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5 Valuation Factors for Retiring Financial Professionals to Consider When Selling Their Businesses

James Hendries

Your Client List As a financial services professional, you’ve probably spent years building up your book of business. On the other hand, if your list is primarily full of people who are retiring and don’t need a lot of financial services anymore, that may hurt the sale price of your business.

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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Source: Factset, Carson Investment Research 3/28/2024 Valuations Revenues, earnings, margins, and other fundamental factors all contribute to the valuation of a company. Following the huge 11.2%

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Market Commentary: Earnings Season Flouts Calendar Effects

Carson Wealth

Earnings, Not Rising Valuations, Driving Magnificent Seven Stock Gains Of course, NVIDIA’s stock movement has been strong. While not reviewing NVIDIA in particular, we do wonder whether price appreciation for Magnificent Seven stocks simply reflects unreasonable valuations based on untethered investor enthusiasm.

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Importance of Compliance

Truemind Capital

Compliances are in place to ensure: – Services provided in the interest of the end consumer – Reduce the risk in the system – Provide clarity regarding the operating framework for checks & balances The most important compliance requirement in regulated financial services business is KYC (Know Your Client).

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. although valuations should help international markets see reasonable gains as well. What may look different for stocks in 2024 is if the market rally broadens. We continue to favor the U.S.,

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Dodge & Cox Go For A Bold Strategy

Validea

The hedge, now down to 2% amidst more appealing valuations, is still on, and has helped the fund outperform its peers, reports a profile on the fund and its managers in Barron’s. Meanwhile, on the equity side, financial services make up the largest sector in the fund. While DODBX is down 9.8%

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Fundamental Analysis of Mufin Green Finance – Financials & More

Trade Brains

With an increasingly large workforce and a growing middle- and lower-income demographic, the need for financial services is set to rise sharply. The escalating significance of NBFCs is underscored by the steady increase in their credit relative to GDP and their reliance on credit extended by SCBs.