InvestmentNews

?? Announcing the Excellence Awardees for InvestmentNews Women To Watch 2024! Join us in celebrating the remarkable women who have made a significant impact in the industry. Their leadership and innovation are driving change and setting new standards. Congratulations to all the awardees! Stay tuned for more updates and be part of the celebration on November 6 at Tribeca 360, New York. See the full list here: https://lnkd.in/gjQTctBu #INW2W #WomenToWatch #IndustryExcellence #CelebrateSuccess

#InTheNasdaq: Joe Cusick from Calamos Investments shares insights on their innovative ETFs offering full downside protection in a market filled with uncertainty. Watch his conversation with InvestmentNews anchor Gregg Greenberg to learn how these funds can safeguard your portfolio. https://hubs.la/Q02R0YdB0

Summit Financial expands its footprint! With minority stakes in BFG Wealth and Canon Capital Wealth Management, they've added $470M AUM. Exciting growth for the firm! https://hubs.la/Q02R4Jwm0

According to The Kitces Report 2024 Marketing Study, referrals yield the highest satisfaction and ROI, yet only 28% of advisors proactively solicit them. This means nearly three-quarters of advisors are missing out on potential revenue! https://hubs.la/Q02R5mSw0

Nonworking spouses may be eligible for Social Security benefits based on their partner's earnings. Want to know how much they can receive and how to maximize their benefits? InvestmentNews provides a guide on eligibility, payout calculations, and key strategies for spousal benefits. https://hubs.la/Q02R0Yhj0

In a significant move, European Union antitrust regulators have initiated investigations into Nasdaq Inc. and Deutsche B?rse AG for potential anti-competitive practices in the financial derivatives market. Unannounced inspections were conducted at both firms' offices, focusing on compliance with EU laws governing restrictive business practices in derivatives trading. https://hubs.la/Q02R4KxR0

Finding value in distressed investing is increasingly recognized as a compelling strategy in today's financial landscape. George Schultze, founder and managing member of Schultze Asset Management, LP, sheds light on this often misunderstood market segment, which focuses on companies facing significant financial difficulties, such as bankruptcy or restructuring. https://hubs.la/Q02R4WWN0

Ares Wealth Management Solutions (AWMS) and their FAST Team provide an in-depth look at the industrial real estate sector, suggesting that current conditions present the most compelling entry point for value investors since the Great Financial Crisis. As the third-largest U.S. industrial real estate operating platform, Ares is poised to capitalize on these opportunities. Discover their strategic insights in the latest Private Market insights. https://hubs.la/Q02R0HjW0 #IndustrialRealEstate #ValueInvesting #AWMS #AresManagement #MarketInsights

goRIA with Jon Beatty, Head of Advisor Services @ Charles Schwab Chuck previews the podcast he recently recorded with Jon Beatty, Head of Advisor Services at Schwab. In this episode, Chuck does a deep dive with Jon into Schwab's 2024 "Supported Independence" report. Together they parse through the 30+ page comprehensive study that is designed to help advisor better understand the journey to independence. If you're looking to go RIA... this is a MUST listen! ===================================== #goRIA Fueled by InvestmentNews =====================================

Vanguard has reached a settlement in a lawsuit regarding capital gains taxes after lowering investment minimums for institutional shares in its target-date funds. Shareholders faced hefty tax bills due to this decision. Full details pending. https://hubs.la/Q02R4Rpq0