Trade Brains

JUNE 15, 2025

It offers a comprehensive range of HR services, including staffing solutions (temporary and permanent), payroll processing, regulatory compliance, vocational training, and assessments. Medi Assist manages health benefits for employers, retail members, and public health schemes, primarily serving insurance companies.

Healthcare 66

Healthcare Insurance Recruitment Transportation 66

International College of Financial Planning

JULY 9, 2025

With the amount of money coming in, there is going to be a lot of importance on compliance associated with advisory. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

CFP 40

CFP Wealth Management Certification Asset Allocation 40

Trade Brains

JUNE 16, 2025

Non-compliance with these regulations may pose operational risks for the company. Apart from the microloans, it is also increasing its portfolio by providing retail finance products to existing customers. Management gave guidance on Gross Loan Portfolio (GLP) growth of 14-18% for FY26, with NIM expected to be stable at 12.6-12.8%.

Retail 59

Retail Sales Portfolio Certification 59

Trade Brains

JUNE 17, 2025

The decision to exclude a stock from F&O contracts can be based on various factors, including low liquidity, high volatility, or non-compliance with regulatory requirements. However, the exchanges periodically review and reassess the eligibility of stocks for inclusion in F&O trading.

Retail 52

Retail Banking Manufacturing Electronics 52

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% The September retail and food services sales data underlined the economy’s momentum. Overall retail sales and food services rose at an annualized pace of 8.6% After adjusting for inflation, retail and food service sales were up 5.7%. in the third quarter.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

AUGUST 19, 2024

Recession Narrative Fades on Strong Retail Sales As long as employment is strong, consumer spending will be strong. Those numbers were the underpinning of a large upside surprise in July retail sales. Headline retail sales came in at 1.0% Those numbers were the underpinning of a large upside surprise in July retail sales.

Retail 96

Retail Marketing Marketing Sales 96

Carson Wealth

NOVEMBER 27, 2023

In fact, retail sales and food services are running at 5% above pre-pandemic trends, with no sign of slowing down. According to S&P Market Global, retail investors sold stocks last month like rarely in history. Retail investors sold stocks to the tune of $15.6 stock prices in a year was the lowest it had been in 2023!

Marketing 96

Marketing Marketing Manufacturing Economy 96

Carson Wealth

JULY 24, 2023

Consumption was Strong Retail sales rose at a 4.7% Core retail sales, excluding categories such as vehicle and gas station sales, rose at a 6.3% Even after adjusting for inflation, “real” retail sales rose at a 1.9% A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 98

Marketing Marketing Economy Retail 98

Trade Brains

SEPTEMBER 22, 2024

LICHF’s product portfolio includes plot loans, home loans, home improvement, construction and extension loans, loans against property and refinance home loans, among others. Bajaj Housing focuses on retail housing loans for individuals. Most of their portfolio consists of salaried customers with low risk.

Assets 96

Assets Portfolio Retail Planning 96

Carson Wealth

SEPTEMBER 18, 2023

At the same time, we do not expect Fed members to even hint that they’re thinking about cutting rates any time soon, especially since the economy continues to show strength, as evidenced by relatively strong retail sales and industrial production data last week.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

JUNE 23, 2025

Powell was quite explicit in saying that they’re waiting to understand what will happen with tariff inflation, because somebody has to pay for the tariffs, whether it’s the manufacturer, the exporter, the importer, the retailer, and/or the consumer. He noted that each one of them is going to try not to be the one to pay for the tariffs.

Marketing 78

Marketing Marketing Investing Investments 78

Trade Brains

SEPTEMBER 26, 2024

NSE also oversees compliance by its members and listed companies with relevant rules and regulations. Retail investor participation is low, and low free float levels have transformed the market into a para. Growing retail investor participation 4. It also includes indices, market data feeds, and financial education offerings.

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

NOVEMBER 21, 2023

crores on June 22 Reason for imposing the penalty is for non-compliance with certain directions issued by RBI on ‘Loans and Advances – Statutory and Other Restrictions’ and the Advisory on ‘Man in the Middle (MiTM) Attacks in ATMs’ (the Advisory). Canara Bank Penalty imposed: ₹2.92 Bank of Maharashtra Penalty imposed: ₹1.45

Government 59

Government Banking Compliance Accounting 59

Carson Wealth

JUNE 10, 2024

Expectations were low mostly because we had received some disappointing April data recently that suggested the consumer may be weakening, including retail sales, disposable income, and services consumption. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

SEPTEMBER 23, 2024

Amongst other things, the August retail sales report showed that online sales grew at an annualized pace of 15% over the past three months. Full disclosure: we’re overweight these areas of the equity market in our model portfolios. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Economics 96

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. Just really, really interesting. I found this conversation to be really fascinating.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” We have retail clients. BERRUGA: Yeah.

Clients 162

Clients Investing Investments Management 162

Trade Brains

OCTOBER 31, 2023

ESAF Bank offers a range of products including micro loans, retail loans, MSME loans, loans to financial institutions, and agricultural loans. Micro Loans and some retail loans are at a higher credit risk as they are not supported by collateral. million customers. The bank manages assets worth 16,331Cr. In Closing ESAF Bank, with a 27.6%

Banking 59

Banking Retail Financial Services Assets 59

Carson Wealth

OCTOBER 14, 2024

However close to a quarter of the PPI basket that excludes food and energy is made up of “trade services,” which actually measures profit margins for retailers and wholesalers. The good news is that as of September, profit margins for retailers/wholesalers were up 1.6% This is more evidence that inflation has normalized.

Marketing 96

Marketing Marketing Numbers Food 96

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Clients 147

Clients Assets Investing Investments 147

Brown Advisory

JUNE 14, 2017

Municipal SMAs: Behind the Velvet Rope of Regulation achen Wed, 06/14/2017 - 09:19 At an increasing pace, retail municipal bond investors are shifting money to professional managers via mutual funds or separately managed accounts. This is why we believe that competent research and portfolio management are so important today.

Compliance 52

Compliance Retail Clients Insurance 52

Brown Advisory

JUNE 14, 2017

At an increasing pace, retail municipal bond investors are shifting money to professional managers via mutual funds or separately managed accounts. Even for dealers still transacting with non-SMMPs, certain deals that might have value may not pass muster with compliance departments. Municipal SMAs: Behind the Velvet Rope of Regulation.

Compliance 52

Compliance Retail Clients Insurance 52

Trade Brains

SEPTEMBER 13, 2024

The Indian equities market is heavily impacted by Foreign Institutional Investors (FIIs) and Foreign Portfolio Investors (FPIs). KFin Technologies leverages cutting-edge technology to enhance efficiency and ensure compliance, offering a range of services tailored to the needs of the financial sector. Price to Earnings Ratio 71.53

Wealth Management 59

Wealth Management Banking Management Portfolio 59

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Retail sales and food services rose 0.7% That has played out exactly as history suggested. Here’s a quick recap.

Marketing 52

Marketing Marketing Economy Retail 52

Trade Brains

AUGUST 5, 2024

The company offers a suite of products including warehouse management, order management, and omni-channel retail management systems. Unicommerce eSolutions IPO Review – About The Industry The eCommerce enablement SaaS industry provides solutions for online retail operations. The Indian retail market is expected to reach US$1.3-1.4

eCommerce 52

eCommerce Retail Clients Management 52

Trade Brains

SEPTEMBER 24, 2024

As Nazara forges ahead, it not only enhances its portfolio but also creates new opportunities for aspiring gamers and creators in an ever-expanding digital landscape. Nazara Technologies Limited aims to tap into proven business models and expand its portfolio across diverse gaming segments, which include eSports and skill-based gaming.

Advertising 52

Advertising Portfolio Media Digital Media 52

Trade Brains

MARCH 11, 2024

Operating Profit Margin (%) 49.67% Net Profit Margin (%) 44.36% Large Cap Stocks With High NPM #2 – Oracle Financial Services Oracle Financial Services Software Limited is a subsidiary of Oracle, a world leader in providing financial technology solutions across retail banking, corporate banking, risk, financial crime, and compliance management.

Banking 59

Banking Financial Services Retail Sales 59

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Retail sales rebounded in April. A diversified portfolio does not assure a profit or protect against loss in a declining market. The S&P 500 hit a new 2023 high last week, not quite reaching the key 4,200 mark.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

APRIL 8, 2024

Payroll growth in the goods-producing sector, along with retail trade and leisure and hospitality, saw 109,000 jobs created in March. A diversified portfolio does not assure a profit or protect against loss in a declining market. However, cyclical areas are bouncing back. That alone is almost enough to keep up with population growth.

Marketing 96

Marketing Marketing Valuation Economy 96

Trade Brains

JULY 17, 2024

It also aids in compliance with regulatory requirements and best practices in corporate governance. Their portfolio is broadly diversified into the sectors like transport & logistics, energy & utilities, and emerging businesses. Furthermore, understanding KMP salaries is critical for financial planning and governance.

Government 52

Government Economy Transportation Distribution 52

Trade Brains

SEPTEMBER 20, 2024

Nazara’s portfolio includes interactive gaming, and eSports through popular brands like the World Cricket Championship, CarromClash, Kiddopia, Nodwin, and Sportskeeda. Strategic acquisitions, like WildWorks for gaming and Datawrkz for ad tech, will further enhance Nazara’s product portfolio and geographical footprint.

Government 52

Government Education Marketing Marketing 52

Trade Brains

APRIL 2, 2023

The growing costs within China (capital, operational, compliances) and Chinese factories closing due to environmental concerns. Apart from this the company also has major brands like M-Seal, Fevikwik, Fevistik, Roff, Dr. Fixit, Fevicryl, Motomax, Hobby Ideas, and Araldite in its portfolio.

Pharmaceutical 52

Pharmaceutical Manufacturing Sales Economy 52

Wealth Management

JUNE 24, 2025

By buying and selling options on the underlying portfolio, like a structured product, these ETFs promise to let investors realize market gains while still getting protection when they fall. Even institutional investors are buffing up their portfolios. Number 8860726. They did what they were supposed to do,” Innovator’s Day said.

Marketing 189

Marketing Marketing Wealth Management Estate Planning 189

Carson Wealth

AUGUST 28, 2023

Retail sales are up just 2.5% A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01883303_082823_C The post Market Commentary: Volatility Is the Toll We Pay appeared first on Carson Wealth. and financial markets. In short, China’s economy is in trouble.

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

DECEMBER 12, 2022

“It comes down to the client’s needs, what the strategy is going to provide for the client, and then we look at how we can efficiently affect how those costs hit that client in their portfolio.” – Charles King. He spent 10 years there managing billions in assets for institutional and retail clients. Derek Robinett.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Trade Brains

SEPTEMBER 11, 2024

The company is a retail broking house based in India. With a commitment to brand building and regulatory compliance, Angel One is well-positioned for sustained growth in the evolving fintech landscape. The company has diversified its portfolio, focusing on residential, commercial, and hospitality projects. Thakkar founded it.

Manufacturing 52

Manufacturing Clients Planning Marketing 52

Brown Advisory

DECEMBER 5, 2023

Directors and corporate leadership are accountable well beyond mere compliance to address issues of transparency, trust, ethics, diversity and inclusion, and stakeholder engagement. Governance agendas are broadening to address consumer and investor pressures and expectations. ESG has often been described as a "movement" in the media.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52