Abnormal Returns

FEBRUARY 13, 2023

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. etf.com) Things to keep in mind when direct indexing a client's portfolio.

Clients 245

Clients Retirement Financial Services Taxes 245

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Market participants seemed to worry it was too good, the S&P 500 selling off 1.5% And its similar whether you look at developed or emerging markets. on Friday alone.

Marketing 75

Marketing Marketing Economy Compliance 75

Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Market Cap ₹ 2,49,767 Cr EPS 35.84

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startup 246

Startup Clients Wealth Management Portfolio 246

Carson Wealth

MARCH 3, 2025

We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. But assuming we arent heading into another financial crisis (we dont think we are), the other times we saw this was quite bullish for investors willing to stay strong and not panic sell.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

DECEMBER 9, 2024

Not an Old Bull Market Weve noted week after week this year why we thought stocks would likely rally and fortunately thats what weve seen happen. Stocks are looking at back-to-back 20% gains for the first time since the late 1990s, bringing many to worry this bull market could be about to end. Looking at the evidence, we dont think so.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Trade Brains

JUNE 9, 2025

With a market capitalization of Rs. With a market capitalization of Rs. Wealth First Portfolio Managers Limited Wealth First Portfolio Managers is a financial services company that offers wealth management and investment advisory services to individuals and institutions.

Financial Services 52

Financial Services Manufacturing Wealth Management Portfolio Management 52

Trade Brains

SEPTEMBER 22, 2023

Consumer companies include things like credit cards, small businesses, auto loans, student loans, and merchant services, to name a few. The commercial banking industry encompasses middle market banking, business credit, equipment finance, and commercial term lending. Market Cap (Cr) 47,415 EPS (Rs) 38.09 Stock P/E (%) 55.16

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. This helps build trust with potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

The Big Picture

OCTOBER 28, 2023

Bloomberg ) Be sure to check out our Masters in Business next week with Michael Carmen , who is the Co-Head of Private Markets at Wellington Management. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. trillion in client assets.

Wealth Management 278

Wealth Management Banking Financial Services Management 278

Trade Brains

SEPTEMBER 28, 2023

Market Cap (Cr.) Particulars Amount Particulars Amount CMP 781 Market Cap (Cr.) Operating Profit Margin 7.08% Net Profit Margin 2.52% Ashok Leyland partnership caters to the market for commercial vehicles. Particulars Amount Particulars Amount CMP 94 Market Cap (Cr.) 6,647 crore and Private Orders worth Rs. EPS (TTM) 11.66

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

JUNE 6, 2025

Promoters of several listed companies have recently offloaded significant stakes, drawing investor attention and sparking market buzz. Here are the 4 stocks in which promoters offload stakes EFC (I) Limited With a market capitalization of Rs. Geojit Financial Services Limited With a market capitalization of Rs.

Financial Services 52

Financial Services Manufacturing Startup Portfolio Management 52

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 59

Financial Services Banking Retail Management 59

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. October is known for extreme volatility, but it is also known for ending bear markets and corrections. annualized pace over the last three months. 19 on average.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

DECEMBER 11, 2023

Due to volatility within the markets mentioned, opinions are subject to change without notice. S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

OCTOBER 9, 2023

But there’s an old saying that the market tends to rally on a wall of worry. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong.

Marketing 134

Marketing Marketing Economy Government 134

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Carson Wealth

AUGUST 5, 2024

Higher rates are clearly impacting the housing market and we aren’t seeing as much small business investment as we’d like. The good news is all hope isn’t lost, as they can cut in September and hopefully right the ship, and before then even signaling their intentions more clearly could help stabilize the market. Source: St.

Marketing 141

Marketing Marketing Economy Numbers 141

Trade Brains

AUGUST 20, 2022

A Complete Guide on what is Nifty and Sensex: Have you ever heard of the name Dalal street or the D-Street on any market news channel or financial magazine? Well, Dalal Street in Mumbai, India is the address of the Bombay Stock Exchange, the biggest stock exchange in India, and several related financial firms and institutions.

Marketing 98

Marketing Marketing Financial Services Healthcare 98

Validea

JUNE 6, 2025

But some of the stocks in Berkshire Hathaway’s portfolio are not just value plays – they’re momentum leaders too. Relative strength measures how a stock has performed compared to the broader market or its sector over a specific period – typically 6 or 12 months. Verisign (VRSN) 12M Relative Strength: 87 P/E Ratio: 34.0

Portfolio 52

Portfolio Financial Services Valuation Communication 52

Trade Brains

OCTOBER 13, 2024

The Securities and Exchange Board of India (SEBI) has given the green light to Jio Financial Services and BlackRock’s joint venture. They will offer various investment products to meet different financial needs. Mukesh Ambani’s Jio Financial Services owns 50% of the venture. and Jio Payments Bank.

Financial Services 105

Financial Services Planning Insurance Investing 105

Carson Wealth

JUNE 9, 2025

Inching Closer to New Highs Stocks had some drama last week as the president of the United States and the world’s richest man had a very public falling out, but that did little to slow down the bull market. This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. It fell 20.5%

Economics 52

Economics Marketing Marketing Economy 52

Carson Wealth

JUNE 10, 2024

One-year forward expectations for S&P 500 earnings continue to rise and as long as that can continue to happen, as we expect it will, it’s good news for markets. This by itself should tell you the labor market is strong, with more people participating in it. What else could spark a stock rally?

Marketing 143

Marketing Marketing Economy Numbers 143

Midstream Marketing

NOVEMBER 5, 2024

Introduction In today’s digital world, having a good social media plan is very important for financial advisors who want to succeed. They help build brand awareness, attract potential clients, and share your expertise in financial services. Each platform helps you connect with more people who need financial help.

Media 52

Media Financial Advisor Marketing Marketing 52

Nerd's Eye View

JUNE 7, 2024

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 (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Midstream Marketing

DECEMBER 10, 2024

We will also explore content marketing to help you stand out in your field. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. By promoting their brand, advisors can run effective marketing campaigns.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Validea

MAY 14, 2025

Strong free cash flow yield stands out as a key metric for identifying financially healthy companies in today’s volatile market. This indicator highlights firms that effectively generate cash from operations compared to their market value. These investments also offer defensive benefits during market turbulence.

Financial Services 52

Financial Services Food Investing Investments 52

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. We will look at different parts of digital marketing. This will help you stand out in a busy market.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Carson Wealth

DECEMBER 16, 2024

Within shelter, its really owners equivalent rent (OER), which is the implied rent homeowners pay, and is based on market rents as opposed to home prices. That would increase the odds of having a bigger problem on our hands, in the form of continued weakness in housing, a pullback in investment, and most important, a weaker labor market.

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

OCTOBER 14, 2024

The good news is this bull market is alive and well, and as we will discuss below, it might be two years old, but there still could be a good deal more time left. Last Saturday marks the official two-year birthday of the bull market that started on October 12, 2022. This bull market is actually quite young.

Marketing 96

Marketing Marketing Numbers Food 96

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Trade Brains

DECEMBER 31, 2022

Basically, an index is the stock exchange creating a portfolio of the top securities held by it based on market capitalization in the respective category (entire market or sector-wise). In these cases, Investment Managers just set up their fund portfolios to simply track the index. Financial Services HDFCBANK 8.96%.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Trade Brains

DECEMBER 1, 2023

Best Mukul Agrawal Portfolio Stocks : Every world has its celebrity, who set the benchmark in their field. He is known in the market as an aggressive but well-informed investor. As of September 30 th , 2023 Mukul Agrawal’s portfolio had about 53 stocks with a Net Worth of about Rs. Market Cap (Cr.) He owns about 1.5%

Portfolio Analysis 59

Portfolio Analysis Portfolio Engineering Banking 59

Carson Wealth

JULY 29, 2024

While we do expect continued outperformance by small caps, recent small cap strength also suggests the bull market in the S&P 500 will continue. Why We Think This Bull Market Still Has Plenty of Life Left The Russell 2000 (R2k) is comprised of small cap names and it soared after the much better than expected inflation data two weeks ago.

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

DECEMBER 4, 2023

One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. The Fed is now expected to cut rates in 2024, which should help support both stock and bond markets. In other words, expect markets to chase year-to-date returns this month. 4.0%, rather than 4.5%.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

APRIL 15, 2024

Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. But it’s unlikely to be an easy ride.

Marketing 97

Marketing Marketing Food Insurance 97