Denterlein的动态

This year is off to a great start for our team as we have been recognized by Forbes as one of its Best-In-State Wealth Management Teams in New Jersey for 2025! Check out our Awards & Designations website tab: https://lnkd.in/e8PJ23GD I am so grateful to be a part of such an outstanding team. We would not be able to enjoy this remarkable accomplishment without the continued trust our clients place in us and the hard work and dedication of our team members. It is a privilege to work with our clients towards the financial future they envision. We sincerely extend our deepest appreciation to our clients for the life-long memories, stories we've written together and those waiting to unfold. I'd also like to thank my family and friends for their support in helping us achieve this recognition. Congratulations to my fellow Morgan Stanley Financial Advisors who were also recognized. It's an honor to be among this group of outstanding professionals who consistently work to raise the standards in our industry. This accomplishment recognizes our team's consistent excellence in providing investment products and wealth management services to our clients. As Morgan Stanley Financial Advisors, our team will always go the extra mile for our clients. Here's a link to the press release: https://lnkd.in/eUwvgkT9 #Forbes #Award #FinancialAdvisor [Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://lnkd.in/epadgP2c]

?? Upcoming Luncheon: December 4th ?? The Boston Economic Club is excited to host a fireside chat with Professor John Coates of Harvard Law School, who will explore the themes of his latest book, 'The Problem of Twelve: When a Few Financial Institutions Control Everything.' In this thought-provoking discussion, moderated by Patrick Donlon, CFA, CAIA, CFP of Fiduciary Trust Company, Professor Coates will unpack the profound shifts reshaping American capitalism: ?? The concentration of corporate voting power in the Big Four index funds—Vanguard, State Street, Fidelity, and BlackRock—holding sway over more than 25% of the votes in nearly all listed companies. ?? The rise of the Big Four private equity firms—Apollo, Blackstone, Carlyle, and KKR—amassing $2.7 trillion in assets, taking companies private, and removing them from public accountability. This quiet but transformative evolution has far-reaching implications for our economy, society, and governance. With high attendance expected, this will be an incredible way to close out the 2024 luncheon season. We’re thrilled to bring our members together for such a timely and impactful discussion and look forward to carrying this momentum into 2025. #BostonEconomicClub #FinancialInnovation #CorporateGovernance #AmericanEconomy #PrivateEquity #IndexFunds

"Zombie directors” are haunting U.S. boards. Investors are fighting back. Nearly 150 directors failed to win majority support but remained on the boards of U.S.-listed companies over the past four years. The biggest culprits? Small and mid-sized companies. Many featured in the Russell 3000 do not follow the traditional form of majority voting, much to the frustration of investors. Boards regularly argue that the skills and expertise of these directors are too critical to lose, but shareholders want to see their concerns addressed. Asset managers like Vanguard and BlackRock are pushing back, demanding clearer rationale for such decisions. Dig deeper into the data. ?? https://bit.ly/4a9gYoe #ShareholderActivism #CorporateGovernance #InvestorRelations #BoardAccountability

New for Barron's: A changing of the guard is looming for the largest U.S. bank, private investment firm, and asset manager. It’s a once-in-a-generation power shift at three companies that has the potential to make waves on Wall Street. Chief executives Jamie Dimon of?JPMorgan?Chase, Steve Schwarzman of Blackstone, and Larry Fink of BlackRock?have given no indication that their departures are imminent. They are, though, well past what was once considered a typical retirement age and have been either messaging that they are approaching their exits, promoting their slates of likely successors, or both. Investors are now sizing up the contenders to replace this trio of men who have become institutions in their own right. Fink, 71, Schwarzman, 77, and Dimon, 68, have become more than CEOs of vast wealth and power who inspire admiration and distaste from the public. Particularly since the 2008 financial crisis, they have taken on the roles of LinkedIn influencers, globe-trotting diplomats, and commentators on politics and society. Lots in here about the CEO succession situations at the three firms. Please keep sending me your feedback and tips!

Do you know someone who’s worked in wealth management for less than a decade, but is already making a difference? Here’s how to nominate a colleague — or yourself — for our 2024 Rising Star awards. #RisingStars2024 #wealthmanagement #financialadvisors

Wondering what’s next for the markets in 2025? Join Willis Johnson & Associates for an in-depth Stock Market Update where our President & Chief Investment Officer, Nick Johnson, CFA?, CFP?, will break down: ? Market trends shaping the year ahead ? Strategies to navigate economic shifts ? Insights for building resilience in your portfolio This is your opportunity to stay informed and make confident financial decisions. Seats are limited—secure your spot today! Register Now: ?? https://hubs.li/Q033MTxC0 #StockMarket #FinancialPlanning #InvestmentStrategy #MarketTrends #WJAEvents

It was a great start to the week for FGS Global in the Netherlands, as we welcomed the inspiring minds of Megan Bouchier and Hannah Dunning, Partners from our San Francisco office. During two informal roundtables, they gave colleagues, clients and FGS Global relations a look into the latest trends and views from Silicon Valley and Wall Street, based on our ambition to navigate the stakeholder economy. Across the pond, the sentiment of ‘cautious optimism’, as Megan and Hannah described it, is prevalent, because of uncertainties related to monetary policy, geopolitical tensions and the upcoming US elections. In Silicon Valley, there is hope that interest rate cuts from the Federal Reserve could spark more VC investments, although the numbers show that investors are still treading carefully. On Wall Street, investor appetite for “immature companies” is very low. For companies that are contemplating a listing in the U.S., it is crucial to have a robust financial profile, a clear narrative, and a strong reasoning behind their choice to list in the U.S. Thank you, Megan and Hannah, for visiting and enriching us with your insights and expertise, as well as demonstrating the power of cross-continental collaboration. Many thanks to all participants, for transforming this gathering into more than just an event. We look forward to continuing the conversation and welcoming you again in the future. #StakeholderEconomy #StrategicCommunications #CapitalMarkets #Media #Reputation #IPO

?? Major Leadership Shift at BlackRock ?? Mark Wiedman, a key executive and once a leading candidate to succeed CEO Larry Fink, is set to leave BlackRock after 20 years. His departure comes amid a wave of high-level exits, raising fresh questions about the firm's succession strategy. With Fink, 72, having led BlackRock since its founding, the pressure is mounting to clarify who will take the reins. The remaining potential successors include COO Rob Goldstein, CFO Martin Small, and international head Rachel Lord. How BlackRock navigates this leadership transition will be critical to its future as the world’s largest asset manager. #Leadership #Finance #BlackRock #SuccessionPlanning #AssetManagement #BusinessNews

What a great event celebrating our firm's 90-year history with our clients at the New York Stock Exchange. It was a privilege to be a part of the planning team and celebrating our partnership together. We've seen our client base grow from one to 60 million* over the last 90 years and look forward to seeing what the next 90 years brings. Check out our highlight video of the event below and learn more about how we could help you and your clients here: https://lnkd.in/g8EriNza #JHI #JanusHenderson #BrighterFutureTogether #90YearsExpertise #ClientsComeFirst #US Investing involves risk. *Figure reflects the estimated number of individuals as of year-end 2022 where either their current assets or future benefits are invested in Janus Henderson investment products and is based on JHI's AUM market share by country, the size of the investing population by country, and average account sizes, using industry and government data and internal estimates.