Midstream Marketing

DECEMBER 7, 2024

The platform offers a large collection of licensed content from trusted global sources. AdvisorStream allows you to customize various kinds of content. You can choose from articles, videos, infographics, and weekly newsletters.

Compliance

NAIFA Advisor Today

JUNE 9, 2025

Grace holds a MBA in finance from San Jose State University, FSCP designation, and multiple FINRA licenses. She has led comprehensive initiatives in branding, digital strategy, public relations, and advisor development, significantly enhancing organizational growth and visibility.

Financial Advisor

Trade Brains

JULY 14, 2025

Furthermore, its Financial Services Agency (FSA) demands rigorous licensing. Adopting Japan’s licensing model could significantly reduce this speculative flight. Over 30 exchanges now operate under strict anti-money laundering rules. These rules build crucial market trust.

License

Harness Wealth

APRIL 17, 2025

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. In contrast, mixed-use services require careful allocation based on the business usage percentages.

Taxes

Random Roger's Retirement Planning

APRIL 21, 2025

It makes no sense that a sitting President would want the stock market to go down but I'm not sure how to reconcile the rhetoric that appears to have been driving markets lower.

License

The Big Picture

JULY 16, 2025

So if you’re okay with that, trade off with the idea that you probably will spend less, you should give yourself a little bit more license to spend earlier on. So, so let’s break those spending desires down.

Retirement

Inside Information

JULY 28, 2025

They aren’t investing in it; they’re collecting annual licensing fees from advisory firms who were attracted when their software was new, innovative and had the best features in the category. First, they’re going to have to discard the solutions whose owners (PE anyone?) regard their software as an annuity.

License

Darrow Wealth Management

JULY 24, 2025

The new law also adds post-secondary credentialing expenses such as certifications, licenses, exams, continuing education, and other costs. In 2026, the annual limit for qualified K-12 education expenses increases from $10,000 to $20,000.

Taxes

Trade Brains

JULY 23, 2025

It operates under a Category 1 Merchant Banking License, regulated by the Securities and Exchange Board of India (SEBI). Prime Securities Limited was established in 1982 and is a leading Indian investment bank specializing in investment banking and corporate advisory services.

Wealth Management

Trade Brains

JULY 17, 2025

The updated Virtual Asset Act, operational since April 2025, provides crystal-clear licensing. Whether minting NFTs or building protocols, clear licensing paths exist. Trade Bitcoin daily, manage a DeFi fund, or simply hold long-term; your gains remain untouched. Importantly, regulation here isn’t murky.

Taxes

Trade Brains

JUNE 7, 2025

A mining concessionaire is a government-issued license or lease that gives the company exclusive rights to operate in a specific mining zone. The company has 175,000 MTPA of Ferroalloys installed capacity, 734 MW Collective generation capacity and has Zambia’s Largest Mining concessionaire. percent, up from 48.89

Healthcare

Trade Brains

JULY 15, 2025

This development builds upon SMFG’s earlier definitive agreement announced on May 9, 2025, where Sumitomo Mitsui Banking Corporation (SMBC), a licensed banking arm under SMFG, agreed to acquire a 20 percent stake in Yes Bank. If finalized, this fresh capital infusion would take SMFG’s total investment in Yes Bank to around $2.7

Banking

Wealth Management

JULY 15, 2025

Waycrest’s seven-person team will work with clients including physicians, business owners, attorneys and philanthropic families, primarily in Michigan and Florida, though it is licensed in 40 states. It also specializes in intergenerational wealth transfer, business succession and legacy planning.

Estate Planning

Trade Brains

JULY 27, 2025

The Company is engaged in the manufacturing and sales of wood coatings and other decorative paints, under its own or exclusively licensed brands, such as Sirca, Unico, San Marco, and Durante Vivan. Sirca Paints India Sirca Paints India Limited is an India-based manufacturer of wood coating products. 416.90, down 0.84

Insurance

Don Connelly & Associates

JULY 14, 2025

Generally, the journey of becoming a Financial Advisor involves earning a degree, obtaining licenses, gaining experience, and committing to continuous learning. While it typically takes 3 to 5 years to become fully established, the process is both rewarding and dynamic, offering opportunities for growth at every stage.

Financial Advisor

Wealth Management

JUNE 30, 2025

Louis-based broker/dealer Edward Jones announced it intends to acquire Natixis Investment Managers’ overlay management services capabilities “through the purchase of select assets and an exclusive license for certain proprietary technology.”

Management

Trade Brains

JULY 18, 2025

It establishes a dual licensing system. Alternatively, they can operate under qualifying state licenses. They will focus on securing licenses. What the GENIUS Act Actually Does The Guiding and Establishing National Innovation for U.S. Stablecoins Act creates clear federal rules. Stablecoin issuers can seek federal approval.

License

Trade Brains

JULY 7, 2025

The regulator explicitly stated Toncoin lacks licensing in Dubai. . “Golden visa frameworks still do not include digital currency investors,” the ICP stated plainly. This clarification directly countered the TON Foundation’s weekend pitch. VARA delivered another critical blow.

Government

Darrow Wealth Management

JANUARY 13, 2025

Further, some lenders are only licensed in certain states. The difficulty is when non-conforming or jumbo loan buyers don’t have the cash in hand for a 20% down payment. Different states and counties have varying loan maximums that determine what’s conforming and what isn’t.

Taxes

Trade Brains

JULY 8, 2025

After the recent merger of the startup Slice and North East Small Finance Bank (NESFB) , the started gained the regulated banking license and access to traditional banking infrastructure, which resulted in Slice expanding into full-fledged banking services.

Startup

Midstream Marketing

NOVEMBER 6, 2024

Don’t give financial advice without the proper licenses. This will help you stay away from legal problems and keep your marketing ethical. Don’t say things you can’t prove. Don’t promise returns on investments. Be open and honest with your words. Always explain any risks clearly. Talk about any conflicts of interest.

Financial Advisor

Trade Brains

JULY 22, 2025

Today, the world’s largest prediction market stands ready to return, after acquiring QCEX, a fully licensed US derivatives exchange and clearinghouse, for $112 million. QCEX, based in Boca Raton, Florida, holds licenses as both a derivatives exchange and a clearinghouse, all overseen by the CFTC.

Marketing

Harness Wealth

FEBRUARY 4, 2025

Financial Professional Qualification: Holding certain financial licenses, such as Series 7, 65, or 82, may also grant accreditation status. Net Worth Requirement: Have a net worth exceeding $1 million, excluding your primary residence.

Taxes

Harness Wealth

MARCH 20, 2025

Home office space deductions Business equipment deductions Travel expense deductions Vehicle mileage deductions Business meal deductions License fee deductions Health insurance deductions Retirement contribution deductions How do I claim home office tax deductions? However, the licenses must be directly related to business activities.

License

Carson Wealth

MARCH 6, 2025

New Advisor If youre working with a new advisor, do they need to hold any other licenses or work with other professionals (such as life insurance agents or estate lawyers) to perform the duties required in the plan? If youre planning a move, keep these three priorities in mind: Taxes Does your new home state have an estate/inheritance tax?

Estate Planning

Trade Brains

JULY 12, 2025

The company also manufactures and distributes the iconic Marlboro brand of cigarettes in India under a licensing agreement with Philip Morris International. With a long standing legacy and efficient supply chain, it has built a strong brand recall in both urban and rural markets. Its stock currently trades at Rs.

Healthcare

Trade Brains

JULY 13, 2025

However, the Pharma index bucked the trend and posted gains, led by a significant rally in Glenmark Pharmaceuticals after a favourable licensing agreement. Most sectoral indices ended in the red, with the IT and Media indices among the top losers due to weak earnings and broader market concerns. points, to conclude at 24,139.57.

Banking

Trade Brains

JUNE 8, 2025

Acceptable ID details include: PAN (Permanent Account Number) Aadhaar (last four digits only) Driving license number Also read: Top Hybrid Mutual Funds in India to Keep on Your Radar in 2025 No More Power of Attorney-Based Nominations One of the biggest changes in the new guidelines is that PoAs can no longer make appointments for investors.

License

Trade Brains

AUGUST 8, 2025

Synopsis: AU Small Finance Bank stock jumped sharply after receiving “In Principle” approval from the RBI to act as a universal license, enabling the bank to diversify its operations to its customers. The shares of this leading Small finance bank are in focus after it received a first step approval from the RBI to act as a universal bank.

Banking

NAIFA Advisor Today

JULY 16, 2025

A licensed acupuncturist and longtime advocate for her profession, Lindy made the shift to financial services after a life-changing health challenge gave her a new perspective.

License

Trade Brains

JULY 3, 2025

Bipin Preet Singh, Co-founder, MD & CEO, MobiKwik, shared his excitement about this development, “The stock broking license marks a significant milestone for us as we enter the Indian equity markets.

License

Harness Wealth

FEBRUARY 19, 2025

Business entities that are exempt from BOI reporting requirements include: Securities reporting issuers Governmental authorities Banks Credit unions Depository institution holding companies Money services businesses Brokers or dealers in securities Securities exchanges or clearing agencies Other Exchange Act registered entities Investment companies (..)

Taxes

Trade Brains

JULY 17, 2025

VBL has been associated with PepsiCo since the 1990s and has steadily expanded its footprint by increasing its licensed territories and product portfolio. In India, VBL holds franchise rights across 26 States and 6 Union Territories, covering nearly 90% of PepsiCo India’s beverage sales volume.

Distribution

Trade Brains

JUNE 6, 2025

Following this, the company rejects seeking Singapore licenses. Attached redacted legal documents confirmed the Panama plan. Zettai itself rebrands as Zensui. Zensui will manage WazirX’s crypto services from Panama. It also won’t register with India’s Financial Intelligence Unit.

Distribution

Harness Wealth

JULY 31, 2025

Now, that same offering—delivered digitally, accessed via subscription, or licensed as a service—can trigger tax questions across multiple states. For businesses shifting from physical goods to digital services, this transition comes with real tax risk. Selling a boxed product used to be simple.

Taxes

Trade Brains

JULY 10, 2025

About Edelweiss Financial Services Limited: Edelweiss Financial Services Limited (“ EFSL ”) was incorporated on November 21, 1995, under the name of Edelweiss Capital Limited and started operations as an investment banking firm after receipt of a Category II license from SEBI.

Financial Services

Trade Brains

JULY 10, 2025

US jobless claims at 227,000 in July 5 week vs est of 235K US continuing claims at 1.965 Mn in June 28 week vs est of 1.965 Mn Stocks to watch Glenmark Pharma : Its arm IGI Therapeutics SA signed an exclusive global licensing deal with AbbVie for cancer and autoimmune drug ISB 2001, currently in Phase I trials.

Marketing