Fintoo

JUNE 24, 2025

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.

Financial Services 52

Financial Services Retail Banking Financial Planning 52

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Planning 246

Planning Financial Planning Financial Advice Clients 246

Indigo Marketing Agency

APRIL 22, 2025

SEO & Digital Presence for Financial Advisor Websites: Googles AI Update & Your Websites Health When it comes to financial services SEO , your digital presence is critical to attracting new clients and long-term success. Learn more about our financial advisor websites and financial services SEO today.

Financial Services 52

Financial Services Financial Advisor Clients Engineering 52

Wealth Management

NOVEMBER 15, 2023

Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.

Financial Services 283

Financial Services Planning 283

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 147

Compliance Financial Advisor Business Planning Financial Services 147

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 157

Estate Planning Financial Services Education Retirement 157

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). million U.S.

Financial Advice 130

Financial Advice Financial Advisor Planning Clients 130

Nerd's Eye View

JUNE 23, 2025

Given how little time prospects spend evaluating their options, it's crucial to understand why people hire financial advisors and to communicate how their services address those drivers as clearly and effectively as possible. These motivators fall into three categories: emotional, financial, and situational ("other").

Communication 130

Communication Retirement Planning Clients Financial Services 130

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 59

Financial Services Financial Planner Advertising Financial Advisor 59

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. Most individuals do not have the time or energy to consult with multiple financial professionals across different firms.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Nerd's Eye View

SEPTEMBER 13, 2022

Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.

Financial Advisor 238

Financial Advisor Financial Services Ethics Recruitment 238

NAIFA Advisor Today

APRIL 10, 2025

Retirement Plans and Retirement Planning , a newly revised ebook by Kenn B. Tacchino , JD, LLM, Professor of Taxation and Financial Planning at Widener University , is a valuable resource for financial planning students and practitioners.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planning 52

Nerd's Eye View

JUNE 17, 2025

We also talk about how David's transition from focusing on both business development and client service to spend much of his time on content creation (reducing his client count from 180 to 20 in the process) has led to explosive asset and client growth in his firm during the past several years, why David focuses on hiring advisors with talent in financial (..)

Clients 130

Clients Financial Advisor Assets Financial Services 130

NAIFA Advisor Today

DECEMBER 2, 2024

Joshua Herrington-Vickers is a dedicated financial services professional and US Air Force veteran. With a career rooted in service and a personal mission of bridging financial planning across borders, he embodies the core values of integrity, service before self, and excellence.

Financial Services 52

Financial Services Financial Planning Financial Advisor Clients 52

Trade Brains

JUNE 11, 2025

This surge signals a revival in fundraising plans, with firms eager to capitalize on improved market conditions and heightened investor appetite. 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%

Electronics 85

Electronics Engineering Financial Services Sales 85

Trade Brains

JUNE 24, 2025

Expect aggressive expansion into new financial services segments. This financial muscle is vital for intense sector competition. 9,978 Cr) from its broader financial services ecosystem. PhonePe’s planned $1.5B The post Paytm competitor Plans ₹12,900 Cr IPO: Will it affect the company?

Planning 52

Planning Valuation Financial Services Compliance 52

Million Dollar Round Table (MDRT)

MARCH 11, 2025

By Rachael Wing Suet Wong, CFP When I started in the financial services profession, I often struggled and failed. Out of every 10 clients I approached, only one would show interest. I was nervous whenever I met a client because it felt like I had to improvise on the spot.

CFP 80

CFP Planning Clients Financial Services 80

Nerd's Eye View

NOVEMBER 29, 2022

Read More.

Estate Planning 246

Estate Planning Financial Advisor Clients Financial Services 246

Abnormal Returns

JANUARY 30, 2023

standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years. papers.ssrn.com) There's no downside for aging parents to communicating about your financial plans. bloomberg.com)

Management 241

Management Nonprofit Financial Planning Communication 241

Abnormal Returns

NOVEMBER 8, 2023

(podcasts.apple.com) Retirement Why working longer isn't necessarily a good retirement plan. nytimes.com) How to plan for your 'no-go years' in retirement. onefrugalgirl.com) How to plan a career sabbatical. fastcompany.com) Financial services Why are banks suddenly closing client accounts?

Financial Planner 260

Financial Planner Retirement Retirement Planning Financial Services 260

NAIFA Advisor Today

DECEMBER 4, 2024

John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program.

Financial Services 98

Financial Services Financial Planning Financial Advisor Insurance 98

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Abnormal Returns

MARCH 15, 2023

wsj.com) Retirement Retirement planning is a moving target. humbledollar.com) Advice How to fire your financial advisor in four steps. thomaskopelman.com) The financial services industry spends A LOT on lobbying. genyplanning.com) How to compare college financial aid awards.

Retirement Planning 246

Retirement Planning Retirement Financial Services Financial Advisor 246

NAIFA Advisor Today

FEBRUARY 6, 2025

He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning. He exemplifies the core values of FSP and NAIFA.

Ethics 138

Ethics Retirement Planning Education CFP 138

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. wsj.com) Direct indexing Vanguard is planning a bigger push into direct indexing. fa-mag.com) How to advise clients in the government Thrift Savings Plan.

Clients 245

Clients Retirement Financial Services Taxes 245

NAIFA Advisor Today

AUGUST 24, 2023

Three best-in-class associations will integrate operations to amplify their impact on advocacy and education for financial service professionals and promote financial wellness for American consumers. The integrated organization aims to empower financial professionals and consumers through world-class advocacy and education.

Financial Services 98

Financial Services Education Insurance Financial Advisor 98

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

NAIFA Advisor Today

JUNE 11, 2025

Wayne McCullough didn’t plan on spending five decades in the insurance and financial services industry. In fact, he thought it would be a quick stop on his way back to college. But what began as a six-month detour became a lifelong career—one rich with relationships, professional growth, and meaningful impact.

Financial Services 59

Financial Services Insurance Planning 59

Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

Financial Planning 130

Financial Planning Planning Management Investments 130

Abnormal Returns

MAY 21, 2023

awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. (bilello.blog) Strategy Why so many Americans think their house is the best investment. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242