Wealth Management

JUNE 10, 2025

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

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The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios.

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Trade Brains

JULY 1, 2025

Goldman Sachs is a leading global investment banking, securities, and asset management firm serving corporations, financial institutions, governments, and individuals worldwide. The Bank caters to a range of banking services covering commercial and investment banking and transactional/branch banking.

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Banking Engineering Numbers Financial Services 115

Trade Brains

JULY 2, 2025

EPC stocks refer to stocks from businesses focused on engineering and construction management of large infrastructure projects. Some examples are Larsen &Toubro as well as Engineers India Limited. Larsen & Toubro Larsen & Toubro Ltd is an Indian multinational that works in engineering, construction, and manufacturing.

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Trade Brains

JUNE 8, 2025

crore, the shares of Patel Engineering Ltd. Furthermore, Patel Engineering faces key concerns, with 89 percent of promoters holding pledged, management plans to address this with lenders. Patel Engineering targets Rs 40,000–50,000 crore in FY26 bids, with a 15–20% historical success rate. closed at Rs 42.71 crore in FY25.

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Wealth Management

JUNE 17, 2025

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. He has also held senior roles at LPL Financial and Edelman Financial Engines. The Overland Park, Kan.-based

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The Big Picture

MAY 16, 2025

His responsibilities include the firms strategic direction, investment management and risk oversight, portfolio management, and mentoring. John holds a Bachelor of Science in Engineering, a BA in Philosophy from Swarthmore College, and graduate degrees from MIT and Harvard Business School.

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Wealth Management

JUNE 27, 2025

It has become a challenge to keep up with new rollouts. “We

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Trade Brains

JUNE 20, 2025

Elecon Engineering Company Limited With a market cap of Rs. In Q4 FY25, Elecon Engineering reported around 41 percent YoY growth in its revenue from operations to Rs. In Q4 FY25, Elecon Engineering reported around 41 percent YoY growth in its revenue from operations to Rs. Investing in equities poses a risk of financial losses.

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Trade Brains

JUNE 14, 2025

As India’s railway sectors gain momentum, companies like Kernex Microsystems and HBL Engineering are emerging as key players in niche, high-growth segments. Meanwhile, HBL Engineering Limited, with a market cap of Rs. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

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The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

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Trade Brains

JULY 6, 2025

Kaynes Technology is a leading electronics manufacturing company that offers end-to-end solutions, including design, process engineering, and lifecycle support. KPIT is heavily investing in AI-based mobility solutions, cost-saving tools, and cybersecurity. Investing in equities poses a risk of financial losses.

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Tobias Financial

JUNE 16, 2025

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Monthly or quarterly reviews of bank statements, budgets, and investment accounts can help monitor your day-to-day financial health. Tobias Financial Advisors is registered as an investment advisor with the SEC.

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Planning Engineering Financial Planning Financial Advisor 52

Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

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Abnormal Returns

MARCH 28, 2025

Listening Peter Kafka talks the business of podcasting with PJ Vogt of Search Engine fame. joincolossus.com) Finance Jim O'Shaughnessy talks with Barry Ritholtz about his new book "How NOT to Invest." ritholtz.com) Eric Golden talks value investing with Evan Tindell, the co-founder and CIO of Bireme Capital.

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Trade Brains

JULY 3, 2025

Enviro Infra Engineers Limited With a market capitalization of Rs. crore, the shares of Enviro Infra Engineers Limited closed at Rs. Enviro Infra Engineers Limited With a market capitalization of Rs. crore, the shares of Enviro Infra Engineers Limited closed at Rs. per equity share, down nearly 2.44 percent and 71.65

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Trade Brains

JUNE 11, 2025

Karamtara Engineering Limited Karamtara Engineering is launching a ₹1,750 crore IPO, comprising a ₹1,350 crore fresh issue and a ₹400 crore offer for sale. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in crore shares.

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Trade Brains

JUNE 28, 2025

25 often catch the eye of investors looking for big returns with small investments. The company is engaged in engineering, procurement, and construction (EPC) of infrastructure projects, including highways, bridges, roads, and renewable energy like solar and hydropower. Investing in equities poses a risk of financial losses.

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Trade Brains

JUNE 21, 2025

Swaraj Engines Ltd Swaraj Engines Limited manufactures diesel engines primarily for tractors and is closely associated with the Swaraj brand of tractors, part of the Mahindra Group. The company supplies engines to Mahindra & Mahindra and has a reputation for quality and reliability in the agricultural sector.

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Midstream Marketing

OCTOBER 30, 2024

Introduction In today’s changing finance world, registered investment advisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. Clients looking for investment advice have many options.

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Investment Advisor Investing Investments Ethics 52

Abnormal Returns

MARCH 21, 2025

ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. sherwood.news) How well do AI search engines cite actual sources? Markets Nvidia ($NVDA) stock is struggling. sherwood.news) European stocks are not struggling.

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Engineering Manufacturing Media Economy 130

Trade Brains

NOVEMBER 4, 2024

Kaynes Technology India provides services like conceptual design, process engineering, integrated manufacturing, and life cycle. The company specializes in semiconductors, engineering equipment, and transportation. Its offerings include product design, reverse engineering, embedded software, and automation. per share.

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Trade Brains

JUNE 9, 2025

Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. crores, the share of Azad Engineering Limited has reached an intraday high of Rs. Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. lakh shares.

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Engineering Manufacturing Sales Wealth Management 71

Trade Brains

JULY 4, 2025

What’s the news GPT Infraprojects Limited has secured a Rs 13 crore order from Standard Engineers Limited in Bangladesh for the manufacture and supply of mono-block stressed Concrete Line Sleepers. The company supports both domestic and global rail networks through quality engineering and timely delivery.

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The Big Picture

SEPTEMBER 26, 2022

Pensions Brace for Private-Equity Losses : Retirement officials predict grim results from investments in private equity and other illiquid assets ( Wall Street Journal ). • The Era of Monster-Truck Sneakers Treats Soles as Engineering Marvel : Tread anything but lightly when you’re wearing these sneakers. Institutional Investor ).

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The Big Picture

AUGUST 26, 2022

They can’t help themselves, as too much money is up for grabs from syndicate, leveraged loans, underwriting, annuity sales, investment banking, IPOs, wrap accounts, and other forms of financial engineering that have all historically accrued to the benefit of the brokerage firms. First Rule of Running Other Peoples’ Money?

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Accounting Government Assets Management 353

Calculated Risk

DECEMBER 7, 2022

Usually, when inflation starts to become a concern, the Fed tries to engineer a "soft landing", and frequently the result is a recession. One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Residential investment has also peaked.

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Sales Economy Engineering Investing 361

Trade Brains

JUNE 29, 2025

With no debt burden, they are better positioned to weather economic downturns, reinvest in growth, and deliver consistent returns, making them attractive long-term investment options. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

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Wealth Management

JUNE 20, 2025

Rob Nance, CEO and co-founder of Dispatch, a self-described data orchestration firm that helps advisory shops manage their data, talked with Chris Cook, the founder of a technology consultancy called Obsydian, who had spent almost nine years as a systems engineer at Mariner.

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Wealth Management Management Financial Advisor Estate Planning 141

Abnormal Returns

JULY 26, 2024

Strategy Our brains weren't built for investing. sherwood.news) AI Why Reddit ($RDDT) is cracking down on search engines. safalniveshak.com) The small cap bounce back will make stock picking fun again. scheplick.com) Fund management Is Vanguard, and by extension Blackrock ($BLK), getting too big for its own good?

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Financial Advising Engineering Economy Numbers 262

Validea

NOVEMBER 9, 2024

Martin Zweig may have owned one of the most expensive penthouses in Manhattan, but his path to wealth was paved with disciplined, methodical investing rather than risky speculation. By high school, he had already set his sights on becoming a millionaire through stock investing.

Investing 52

Investing Investments Sales Valuation 52

Trade Brains

JUNE 6, 2025

With a market capitalization of Rs 10,441 crore, the shares of Azad Engineering Ltd are currently trading at Rs 1,617 per share, down by 22.3 percent stake in the engineering company. Written by Satyajeet Mukherjee Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

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Engineering Manufacturing Distribution Investment Advisor 93

Trade Brains

NOVEMBER 5, 2024

This article explores firms with significant order books relative to their market capitalization, offering insights into their business performance and investment potential. Infra Engineering Limited: H.G. Infra Engineering Limited share price : Shares of H.G. Infra Engineering Limited are trading at Rs.1,320,

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The Big Picture

MAY 6, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a Dishwasher Engineer Challenged Elon Musk’s Grip on Commercial Space : A Kiwi named Peter Beck built Rocket Lab into the second coming of SpaceX. The weekend is here!

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Nerd's Eye View

APRIL 15, 2024

But with limited resources to invest in elaborate marketing campaigns, how can newer advisors leverage a multi-tactic approach to attract new clients and grow their firms? This approach allows advisors to get their name and brand spread across more areas, increasing the breadth of their marketing with just 1 piece of content.

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Marketing Marketing Engineering Media 240

Wealth Management

JUNE 10, 2025

Some RIAs can turn volatility into a growth engine.

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Wealth Management Marketing Marketing Tax Planning 141

Calculated Risk

SEPTEMBER 16, 2022

Usually, when inflation starts to become a concern, the Fed tries to engineer a "soft landing", and frequently the result is a recession. One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Residential investment has also peaked.

Sales 363

Sales Economy Economics Investing 363