Trade Brains

AUGUST 28, 2023

High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. Furthermore, we’ll briefly talk about their financials. Talking about its financials, NHPC earned a net profit of Rs 3.889.98

Financial Services 111

Financial Services Banking Government Manufacturing 111

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.

Financial Services 156

Financial Services Financial Advisor Communication Financial Planning 156

Nerd's Eye View

JANUARY 31, 2023

And be certain to listen to the end, where Ali shares how she struggled with the uncertainty that laid ahead after she decided to leave her former firm to work for Waldron (as she recognized that by taking a non-business-development role she would have to accept an initial reduction in salary), but ultimately decided to view it as an opportunity to (..)

Clients 192

Clients Retail Financial Advisor Recruitment 192

Nerd's Eye View

DECEMBER 1, 2022

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., interactive scenario modeling, data management, and visualization), helping them create more meaningful client relationships.

Planning 212

Planning Financial Planning Financial Advice Clients 212

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.

Financial Services 130

Financial Services Financial Advisor Communication Financial Planning 130

Nerd's Eye View

OCTOBER 19, 2023

Most commonly, niches present as particular needs of a firm's clients. divorce, widowhood, family members who develop special needs) – and because of the targeted services advisors offer to satisfy their clients' needs, they increase their value and the efficiency of their practice.

Clients 182

Clients Financial Advisor Financial Advice Financial Services 182

NAIFA Advisor Today

AUGUST 4, 2022

Presented by InsuranceNewsNet , this special webinar will feature two NAIFA members: Kristen Hall Eskew , Vice President of Diversity, Equity, Inclusion, and Belonging at OneDigital , and Toni L. On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience.".

Financial Services 52

Financial Services Insurance Sales 52

NAIFA Advisor Today

AUGUST 15, 2023

The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. on December 5.

Insurance 52

Insurance Financial Services Retirement 52

NAIFA Advisor Today

OCTOBER 19, 2022

Coastal Wealth , a leading financial services firm in the southeast, has announced the addition of Lawrence “Larry” Holzberg , LUTCF, LACP as a new Brokerage Director. He will be responsible for leading financial professionals to offer case consultation and design and positioning strategies and presentations.

Financial Services 52

Financial Services Consulting 52

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. The post Regulating Risk: Adapting to the Changing Landscape appeared first on Risk Management Guru.

Compliance 52

Compliance Risk Management Financial Services Management 52

NAIFA Advisor Today

OCTOBER 5, 2022

NAIFA and the Society of Financial Service Professionals will host an Advanced Practice Center webinar on Wednesday, October 12 at 2 pm eastern. Presented by John Hancock , join Matthew Gibson and John Snider II, JD as they share their insights in "Is Behavioral Insurance the Future of Life Insurance?".

Insurance 52

Insurance Financial Services Education 52

NAIFA Advisor Today

DECEMBER 2, 2022

On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine.

Financial Services 52

Financial Services Financial Planning Insurance Planning 52

Robert B. Ritter Jr.

NOVEMBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. The post Blog #215: Three Good Ideas first appeared on Bob Ritter's Blog, ideas for financial service professionals. Unfortunately, this undertaking […].

Financial Services 52

Financial Services Retirement Planning Insurance Financial Planning 52

SEI

SEPTEMBER 21, 2022

The Neurodiversity@Work program provides internship and employment opportunities for neurodiverse individuals in the financial services industry. . Sandy Ewing to Lead SEI’s Family Office and Regulatory Services. Neurodiversity@Work Program Honored at WealthManagement.com Industry Awards. Recognition. Wed, 09/21/2022 - 09:26.

Financial Services 76

Financial Services 76

Calculated Risk

MARCH 2, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, March 7th -- 8:30 AM: The initial weekly unemployment claims report will be released. 8:15 AM: The ADP Employment Report for February.

Financial Services 72

Financial Services Economics Banking Government 72

Trade Brains

JANUARY 9, 2023

In this article, we present you such top debt free penny stocks under Rs 50. It has nil debt and presently trades at a price-to-earnings ratio of 9.80 Meanwhile, its revenue stood at Rs 190 crore in the recent financial year. It is a debt-free penny stock and presently trades at a price-to-earnings ratio of 13.40.

Investing 101

Investing Investments Manufacturing Engineering 101

Robert B. Ritter Jr.

MARCH 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the InsMark Loan-Based Split Dollar System) Editor’s Note: This blog presents a sizzling loan-based split-dollar plan. This executive benefit will be difficult to justify if interest rates increase considerably.

Recruitment 40

Recruitment Taxes Financial Services Planning 40

Nerd's Eye View

JANUARY 24, 2023

What's unique about Jennifer, though, is how, after more than a decade of building her own successful solo practice, she intentionally decided to merge her practice with another solo practitioner when an unusual crisis opportunity presented itself, and handle the more complex business management dynamics that followed, so that she could fulfill her (..)

Management 217

Management Financial Advisor Retirement Planning 217

Mish Talk

NOVEMBER 7, 2022

A Morning Consult offers a First Look at Consumers' 2022 Holiday Plans Key Takeaways Financial Service: To avoid going into debt this holiday season, consumers are being smarter about budgeting in advance and are more likely to favor a BNPL approach to cover holiday expenses over opening a new credit card. Will You Spend Less or More?

Food 279

Food Budgeting Consulting Retail 279

Nerd's Eye View

DECEMBER 13, 2022

We also talk about how, after leaving a former firm (and his referral sources), Terry decided to rebuild his practice through hosting dinner seminars on Social Security and Medicare with a third-party marketing solution that would send out the mailers, provided the presentation materials, and was able to consistently get $3M to $5M of new AUM from (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Robert B. Ritter Jr.

FEBRUARY 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else? What are the benefit plans […].

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Financial Services 40

Financial Services Taxes Planning Clients 40

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40

Trade Brains

NOVEMBER 23, 2022

Over the years, Vertex has emerged as one of the major players in India’s financial services sector. The financial services company has a high promoter holding of 73.4%, out of which 53.04% is held by Transwarranty Finance, a full-service investment banking company. At the present price of Rs. crore in FY22.

Manufacturing 92

Manufacturing Financial Services Media Electronics 92

Trade Brains

SEPTEMBER 14, 2023

Small Cap Stocks With High FII Holdings In this article, we shall be talking about the business models, recent developments and a few financial metrics of the companies. Later, we present a table which includes more such companies. Banking AAVAS Financiers ₹1,667 ₹13,190 35.00 Financial Services Redington ₹159.05 ₹12,975 59.20

Healthcare 59

Healthcare Financial Services Manufacturing Banking 59

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Trade Brains

JULY 31, 2023

In this article, we’ll present you such best debt free large cap stocks which you can add to your watchlists. TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing. Price to Book Value 20.20

Manufacturing 97

Manufacturing Consulting Engineering Distribution 97

Trade Brains

APRIL 12, 2023

Thus, in this article, we present you the best small cap stocks under Rs 100 that you can add to your watchlists. As of the present date, RVNL is a central public sector enterprise under the Ministry of Railways, Government of India. and presently trades at a price-to-book value (P/B) ratio of 2.2. 15,500 EPS ₹6.9 Stock P/E 10.7

Banking 97

Banking Retail Communication Manufacturing 97

Trade Brains

AUGUST 13, 2023

Presently, his associates hold 4,250,000 shares in the company amounting to 7% of the total shareholding. As of the present date, it is one of the leading producers of such machines all over Asia. It presently trades at a price-to-earnings ratio of 30 and a price-to-book value ratio of 2.89 respectively. 260 EPS ₹0.8

Engineering 97

Engineering Manufacturing Portfolio Sales 97

Trade Brains

APRIL 23, 2023

Along these lines, we present you the top large cap stocks under Rs 1000. The stock of the alcoholic beverages company presently trades at a price-to-earnings ratio of 47. In addition to mobile network services, it is also a preferred choice of ICT, broadband, and DTH services. 261,500 EPS ₹67.00 Stock P/E 12.8

Pharmaceutical 105

Pharmaceutical Banking Insurance Distribution 105

MainStreet Financial Planning

APRIL 4, 2023

With more than 38 years in the financial services and mortgage industry, the last 16 exclusively in the Reverse Mortgage business, Homa brings extensive knowledge and expertise to her clients. She presently works for Mutual of Omaha Reverse Mortgage. How can you use a Reverse Mortgage?

Financial Planner 90

Financial Planner Financial Planning CFP Education 90

Calculated Risk

MARCH 4, 2023

Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, March 6th -- No major economic releases scheduled. -- Tuesday, March 7th -- 8:00 AM: Corelogic House Price index for January. The key report scheduled for this week is the February employment report. million from 10.4

Financial Services 55

Financial Services Economics Banking Government 55

Trade Brains

FEBRUARY 26, 2023

A brief description of the business, any recent developments, and financials are also present. Presently, the government holds a majority 84.8% Furthermore, it plans to add 65 more gas retailing stations to its portfolio of 135 stations at present. The stock presently trades at a P/E of 9.47 15,250 EPS ₹44.6

Retail 98

Retail Manufacturing Insurance Sales 98

Steve Sanduski

MAY 30, 2023

The tension between your present reality and your desired future that advisors have to resolve as they plan for the next stage of their firm’s growth. Expanding the definition of what it means to work in financial services, especially for young advisors who prioritize work-life balance.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Clients Financial Services 52

Trade Brains

OCTOBER 4, 2022

Later, we provide a list that presents more companies with Top Stocks under Rs. Incorporated in 2007, Bajaj Finserv is the holding company of multiple financial services businesses of the Bajaj Finance Group. At present, it offers a dividend yield of 2.5%. The list below presents some more stocks under Rs.

Manufacturing 52

Manufacturing Banking Pharmaceutical Financial Services 52

Nationwide Financial

FEBRUARY 7, 2023

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being.

Retirement 102

Retirement Clients Education Financial Services 102