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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Portfolio Income And How To Earn It

Clever Girl Finance

Portfolio income is the money you make from an investment account, and there are several ways to earn it. We’ll also go over the benefits of growing the income for your portfolio and how to deal with taxes from investments! What is portfolio income? Portfolio income is income earned from investment accounts.

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. Family structures, governance, income streams, diversification. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. Often fast.

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How To Diversify Your Investment Portfolio – A Comprehensive Guide

Trade Brains

How To Diversify Your Investment Portfolio : “Don’t put all the eggs in one basket” is a piece of standard investment advice most of us have received if we are investing in the stock market. Meaning Diversification of an investment portfolio refers to investing money into different asset classes like shares, bonds, mutual funds, etc.

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2 Stocks to buy now for an upside of up to 24%; Recommended by Trade Brains portal – June 17

Trade Brains

Additionally, the sector is regulated under the Sugar (Control) Order, which mandates stock limits, transportation norms, and controlled sales, along with the government-fixed Fair and Remunerative Price (FRP) for sugarcane. Management gave guidance on Gross Loan Portfolio (GLP) growth of 14-18% for FY26, with NIM expected to be stable at 12.6-12.8%.

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5 Stocks likely to benefit as India’s mining & construction equipment sector set to reach $45 billion

Trade Brains

Its product portfolio includes mill liners, hydrocyclones, screens, and conveyor components, all designed to enhance productivity and reduce maintenance costs for mining operations. ACE’s products are widely used in infrastructure, mining, agriculture, and industrial projects across India.

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12 Highly Liquid Investments To Have

Clever Girl Finance

This includes broadening your investment portfolio to include highly liquid investments. Not sure where highly liquid investments have a place in your portfolio? While illiquid assets can make up a very valuable part of your overall portfolio, you can't easily convert them to cash or sell them without taking a loss on the sale.

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