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#FA Success Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart

Nerd's Eye View

Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households.

Clients 246
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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

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 (..)

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Fedbank Financial Services IPO Review – GMP, Details & More

Trade Brains

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.

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4 Stocks jump up to 7% after 4.33 crore shares changed hands via bulk and block deal

Trade Brains

AU Small Finance Bank Limited is engaged in providing a range of banking and financial services, including retail banking, wholesale banking and treasury operations and other services. According to sources, foreign investor OrbiMed Asia IV Mauritius FVCI Limited planned to offload a 2.27 47 on Wednesday.

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15 Recession-Proof Businesses That Thrive in Any Economy

Clever Girl Finance

Retail consignment 4. Courier and delivery services 5. Health and senior services 7. Repair services 9. Cleaning services 10. Accounting and bookkeeping services 11. Financial planning services 12. Freelance services 13. Courier and delivery services People will always need mail.

Economy 69
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Hinduja group stock falls 19% after reporting 38% QoQ decline in net profit

Trade Brains

The stock has plunged by 18.76% after reporting a weak quarter of September in the financial year 2025. The company is also planning to operate an asset management company (AMC) within 6 to 9 months. The bank operates multiple segments, including Treasury, Corporate Banking, and Retail Banking. Lets begin!

Banking 98
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Yes Bank vs IDFC Bank – Financials, Future Plans & More

Trade Brains

Segment Analysis In FY23, Treasury accounts for 19% of revenue, Corporate and Wholesale Banking accounts for 37%, Retail Banking accounts for 42%, and Other Banking Operations accounts for 3% of revenue. To increase its market share and presence, the bank diversified primarily into retail banking and later merged with Capital First.

Banking 104