Senior Wealth Advisor, Smith Falconer Financial Group, Wood Gundy, CIBC Private Wealth
This week, we wanted to take time to further explain the three types of fees that are important to our clients: advisory fees, MERs, and bundled fees in separately managed accounts. https://bit.ly/3RHqyXv
Manulife Investment Management highlights how post-crisis regulatory frameworks aim to strengthen banks' capital reserves, but with evolving accounting rules like IFRS9 and CECL, what’s the long-term impact on profitability? Explore the details by reading the full analysis. https://lnkd.in/gqJFnng6 #InsuranceAUM #RiskManagement #FinancialRegulations
??Empowering investors globally. TPP provide access to experienced market beating strategies
The end of the stale and outdated wealth management fee structure where the only objective is to earn from client fees? If this share price of one of the biggest advocates is anything to go by: It's a yes!!!! Great news. The industry does seem like it's making changes to lower fee models. Thanks for the chart Dave Robinson FCCA APFS MCSI TEP LLAA IMC #ifa #financialadvisor #wealthmanagement Richard J. Hillgrove VI MA FRSA Siobhan Whelan TPP Edward Davies
Many advisors know that transitioning their brokerage clients into fee-based advisory services would improve the long-term profitability of their practice, but they are apprehensive about discussing fee changes with clients. The reality is that clients prefer the transparency and simplicity of a flat-fee structure versus a complicated commission schedule. Moreover, clients recognize the value of financial advice and are willing to pay for it. In fact, clients with more assets are even more likely to be willing to pay for advice. Learn how advisors have transitioned their brokerage clients to a fee-based relationship. Read more > https://lnkd.in/eKcEEhYe. #wealthmanagement For Professional Investors Only
Like many sectors, the financial services industry is known for our acronyms. They are used routinely by investors and professionals who work in the space. This week, we discussed and described our “top ten” acronyms. https://bit.ly/3wUysoK
Many advisors know that transitioning their brokerage clients into fee-based advisory services would improve the long-term profitability of their practice, but they are apprehensive about discussing fee changes with clients. The reality is that clients prefer the transparency and simplicity of a flat-fee structure versus a complicated commission schedule. Moreover, clients recognize the value of financial advice and are willing to pay for it. In fact, clients with more assets are even more likely to be willing to pay for advice. Learn how advisors have transitioned their brokerage clients to a fee-based relationship. Read more > https://lnkd.in/dPwgtVKX. #wealthmanagement For Professional Investors Only
Legal Update: Landmark ruling of the Swiss Supreme Court for the Swiss wealth management industry (4A_350/2023 : https://lnkd.in/ePjJdS5m). This ruling provides valuable insight on the following topics: ? A. The duties of the asset manager who invests the client's assets in a financial instrument managed by the asset manager (topic: double dip) ? B. The scope of the client's right to obtain information regarding retrocessions: ? In our view, this ruling should trigger the following steps: ? 1.?Review situations in which a client could take the position that the financial services provider is remunerated twice (at the level of the account and of the financial instrument). ? 2.?Analyze and document the decision-making process for the choice of unit classes when investing in collective investment schemes on behalf of clients. ? 3.?Review the quality of information provided to clients regarding remuneration of the financial services provider. ? Please see below two-page summary prepared by the Banking & Finance team of OBERSON ABELS (Antoine Amiguet and Philipp Fischer) ? ?:
CRI TPA Services collaborates with the CRI Family of Companies to support individuals and organizations across various industries in achieving their objectives. Learn more by visiting https://lnkd.in/dDsNC9Sj #CRITPA #TPAServices #FinancialServices #FinancialPlanning #RetirementPlanning
Since its inception, Carr, Riggs & Ingram (CRI) has been dedicated to growing in tandem with our clients' expanding requirements. Our expansion isn't just about size; it's about the scope and quality of our services. From CRI Simple Numbers for strategic business insights to Level Four Advisory Services? for personalized wealth management, and extending to specialized entities like The Preferred Legacy National Trust Bank, our network of portfolio companies ensures that we can meet the unique needs of individuals and organizations across various industries. This strategic expansion is a testament to our commitment to being your trusted partner in navigating personal and professional financial landscapes.? ? Discover how our comprehensive range of services can help you reach your goals by clicking the link below! https://lnkd.in/gia4TmYm ? #CRIcpa #FinancialServices #WealthManagement #BusinessGrowth #IndustryLeaders #TrustedAdvisor #FinancialPlanning
What IRR do financial sponsors aim for? #investmentbanking #privateequity #corporatedevelopment #fpa #financialmodeling #financialmodelling #interviewcoaching #interviewcoach
What IRR do financial sponsors aim for? #investmentbanking #privateequity #corporatedevelopment #fpa #financialmodeling #financialmodelling #interviewcoaching #interviewcoach
Convertible Bonds remain a compelling, capital-efficient allocation for insurance companies, complementing conventional investment portfolios in offering equity market participation while balancing downside risk. To take a bit of a deeper dive, we're introducing a short video series discussing various elements of dynamics of this unique asset class as well as SSI’s competitive advantages within the space. SSI Portfolio Manager, Michael J. Opre, CFA, highlights the attractiveness of Convertible bonds as an asset class in the current market backdrop. Offering equity-like returns with reduced volatility and enhanced income, they provide a favorable opportunity for investors, particularly amidst the recent broadening of market segment performance.?
