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

Planning to work while collecting Social Security benefits? It’s important to know how the earnings test can impact your payments. Check out our guide to understand the income thresholds, how benefits are reduced, and tips to maximize your retirement income. https://hubs.la/Q02Qt3LX0

Ready to dive deep into RIA practice valuation? Join us for our free webinar on September 24th, where experts Matthew Matrisian and Sandra Cho will provide insights on enhancing your firm’s value. Learn about growth factors, scalable models, and more. Don’t miss this opportunity to connect with industry professionals and boost your firm’s marketability. https://hubs.la/Q02Qt4fY0

Michael Gates and Kristy Akullian from BlackRock are adjusting their investment strategies to prepare for potential volatility. Gates is reducing equity exposure, while Akullian suggests strategies to handle market turbulence. Stay informed on how these changes might affect your portfolio! https://hubs.la/Q02Qtktc0

?? Discover how to leverage M&As for practice growth at our #RIAACtivate panel: “Mastering M&As to Grow Your Practice” on November 12, 2024. Hear from Sandra Cho of Pointwealth Capital Management, Henry Hagenbuch of Lido Advisors, Jonathan Hoy of Perigon Wealth Management, and Vincent Gimarelli of AssetMark on finding the right firms, assessing value, and succession planning. Secure your spot today: https://hubs.ly/Q02PcScH0

goRIA On-Location with Stevyn Guinnip Chuck’s recording LIVE at the FPA National Conference in Columbus, OH. In this segment, Chuck catches up with Stevyn Guinnip, Founder + CEO of Grow Wellthy. Stevyn shared some amazing tips for protecting #financialadvisors’ most valuable asset – their health! ==================================== #goRIA: Fueled by InvestmentNews ====================================

#InTheNasdaq: Jack Petersen, managing partner at Summit Trail Advisors, shares insights with InvestmentNews anchor Gregg Greenberg on the unique estate planning challenges faced by ultra-high-net-worth individuals and family offices. Discover the strategies and best practices for managing complex financial situations in this in-depth discussion. https://hubs.la/Q02Qt1yx0

Macquarie Investment Management faces an $80M penalty from the SEC for fraud, involving overvalued assets and unlawful cross trades. The case highlights serious fiduciary breaches that disadvantaged retail mutual funds. https://hubs.la/Q02QxqYf0

Andrzej Skiba from RBC Global Asset Management and Heather Wonderly of Aldrich Wealth weigh in on the recent Fed rate cut. Skiba notes that while the Fed's 50 basis point cut surprised many, it's not indicative of a series of large cuts. He remains confident that a recession is not imminent. https://hubs.la/Q02Qt4bS0

goRIA On-Location with Mike Ayers Chuck’s recording LIVE at the FPA National Conference in Columbus, OH. In this segment, Chuck catches up with Mike Ayers, Executive Editor, Money. Mike shared some excellent tips on how to (and how not to) get yourself some press. ============================== #goRIA: Fueled by InvestmentNews ==============================