NAIFA Advisor Today

JANUARY 28, 2025

His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.

Financial Planner

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

Trade Brains

JULY 24, 2025

In this piece, I will examine the features and benefits of the two card products, their strategic significance, and how they may transform the way that Indians access, manage, and use credit. For Consumers: This removes the ongoing divide between digital payments and credit cards and provides a seamless, app-managed experience for consumers.

Banking

SEI

JULY 24, 2025

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. wealth management business.

Wealth Management

Trade Brains

JULY 7, 2025

In a landmark debut, Jio BlackRock Asset Management has entered India’s mutual fund industry with remarkable momentum, leveraging the combined strength of Reliance’s financial reach and BlackRock’s global investment expertise. 2,08,388 cr, the shares of Jio Financial Services Ltd were currently trading at 328.05

Financial Services

SEI

JULY 9, 2025

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. View transcript Close transcript Dale K.

Communication

Trade Brains

JULY 28, 2025

The company reported an Asset Under Management (AUM) of ₹12,770.18 They bring extensive experience in the financial services and non-banking finance sector. Lead Managers of Indiqube Spaces IPO PL Capital Markets Private Limited is acting as the Book Running Lead Manager. Indiqube reported a net worth of Rs.

Compliance

Trade Brains

JUNE 27, 2025

Here is the List of stocks to watch out for: 360 ONE WAM 360 ONE WAM (formerly known as IIFL Wealth) is a leading Indian wealth and asset management firm, offering a wide range of investment solutions and advisory services to high-net-worth individuals, family offices, and institutional clients.

Electronics

Carson Wealth

DECEMBER 30, 2024

Also, we diversified our diversifiers, with exposure to gold and managed futures throughout the year. Eleven: Credit likely to outperform Treasuries, but we prefer equity risk Verdict: Correct We got this right, and it was based on a strong economy with no recession in sight. Keep an eye out for our 2025 Outlook.

Marketing

SEI

AUGUST 6, 2025

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. trillion in assets.

Financial Services

Trade Brains

JUNE 16, 2025

The company has effectively managed its cost-to-income ratio, reducing it from 38.1% Management gave guidance on Gross Loan Portfolio (GLP) growth of 14-18% for FY26, with NIM expected to be stable at 12.6-12.8%. Gains of up to 2 percent were reported by the biggest corporations, including Oracle Financial Services, Infosys Ltd.,

Retail

Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. However, the industry has also made significant progress in strengthening its risk management capabilities.

Risk Management

The Big Picture

MAY 29, 2024

The firm manages over 300 billion in client assets. Barry Ritholtz : So Peter, tell us about the concept of a financial captain. Why do we need someone to help manage our financial affairs? If you think about the financial services industry. I think a big part of wealth management is risk management.

Taxes

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.

Financial Services

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management

Carson Wealth

JULY 12, 2022

Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.

Financial Advising

Risk Management Guru

NOVEMBER 23, 2023

The regulatory landscape for risk management in financial services is constantly evolving, presenting a formidable challenge for firms and Banks striving to comply and manage their risk profiles effectively.

Compliance

NAIFA Advisor Today

DECEMBER 20, 2023

As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.

Financial Services

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management

NAIFA Advisor Today

OCTOBER 10, 2022

There is a tremendous lack of diversity in financial services and the average age of financial advisors is 57. Part of NAIFA's mission is to help more people become aware of careers in financial services and to create a healthy, diverse workforce.

Investing

NAIFA Advisor Today

FEBRUARY 15, 2023

As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses. He is an active member and volunteer of NAIFA. Ike is also a recipient of the NAIFA Quality Award.

Estate Planning

Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds. Nuvama acts as the confines of the elite and navigates complex financial labyrinths. Nuvama are more than just asset managers.

Wealth Management

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management

Trade Brains

NOVEMBER 8, 2022

Among the various players, NBFCs have managed to carve out a strong presence in MSME loans due to their focus on serving the needs of the customer segment, customer service provided, faster turnaround time, and expansion in geographic reach. Book Running Lead Manager: ICICI Securities Limited, Edelweiss Financial.

Management

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry.

Assets

Trade Brains

OCTOBER 15, 2024

While the NSE will end weekly options contracts for Bank Nifty, Nifty Midcap Select, and Nifty Financial Services, the BSE will do the same for SENSEX50 and BankEX. Following that, the Nifty Midcap Select will cease trading on November 18, and the Nifty Financial Services will end on November 19, 2024.

Financial Market

Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

Portfolio

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP

Nationwide Financial

JUNE 5, 2023

Your opportunity to engage and support business owner clients Despite mounting economic pressures and increasing uncertainty, financial professionals can enhance relationships and expand their services, not only for clients who own businesses, but also for the business itself.

Economics

International College of Financial Planning

AUGUST 2, 2024

Short-Term Courses with Job Guarantee at ICOFP The International College of Financial Planning (ICOFP) offers several short-term courses specifically designed for students after their 12th grade, focusing on financial planning and wealth management. Integrated Diploma in Wealth Management (IDWM) 6 months Yes Bajaj Capital Ltd.

Certification

Trade Brains

OCTOBER 22, 2024

Oracle Financial Services Limited The company is into creating software for banks worldwide. The company helps banks manage their daily transactions. They provide risk management tools to financial institutions. Oracle Financial also offers cloud services to banks.

Medicine

Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. About the company The National Stock Exchange of India stands as a powerhouse in the global financial landscape. NSE manages 400 indices under the NIFTY brand. Key points 1.

Compliance

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. BITTERLY MICHELL: … risk management. And so, 2007, I came over to Citi.

Clients

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Really a fascinating background, and it just goes to show you how broad and flexible the world of finance is, that there are so many different ways you can find yourself in a senior management position in, in this industry.

Math

Trade Brains

SEPTEMBER 14, 2024

Northern Arc Capital is a diversified financial services platform in India. Its three primary channels are Lending, Placements, and Fund Management. Fund Management includes managing debt funds and providing portfolio management services. Keep reading to learn about the company. crore – 2.4

Retail

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. crore in fiscal year 2024. crore which is near to the lower range.

Financial Services