Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

MARCH 24, 2023

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

Financial Planner 245

Financial Planner CFP Certification Education 245

Nerd's Eye View

FEBRUARY 10, 2023

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

Financial Planner 246

Financial Planner CFP Certification Retirement Planning 246

Indigo Marketing Agency

JUNE 12, 2025

5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients As a financial advisor, you’re not looking to work with just anyone. You want your marketing strategies for financial advisors to connect you with the right clients. A good marketing plan does it every time.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Financial Planner 242

Financial Planner Certification CFP Clients 242

Trade Brains

JUNE 11, 2025

percent market share in the electricity market is in focus after its share fell by 10.21 percent following the reports of market decoupling, that is, introducing a single clearing price across all exchanges. With a market capitalisation of Rs. With a market capitalisation of Rs. This Monopoly Stock with 84.20

Marketing 59

Marketing Marketing Certification Electronics 59

The Big Picture

AUGUST 1, 2022

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. Amazon was never going to maintain a 50% market share of online retailing growth forever; I suspect 2020 accelerated the growth of its retail competitors’ online businesses substantially.

Advertising 361

Advertising Retail Electronics Insurance 361

Trade Brains

JUNE 14, 2025

They have steady sales, profits, good cash flow, and a strong position in the market. Indian Energy Exchange Limited With a market capitalization of Rs. Force Motors Limited With a market capitalization of Rs. AGI Greenpac Limited With a market capitalization of Rs. per share, down by 1.66 per share, up by 3.38

Manufacturing 66

Manufacturing Pharmaceutical Certification Investments 66

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education 246

Education CFP Certification License 246

Tobias Financial

AUGUST 17, 2023

Are you considering opening a certificate of deposit (CD) account? With the current market trends offering favorable rates and increased interests in CDs, it’s important to make an informed decision that aligns with your financial goals.

Certification 52

Certification Accounting CFP Investments 52

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

SEPTEMBER 26, 2022

In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service. The financial advisory industry is not immune to the same problems faced in Akerlof’s used-car market.

Financial Advice 130

Financial Advice Financial Planner License Marketing 130

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Nerd's Eye View

JUNE 7, 2024

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 (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

International College of Financial Planning

OCTOBER 26, 2023

Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Trade Brains

JUNE 15, 2025

Strong demand for the company’s wide range of goods and services across several markets drove its FY25 revenues of Rs 4,492 crore, a 12% YoY increase. Centrifugal pumps account for over 66% of the market, whereas retail pumps hold a solid 15% share, small and medium-sized pumps 25%, and big pumps 40%. of domestic revenues.

Manufacturing 94

Manufacturing Healthcare Banking Retail 94

International College of Financial Planning

JANUARY 18, 2023

Overview of CFP New Framework The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. He discussed his insights.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Trade Brains

JUNE 9, 2025

It shows how the stock market is performing overall. It helps investors understand the market and is also used to create mutual funds and do trading. Investments in securities are subject to market risks. These companies are from different sectors like banking, IT, energy, and more.

Certification 59

Certification Investment Advisor Consulting Investments 59

International College of Financial Planning

OCTOBER 26, 2023

Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. Marketing Yourself: Build, nurture, and shine. Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Trade Brains

JUNE 6, 2025

This trend suggests robust underlying business performance and could indicate promising investment opportunities within this dynamic market segment. With the market capitalization of Rs. It is registered as a Depository Participant with both NSDL and CDSL With the market capitalization of Rs. percent and its ROE stands at 57.5

Manufacturing 52

Manufacturing Certification Engineering Investments 52

Trade Brains

APRIL 25, 2023

List of Must know websites for Indian stock market Investors : The Internet is full of stock market websites and resources. You can find thousands of stock analysis websites based on the stock market and tons of market information out there for free. 7 Must-Know Websites for Indian Stock Market Investors 1.

Marketing 98

Marketing Marketing Numbers Investments 98

Trade Brains

NOVEMBER 17, 2023

Best Stock Market Courses For Indian Market : The stock market is a dynamic environment where businesses raise capital, and individuals seek to grow their wealth. Whether you are a seasoned pro or a curious beginner, the stock market offers an abundance of opportunities. Stock Market Investing Masterclass by FinGrad.

Marketing 59

Marketing Marketing Certification Risk Management 59

Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. Top 7 Derivatives Trading Courses Here is the list of Top 7 Derivatives Trading Courses for traders offered by stock market academies in India.

Certification 105

Certification Risk Management Education Management 105

WiserAdvisor

MAY 29, 2025

A long-term perspective allows you to ride out market volatility, avoid impulsive decisions, and benefit from the natural growth of your investments over time. Exchange-traded funds (ETFs) : ETFs are a popular choice for beginners because they offer broad market exposure without choosing individual stocks.

Accounting 59

Accounting Wealth Accumulation Investments Investing 59

eMoney Advisor

FEBRUARY 8, 2023

Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients. If you’re finding that your marketing has taken a back seat to everything else you have going on, you’re not alone. It’s hard to know where to begin.

Marketing 81

Marketing Marketing Clients Certification 81

Trade Brains

JUNE 10, 2025

Market Recap June 9th, 2025 The Nifty 50 completed the day flattishly after opening above the 20-day EMA in the daily time frame at 25,196, peaked at 25,199.30, and closing at 25,104.25. This was mostly because investors were booking profits because the markets had been trending optimistically in the days after the RBI rate cut.

Banking 59

Banking Certification Investments Investing 59

Trade Brains

APRIL 12, 2023

In this post, we are going to discuss the biggest and largest stock exchanges in the world by the total market cap of all listed companies. North Korea (expected), Afghanistan, and Cuba are part of the few countries that do not have a stock market! It is one of the powerful ingredients of the financial market. Did you know?

Marketing 105

Marketing Marketing Electronics Government 105

Good Financial Cents

AUGUST 11, 2022

Ad Robo-Advisors move with the market to ensure your investments. What I’ve seen from do-it-yourselfers, especially over the past couple of years, is they often don’t have a clue and just throw money into the market. Certificates of Deposit (CDs). Ads by Money. We may be compensated if you click this ad.

Investments 110

Investments Investing Marketing Marketing 110

Trade Brains

APRIL 12, 2023

List of Key terms in share market to learn: After learning the basic rules in billiards, a game I’ve wanted to play forever, I was thrown into a conversation at the table where half of the lingo flew straight over my head. What is the Stock Market? What is the Stock Market? did not make it any easier. Let’s get started !

Marketing 98

Marketing Marketing Accounting Investments 98

Trade Brains

JUNE 18, 2025

Asian markets ended the day with mixed results, and the US markets also closed the day down due to global uncertainties. Market Recap June 18th, 2025 Indian markets opened on a weak note and remained under pressure throughout Wednesday’s session, weighed down by persistent geopolitical tensions that kept investors on edge.

Banking 59

Banking Investments Investing Certification 59

Trade Brains

JUNE 15, 2025

The outcome was market consolidation, coupled with increased valuations of local stocks and new worries that the US will apply unilateral tariffs in the coming weeks. On Friday, the market saw severe weakness, but it managed to display an upward comeback from the lowest levels in the closing moments. in the US market.

Banking 59

Banking Investments Investing Certification 59

MarketWatch

MARCH 17, 2023

Shareholder approval would amend Bed Bath & Beyond’s certificate of incorporation to carry out “a reverse stock split of the Company’s common stock, par value $0.01 Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Shares tumbled 19% after hours.

Retail 98

Retail Certification Planning Marketing 98

Trade Brains

JUNE 10, 2025

The company has a 77% market share in India’s primary zinc sector and supplies to more than 40 nations. With a 77% market share, it maintained its leading position and posted its highest-ever domestic zinc sales of 603 kt. points, among the Asia-Pacific markets. Investments in securities are subject to market risks.

Financial Services 72

Financial Services Investments Investing Certification 72

Trade Brains

JUNE 13, 2025

Liquid funds are short-term debt mutual funds that allocate investments to instruments such as treasury bills, commercial papers, and certificates of deposit, all having a maturity period of up to 91 days. AUM & Liquidity: Larger funds have an easier time managing redemptions when the market is under stress. What Are Liquid Funds?

Planning 59

Planning Portfolio Certification Investments 59

MainStreet Financial Planning

MARCH 29, 2023

If you want your money to be completely liquid, consider high yield savings accounts, money market accounts or money market mutual funds. Money Market mutual funds Money market funds are investment products that allow consumers to earn interest in a lower-risk environment than the stock market.

Certification 98

Certification Accounting Banking Insurance 98

Nationwide Financial

JUNE 9, 2023

From 2010-2019, the average interest rate on a one-year certificate of deposit was about.5%, Do a quick Google search and you’ll find multiple offers of annual percentage yield (“APY”) on certificates of deposit of more than 5%. This allowed the Federal Reserve to leave interest rates low. 5%, never even topping 1%.

Retirement 98

Retirement Clients Certification Taxes 98

Trade Brains

JUNE 15, 2025

India’s mining and construction equipment (MCE) sector is on track for remarkable growth, with its market size expected to nearly triple from the current USD 16 billion to USD 45 billion by 2030, according to a Vision Report by the Confederation of Indian Industry (CII) Kearney report.

Engineering 59

Engineering Manufacturing Certification Economy 59