article thumbnail

RIA Roundup: Emigrant Partners Stakes MONECO Advisors

Wealth Management

Emigrant has added the 21st growth-oriented platform to its expanding portfolio of independent wealth management businesses, while no less than six firms announced recruits or acquisitions this week.

article thumbnail

Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

The panels centered around a general theme of growth, whether how to diversify portfolios to grow, strategies to boost AUM and clients and AI best practices to improve an advisors' business. " Smith, who went from a zero-star high school recruit to Heisman Trophy-winning quarterback and No.

Insiders

Sign Up for our Newsletter

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

article thumbnail

#FASuccess Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms, With Eric Stein

Nerd's Eye View

What's unique about Eric, though, is how he has chosen not to utilize the investment expertise he's built throughout his career to gather individual clients and manage their portfolios as a 'traditional' financial advisor with investment expertise, but instead to really stay focused on being an "investment nerd" by landing his current role as a partner (..)

Investing 244
article thumbnail

Weekend Reading For Financial Planners (July 1-2)

Nerd's Eye View

Also in industry news this week: Concerned about the (insufficient) frequency of its examinations of RIAs, an SEC committee has recommended that the regulator allow third parties to conduct these examinations and to request Congressional authorization to charge investment advisers under its purview a ‘user fee’ that would provide steady (..)

article thumbnail

Top Indian Stocks Held By JP Morgan – Portfolio Analysis!

Trade Brains

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. In terms of employment services, it offers permanent recruitment services, temporary staffing options, and regulatory consulting for labour law compliance.

article thumbnail

MiB: Peter Borish, Tudor Investments & Robin Hood

The Big Picture

That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. Be sure to check out our Masters in Business next week with Ilana Weinstein, founder and chief executive officer of IDW Group , the top recruiter of fund managers and traders for many of the largest hedge funds.

Investing 217
article thumbnail

5 Smallcap stocks with over 35% DII holding to keep on your radar

Trade Brains

TeamLease Services Established in 2000 and headquartered in Bengaluru, TeamLease Services Limited is a leading Indian recruitment and human resources (HR) services company. Here is the list of 5 Stocks where DIIs hold over 35 percent stake; 1. percent stake in the company, reflecting strong domestic investor confidence.