Abnormal Returns

JUNE 20, 2023

wsj.com) FTX's legal, consulting and financial services providers are raking it in. (investingmotherlode.com) What the CIA can teach investors. behaviouralinvestment.com) Crypto A new exchange backed by Citadel, Fidelity and Charles Schwab ($SCHW) has launched.

Financial Advising 245

Financial Advising Financial Services Consulting Media 245

Nerd's Eye View

NOVEMBER 29, 2022

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Estate Planning 246

Estate Planning Financial Advisor Clients Financial Services 246

NAIFA Advisor Today

JANUARY 6, 2025

The J anuary issue of the Journal of Financial Service Professionals has arrived, and its a must-read for anyone in the financial services community. For over 75 years, the Journal has been recognized as one of the best and most prestigious publications in the financial services field.

Financial Services 52

Financial Services Retirement Consulting Numbers 52

Trade Brains

JUNE 18, 2025

Mahindra & Mahindra Financial Services Ltd Mahindra & Mahindra Financial Services Limited is a non-banking financial company (NBFC). Please consult your investment advisor before investing. Additionally, 15.44 percent is owned by public investors, 3.41 percent is held by the Government, and 25.57

Pharmaceutical 59

Pharmaceutical Financial Services Manufacturing Government 59

Trade Brains

NOVEMBER 3, 2024

Mahindra & Mahindra Financial Services M&M Financial Services demonstrates consistent performance through steady net interest income growth. Please consult your investment advisor before investing. Their consistent performance reflects robust business fundamentals and effective growth strategies.

Financial Services 59

Financial Services Risk Management Portfolio Distribution 59

Trade Brains

JUNE 17, 2025

A leading player in the life insurance sector, this financial services stock is backed by one of India’s prominent business conglomerates. With market capitalization of Rs 54,647 Crores, the shares of Max Financial Services Limite d were down by 0.5 Citi Research initiated coverage on Max Financial Services Ltd.

Financial Services 59

Financial Services Insurance Distribution Banking 59

Nerd's Eye View

OCTOBER 11, 2022

Welcome back to the 302nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe.

Financial Advisor 246

Financial Advisor Clients Consulting Financial Services 246

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Trade Brains

JUNE 9, 2025

Wealth First Portfolio Managers Limited Wealth First Portfolio Managers is a financial services company that offers wealth management and investment advisory services to individuals and institutions. The company is focused on providing accessible financial solutions to a wide range of customers.

Financial Services 59

Financial Services Manufacturing Wealth Management Portfolio Management 59

Nerd's Eye View

OCTOBER 9, 2023

Furthermore, knowing how to gauge the effectiveness of the provider's past work (as well as their performance for the advisor over time) by assessing keyword ranking reports, consulting with existing clients of the SEO provider, and asking about the provider's experience in the financial services industry can help advisors pinpoint providers who will (..)

Engineering 245

Engineering Financial Advisor Management Clients 245

Midstream Marketing

DECEMBER 26, 2024

Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth. This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success.

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Marketing Marketing Communication Advertising 52

NAIFA Advisor Today

OCTOBER 24, 2024

After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story , he transitioned to financial services. As a career changer, Kevin brings a unique perspective on consultation, utilizing storytelling and strategic thinking to advise clients.

Financial Services 52

Financial Services Engineering Education Financial Planning 52

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner CFP 52

Trade Brains

JUNE 6, 2025

It provides flexible office spaces, co-working areas, and interior fit-out services for commercial properties, catering to startups and enterprises nationwide. Geojit Financial Services Limited With a market capitalization of Rs. crore, the shares of Geojit Financial Services Limited were currently trading at Rs.

Financial Services 52

Financial Services Manufacturing Startup Portfolio Management 52

Trade Brains

JUNE 11, 2025

AU Small Finance Bank Limited is engaged in providing a range of banking and financial services, including retail banking, wholesale banking and treasury operations and other services. Please consult your investment advisor before investing. The transaction was valued at nearly Rs. 47 on Wednesday. on Wednesday.A

Engineering 59

Engineering Banking Financial Services Pharmaceutical 59

NAIFA Advisor Today

MAY 13, 2025

Bobby Johnson is an experienced general agent and sales and distribution executive in the financial services industry. Joel Tabin is a Chartered Life Underwriter, a Chartered Financial Consultant, and an Accredited Estate Planner.

Insurance 52

Insurance Distribution Financial Consultant Financial Services 52

Trade Brains

JUNE 11, 2025

The shares of the Midcap company, specializing in providing digital payment and financial services, commerce, and cloud services to consumers and merchants in India, declined upto 10 percent after the Finance Ministry denied plans to reintroduce the Merchant Discount Rate (MDR) on UPI transactions. 960.20 per share. 545 Crores.

Communication 52

Communication Financial Services Banking Investment Advisor 52

Steve Sanduski

NOVEMBER 8, 2023

Guest: Tobias Dengel , the president of WillowTree , a digital product consultancy that was acquired by TELUS International in 2023 for over $1.2 Practical applications of next-gen voice tech in financial services , from ordering checks to scheduling client meetings. How new technologies build trust with the user.

Financial Services 59

Financial Services Startup Education Consulting 59

Trade Brains

JUNE 24, 2025

Expect aggressive expansion into new financial services segments. This financial muscle is vital for intense sector competition. 9,978 Cr) from its broader financial services ecosystem. Please consult your investment advisor before investing. billion capital infusion will turbocharge its ambitions.

Planning 52

Planning Valuation Financial Services Compliance 52

Trade Brains

JUNE 13, 2025

Société Générale is one of Europe’s leading financial services groups, offering a wide range of banking, investment, and financial solutions. Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services.

Engineering 59

Engineering Banking Risk Management Financial Services 59

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. 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.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Indigo Marketing Agency

JANUARY 28, 2025

As you know, clients seeking financial services value trust above all. Core Components of a Winning Marketing Plan Successful marketing strategies for financial advisors starts with strong foundations and builds toward advanced tools and strategies. Even though he had some reservations, Jim took the plunge and never looked back.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Trade Brains

JUNE 15, 2025

Bajaj Finance Limited, headquartered in Pune, is one of India’s leading non-banking financial companies (NBFCs) and a key subsidiary of Bajaj Finserv. Please consult your investment advisor before investing. The company reported a 23.65 percent YoY increase in revenue from Rs. 14,926 Crore in Q4FY24 to Rs. 18,457 Crore in Q4FY25.

Numbers 59

Numbers Wealth Management Financial Services Investment Advisor 59

Trade Brains

JUNE 9, 2025

Bajaj Finserv Limited was established in April 2007 and is a leading Indian non-banking financial services company headquartered in Pune. It provides lending, insurance, asset, and wealth management solutions, serving over 100 million customers through its diversified financial product portfolio. lakh shares), Goldman Sachs (4.46

Engineering 71

Engineering Manufacturing Sales Wealth Management 71

Trade Brains

JUNE 18, 2025

India’s financial services sector, comprising banking, NBFCs, insurance, and fintech, is rapidly expanding, with market capitalization surging to Rs 91 trillion in 2025 from Rs 1.8 Please consult your investment advisor before investing. trillion in 2005, a 50-fold rise. Bank credit growth stood at 12.1%

Banking 59

Banking Financial Services Valuation Investment Advisor 59

Trade Brains

JUNE 6, 2025

NBFC Stocks in this sector that stand to benefit from the rate cuts include Bajaj Finance, Jio Financial Services, PFC, REC, and IREDA. Please consult your investment advisor before investing. In a significant move to ease liquidity, the cash reserve ratio (CRR) has been cut by 100 bps to 3 percent, releasing approximately Rs 2.5

Banking 52

Banking Financial Services Economics Investing 52

Trade Brains

AUGUST 20, 2022

4 Infosys IT Consulting & Software 8.70%. 6 TCS IT Consulting & Software 5.13%. 14 Bharti Airtel Telecom Services 2.62%. 18 HCL Technologies IT Consulting & Software 1.54%. 27 Tech Mahindra IT Consulting & Software 1.03%. 28 Wipro IT Consulting & Software 0.96%. FINANCIAL SERVICES 8.55%.

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Marketing Marketing Financial Services Healthcare 98

Nerd's Eye View

AUGUST 27, 2024

Mark is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and is a longtime practice management consultant and thought leader in the financial advisory industry.

Financial Advisor 130

Financial Advisor Consulting Accounting Clients 130

Nerd's Eye View

JULY 16, 2024

Welcome to the 394th episode of the Financial Advisor Success Podcast ! Christi is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households, and is on track to generate nearly $1.5M in revenue this year from its specialized services.

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Clients Financial Advisor Financial Planning Consulting 130

Aleph

SEPTEMBER 9, 2024

Their consulting actuary said in her 2013 review: “In my opinion, based on the information available for my review, the stated reserve amount does not make a reasonable provision for the liabilities associated with the specified reserves. .” ATI chose to ignore the consulting actuary, and did two things. The jig is up.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Trade Brains

JUNE 13, 2025

Bajaj Finance Limited, headquartered in Pune, is one of India’s leading non-banking financial companies (NBFCs) and a key subsidiary of Bajaj Finserv. Please consult your investment advisor before investing. The company reported a 23.65 percent YoY increase in revenue from Rs. 14,926 Crore in Q4FY24 to Rs. 18,457 Crore in Q4FY25.

Wealth Management 59

Wealth Management Numbers Financial Services Investing 59

Nerd's Eye View

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

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Clients Financial Advice Financial Advisor Consulting 130

Trade Brains

JUNE 21, 2025

Overview: Black Box Limited was founded in 1976 and is a global leader in digital infrastructure solutions, specializing in network and system integration, managed services, and technology products. The company serves a wide range of industries, including financial services, healthcare, retail, public services, and manufacturing.

Healthcare 80

Healthcare Financial Services Management Education 80

Trade Brains

OCTOBER 27, 2024

Karnataka Bank Limited Karnataka Bank provides comprehensive financial services through its four key segments: treasury, corporate, retail, and other banking operations. The bank delivers diverse solutions including personal loans, business financing, agricultural credit, and digital banking services. percent from Rs.

Banking 98

Banking Retail Government Investing 98

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. Why Marketing to RIAs is Important In the tough financial services world, RIAs need to focus on attracting and keeping clients. This can boost brand awareness.

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Compliance Marketing Marketing Investment Advisor 52

NAIFA Advisor Today

APRIL 5, 2023

Former NFL player Marques Ogden is a keynote speaker, business coach, and corporate consultant, passionate about elevating his clients' success. From an early age, Marques learned how to define his values and set goals for himself.

Financial Services 52

Financial Services Insurance Consulting Clients 52

Advisor Perspectives

APRIL 9, 2024

I offer a collection of observations and beliefs based on my 48 years of experience in the financial services business, which includes stints as either president or CEO of five different TAMPs and a consulting firm.

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Financial Services Consulting 75