion in assets tied to criminal activity, and obtain $1.4

Taxes 52

Taxes License Banking Government 52

Random Roger's Retirement Planning

NOVEMBER 9, 2022

People have leveraged assets, careers and reputations to Bitcoin and other cryptos. At the other end of the spectrum are the so called Bitcoin Maxis, the shills and touts who told people to mortgage their houses to buy Bitcoin when it was at much higher levels.

License 74

License Portfolio Marketing Marketing 74

Nerd's Eye View

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. My guest on today's podcast is Cean Kenefick-Rogers.

License 130

License Consulting Financial Advisor Insurance 130

The Big Picture

OCTOBER 7, 2024

Penn Today ) • Don’t ever hand your phone to the cops : Digital IDs make it tempting to leave your driver’s license at home — but that’s a dangerous risk. ( Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. The question isn’t new.

Electronics 146

Electronics Recruitment License Healthcare 146

Trade Brains

JUNE 6, 2025

Following this, the company rejects seeking Singapore licenses. Future distributions rely on WazirX profits and recovered assets. Attached redacted legal documents confirmed the Panama plan. Zettai itself rebrands as Zensui. Zensui will manage WazirX’s crypto services from Panama. Zensui will now issue these recovery tokens.

Distribution 52

Distribution License Compliance Planning 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. These trademarks have been licensed to S&P Dow Jones Indices LLC. The war in Ukraine is causing even more uncertainty.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Fri, 03/18/2022 - 06:42. Download transcript.

Asset Allocation 52

Asset Allocation Assets License Government 52

Darrow Wealth Management

JANUARY 13, 2025

Further, some lenders are only licensed in certain states. Get a securities-backed line of credit A securities-backed line of credit (SBLOC) or asset-based line of credit is essentially a bridge loan from your investment account. Just because someone is willing to lend you a certain amount does not mean you can afford it.

Taxes 105

Taxes Sales Portfolio Accounting 105

The Big Picture

FEBRUARY 16, 2023

Zoomers are shunning cars and driver’s licenses. trillion in assets. The shift to EVs will make things worse. Bloomberg ) • Bosses want to pay you more but give you less : A growing number of workers are going freelance, taking higher wages over benefits and job security. ( Will it last?

License 146

License Economy Numbers Communication 146

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. One can do CFP online course for the most comprehensive financial planning services, which often include asset management. As an individual investor, CFPs are experts in the field of personal asset management.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

The Richer Geek

MARCH 23, 2022

Hair is a persistent and aggressive litigator licensed and has clients from all over the world. He’s an aggressive and relentless litigator, is licensed in multiple states, and boasts clients from around the world. So, I think this will be extremely exciting in some good content. His clients are family to him and it shows.

Insurance 52

Insurance Assets Insurance Coverage License 52

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank We will begin with understanding the services offered by the Bank, its Net Interest growth, and its Deposits & assets growth. It is licensed under the Banking Regulation Act, to carry out small finance bank business. The Bank was able to generate ~4% returns on its average assets.

Banking 126

Banking Assets Accounting License 126

Harness Wealth

APRIL 17, 2025

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. This option is particularly valuable for businesses seeking to minimize current-year tax liability while investing in growth-oriented assets.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

MarketWatch

MARCH 30, 2023

The Chicago-based cannabis company’s fourth-quarter loss includes a $229 million impairment charge, primarily of intangible assets related to its Arizona cultivation license and Pennsylvania and Arizona retail reporting units. The company did not provide figures for loss per share. Fourth-quarter revenue rose 7% to $225.93

License 75

License Retail Assets Marketing 75

MazumaBusinessAccounting

AUGUST 12, 2021

However, your city or state may require you to obtain a business license, so be sure to look into the requirements for your specific state. Like a sole proprietorship, your city or state may require you to obtain a business license, and you will want to register your business name with your state. General Partnership.

Taxes 98

Taxes License Accounting Assets 98

Yardley Wealth Management

SEPTEMBER 3, 2024

The majority of small business owners start as sole proprietors, but Mike advises considering forming an LLC (Limited Liability Company) or an S Corporation to protect personal assets. An LLC or S Corp limits your liability to the amount you’ve invested in the business, shielding your personal assets from business debts and obligations.

Business Planning 52

Business Planning Wealth Management Estate Planning Planning 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Carson Wealth

APRIL 4, 2024

Insurance policies Mortgage and other loans Deeds, property titles, and other valuables Safe deposit box locations, numbers and keys Records of digital assets like online accounts Location of any cash or family heirlooms in the house It’s also a good idea to gather all of your parents’ personal information, such as: Social Security numbers Birthdates (..)

Management 137

Management Healthcare Medical Estate Planning 137

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Trade Brains

NOVEMBER 11, 2023

trillion in global assets under management. Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. The Vanguard Group has customers all throughout the world. As of April 2023, the company held around $7.7 Market Cap (Cr) 45 EPS (TTM) 1.32

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

BlueMind

SEPTEMBER 11, 2022

Let’s take an example of a client who has a tendency to always play it safe and prefers taking the less risky approach when it comes to investing, despite the fact they have a high asset and low liability portfolio. The ideal approach would require them to proceed with extra caution due to their low assets and high liabilities.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Assets 98

Trade Brains

OCTOBER 13, 2023

The Company has also set up an Alternative Asset Management via a 100% owned subsidiary and wealth management firm named Nuvama Wealth Management. The Company also is into Asset reconstruction with an AUM of Rs. A major reason for the spike in revenue was the Net Gain on the revaluation of its assets. 6819 Cr in FY22 to Rs.

Banking 105

Banking License Financial Services Retail 105

Sara Grillo

MAY 10, 2024

My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama. My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions.

Clients 52

Clients License Retirement Planning Commission 52

Trade Brains

AUGUST 17, 2022

To have a perspective, consider this: Bhupinder Hooda’s regime licensed 24,825 acres of land during his 10-year tenure as CM from 2004 to 2014. Previous CMs licensed only 8,550 acres of land for 23 years before Hooda’s appointment. The grant of the licenses would entitle the builders to use the agricultural land.

License 52

License Government Commission Economics 52

MarketWatch

MARCH 3, 2023

The EU regulators reportedly are satisfied with Microsoft’s commitment to offering licensing deals to competitors. The report, which cited multiple unnamed sources, noted that Microsoft is not expected to have to sell assets in order to gain deal approval in Europe. ATVI deal, Reuters reported Thursday afternoon.

License 40

License Commission Assets Marketing 40

Good Financial Cents

JULY 17, 2023

” Stream 3: Rental Income Rental income involves owning and leasing out assets such as real estate properties, apartments , or vehicles. By protecting your work and exploring licensing and royalty agreements, you can generate ongoing income from your creations.”

Certified Financial Planner 69

Certified Financial Planner Wealth Accumulation Financial Planner Certification 69

MazumaBusinessAccounting

APRIL 20, 2021

filing for a business license and deciding on a business entity. applying for licenses & permits. negotiating the sale of your company or an acquisition of another entity or it’s assets. writing a business plan. reserving a domain for your website. applying for an EIN for tax purposes. handling audits by the IRS.

License 52

License Accounting Communication Taxes 52

Good Financial Cents

DECEMBER 12, 2022

Currently, their AUM (assets under management) is over $6 billion with over 500,000 users (according to Wikipedia ). While that’s certainly a large of assets for a relatively new firm, in comparison industry giant Fidelity currently has over $4.5 trillion in customer assets. What Services does M1 Finance Offer? Discipline.

Investing 83

Investing Investments Portfolio Analysis Insurance 83

James Hendries

AUGUST 23, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing 98

Marketing Marketing Sales Economy 98

Trade Brains

SEPTEMBER 29, 2023

As part of the deal, SVOLT will grant Exide an irrevocable right and license to use and commercialize applicable lithium-ion cell manufacturing technology and know-how in India. Inventories and Trade Receivables combined constituted ~32% of the Company’s Total Assets.

Planning 119

Planning Manufacturing Sales License 119

Validea

APRIL 15, 2024

Here are 5 stocks currently earning high marks from this approach: G-III Apparel Group (GIII) : G-III Apparel designs, sources, and markets apparel and accessories under owned, licensed and private label brands. It scores an 8 out of 9 on Validea’s Piotroski model, passing every test except for improved asset turnover.

Investing 52

Investing Investments Assets License 52

Validea

APRIL 17, 2024

Google’s moat springs from the network effects powering its search and advertising business along with intangible assets like patents and user data. Applied Materials’ wide moat stems from its intangible assets, high customer switching costs and scale advantages in a consolidated industry.

License 52

License Advertising Assets Economics 52

Trade Brains

DECEMBER 31, 2023

The company also offers third-party products from various asset management and insurance companies. For FY23, the company reported an NNPA of 1.14%, which indicates a small fraction of the bank’s loans or assets are non-performing. Coming to the return ratios, the bank reported an ROE and ROA of 12.55% and 1.89% respectively.

Banking 64

Banking License Distribution Retail 64