Trade Brains

JUNE 11, 2025

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% LG Electronics India LG Electronics India is launching a book-built IPO comprising an Offer for Sale of 10.18 crore shares.

Electronics 85

Electronics Engineering Financial Services Sales 85

NAIFA Advisor Today

FEBRUARY 25, 2025

The life insurance and financial services industry is evolving rapidly, and advisors who embrace technology have a competitive edge. Nick co-founded Xcela out of frustration with the slow, inconsistent, and outdated processes in securing life insurance policies.

CFP 94

CFP Insurance Financial Services Sales 94

Abnormal Returns

APRIL 24, 2023

ft.com) Don't discount Apple's ($AAPL) push into financial services. manufacturingdive.com) A case study in how influencers can drive sales of a product, i.e. Goli Apple Cider Vinegar Gummies. (dariusforoux.com) Recency bias is the bane of investors. macworld.com) Twitter has stopped funding VCs it has committed to.

Marketing 261

Marketing Marketing Financial Advising Startup 261

Nerd's Eye View

AUGUST 15, 2023

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. Read More.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Abnormal Returns

MAY 21, 2023

wsj.com) Apple ($AAPL) is playing the long game in financial services. tker.co) The mix of light vehicle sales keeps shifting toward pickups and SUVs. (awealthofcommonsense.com) Every investment plan needs some room for error. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Nerd's Eye View

AUGUST 22, 2023

Read More.

Financial Advisor 245

Financial Advisor Media Sales Clients 245

NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982.

Financial Services 64

Financial Services Ethics CFP Education 64

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

Trade Brains

JUNE 17, 2025

A leading player in the life insurance sector, this financial services stock is backed by one of India’s prominent business conglomerates. With market capitalization of Rs 54,647 Crores, the shares of Max Financial Services Limite d were down by 0.5 Citi Research initiated coverage on Max Financial Services Ltd.

Financial Services 59

Financial Services Insurance Distribution Banking 59

The Big Picture

MARCH 6, 2023

This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. And as poor as the questions are, the Fed chief works very hard to say anything at all.

Financial Services 304

Financial Services Banking Sales Marketing 304

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

NAIFA Advisor Today

MAY 30, 2025

In today's competitive financial services environment, technology isn't just a support toolits a strategic advantage. Life insurance agents and financial advisors who integrate the right software solutions into their workflow not only save time, but also significantly increase client engagement, retention, and revenue.

Financial Advisor 98

Financial Advisor Insurance Financial Services Sales 98

Steven J. Wilson

JUNE 28, 2022

When it comes to lead generation, financial services companies have a lot to consider. Several factors can impact your ability to generate leads and close deals, from identifying the right target market to understanding the complex sales process. By following […]. By following […].

Financial Services 52

Financial Services Sales Marketing Marketing 52

Indigo Marketing Agency

JULY 1, 2024

It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. At Indigo Marketing Agency, we specialize in creating personalized marketing strategies specific to financial advisors. They also make the sales process better and faster.

Financial Services 52

Financial Services Marketing Marketing Media 52

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. This argument continues in the financial services industry as the regulators work through this issue.

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner CFP 52

Trade Brains

JUNE 9, 2025

Before this sale, Rakesh Chopdar held 3.83 The sale reduced his stake by approximately 0.49 These transactions reflect a combined stake sale of 2.86 On the same day, several prominent mutual funds and financial institutions participated in large-scale block deals, acquiring shares of the company at an average price of Rs.

Engineering 71

Engineering Manufacturing Sales Wealth Management 71

Calculated Risk

JUNE 17, 2023

The key reports this week are May Housing Starts and Existing Home Sales. Any number above 50 indicates that more builders view sales conditions as good than poor. -- Tuesday, June 20th -- 8:30 AM ET: Housing Starts for May. 10:00 AM: Existing Home Sales for May from the National Association of Realtors (NAR).

Sales 130

Sales Financial Services Manufacturing Banking 130

NAIFA Advisor Today

MAY 13, 2025

Bobby Johnson is an experienced general agent and sales and distribution executive in the financial services industry. He leads life insurance distribution strategies, focusing on expanding agent partnerships and enhancing customer experiences.

Insurance 52

Insurance Financial Consultant Distribution Financial Services 52

NAIFA Advisor Today

JUNE 19, 2023

Craig Garofolo always knew he wanted to be in the insurance and financial services industry. After several years in sales and marketing positions, he found the right opportunity with Guardian in 2011 and started his financial services career.

Financial Services 98

Financial Services Insurance Sales Marketing 98

Calculated Risk

MARCH 13, 2023

as Successor to Signature Bank, New York, NY Signature Bank, New York, NY, was closed today by the New York State Department of Financial Services, which appointed the Federal Deposit Insurance Corporation (FDIC) as receiver. a full-service bank that will be operated by the FDIC as it markets the institution to potential bidders.

Banking 130

Banking Financial Services Insurance Assets 130

Trade Brains

JUNE 6, 2025

Reduced interest rates positively impact the real estate sector by making mortgages more affordable, encouraging homebuyers, boosting sales volumes, and aiding developers in financing new projects, leading to higher revenue and stronger demand across residential and commercial segments.

Banking 52

Banking Financial Services Economics Investments 52

Trade Brains

JUNE 11, 2025

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. Marksans Pharma Limited is primarily engaged in the business of research, manufacture, marketing and sale of pharmaceutical formulations.

Engineering 59

Engineering Banking Financial Services Pharmaceutical 59

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Trade Brains

SEPTEMBER 21, 2024

The company is planning a massive IPO worth ₹10,000 crore, which is set to be the largest initial share sale by a public sector company in India. HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services.

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

JUNE 10, 2025

In this article, we look at two stocks, both from the Financial Services and Metals & Mining sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 25%. With a 77% market share, it maintained its leading position and posted its highest-ever domestic zinc sales of 603 kt. Mt (net of 1.2

Financial Services 72

Financial Services Investments Investing Certification 72

Trade Brains

NOVEMBER 3, 2024

REC has demonstrated a robust growth trajectory with a 5-year CAGR in sales of 20% and a net profit CAGR of 13%. Shriram Finance Shriram Finance specializes in non-banking financial services, offering vehicle financing, personal loans, and microfinance to underserved markets. Coal India announced an interim dividend of ₹15.75

Distribution 52

Distribution Sales Investments Investing 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. You can build strong relationships with new clients in the financial services field. A good advertising plan does more than just sell your services.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

NAIFA Advisor Today

AUGUST 3, 2023

NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.

Sales 52

Sales Estate Planning Financial Services Accounting 52

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. Why Marketing to RIAs is Important In the tough financial services world, RIAs need to focus on attracting and keeping clients. This can boost brand awareness.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Trade Brains

JUNE 16, 2025

It achieved record domestic sugar sales of 5.9 The company also reported an all-time high average sales realization of Rs 38/kg. Domestic sales rose by 22%, from 1.1 Lakh MT in Q4 FY25, while export sales doubled to 0.1 Retail sales grew 6.4% EBITDA came in at Rs 544 crore, and PAT at Rs 387 crore. LMT in FY24.

Retail 59

Retail Sales Portfolio Certification 59

Validea

MAY 14, 2025

Ticker Company Name Free Cash Flow Yield Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Neg. 80 3 DFS DISCOVER FINANCIAL SERVICES 15.0% $204.07 $51,355 10.9 80 3 DFS DISCOVER FINANCIAL SERVICES 15.0% $204.07 $51,355 10.9 30 20 VC VISTEON CORP 11.8% $88.98 $2,425 8.3

Financial Services 52

Financial Services Food Banking Investments 52

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% The September retail and food services sales data underlined the economy’s momentum. Overall retail sales and food services rose at an annualized pace of 8.6% Restaurant and bar sales rose at a 9.6% annualized pace over the last three months.

Marketing 143

Marketing Marketing Economy Retail 143

Validea

MAY 5, 2025

Ticker Company Name Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield Shareholder Yield BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA (ADR) $13.87 $79,547 7.0 IFS INTERCORP FINANCIAL SERVICES INC $34.47 $3,905 11.1 IFS INTERCORP FINANCIAL SERVICES INC $34.47 $3,905 11.1

Debt Management 52

Debt Management Distribution Financial Services Investments 52

Aleph

SEPTEMBER 9, 2024

” Update: NYC’s Largest Cab Insurer Ordered to Explore Sale After Losses And this story : “While ATIC is required by the state’s DFS to submit to an examination every five years, there are no publicly available exam reports for the company.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Trade Brains

JUNE 22, 2025

The analysts of brokerage firm Motilal Oswal Financial Services have issued a ‘buy’ rating for CONCOR, setting a target price of Rs. Bansal Wire Industries Limited is principally engaged in the business of manufacturing and sale of wires of multiple varieties, including mild steel, stainless steel, high carbon, etc.,

Transportation 77

Transportation Financial Services Communication Investments 77