ICYMI ➜ Merit Financial Advisors CEO Rick Kent tells us what he's learned from his peers here at our #CitywireRIA Austin retreat, and how his firm has grown so much - with Amelia Garland
ICYMI ➜ Wealthspire Advisors CEO Mike LaMena tells us the key themes he's hearing from other advisors here at our #CitywireRIA Austin event - with Courtney McQuade
ICYMI ➜ Savant Wealth Management's Director of Research, Gina Beall, tells us the key factors she looks for when selecting funds for her firm, and how portfolios have evolved - with Arielle Shternfeld at our #CitywireRIA Austin retreat.
ICYMI ➜ Angie Herbers tells us her favorite question from the live 'Ask Angie' session, her top tips for successful client service, and what to consider in succession planning - with Amelia Garland at our #CitywireRIA Austin retreat.
Merit Financial Advisors CEO Rick Kent tells us what he's learned from his peers here at our #CitywireRIA Austin retreat, and how his firm has grown so much - with Amelia Garland
Wealthspire Advisors CEO Mike LaMena tells us the key themes he's hearing from other advisors here at our #CitywireRIA Austin event - with Courtney McQuade
Savant Wealth Management's Director of Research, Gina Beall, tells us the key factors she looks for when selecting funds for her firm, and how portfolios have evolved - with Arielle Shternfeld at our #CitywireRIA Austin retreat.
More and more clients are concerned about taxes. Chris Field tells us how Holistiplan makes tax planning easier for advisors - with Amelia Garland at our #CitywireRIA retreat in Austin.
Angie Herbers tells us her favorite question from the live 'Ask Angie' session, her top tips for successful client service, and what to consider in succession planning - with Amelia Garland at our #CitywireRIA Austin retreat.
Which products are advisors showing lots of interest in? And which products is he looking to add to the SMArtX platform? Brad Haag tells Amelia Garland here at our #CitywireRIA Austin retreat.
We've had a fantastic #CitywireRIA retreat here in Austin, Texas! Thanks so much to our sponsors:
Amundi Aptus Capital Advisors Aristotle Avantis Investors Blackstone Capital Group Franklin Templeton Hotchkis & Wiley Capital Management John Hancock Lazard Asset Management Nationwide Principal Financial Group Polar Capital State Street Global Advisors Transamerica Wasatch Global Investors Addepar CAIS Holistiplan SMArtX Advisory Solutions
When it comes to client reporting, what are some of the challenges advisors face? Jack Walsh of Addepar tells us what he's seen in the industry and how Addepar can help - with Courtney McQuade at our #CitywireRIA Austin retreat.
We are really excited to see all our advisor guests, fund managers, and advisor tech solutions at our #CitywireRIA retreat in Austin next week! Huge thanks to our sponsors!
Amundi Aptus Capital Advisors Aristotle Avantis Investors Blackstone Capital Group Franklin Templeton Hotchkis & Wiley Capital Management John Hancock Lazard Asset Management Nationwide Principal Financial Group Polar Capital State Street Global Advisors Transamerica Wasatch Global Investors Addepar CAIS Holistiplan SMArtX Advisory Solutions
The fixed income market has taken a beating in the last few months, and unsurprisingly so. Rate hikes and rising inflation, after all, don't necessarily spell opportunity for bondholders. But things may be about to change - we spoke to those netting opportunities and those sitting on the sidelines to see how things play out. Find out what they had to say in our latest due diligence report: http://ow.ly/7Txf50KegPf
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Get everything you need to know about investing in Emerging Markets in our latest Due Diligence Report: http://ow.ly/x7jf50K0fb2
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Invesco US Polar Capital Thornburg Investment Management
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Amelia Garland Viktoriia V. Tondre Raymond James Nikki Noriega Josh R. Jorry Noeddekaer Jitania Kandhari Chris Delahunt Michele Luthin Courtney McQuade Ashley Lowe Arielle Schternfeld Lara Mullen
Emerging Markets have a lot going for them - ultra cheap valuations, structural tailwinds and central banks that are superbly addressing inflation. Find out why now is an opportunity to invest, in this month's Due Diligence Report. Read it online and see highlights from our virtual panel session with top EM experts: http://ow.ly/mZH850K0f1j
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#CitywireDueDiligence
Invesco Polar Capital Thornburg
Morgan Stanley IM
Amelia Garland Viktoriia V. Tondre Raymond James Nikki Noriega Josh R. Jorry Noeddekaer Jitania Kandhari Chris Delahunt Michele Luthin Courtney McQuade Ashley Lowe Arielle Schternfeld Lara Mullen
Get everything you need to know about Emerging Markets in this month's Due Diligence Report! Read it online and see highlights from our virtual panel session with top EM experts: http://ow.ly/Be1y50K0bPQ
Sponsored Content
#CitywireDueDiligence
Invesco Polar Capital Thornburg
Morgan Stanley IM
Amelia Garland Viktoriia V. Tondre Raymond James Nikki Noriega Josh R. Jorry Noeddekaer Jitania Kandhari Chris Delahunt Michele Luthin Courtney McQuade Ashley Lowe Arielle Schternfeld Lara Mullen
Catch some of the highlights from our #CitywireRIA event in Washington DC, May 5-6, 2022.
When does it make sense to stand up to your risk manager? For income outperformer Nick Clay it is when you are being strong-armed into doubling your stake in a company you have little faith in.
🎧 http://ow.ly/lfhc50JpLIi
#CitywirePodcast
Hosts: Alex Steger, Chris Sloley & Frank Talbot
#assetmanagement #fundmanagement #mutualfunds #financialservices #wealthmanagement
When does it make sense to stand up to your risk manager? For income outperformer Nick Clay it is when you are being strong-armed into doubling your stake in a company you have little faith in.
🎧 https://open.spotify.com/episode/3FAW8dTkEiDDCnkOiS69lp
#CitywirePodcast
Hosts: Alex Steger, Chris Sloley and Frank Talbot
#assetmanagement #fundmanagement #mutualfunds #financialservices #wealthmanagement
Shana Sissel shares what she's seeing at the #InsideETFs conference and where she thinks alternatives fit in the RIA space - with our Audience Development Team extraordinaire, Arielle Shternfeld.
#WMEDGE
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CAIA president Bill Kelly shares his initial event observations at #InsideETFs, and an idea for an ETF - with Lara Mullen.
Bonds have made fools of many investors in recent years, and it is this herd mentality that most scares BlueBay’s Mark Dowding. The boutique group’s CIO talks about when it really hurts to be wrong, but why it can pay to be truly contrarian, even as those around you are seemingly running away with returns.
🎧 http://ow.ly/vJJ850JjaQv
Hosts: Alex Steger & Chris Sloley
#CitywirePodcast
Bonds have made fools of many investors in recent years, and it is this herd mentality that most scares BlueBay’s Mark Dowding. The boutique group’s CIO talks about when it really hurts to be wrong, but why it can pay to be truly contrarian, even as those around you are seemingly running away with returns.
🎧http://ow.ly/vJJ850JjaQv
Hosts: Alex Steger and Chris Sloley
#CitywirePodcast
Our brand new Due Diligence Report covering Alternatives is here! Get everything you need to know from top experts in the industry. Read it online and catch the highlights real from our Alternatives virtual panel session last week.
🔥 Read: http://ow.ly/klQP50JjauB
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