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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. There is something to be said for owning your own distribution channel,” he said.

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#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez

Nerd's Eye View

In this episode, we talk in-depth about how Vanessa engages in a multi-meeting discovery process with clients (to first understand where they stand today with regard to estate planning and intra-family communication, and then to dig deeper into what the client wants to achieve through their legacy), how Vanessa has clients consider their family values (..)

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Kitces & Carl Ep 97: Talking Clients Down From Making Politically Motivated Portfolio Changes

Nerd's Eye View

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Portfolio 246
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4 Bluechip stocks with Low DE and strong cash reserves to add to your watchlist

Trade Brains

It also serves select civilian markets, offering a range of high-tech communication and radar solutions. It offers products and services that help manage, distribute, and use electrical energy across utilities, industries, and consumer applications worldwide. Bharat Electronics Limited (BEL), with a market cap of Rs.

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Effective Implementation Of A Backdoor Roth Strategy: Detailed Nuances, IRS Form 8606 (And When It’s Even Worth Doing)

Nerd's Eye View

This is mainly because of the IRA Aggregation Rule, stipulating that when determining the tax consequences of an IRA distribution (which includes a conversion), the value of all IRA accounts will be aggregated together for the purpose of any tax calculations (turning a 'clean' backdoor Roth into a messy partial Roth conversion!).

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Stocks to Watch: Hindustan Zinc and 4 Other Stocks That Will Trade Ex-Dividend Next Week

Trade Brains

Dividends represent a portion of a company’s profits distributed to its shareholders as a reward for their investment. Tata Communications Ltd Tata Communications Limited is an India-based company that is a global digital ecosystem enabler. The dividend’s Record Date is June 19, 2025. per share, decreased around 1.13

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Weekend Reading For Financial Planners (July 13-14)

Nerd's Eye View

Also in industry news this week: 2 House committees this week advanced legislation that would halt implementation of the Department of Labor's new Retirement Security Rule, which, combined with ongoing lawsuits, threaten to derail the regulation either before or soon after it becomes effective in late September A Federal judge has put the future of (..)