Kuvare Holdings的动态

3 years in a row & it has truly been a great honour to get acknowledged as one of the country's leading and emerging wealth management company and what a pleasure to receive this award from none other than our industry veteran, Radhika Gupta. This prestigious accolade is a testament to the hard work, dedication, and expertise of our incredible team @ Waterfront Capital . Our unwavering commitment to providing exceptional financial services and innovative wealth management solutions has been the cornerstone of our success. Here’s to many more milestones ahead! ?? #WealthManagement #AwardWinning #FinancialServices #EmergingLeaders #ProudMoment #ThankYou #WealthManagement #FinancialPlanning #InvestmentManagement #FinancialServices #WealthAdvisors #Finance #FinancialAdvisors #AssetManagement #InvestmentStrategies #FinancialSuccess #FinancialFreedom #WealthBuilding #ClientSuccess #FinancialGrowth

We are honored to have been named on Forbes list of America’s Top RIA Firms for 2024! This list recognizes independent firms for their leadership and experience as a financial advisory firm.?#WellesleyAssetManagement was listed as the 31st Top RIA Firm out of 250 firms across the country. View the full list here: https://lnkd.in/gyRbJuW8 Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Please click?here?for award disclosures. Unless otherwise specified, all awards shown are based on the one-year period immediately preceding the date listed. No compensation was paid by WAM to receive or be considered for the ratings.

I'm excited about our BUSINESS VALUATION & LITIGATION conference! Many topics, good updates, and lively speakers. We are looking forward to present and delve into #matrimonial #valuations, #AI and valuations, #litigation in Matrimonial, and #MusicRights, to name a few topics. In person or remote, this conference is a highlight worth attending. Read/Register early at: https://lnkd.in/dkQ5bswt FUN FACT: Some say that the mixing of AI and valuations had a rocky start. Will they combine well in the future?

? AGM Debrief: Big Yellow Self Storage. Back in the summer, our Investor Relations expert, Morten Singleton MBA, ACA, BFP, BA, attended the Big Yellow AGM and gave us his review. He gave the AGM two ? TEA cups due to a lack of clear information and it being a very short AGM. The company did answer Morten's question and the company secretary and chair were willing to interact following the session. Attendance was low, which Morten believes could have been improved with the meeting being hybrid. instead of in-person only. ?? NOTICE: If you're interested in learning more about AGMs and how to attend them constructively, please drop us a DM! #InvestorEngagement #AGMs #BigYellow #RetilInvestors #TheEngagementAppeal #AGMDebrief #TEA #TheEngagementAppeal #AGMs #FinancialLiteracy #FinLit #RetailInvestors #IndividualInvestors #EngagedInvestors

??? With the panelists, we are preparing the LPEA x LVPA webinar and yes, there are valuation challenges to discuss… ?? Make sure you register. LPEA - Luxembourg Private Equity & Venture Capital Association Luxembourg Valuation Professionals Association (LVPA) #valuation #fairvalue #ipev #ivs #equityriskpremium #illiquidity

Plante Moran Financial Advisors celebrates their No. 3 ranking on Accounting Today’s 2024 list of Top Firms by AUM. Their devoted staff and loyal clients made this recognition possible. Read more about Plante Moran Wealth Management’s achievement. #Top150 #AccountingToday https://okt.to/LXVUJI

In the fast-paced world of finance, precision and foresight lead the way. At Dalmore Group, we don’t just keep up; we set the pace. ?? Follow the leader as we navigate the future of finance with unmatched agility and innovative strategies that redefine capital raising. Stay tuned as we take on new challenges and continue to excel. #DalmoreLeads #FinanceInnovation

?? ?????????????? ?????????? ???????? ???????????? ?? ????????????????'?? ??????????? We’re thrilled to host an Exit Planning Institute event with our very own Ross Yogel! Join us for a deep dive into business valuation and learn the key factors that make or break a closely held business’s value. ????????’?? ???? ???? ?????? ??????? Ross will cover: ??The evolution of business valuation—and how it shapes current practices ??A hands-on valuation process that breaks down key value drivers ??Top reasons businesses pursue valuations, including strategies for successful exits Whether you’re a business owner, financial advisor, or just interested in the field, this session will give you insights that are critical in today’s market. ??? Date: November 12, 2024 ?? Time: 3:30 PM - 5:00 PM EST ?? Location: LGA LLP, 500 W Cummings Park Suite 5650 Floor 5, Woburn, MA ?? Cost: Free to attend Spaces are limited, so secure your spot now here:?? https://lnkd.in/e-RtwBvi #BusinessValuation #ExitPlanning #LGA?

Tomorrow is the M&A Value Creation Master Class led by Aswath Damodaran, Professor of Finance at New York University Stern School of Business. Sharpen your ability to: - Identify pitfalls in acquisition modeling to avoid value erosion - Head off missteps in the financial analysis of a transaction - Improve your ability to evaluate M&A targets for value creation ??Register (in-house M&A professionals only): https://hubs.li/Q02xrq6Z0 #mergersacquisitionsdivestitures #corporatedevelopment #mergersandacquisitions

With Aspen Valuations, clients can confidently rely on our team of seasoned business valuation professionals who not only stay abreast of industry developments but also pioneer them. Our commitment to staying current with the ever-evolving landscape of valuation-related regulations means that we are well-prepared to promptly communicate any pertinent changes to our clients. We maintain strong affiliations with numerous industry organizations. Within these networks, our team actively contributes to the advancement of valuation professional standards, champions best practices, and consistently elevates our collective expertise #BusinessValuation #CompanyValue #AspenValuations