Trade Brains

SEPTEMBER 17, 2023

Techknowgreen Solutions IPO Review: About the Company Techknowgreen Solutions Limited was incorporated in 2001, it is an environment consulting firm that provides environment consulting services. Registrar to the Issue: Bigshare Services Private Limited. Cr Fresh Issue ₹16.72

Consulting 59

Consulting Government Compliance Clients 59

WiserAdvisor

APRIL 12, 2024

In financial services, this translates to diminishing returns in client service quality as the client base expands. In that case, you can develop a deep understanding of the financial concerns and objectives that are prevalent among retired individuals.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: So it’s Hartford HealthCare. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. And at the time, I was managing Protege Partners as a hedge fund of funds.

Management 130

Management Investments Investing Government 130

WiserAdvisor

MARCH 13, 2024

You can effectively fund your healthcare expenses, support dependents and family members, or pursue leisure activities like traveling with a well-structured investment portfolio. Pillar 2: Healthcare planning Healthcare considerations are one of the most significant financial burdens you will likely face during your golden years.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. For example, in healthcare, which we were talking about earlier, right? You have to get compliance. Do you want to be in this business? You know what I’m saying?

Valuation 159

Valuation Clients Investments Investing 159

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. SALISBURY: Well, so taking each of these, our growth equity fund really focuses on a couple of different segments, enterprise software, fintech, healthcare and consumer. You have to finish the three years. I finished the three years.

Assets 296

Assets Clients Investments Investing 296

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there. RITHOLTZ: 44, I mean, it’s there for the taking. MILLER: Right.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. It’s a changing animal.

Numbers 146

Numbers Banking Management Marketing 146

The Big Picture

MAY 16, 2023

And then we brought on our third partner, Gary Bennett, who had sold his company to SalesForce and we were doing a lot of enterprise and healthcare. So I was very heavy in financial services stock, which was a great lead gen engine. RITHOLTZ: How big was the second fund? LINDZON: 20, just two of us. RITHOLTZ: Right.

Media 287

Media Investments Investing Valuation 287

Carson Wealth

MAY 5, 2025

Healthcare and social assistance, private education, and government created 80,000 of the jobs in April (45%). Cyclical areas like construction, manufacturing, and professional and business services added just 27,000 (15%). A diversified portfolio does not assure a profit or protect against loss in a declining market.

Numbers 72

Numbers Marketing Marketing Economy 72