article thumbnail

The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

These changes all have the potential to change the industry by shifting the current focus on selling financial products (including financial plans themselves) to providing a more in-depth and personalized experience that helps anticipate future issues in a client's life and better help them identify the goals that will help them thrive.

article thumbnail

50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.

CFP 229
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Cipla Vs Sun Pharmaceutical – Financials, Future Plans & More

Trade Brains

Cipla Vs Sun Pharmaceutical : Pharma companies bear enormous responsibility for producing medicines and monetizing the time and effort spent on research and development for years by using patent protection. Sun Pharma’s portfolio includes innovative specialty medicines, branded generics, pure generics, and APIs.

article thumbnail

Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning

Steve Sanduski

is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture.

article thumbnail

#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients 130
article thumbnail

Fundamental Analysis Of Tata Chemicals – Financials, Future Plans & More

Trade Brains

A highlight of the future plans of the company and a summary conclude the article at the end. Excluding table salt, other chemicals find their end applications in the manufacturing of glass, paper products, medicines & drugs, and more. Are the future plans already discounted in the present price and past 200% growth?

article thumbnail

Cipla Vs Dr. Reddy’s Laboratories – Financials, Future Plans & More

Trade Brains

It is the world’s largest supplier of generic medicine, in terms of volume with a 20% market share. As per IQVIA report, the global medicine market is expected to reach USD 1.9 Future Plans Cipla Cipla is looking to shift focus towards biosimilars, mRNAs, and (CAR)-T cell therapy. Reddy's - Debt to Equity 0.28