Thank you for joining us for Evolution of Wealth Management. A special thank you to our speakers and to our Presenting Sponsor, Broadridge, for making today’s event possible. #GlobeEvolution To register for upcoming events, visit: https://lnkd.in/dP5wYyZN
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Improving customer experience is a strategic priority for most investment management firms that want to differentiate. In this webinar, Laura Thaxter, Managing Director, Client Experience at HarbourVest Partners and Jacky Fu, Associate Director, Head of Reporting Solutions at Alpha FMC explore how to harness digitalization to its fullest potential to elevate your client experience to the next level. Watch the recording here: https://bit.ly/3TT74Re #AssetManagers #AssetOwners #AssetServicers #WealthManagement #DigitalTransformation
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Very interesting discussion around the digitalisation of client communications and how improving the customer experience is a huge priority for Asset and Wealth Managers today. Some of the biggest client communication challenges mentioned by attendees included sourcing data, responding to ad hoc client requests, and changing report layouts as/when needed.. #simcorp #clientcommunications #clientreporting #digitalisation
Improving customer experience is a strategic priority for most investment management firms that want to differentiate. In this webinar, Laura Thaxter, Managing Director, Client Experience at HarbourVest Partners and Jacky Fu, Associate Director, Head of Reporting Solutions at Alpha FMC explore how to harness digitalization to its fullest potential to elevate your client experience to the next level. Watch the recording here: https://bit.ly/3TT74Re #AssetManagers #AssetOwners #AssetServicers #WealthManagement #DigitalTransformation
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I enjoyed interviewing Ron Nayot and Kevin Ma of Diversis Capital to get their views on “Software value investing in the current environment,” which features in the recently released Evercore **STATE OF THE MARKET** 2024 publication. Here is the full article…Ron, Kevin, thank you for the insights! #privateequity #alterniveinvestments #softwareinvesting #valueinvesting #softwarevalueinvesting #privatemarkets Evercore Private Funds Group
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Two days until this great webinar! Check out the link below to register for my discussion with Michael LaMena, Jeff Motske CFP, and Jack Petersen on the evolving competitive landscape for #RIAs. We will talk organic growth, scale, M&A, and recruiting. Don't miss out - link below. BlackRock Advisor Growth Strategies LLC Summit Trail Advisors Wealthspire Advisors Trilogy Financial
Looking forward to our next AGS webinar on 4/11! I'll be speaking with Jack Petersen (Summit Trail Advisors), Jeff Motske CFP (Trilogy Financial), and Michael LaMena (Wealthspire Advisors) about the shift in the RIA landscape. What should firms in the 'middle' be thinking about as they look to build an enterprise platform? Register below: https://lnkd.in/gxAVic63 Advisor Growth Strategies LLC BlackRock #RIAs #mergersandacquisitions
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"Personalized investing at scale®." Vestmark provides innovative wealth management solutions that enable firms to efficiently scale operations while tailoring investment strategies to client needs. They specialize in integrating technology with financial services to optimize portfolio management and improve client outcomes. Learn more: https://www.vestmark.com/ #Vestmark #WealthManagement #SoFSpotlights
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In this quick clip, Bob Oros (Hightower Advisors) comments on why staying current on the various organizational options for wealth management firms is important to both advisors and their clients. And to listen to the entire webinar here: https://lnkd.in/eqgQDZBC #DelisleAdvisoryGroup
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In this quick clip, Bob Oros (Hightower Advisors) comments on why staying current on the various organizational options for wealth management firms is important to both advisors and their clients. And to listen to the entire webinar here: https://lnkd.in/eqgQDZBC #DelisleAdvisoryGroup
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In this fireside chat with Diana Britton at Wealth Management EDGE, Joe Duran of Rise Growth Partners shares his knowledge with RIAs about how to grow into the next national enterprise. 🚀 💡 He outlines how the industry has morphed through three different phases, the ‘SOUL of growth’ and more. #WMEdge #RIAEdge #wealthmanagement
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Experienced Expert Impact Investing & Wealth Management | Sustainable Wealth Transfer across Generations by Financial Education | Family Office Services Adviser | Co-Founder BeeWyzer + Impact Investing Magazin
No Christmas🎄present yet for your NextGens? Then let them have financial education as a gift 🎁! BeeWyzer GmbH makes this special Xmas offer for the BeeWyzer NextGen Masterclass at a 30% discount if you grant it to your next generation prior to Xmas 🎅🏻 🎄! This way they can learn about family governance, family wealth, (impact) investing as well as risk management & controlling. DM me 📬 or reach out to 📧[email protected] 📧 and support a smooth & sustainable generational wealth transfer process! #BeeWyzer #nextgeneration #familyoffice #wealthstructuring #impactinvesting
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Enhance Your Investment Strategy with a Leading Portfolio Management Solution. Our platform allows you to unify, monitor, evaluate, and automate your portfolio, empowering you to make informed decisions with confidence. Join us as we explore the latest innovations and emerging trends in Wealthtech solutions. Discover More Wealthbrain caters to the following client segments: 👉 Wealth Management Firms 👉 Independent Financial Advisors 👉 Family Offices 👉 Wealth Managers 👉 Ultra-High Net Worth Individuals 👝 All products on a single platform 👝 💻 Access and oversee your wealth anytime, anywhere 💻 #clientexperience #compliance #antimoneylaundering #digitalonboarding #kyc #wealthmanagement #assetmanagement #portfoliomanagement #clientservices #fintech #wealthtech #wealthbrain #digitaltransformation
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