Trade Brains

NOVEMBER 26, 2023

CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). It Leverages Cloud, Integration, and automation tech that transforms its client businesses into digital and high-growth enterprises.

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. NORTON: These are portfolios that we’re creating, whether they’re individual stocks, or whether they’re multi-asset portfolios that we offer to financial advisors who in turn offer them to their clients. NORTON: They can be.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

SEPTEMBER 5, 2023

I mean, essentially what no one understood in the industry and still don’t understand today in the real estate industry is that when appraisers doing an appraisal for the buyer that’s getting a mortgage, their client is actually the bank. RITHOLTZ: Right, that’s right. MILLER: That they’re going to move their location.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 25, 2023

My first job out of law school was at a mid-sized law firm out of Princeton, New Jersey, and I would have clients who wouldn’t call when an issue arose. For most of the clients that come to us for startup work, right? HAMBURGER: So, what I realized is that people were intimidated by law firms. HAMBURGER: That was it.

Compliance 154

Compliance Wealth Management Clients Management 154