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Style guidelines for financial services firms

Investment Writing

Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm? However, style guides often don’t cover challenges specific to financial services firms.

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11 Reasons Why People Hire Advisors (And How To Communicate That Value To Prospects)

Nerd's Eye View

Financial motivators – such as solving a specific issue or seeking better investment performance – were cited less frequently, but remain important, especially when a prospect has a clearly defined financial pain point. Financially motivated prospects, meanwhile, benefit from clarity and specificity.

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HDB Financial Services Ltd. (Subscribe)

Fintoo

700 – 740 Issue Size (Rs.) – 125,000 mn Face Value (Rs) 10 Lot Size (shares) 20 HDB Financial Services Limited (HDBFSL), backed by HDFC Bank and incorporated in 2007, is a 7th largest leading, diversified retail-focused non-banking […] The post HDB Financial Services Ltd. Subscribe) appeared first on Fintoo Blog.

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#FASuccess Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms, With Eric Stein

Nerd's Eye View

Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

Investing 241
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Personal finance links: a financial buffer

Abnormal Returns

Podcasts Christine Benz talks with JL Collins about the revised edition of "The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life." podcasts.apple.com) Peter Lazaroff talks with Mark Higgins, author of "Investing in U.S. Financial History." humbledollar.com) Who gets the education tax credit?

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Family Office Resource Group Launches To Help RIAs With UHNW Clients

Wealth Management

The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms.

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Exploring the Future of AI and Behavioral Finance

Wealth Management

At Nitrogen's 2024 Fearless Investing Summit, industry veteran, Brian McLaughlin reflects on the game-changing impact of AI and behavioral finance, and why innovation continues to drive the financial services industry forward.