Remove Books Remove Financial Services Remove Valuation
article thumbnail

401(k) Record Keepers Facing Existential Moment

Wealth Management

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5 Book with code: SAVE10WM and save 10%.

article thumbnail

Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

In fact, in one of the books I wrote many, many moons ago, I specifically thanked one of my philosophy professors for, you know, I took symbolic logic with him. And then number three is gonna be sentiment and valuation. Now, sometimes people say sentiment and valuation, why are they together? 00:30:08 [Speaker Changed] Yeah.

Numbers 144
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Apollo’s Torsten Slok

The Big Picture

That’s the case because in the US and you wrote a book about this many years ago, we have decided that for Fannie and Freddie, for you to get a conventional mortgage, you must show up at their doorstep with a 30 year fixed rate mortgage. How do you think about valuations for both equities and fixed income here in the beginning of 2025?

Economy 253
article thumbnail

Best NBFC Stocks in India 2024 – Analysis & List Of Stocks

Trade Brains

Best NBFC Stocks in India #1 – Bajaj Finance Bajaj Finance is one of India’s most diversified Financial Services Company, with a Market cap of over Rs. Bajaj Finance increased its loan book by over 2.96 RoE (%) 23.50% RoA (%) 5.30% Promoter Holding (%) 55.90% FII Holding (%) 20.40% GNPA (%) 0.94% Price to Book Value 7.58

article thumbnail

Top Penny Stocks Under Rs 1 – High Risk, High Reward?

Trade Brains

Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Stock P/E 44 RoE 3.47% RoCE 4.01% Promoter Holding 5.44% Book Value ₹1.06 Price to Book Value 0.92 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .)

article thumbnail

Best Large Cap Stocks Under Rs 1000 to Watch for Long-Term in 2023

Trade Brains

Stock P/E 47 RoCE 25% RoE 20% Promoter Holding 57% Book Value ₹79 Debt to Equity 0.10 Price to Book Value 10 Net Profit Margin 9% Operating Profit Margin 17% A subsidiary of Diageo PLC, United Spirits Ltd. Stock P/E 63 RoCE 10% RoE 7% Promoter Holding 34% Book Value ₹160 Debt to Equity 0.09 Book Value ₹385 NIM 4.3%

Banking 105
article thumbnail

5 Valuation Factors for Retiring Financial Professionals to Consider When Selling Their Businesses

James Hendries

Your Client List As a financial services professional, you’ve probably spent years building up your book of business. If so, your book of business ratchets up the sale price. If so, your book of business ratchets up the sale price. This client list plays a significant role in the value of your business.