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Robinhood Acquires TradePMR To Refer Next-Gen HNW Clients To On-Platform RIAs (And More Of The Latest In Financial #AdvisorTech – December 2024)

Nerd's Eye View

Welcome to the December 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 130
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NBFC Stock Jumps 7% After Assets Under Management (AUM) Crosses ₹1.5 Lakh Cr

Trade Brains

The shares of the prominent broking house gained up to 7 percent in today’s trading session after the company achieved a significant milestone, as its Assets Under Management (AUM) crossed Rs 1.5 Its team includes 2,500+ Relationship Managers and 100+ research professionals. lakh crore in assets under advice, it manages 7.8

Assets 59
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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets. We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF).

CFP 40
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Top 10 Industries that Produced the Most Billionaires – Is Yours on the List?

Trade Brains

Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. Fashion & Retail Retailing, particularly luxury fashion, is still among the leading industries that churn out billionaires. The secret recipe?

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

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Diversification is SO Back

Wealth Management

Diversification is SO Back Diversification is SO Back The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

This is a fascinating conversation if you’re at all interested in what it’s like to be part of a fast growing organization that is racking up trillions of dollars in assets, what it’s like to create new initiatives. He ran our retail division and I was working for him at that time. Tell us about this evolution.

Clients 130