Wealth Management

JULY 18, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 18, 2025 1 Min Read Resonant Capital Advisors CEO and President Benjamin Dickey Resonant Capital Advisors, a $2.2 billion registered investment advisor based in Madison, Wis., based QBCo Advisory.

Accounting

Wealth Management

AUGUST 5, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com August 5, 2025 2 Min Read hocus-focus/iStock/Getty Images Plus Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has acquired another $1 billion registered investment advisor in a deal for Chesterfield, Mo.-based

Wealth Management

Wealth Management

JULY 15, 2025

The firm’s founders are two second-generation advisors breaking away from Raymond James along with their fathers. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Estate Planning

Trade Brains

JUNE 29, 2025

It also serves select civilian markets, offering a range of high-tech communication and radar solutions. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Bharat Electronics Limited (BEL), with a market cap of Rs.

Electronics

Wealth Management

JULY 31, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 31, 2025 3 Min Read Savvy Advisors, the registered investment advisor arm of platform provider Savvy Wealth , has added an advisor group managing $270 million in client assets in a first push toward bringing on larger teams alongside the solo practitioners that have fueled its growth.

Estate Planning

Financial Symmetry

FEBRUARY 20, 2025

companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla. Source: Avantis Investors is an investment advisor registered with the Securities and Exchange Commission. Magnificent 7 : Refers to seven, large U.S. August 2023.

Marketing

Wealth Management

JULY 10, 2025

About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Wealth Management

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. They need to recognize the special needs and challenges investment advisors face. With targeted marketing efforts, investment advisors can stand out.

Compliance

Trade Brains

JULY 6, 2025

One 97 Communications Ltd 3-Year Revenue CAGR: 11.53% Debt-to-Equity: 0.01 Paytm, owned by One 97 Communications Ltd, is one of India’s leading digital payment platforms. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Engineering

Wealth Management

JULY 22, 2025

Wood said he had been considering a move to a registered investment advisor in recent years. “As Related: Rise Growth-Backed Bleakley Rebrands to OnePoint BFG Wealth Partners Wood had previously advised on client assets of about $502 million and said communication and planned moves for those clients were going well so far.

Estate Planning

Trade Brains

JULY 2, 2025

With a market capitalization of Rs 434 crores, the shares of Reliance Communications Ltd are currently trading at Rs 1.57 The SBI’s decision to label Reliance Communications’ loan account as fraudulent is a big warning sign. Investors must therefore exercise due caution while investing or trading in stocks.

Communication

Midstream Marketing

NOVEMBER 8, 2024

Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance. Regular and personal email communication helps you stay on their mind.

Financial Advisor

Trade Brains

JULY 15, 2025

Synopsis: Shares of One97 Communications Ltd, the parent of Paytm, rose over 2% to Rs 999 on Tuesday, extending gains for the fourth straight session. With a market capitalisation of Rs 63,600 Crores, the share price of One 97 Communications Ltd jumped over 2% on Tuesday to hit an intraday high of Rs 999.00

Communication

Investment Writing

JUNE 18, 2025

More importantly, as an investment advisor I know that my clients will not put a lot of time into reading these letters. As an investment manager researcher, I read numerous quarterly commentaries from our sub advisors. As an investment manager researcher, I read numerous quarterly commentaries from our sub advisors.

Investments

Trade Brains

AUGUST 5, 2025

crore, the shares of One 97 Communications Ltd were trading at Rs 1,059.60 The shares of One 97 Communications Ltd have seen bearish movement after Antfin, owned by the Alibaba Group, has likely sold a 5.84 One 97 Communications Limited owns and operates the brand Paytm. Please consult your investment advisor before investing.

Communication

Trade Brains

JULY 11, 2025

The Company provides products and solutions, including asset & work management, cable accessories, capacitors and filters, communication networks, cooling systems, and others. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Retail

Wealth Management

JUNE 25, 2025

About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Wealth Management

Trade Brains

JUNE 15, 2025

The company owns, deploys, and manages a large portfolio of telecom towers and communication structures As of the latest shareholding data, Domestic Institutional Investors (DIIs) hold a 35.20 Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Healthcare

Trade Brains

JULY 13, 2025

Tata Communications With a Market capitalisation of Rs.48,786 48,786 Crore, Tata Communications closed at Rs. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Polycab India With a Market capitalisation of Rs.1,00,922

Banking

Trade Brains

JUNE 11, 2025

crores on Thursday, the shares of One 97 Communications Ltd declined by upto 10 percent, making a low of Rs. The shares of One97 Communications, the parent company of Paytm, plunged by up to 10 pecrent on June 12, 2025, marking their biggest single-day drop since February 2024. Please consult your investment advisor before investing.

Communication

Trade Brains

JUNE 14, 2025

Tata Communications Ltd Tata Communications Limited is an India-based company that is a global digital ecosystem enabler. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Wealth Accumulation

Trade Brains

JUNE 18, 2025

Vodafone Idea Vodafone Idea Limited business services provide communication solutions to global and Indian corporations, public sector and government bodies, small and medium enterprises, and start-ups. Investors must therefore exercise due caution while investing or trading in stocks. Additionally, 15.18

Pharmaceutical

Trade Brains

JULY 3, 2025

State Bank of India (SBI), India’s largest public-sector lender, has officially labelled Reliance Communications Ltd’s (RCom) loan account as “fraud.” Meanwhile, trading in Reliance Communication shares was suspended on the stock exchanges, with the last traded price closing at Rs. on 30th June on BSE. on 30th June on BSE.

Communication

Trade Brains

JUNE 12, 2025

Tata Communications Limited Tata Communications Limited was founded as Videsh Sanchar Nigam Limited (VSNL) in 1986 and was acquired by the Tata Group in 2002. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Pharmaceutical

Wealth Management

AUGUST 4, 2025

About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space.

Estate Planning

Trade Brains

JULY 20, 2025

One 97 Communications Limited With a market capitalization of Rs. crore, the shares of One 97 Communications Limited closed at Rs. One 97 Communications Limited was established in 2000 and is a leading Indian technology company based in Noida. Investors must therefore exercise due caution while investing or trading in stocks.

Financial Services

SEI

JULY 18, 2025

About Stratos Wealth Holdings Stratos is a family of companies including affiliated registered investment advisors. 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.

Investments

Trade Brains

JUNE 29, 2025

They allow two-way communication between the user and utility companies, which helps in accurate billing, monitoring, and better control of usage. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Electronics

Trade Brains

JULY 17, 2025

One 97 Communications (Paytm): Incorporated a new step-down subsidiary in Saudi Arabia under the Paytm brand. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Marketing

Trade Brains

JULY 22, 2025

Synopsis: Tata Communications has gained attention following the announcement of a strategic alliance with AWS to construct one of the biggest AI-ready networks in India. 49,469 crores, the shares of Tata Communications Ltd were trading at Rs. With an estimated investment of Rs. With the market capitalization of Rs.

Communication

Indigo Marketing Agency

JULY 2, 2025

So, if you’re not marketing your business with a repeatable marketing system online, you will not grow because most likely besties and even married couples will never get around to chatting about how awesome their financial advisor is. But we all know you still need to fill the pipeline and grow the business.

Financial Advisor

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison. 0:26 Laurent Harrison: Great.

Economics

Trade Brains

JUNE 26, 2025

The Glory Days of Reliance Communications In the early 2000s, Reliance Communications , led by Anil Ambani, was a game-changer in India’s telecom industry. Current Status of Reliance Communications As of June 2025, Reliance Communications is a shell of its former glory. The company’s market cap in June 2025 was just Rs.

Communication

Trade Brains

JUNE 20, 2025

The company designs, develops, and manufactures high-performance, future-ready products for building high-speed communication networks that carry voice, data, and video traffic from fixed-line, mobil,e and broadband networks. Investors must therefore exercise due caution while investing or trading in stocks.

Engineering

Trade Brains

JULY 4, 2025

Tech Mahindra’s FY25 vertical revenue mix: Communications leads at 33.1 Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. percent (–5.0 percent YoY), Manufacturing 17.3 percent (–1.6 percent (+4.3 percent (–0.4 percent (+4.4

Consulting

The Big Picture

MAY 13, 2025

Barry Ritholtz : you were head of strategy, product marketing, communications, like is that one job, is that four jobs? The corporate communications function at Vanguard today, you know, has evolved considerably from back in the early days. Barry Ritholtz : So, so let’s, let’s put some flesh on the bones.

Clients

The Big Picture

MARCH 25, 2025

But with me, it’s always more like I’m fascinated by the thought or the message that’s being communicated. And actually you might remember I started the first online investment advisor called Net Folio. Absolutely correct. That’s what I want people to focus on. You know, Banksy had a really funny quote.

Management