NAIFA Advisor Today

JANUARY 6, 2025

Tom entered the financial services industry in February 1988, stepping into a career he hadnt anticipated. Leaving behind a job at Amoco, Tom was enticed by the promise of a more rewarding future in financial services.

Financial Services

Trade Brains

JULY 24, 2025

Robust 24% YoY Revenue Growth and 72% Surge in AMC AUM Powers Record-Breaking Results Mumbai, July 24, 2025: Motilal Oswal Financial Services Ltd. I firmly believe this is a multi-decade growth story , and Motilal Oswal Financial Services is strategically positioned to be a long-term value creator.

Financial Services

SEI

JULY 9, 2025

Bank CEO Gunjan Kedia are reshaping leadership in financial services. Explore how SEI CEO Ryan Hicke and U.S. Learn how scale, trust, and innovation can work together to support long-term growth.

Financial Services

Nerd's Eye View

MARCH 10, 2025

Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

Clients

Calculated Risk

APRIL 23, 2025

Several Districts saw a deterioration in demand for non-financial services. Commercial real estate (CRE) activity expanded slightly as multifamily propped up the industrial and office sectors. Loan demand was flat to modestly higher, on net. Transportation activity expanded modestly, on balance.

Economics

Nerd's Eye View

JUNE 23, 2025

Financially motivated prospects, meanwhile, benefit from clarity and specificity. Firms can spotlight the concrete financial services they provide – such as tax strategies, retirement planning, or investment management – in clear, client-friendly language.

Communication

Calculated Risk

JUNE 23, 2025

House Financial Services Committee . • Also at 10:00 AM, State Employment and Unemployment (Monthly) for May 2024. Also at 10:00 AM, Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.

Financial Services

Nerd's Eye View

JUNE 9, 2025

And now, I'm excited to share my latest Summer Reading list of top books for financial advisors in 2025, from the benefit of not over-diversifying your business strategies and instead focusing on the few things that create the biggest impact, to a pair of books on succession planning (one for founders, and the other for successors) and how to approach (..)

Financial Advisor

Nerd's Eye View

JUNE 10, 2025

Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies. My guest on today's podcast is Leila Shaver.

Compliance

Wealth Management

MAY 21, 2025

Summit Financial takes minority stakes in Parsons Broach Financial Services and Grandview Square Financial, adding to its Summit Growth Partners initiative.

Financial Services

Calculated Risk

FEBRUARY 8, 2025

House Financial Services Committee -- Thursday, February 13th -- 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2% 10:00 AM: Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.

Retail

Nerd's Eye View

NOVEMBER 29, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study from Cerulli Associates shows that consumer trust in financial services companies has increased significantly over the past decade, with firms that provide a more personalized approach to providing financial (..)

Financial Planner

Wealth Management

JULY 31, 2025

The challenge lies in responsible implementation, ensuring that AI tools used in financial services are trustworthy, unbiased, understood, and align with clients’ values, just like a good wealth manager. A Capgemini report found 68% of financial services customers prefer to deal with companies that help them understand their AI output.

Wealth Management

NAIFA Advisor Today

NOVEMBER 12, 2024

It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern.

Healthcare

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. It is crucial to follow SEC rules because the laws for advertising in financial services are strict. Financial products can be complex as well.

Marketing

Calculated Risk

JANUARY 15, 2025

The nonfinancial services sector grew slightly overall, with Districts highlighting growth in leisure and hospitality and transportation, notably air travel. Truck freight volumes, however, were down.

Economics

Nerd's Eye View

APRIL 15, 2025

based business and financial services conglomerate OneDigital to provide the financial backing and corporate connections to support PWL Capital in its next growth phase (including through acquisitions of its own with other like-minded firms in Canada).

Financial Advice

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.

Marketing

Abnormal Returns

MAY 21, 2025

nytimes.com) Financial institutions Many financial services operators don't have your best interest at heart. tonyisola.com) Why do financial institutions insist on using paper checks? nytimes.com) Personal finance 11 financial things to do in your 40s, including 'Doing an estate plan check up.'

Estate Planning

Trade Brains

NOVEMBER 3, 2024

Mahindra & Mahindra Financial Services M&M Financial Services demonstrates consistent performance through steady net interest income growth. Bajaj Finance’s comprehensive product portfolio caters to diverse customer segments, strengthening its market presence.

Financial Services

Midstream Marketing

OCTOBER 30, 2024

The Power of Referral Marketing in Financial Advisory Referrals are very important in financial services. When a friend, coworker, or family member recommends a financial advisor, it creates trust for the new client right away. This way of promoting services is much more effective than ads or any marketing campaign.

Financial Advisor

Indigo Marketing Agency

FEBRUARY 19, 2025

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.

Financial Services

Calculated Risk

JUNE 21, 2025

House Financial Services Committee -- Wednesday, June 25th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. This was originally a GSE only repeat sales, however there is also an expanded index. 10:00 AM: Richmond Fed Survey of Manufacturing Activity for June.

Manufacturing

Trade Brains

JUNE 11, 2025

HDB Financial Services Limited The company plans a ₹12,500 crore IPO, including a ₹2,500 crore fresh issue and a ₹10,000 crore offer for sale by parent HDFC Bank, which currently owns 94.3% Here are the prominent companies that received SEBI approval from the massive IPO pipeline in 2025 1.

Electronics

Trade Brains

JULY 10, 2025

About Edelweiss Financial Services Limited: Edelweiss Financial Services Limited (“ EFSL ”) was incorporated on November 21, 1995, under the name of Edelweiss Capital Limited and started operations as an investment banking firm after receipt of a Category II license from SEBI. and EDEL.BO

Financial Services

NAIFA Advisor Today

JANUARY 29, 2025

Lopez Sotos journey into the financial services industry began with a simple goal: to find a work-from-home opportunity for his pregnant wife. He quickly recognized that the financial services industry offered a chance to help others, make a lasting impact, and achieve personal and professional fulfillment.

Financial Services

Trade Brains

JULY 9, 2025

The financial technology sector has evolved rapidly, driven largely by the growing use of APIs (Application Programming Interfaces). A fintech API platform allows businesses to connect their applications to a wide range of financial services in real time.

Startup

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

Midstream Marketing

JANUARY 19, 2025

Importance for Financial Advisors In the world of financial services, using digital marketing for financial advisors is very important. Step 3: Implementing SEO Best Practices By using SEO best practices, financial advisors can boost their online presence and get more potential clients.

Financial Advisor

The Big Picture

DECEMBER 11, 2024

I was an executive within the financial services space and I was miserable traveling too much, drinking too much, not moving my body. Remember that commercial, the hair club for men guy. I use the product myself. So I bought You know, I mean, I got myself healthy and I was kind of You know, I was kind of faking it.

Food

Trade Brains

JULY 16, 2025

Synopsis: Geojit Financial Services shares fell over 6% on Wednesday after reporting a weak Q1 FY26 performance. The shares of a leading brokerage and financial services firm came under pressure after the company reported a weak set of Q1 FY26 results. About the Company Geojit Financial Services Ltd.

Financial Services

Calculated Risk

FEBRUARY 11, 2025

House Financial Services Committee The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2% At 10:00 AM, Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.

Financial Services

Trade Brains

JUNE 29, 2025

The Financial Services and Treasury Bureau and HKMA lead this review. They will examine tokenising real-world assets and financial instruments. Following this, licensing stablecoin issuers starts August 1st. Therefore, Hong Kong methodically constructs its regulatory framework. Officials explore asset tokenisation.

License

Trade Brains

JULY 1, 2025

The bank also offers supporting financial services such as online trading, on-deposit, locker allotments, and bill payments. Customers can access these and other services in physical branches or digitally. are their own, and not that of the website or its management.

Banking

Wealth Management

AUGUST 1, 2025

To read just how much AI will rewire wealth management systems, we recommend reading this article by Craig Iskowitz.

Estate Planning