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Adviser links: client confidence

Abnormal Returns

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. etf.com) Things to keep in mind when direct indexing a client's portfolio. fa-mag.com) How to advise clients in the government Thrift Savings Plan.

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Top Mutual Funds That Beat Nifty & Sensex Over the Last 10 Years; Are They in Your Portfolio?

Trade Brains

And using these high tech modules causes the portfolio to change rapidly signifying its apt for experienced investors who understand the working and risks that come with this fund, and you can expect high returns from this one. The fund manager picks fundamentally sound businesses with good governance and long-term potential.

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Top Indian Stocks Held By JP Morgan – Portfolio Analysis!

Trade Brains

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. The post Top Indian Stocks Held By JP Morgan – Portfolio Analysis! Particulars Amount Particulars Amount CMP (Rs) 634.9 Market Cap (Cr) 47,415 EPS (Rs) 38.09

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Top Indian Stocks Held By Societe Generale – Portfolio Analysis

Trade Brains

Operating Profit Margin 11.872% Net Profit Margin 6.95% PLI scheme and government budget allocation heavily leaning towards infra development and real estate will be a key factor in the company’s future growth prospects. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains.

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

Environmental, Social, and Governance (ESG) investing is on the rise and is expected to grow in the coming years If you have not already considered ESG investing , 2025 might be the year to give it a serious look. That kind of pressure ensures companies prioritize ESG governance and ethical practices. As of the end of 2024, the U.S.

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Market Commentary: Good Riddance February, Hello March

Carson Wealth

Household consumption: 68% of GDP Nonresidential (business) investment: 14% Residential investment (housing): 4% Net exports (exports minus imports): -3% Federal government spending: 6% State/local government spending: 11% Net exports are negative because the US imports more than it exports (a lot more). pp Housing: +0.06