Trade Brains

NOVEMBER 17, 2023

Fundamental Analysis Of Waaree Renewable Technologies : Electricity is a necessity and there would be no commercial activity in the economy without energy. They are one of the major players in the Solar Industry – Waaree Renewable Technologies Limited. cr in FY23 as against 161.49 cr in FY22 with an increase of 117.3% RoCE 96.9%

Government 115

Government Engineering Distribution Planning 115

Nerd's Eye View

OCTOBER 5, 2022

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible.

Taxes 214

Taxes Tax Planning Portfolio Management Advertising 214

Nerd's Eye View

MARCH 13, 2023

For the past several decades, platforms for advisors have differentiated with the quality of their technology. Consequently, the technology that most of today’s advisor platforms (e.g., broker-dealers, RIA aggregators, TAMPs, etc.) Which is usually one from a list of just 3 leading providers in any particular category.

Compliance 192

Compliance Portfolio Management Planning Financial Advisor 192

Nerd's Eye View

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Planning 227

Planning Financial Planning Financial Advice Clients 227

Wealth Management

NOVEMBER 3, 2023

“Technology is not going to replace advisors, but advisors who do embrace technology are going to replace advisors who don’t,” said David Karr, chairman of Equitable Advisors.

127

127

Trade Brains

NOVEMBER 18, 2023

Tata Technologies IPO Review: The Tata Group is finally coming out with an IPO after 19 Long Years. Tata Technologies Limited will open for subscription on November 22, 2023, and close on November 24, 2023. In this Tata Technologies IPO Review, we look at the tata group company, its financials, strengths, weaknesses, GMP and more.

Engineering 115

Engineering Assets Clients Manufacturing 115

Advisor Perspectives

FEBRUARY 5, 2024

Selecting the appropriate technologies for your wealth management firm is a daunting task, but by adhering to a systematic approach, you will identify the solutions that will drive your business forward.

Wealth Management 124

Wealth Management Management 124

Alpha Architect

NOVEMBER 3, 2023

The timelier adoption of new technology and the higher likelihood of large-scale technology adoption make the risk associated with technological innovation more systematic, which in turn increases returns required by investors for technology spillover recipients.

Investing 88

Investing Investments 88

Trade Brains

OCTOBER 12, 2023

KPIT Technologies Vs Tata Elxsi : Who doesn’t like Nature? Today, In our article, we are comparing fundamentally the companies making a change in the Electric IT Mobility Industry – KPIT Technologies Vs Tata Elxsi. The greener the better we feel, breathe, and freshness. revenue share from these locations as per FY 2022-23.

Planning 105

Planning Engineering Healthcare Manufacturing 105

Advisor Perspectives

MARCH 7, 2024

Technology continues to play an important role in transforming the advice profession. My guest and I will discuss the latest technology trends for advisors, the importance of developing and introducing technology skillsets, the rise of GenAI and other emerging technologies, and more, in this episode.

Clients 52

Clients 52

Advisor Perspectives

DECEMBER 26, 2023

To address those market challenges, SS&C Rendezvous was launched in 2023, offering advisors a turnkey, front-end investment management platform embedded in the Black Diamond portfolio management system.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Advisor Perspectives

MARCH 22, 2023

Do advisors need to accept that technology will forever be a drag, or can the right approach lead to personal happiness and a more productive practice?

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129

Trade Brains

SEPTEMBER 24, 2023

ASM Technologies Vs RIR Power Electronics: The semiconductor industry is often described as the “brain” of modern technology. In today’s article, we will compare two such Indian Companies that are focused on manufacturing such intricate devices – ASM Technologies Vs RIR Power Electronics. 192Cr in FY22 to Rs.

Electronics 111

Electronics Manufacturing Planning Engineering 111

Trade Brains

MARCH 4, 2024

Dixon Technologies Vs Amber Enterprises: The government’s decision to reduce import duties on spare parts for mobile phones caused a significant surge in the share prices of these companies. Read this article as we compare Dixon Technologies Vs Amber Enterprises, the two companies set to benefit from the favourable regulatory shift.

Planning 59

Planning Electronics Manufacturing B2B 59

Trade Brains

JULY 13, 2023

Netweb Technologies IPO Review: Netweb Technologies Limited is coming up with its Initial Public Offering. In this article, we will look at the Netweb Technologies IPO Review 2023 and analyze its strengths and weaknesses. The IPO will open for subscription on 17 July 2023 and close on 19 July 2023. Keep reading to find out!

Electronics 89

Electronics Government Sales Education 89

Advisor Perspectives

FEBRUARY 10, 2023

Nowhere is that more obvious than in technology. My guest is here to explain how providers of thematic technology ETFs are abusing industry buzzwords. The asset management industry is infected with buzzwords. Advisors are confronted with an array of labels like innovation, disruption, AI and deep learning.

Assets 92

Assets Management Investing Investments 92

Advisor Perspectives

APRIL 25, 2024

The market has been highly tuned to news from the Fed or developments in artificial intelligence technology to set expectations.

Marketing 52

Marketing Marketing 52

Trade Brains

MAY 8, 2023

Fundamental Analysis of KPIT Technologies: The mid-cap company KPIT Tech. We’ll attempt to answer these questions and many others in our fundamental analysis of KPIT Technologies. We’ll attempt to answer these questions and many others in our fundamental analysis of KPIT Technologies. What are its future plans?

Planning 105

Planning Engineering Electronics Marketing 105

Wealth Management

NOVEMBER 22, 2023

Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.

Management 111

Management 111

Wealth Management

OCTOBER 19, 2023

Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.

Financial Advisor 103

Financial Advisor Planning 103

Advisor Perspectives

FEBRUARY 13, 2023

Chinese-based technology sits behind some of the world’s most powerful companies – Baidu, Alibaba, WeChat, and Tencent, the subject of a new book. That has created immense wealth for a few bold entrepreneurs, but new policies by the Chinese government aim to reduce that wealth inequality.

Government 98

Government 98

Wealth Management

JULY 26, 2023

Gain insight into harnessing integrated technology solutions that streamline back-office operations, deliver personalized insights and attract and retain clients.

Clients 97

Clients 97

Trade Brains

NOVEMBER 2, 2023

Protean eGov Technologies IPO Review : Protean eGov technologies is coming up with the IPO which is set to be listed on BSE. This article will provide a comprehensive review of the IPO, including an in-depth analysis of the company’s financials and the strengths and weaknesses of Protean eGov technologies.

Government 59

Government Economy Taxes Electronics 59

Advisor Perspectives

FEBRUARY 6, 2024

It’s up to advisors to deploy technology without losing sight of what clients want. Consider these examples.

Clients 69

Clients 69

Wealth Management

FEBRUARY 27, 2024

Among other developments, ABL Tech will provide the firm’s wealth advisors with mortality data that can help them identify wealth transfers within their client base.

Wealth Advisor 109

Wealth Advisor Clients 109

Trade Brains

SEPTEMBER 5, 2023

Fundamental Analysis of Shilchar Technologies: The stock of Shilchar Technologies, a small-cap power transformers maker has generated a return of a whopping 400% for its investors in the last 12 months. We’ll attempt to answer these and other questions by performing a fundamental analysis of Shilchar Technologies in this article.

Planning 59

Planning Electronics Manufacturing Distribution 59

Trade Brains

SEPTEMBER 22, 2023

Newjaisa Technologies IPO Review : Newjaisa technologies limited is coming up with its Initial Public Offering. In this Newjaisa Technologies IPO Review, we will provide an in-depth analysis of the company, including its financials, strengths, and weaknesses. Keep reading for more comprehensive details! of the total sales.

Electronics 59

Electronics Sales Assets Marketing 59

Wealth Management

DECEMBER 10, 2022

Kol Chu Birke, managing principal for community and technology engagement at Commonwealth Financial Network, provides insight into how advisors can use technology to improve efficiency and build client trust.

Clients 104

Clients Management 104

Wealth Management

AUGUST 4, 2022

Senior Tech Editor Davis Janowski and industry consultant Tim Welsh debate the merits of technology platforms aimed at helping clients in the decumulation phase.

Consulting 105

Consulting Clients 105

Trade Brains

FEBRUARY 13, 2023

Fundamental Analysis of MTAR Technologies: It is believed that an ancillary stock for a booming industry can be a more lucrative bet than core industry stocks sometimes. One such ancillary stock is small-cap MTAR Technologies, a recently listed company supplying components to clean energy, defense, and space sectors.

Manufacturing 52

Manufacturing Accounting Government Planning 52