Abacus FCF Advisors

To our Abacus friends in NYC, if you’re in Times Square this weekend, check out our Abacus FCF Advisors rebrand video running now through Sunday. The screen is located on the south end of the bowtie, on 43rd Street near ABC Studios. Thank you @CboeGlobalMarkets and @CboeGlobalListings for helping us make this happen! #CboeListed #AbacusFCFAdvisors #ETFs

How Securities Lending Can Offset Management Fees and Boost Fund Returns Did you know that ETF issuers can participate in securities lending, potentially generating income that not only covers management fees but also contributes to the fund's overall return? Securities lending involves temporarily lending securities from an ETF’s portfolio to institutional investors, like hedge funds or market makers, in exchange for a fee. This fee is then passed back to the fund, providing an additional source of revenue. Why is this significant? Offsetting Management Fees: For many ETFs, the income from securities lending can completely offset the management fee, effectively lowering the cost for investors. Boosting Returns: In some cases, the additional revenue from securities lending may even result in more income for the fund, enhancing returns for investors without altering the investment strategy. While this process has its risks, ETF issuers and investors alike can benefit from a well-structured securities lending program. With the right safeguards in place, it can be a win-win for everyone involved! Are you an ETF issuer? Have you considered integrating securities lending into your fund’s strategy to enhance value for your investors? #ETF #SecuritiesLending #AssetManagement #Investing #FundManagement #FinancialInnovation #ETFManagement #InvestorReturns Abacus Global Management

Abacus Life Announces Rebrand to Abacus Global Management, Unveils Expanded Business Lines "'Our evolution to Abacus Global Management represents a significant milestone in our company’s journey, to revolutionize financial services though expert asset management leveraging advanced technology and to deliver personalized lifespan based financial solutions,' said Jay Jackson, Chief Executive Officer of Abacus Global Management. The company’s expanded business model now operates through four distinct yet complementary divisions: Abacus Life Solutions, Abacus Asset Group, ABL Wealth, and ABL Tech. The rebrand to Abacus Global Management will not affect existing client relationships or agreements. All current services will continue uninterrupted, with enhanced offerings becoming available in the future. About Abacus Global Management: Abacus Global Management (NASDAQ: ABL) is a leading financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. With a focus on longevity-based assets and personalized financial planning, Abacus leverages proprietary data analytics and decades of industry expertise to deliver innovative solutions that optimize financial outcomes for individuals and institutions worldwide." Read the full press release here: https://lnkd.in/ekQfmFT8

Our team had a fantastic time at the GTS Ski Summit in Copper Mountain! From insightful panels covering all things #ETFs to the perfect balance of networking and outdoor activities, it was an incredibly valuable experience. Big thanks to GTS for hosting such a well-organized event—looking forward to next year! #Finance #Networking

Abacus FCF Advisors recently completed its first 351 conversion, transitioning a Separately Managed Account (SMA) into the Abacus FCF Small Cap Leaders ETF (Ticker: ABLS). This milestone marks a significant step in our commitment to delivering tax-efficient, scalable, and investor-friendly solutions in the evolving asset management landscape. ?? What is a 351 Conversion? Transforming an SMA (Separately Managed Account) into an ETF through a 351 tax-free conversion is a growing trend in asset management. But what does it mean, and why are more firms considering this move? ?? Section 351 of the IRS Code allows for the tax-free transfer of assets into a newly formed ETF in exchange for shares, as long as the original owners maintain control post-conversion. This enables SMA investors to move into an ETF structure without triggering immediate tax consequences. Why Convert an SMA to an ETF? ? Tax Efficiency – ETFs offer in-kind redemption mechanisms, reducing taxable events compared to SMAs. ? Lower Costs – ETFs generally have lower operational and trading costs than SMAs, benefiting investors. ? Broader Access – Converting to an ETF opens up the strategy to a wider range of investors beyond high-net-worth individuals. ? Liquidity & Transparency – ETFs trade on an exchange, providing daily liquidity and greater visibility into holdings. ? Scalability – Managing a single ETF is often more operationally efficient than overseeing multiple SMAs. As investor demand shifts toward efficient, liquid, and tax-advantaged vehicles, the 351 conversion from SMA to ETF is becoming an attractive option for asset managers looking to scale their strategies. ?? Are you considering converting an SMA to an ETF? Let’s discuss the opportunities and challenges! #CBOElisted #ETFs #SMA #351Conversion #AssetManagement #TaxEfficiency #Investing

Wishing everyone a joyful holiday season from all of us at Abacus Life (ABL). We are grateful for another successful year – here’s to a bright 2025 ahead!

Congratulations to FCF Advisors on the closing of its sale to Abacus Life (ABL), a pioneering global alternative asset manager specializing in leveraging longevity data and actuarial technology to offer uncorrelated investment opportunities. Dynasty Investment Bank was proud to serve as the exclusive financial advisor to FCF Advisors. Sam Anderson and our Dynasty Investment Bank Team led by Harris Baltch are honored to have played a crucial role as the exclusive financial advisor in this transaction. Shirl Penney, Dynasty President and CEO, commented, "We are proud to have been able to help bring FCF Advisors and Abacus Life together.” Read the press release: https://lnkd.in/eQwwYYk9 Learn more about Dynasty Investment Bank here: dynastyinvestmentbank.com Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #mergersandacquisitions Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC.

Abacus Life (ABL) Completes Acquisition of FCF Advisors “We are excited to complete this strategic acquisition and welcome FCF Advisors to the Abacus Life family,” said Jay Jackson, CEO of Abacus Life. “The addition of FCF Advisors significantly expands our offerings within ABL Wealth, bringing us even closer to our stated goal of delivering comprehensive, lifespan-based financial advisory services and products. FCF aligns perfectly with our strategy of providing clients with holistic and tailored financial solutions throughout their lives.” Continue reading: https://lnkd.in/eQwwYYk9

Barchart Reports: "Abacus Life (ABL) Continues Momentum With Strong 3rd Quarter" "Abacus Life (ABL) is continuing to have a?strong year?of profitability, according to the company’s recently released?Q3 2024 earnings report. Revenue for this leading alternative asset manager reached $28.1 million in Q3 2024, up 33% annually. Adjusted net income hit $14.9 million, up 65% annually. CEO Jay Jackson was pleased with the results, stating: 'It was another great quarter for Abacus as we continued to deliver meaningful growth and profitability, while we successfully executed on our long-term strategy.'" Continue reading: https://lnkd.in/ejNrN6Tw

On this Veterans Day, we at Abacus Life (ABL) honor the brave men and women who have served our country. Thank you for your service and for protecting our freedoms.