Nerd's Eye View

JANUARY 13, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.

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Good Financial Cents

FEBRUARY 16, 2023

Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. In this article, we will specifically look at diversifying your portfolio through investments in artwork. Now that you have a better understanding of artwork investing as a whole, let’s discuss adding art to your investment portfolio.

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Nerd's Eye View

AUGUST 1, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Catchlight offers up a new system that scans information about prospects online to determine which ones are ‘qualified’ and worth pursuing further.

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WiserAdvisor

AUGUST 18, 2023

Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products. This might be concerning if you have a smaller investment portfolio or seek one-time financial advice.

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Trade Brains

FEBRUARY 28, 2024

There are around 400 SKUs in its biscuits category product portfolio, which includes a large range of cookies, creams, crackers, and digestives. To promote sales, MBFSL has also raised the number of feet on street (sales people who serve and monitor distributors) from 900 in March 2023 to 1,200. Bector’s Cremica flagship brand.

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Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

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Dear Mr. Market

NOVEMBER 17, 2023

Diversification : ETFs offer investors the ability to diversify their portfolios by gaining exposure to a broad range of assets, sectors, or regions. The numbers don’t lie. While not all mutual funds are horrible, the facts above are a major reason why we, at My Portfolio Guide, LLC , will hardly ever use a mutual fund.

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ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio. After a limited number of password attempts, a user can permanently lose access.

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Random Roger's Retirement Planning

NOVEMBER 13, 2023

Vanguard offers annuities that supposedly don't have the insanely high commissions that most other annuities have (the surrender fee is the commission). Portfolio growth will take care of the inflation adjustment but occasionally you'd have to get by taking less out. Would putting $200,000 into an annuity kick out $16,000/yr?

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Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

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ClearMoney

FEBRUARY 22, 2022

Invariably, the question behind the question is, “Should I be doing something different in my portfolio?” If only we could find them, our portfolios would do so much better. How would her hypothetical portfolio have performed over the past 50 years following this simple annual readjustment strategy? Consider Felicity Foresight.

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International College of Financial Planning

SEPTEMBER 3, 2021

They may charge for their services either on a commission basis or hourly rates. However, our advice is to trust financial planners who either take a flat annual fee or charge per hour for managing your portfolio instead of charging a commission on every stock they buy or sell. How to Compensate Financial Advisors? Objectivity.

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Trade Brains

OCTOBER 18, 2022

The Company has 38 individual and 13 group products in its portfolio, and 7 optional rider benefits, as of September 2021. The number of senior citizens as a percentage of the total population has been increasing. Commission Expense ratio. HDFC Life’s Commission expense increased by 14% from ? years in 2060.

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Sara Grillo

OCTOBER 31, 2022

Any financial advisor who is registered as an advisor with a regulator has to fill out this form for initial approval by either a state or a Federal (the United States Securities and Exchange Commission) regulator. You should check the advisor’s CRD number and see if it matches what they sent you. Securities and Exchange Commission.

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Brown Advisory

JANUARY 17, 2024

One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you. Statistically, these are known as Type 1 errors of commission (or inclusion) having fallen for a false positive signal.

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WiserAdvisor

OCTOBER 28, 2022

Brokers are very welcoming when you set up an account, especially a long-term plan like the IRA that can offer them a commission for years. An IRA can charge a number of fees, such as the account opening fee, maintenance and advisory fees, transaction fees and commissions, etc. You can review your portfolio multiple times.

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Inside Information

APRIL 1, 2024

Broker-dealers live off of the activities of their affiliated reps; they facilitate the transactions and asset management for a percentage of the commissions and fees that advisors/reps receive from their clients. The BD doesn’t control prices charged to clients except to the extent that it facilitates commissions.

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Aleph

APRIL 4, 2022

They were at the same price at the contest end, thus losing the commissions on both sides, and this was when commissions were high, prior to deregulation. Though not “working” she was making more off the family portfolio than my Dad was earning off his business. I had a CTA in my portfolio. This is alpha, not beta.”

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Zoe Financial

APRIL 26, 2023

Likewise, when facing turbulent times, a portfolio should have some assets designed to protect it. In this blog post, we will explore six asset classes that can help protect your investment portfolio just like there are defensive chess strategies to keep the king safe. Short-term bonds may be a hedge in turbulent times.

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. If you’re going out for 20 year term, who cares what the commission is?

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Good Financial Cents

AUGUST 12, 2023

EXPERT TIP: Consider starting small and gradually building your passive income portfolio. This includes wages from a job, salaries, hourly payments, commissions, and tips. The major limitation of active income is its direct correlation to time; you can only work a certain number of hours in a day, thus capping your earning potential.

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ClearMoney

JANUARY 4, 2022

In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand. Bitcoin and many other cryptocurrencies continued rising, prompting many investors to wonder whether this new form of electronic money deserves a place in their portfolios.

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Trade Brains

SEPTEMBER 28, 2023

Abdul Karim Telgi Scam : The story of Abdul Karim Telgi, known to many as Karim Lala , is one of “Rag to Riches” built on the foundations of a scam so huge that the official number are not confirmed. However, he would always discover that the police were tracking his phone, at which point he would change his number.

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Trade Brains

DECEMBER 8, 2023

Its product portfolio comprises various types of fertilizers, crop protection chemicals, speciality nutrients, and biopesticides. While Coromandel Internationals has reported net profits in greater numbers, the 4-year profit CAGR of Fact Ltd is better. The company has invested in the SAP 3 Project which is to be commissioned in FY2024.

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Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We need to view the complete portfolio; it is not just a collection of 30-40 great companies.

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Trade Brains

SEPTEMBER 20, 2023

The company’s Business verticals include The Build Own Operate Transfer (BOOT) model, the Engineering Procurement and Commissioning (EPC) model and the Supply of Key Equipment. The company is dependent on a limited number of customers for a significant portion of its revenue. What do think the future holds for the company?

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The Irrelevant Investor

FEBRUARY 18, 2019

Commissions have come way down and have gone to zero in many cases. Also, I'm guessing that computerized trading is drastically skewing these numbers. Technology has provided investors with instant access to their portfolios. With the click of a button, you can own hundreds or thousands of stocks for free.

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Park Place Financial

NOVEMBER 29, 2022

Securities and Exchange Commission. Lower exchange risk: Incorporating structured products into your portfolio helps you. registered branch address and phone number is included with the material. Structured. products have existed in the global finance arena for years, but have recently gained more. What Are Structured Products?

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Trade Brains

JULY 23, 2023

It has a portfolio of 137 API products with 26 more products in the pipeline. This can be gauged from the fact that the nation accounts for the most number of DMFs applied in the United States at 15%. Furthermore, it is not just the recent financial year, Glenmark Life Sciences has remained debt free for a considerable number of years.

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The Better Letter

DECEMBER 15, 2022

As I write this TBL, the S&P 500 is getting crushed and (using very rough numbers) is down 18 percent year-to-date. Based on the above, nobody should be surprised that 2022 looks like it will be the worst year for the classic 60:40 portfolio since 1937’s -22 percent. Using very rough long-term return numbers (9.5%

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ClearMoney

SEPTEMBER 24, 2021

You’re forgetting that diversification—spreading your investments across a large number of companies—is a powerful way to minimize risk. You’re much more likely to “lose it all” with concentrated investments than with a well-diversified portfolio. When it comes to personal goals, everything has a tradeoff. Fama and Kenneth R.

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Clever Girl Finance

SEPTEMBER 11, 2023

In order to make investing more accessible to all, they got rid of trade commissions entirely in 2019 ! Schwab intelligent portfolios Schwab Intelligent Portfolios is a robo-advisory service that creates diversified portfolios based on how risk averse you are and your goals. Is Charles Schwab good for beginners?

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Harness Wealth

MARCH 9, 2023

Though these numbers may seem impressive on their own, Reddit still lags far behind other social platforms like Facebook, Snapchat, Twitter, and others, whose advertising revenues all already surpass $1 billion per quarter. Securities and Exchange Commission (SEC). What should Reddit shareholders do?

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Good Financial Cents

JANUARY 26, 2023

You’ll need to carefully manage your budget, invest in efficient high-yielding assets , and review the numbers regularly so you can work towards retiring at a reasonable age without sacrificing your lifestyle along the way. The service automatically rebalances your portfolio to keep you on track to your goals.

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Trade Brains

NOVEMBER 24, 2023

The SaaS companies in India saw growth of 2x in global market share as well as in the number of internet users. Recent Competition Commission of India rulings against Google may help to increase market share and presence for its business, as well as open up new opportunities as a home-grown business. crore in FY23 as compared to Rs.

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Trade Brains

JANUARY 27, 2024

(Source: Company Investor presentation Q2FY24) In Q2 FY24, the company signed a contract with Gujarat Metro Rail Corporation Limited (GMRCL) for the Design, Manufacture, Supply, Testing, Commissioning & Training of 72 numbers of Standard Gauge Cars for the Surat Metro Rail Phase-I Project with an order value of approximately Rs.

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Inside Information

FEBRUARY 1, 2024

Mutual fund companies, particularly those that paid commissions, would recommend their own products, and all of them recommended savings rates beyond what would actually be needed. All Merrill had asked for was that whatever portfolio the software recommended absolutely must include an allocation to one or more of Merrill’s in-house funds.

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