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For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investmentadvisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.
Mason, who ran Rubicon Wealth Management, a registered investmentadvisor in Gladwyne, Pa., and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ. Mason was also ordered to pay nearly $25 million in restitution to his victims and nearly $2.4 million to the IRS.
For managing a single portfolio size of INR 100 Cr, he gets commission in the range of INR 1-1.5 For the uninitiated, the traditional wealth management industry is based on generating commissions by selling investment products. Therefore, having an advisor by their side whom they can rely upon is highly valued.
Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investmentadvisors too, meaning they have a legal duty to act in the clients best interest. Independent firm.
Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan.
Source: Avantis Investors is an investmentadvisor registered with the Securities and Exchange Commission. Focus on Horizon: Tuning Out the Noise with Valuations and Returns. August 2023. Diversification does not assure a profit, nor does it protect against loss of principal. Download this blog post as a PDF
. __ Source: Dimensional Fund Advisors Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
One of the biggest challenges that most investmentadvisors face involves not just getting found online via search engines like Google, but getting found by the right audience at the right time – meaning a local one. A lot has changed even in the 40 years since the InvestmentAdvisor’s Act was last amended.
This transaction was promoted as the largest cross border investment in the Indian banking sector, subject to regulatory approvals from the Reserve Bank of India and the Competition Commission of India. Investors must therefore exercise due caution while investing or trading in stocks. tariffs and shifting global capital flows.
Disclosure : Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
Also read… Will Petrol prices come down across India after OMCs hike in dealer commission? Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing.
Chief Minister Devendra Fadnavis announced that the Maharashtra Electricity Regulatory Commission (MERC) has accepted MSEDCL’s(Maharashtra’s leading electricity distribution utility) proposal. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing.
Disclosure : Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
Securities and Exchange Commission (SEC) and has initiated operations via a UTI International subsidiary. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing. Overall digital purchases surged to 49.14 lakh, up 29.86
JSW Hydro challenged this demand, arguing that the Central Electricity Regulatory Commission’s (CERC) Tariff Regulations cap the amount of free power supplied to the home state at 13 percent. Investors must therefore exercise due caution while investing or trading in stocks.
DISCLOSURES Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
About Stratos Wealth Holdings Stratos is a family of companies including affiliated registered investmentadvisors. Stratos supports a network of independent financial advisors by providing flexible affiliation models, including a hybrid option, and practice management consulting, operations, IT, and compliance services.
Delhivery: Received Competition Commission of India approval for acquiring Ecom Express. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing. EMS: Bagged an electrical works order worth Rs 19.46
Disclosure : Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
Elecon Engineering Company Limited is involved in the design and manufacturing of industrial gears and material handling equipment, and is also involved in providing erection and commissioning solutions for its products. Investors must therefore exercise due caution while investing or trading in stocks. percent stake in the company.
About the company Winsol Engineers Limited is into procurement, integrated engineering, commissioning services, and construction. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing. percent, and public holdings stood at 26.27
Ambuja Cements, ACC : Subsidiary ACC has successfully commissioned a brownfield grinding unit project at its Sindri Plant in Jharkhand, with a capacity of 1.5 Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing.
The project is to be commissioned within 18 months from the effective date of the agreement. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing. Financials & Others The company’s revenue rose by 12.1 percent from Rs.
And actually you might remember I started the first online investmentadvisor called Net Folio. We are now commissioning documentaries with some younger talent that isn’t really bound up by the way Hollywood currently does things. 00:45:06 [Speaker Changed] Yeah, yeah. That’s right. In 1999, 2000.
Kore Digital Limited was established in 2009 and is engaged in providing passive telecommunication infrastructure services, including installing and commissioning poles, towers, and optical fibre cable systems for telecom operators, broadband service providers, and ISPs in Maharashtra. Please consult your investmentadvisor before investing.
Synopsis : Atishay Ltd saw a 7% increase in stock price following a new order from the Karnataka State Election Commission for a period of 5 years. Work Order The Karnataka State Election Commission has given Atishay Limited and its partner Gundal Business Pvt. Please consult your investmentadvisor before investing.
DISCLOSURE : Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
The company anticipates commissioning the Roaster plant in Q1 FY26, currently processing 160,000 tons of zinc ore annually. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing.
Source : Dimensional Fund Advisors. Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
WABAG was given a Rs 145 Crore order by Chennai Petroleum Corporation Limited to design, engineer, supply, fabricate, install, and commission desalination water pipes between the CPCL Manali Refinery and the CPCL Desalination complex in Kattupalli. Investors must therefore exercise due caution while investing or trading in stocks.
Also read: IT stock jumps 7% after receiving contract from Karnataka State Election Commission Looking forward to the company’s financial performance, revenue decreased by 65 percent from Rs 179 crore in Q4FY24 to Rs 63 crore in Q4FY25. Investors must therefore exercise due caution while investing or trading in stocks.
crore shares to First Energy to support renewable energy investments. Power Grid Corporation of India : Commissioned the ER-WR inter-regional transmission link through its arm Powergrid ERWR. Investors must therefore exercise due caution while investing or trading in stocks. Thermax : Subsidiary First Energy 11 allotted 8.4
crore, to be recovered over 12 years post-commissioning. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing. The total project value, including GST, stands at Rs 212.31
The Competition Commission of India (CCI) granted unconditional approval for the acquisition and Open Offer on 17th June 2025. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing.
Its operations span across wind farm development, erection, and commissioning. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing. With a market capitalization of Rs. crores, the company reported a debt-to-equity ratio of 0.30
The company is responsible for the Design, supply, installation, and commissioning of on-grid rooftop solar systems, with individual capacities ranging from 1 kW to 500 kW and has to be executed within five Months from the issuance of the work Order. Investors must therefore exercise due caution while investing or trading in stocks.
The company has completed a diverse range of projects since FY21, including the supply, laying, jointing, testing, and commissioning of 1500 mm dia PCCP pipes in Kanpur; trenchless sewer line installations ranging from 150 mm to 1200 mm in Moradabad; and the construction of an 88 km sewerage network in Patna.
Tobias Financial Advisors is registered as an investmentadvisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Download the checklist here.
EU Commission President Ursula von der Leyen said the move aims to strike at the core of Russia’s war economy. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing.
Suzlon will handle the entire project, from equipment supply and installation to commissioning and long-term operations and maintenance services. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investmentadvisor before investing.
This significant increase reflects the company’s accelerated commissioning efforts and highlights its strong execution capabilities in scaling up renewable energy infrastructure within a short span. Investors must therefore exercise due caution while investing or trading in stocks. MW, marking a substantial growth of 110.9%
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