Isabella Mark’s Post

Please join us in our webinar, The Efficient Style Frontier - Balancing Growth and Value Managers for optimal risk adjusted returns, on June 27th. Register here: https://lnkd.in/ebqFVaZu #factoranalysis #stylefactors

Please join us in our webinar, The Efficient Style Frontier - Balancing Growth and Value Managers for optimal risk adjusted returns, on June 27th. Register here: https://lnkd.in/d_xQfJum #factoranalysis #stylefactors

Please join us in our webinar, The Efficient Style Frontier - Balancing Growth and Value Managers for optimal risk adjusted returns, on June 27th. Register here: https://lnkd.in/g_2dikrd #factoranalysis #stylefactors

Please join us in our webinar, The Efficient Style Frontier - Balancing Growth and Value Managers for optimal risk adjusted returns, on June 27th. Register here: https://lnkd.in/dnhCrt2p #factoranalysis #stylefactors

What are the Trends Shaping the Future of Financial Advice? Here is an interesting conversation between Morningstar Wealth CIO Philip Straehl and Chief Financial Planning Nerd Michael Kitces Key takeaways: 𝙏𝙚𝙘𝙝𝙣𝙤𝙡𝙤𝙜𝙮 💻: Technology itself doesn't disrupt advisors; it's how we use it in our practices that matter. Automation frees up time for higher-priority tasks. 𝙏𝙝𝙚 𝙂𝙧𝙚𝙖𝙩 𝘾𝙤𝙣𝙫𝙚𝙧𝙜𝙚𝙣𝙘𝙚 🌐: Due to regulatory changes, the industry is moving towards a unified business model, reducing conflicted compensation. 𝘾𝙧𝙞𝙨𝙞𝙨 𝙤𝙛 𝘿𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙩𝙞𝙖𝙩𝙞𝙤𝙣 🤔: Advisors struggle to stand out, making it harder to attract new clients. Specializing can be a game-changer. 𝙏𝙝𝙚 𝙎𝙚𝙖𝙧𝙘𝙝 𝙛𝙤𝙧 𝙉𝙚𝙬 𝙈𝙤𝙙𝙚𝙡𝙨 🔄: Competition for clients is fierce, leading to increased merger activity. 𝙏𝙝𝙚 𝘾𝙡𝙞𝙚𝙣𝙩 𝙀𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚 💡: Creating and demonstrating value for clients is critical. Kitces recommends focusing on a specific client type to stand out. Link to full article in comments. Source: Morningstar #FinancialAdvice #InvestmentTrends #Technology #ClientExperience #Specialization #MichaelKitces

Great webinar with insights on the challenges Asset Servicing firms are facing:   In an ever-evolving financial market, delivering an unparalleled investor experience and managing client expectations is crucial. Join the upcoming webinar, "Empowering the Investor: Leveraging Technology to Enhance Client and Investor Experiences,", on May 30th in collaboration with Funds Europe to explore how firms can strike this balance through digital transformation and pave the way for a more efficient and compliant future. Throughout this session, industry experts will explore the multifaceted challenges faced by asset servicing firms. Register Now: https://lnkd.in/ehee7pJK

Aipo Webinar Invitation: December 17 11:00 AM CET Scaling Tokenized Assets through Analytics & Ratings Join us for an insightful webinar on December 17 11:00 AM CET as we explore how advanced analytics and risk ratings are transforming the future of Asset Tokenization. Tokenized assets have the potential to unlock a multi-trillion-dollar market opportunity, but challenges such as regulatory oversight, investment protection, and risk assessment still need to be addressed. In this session, Carsten Hermann will address these challenges with innovative AI-driven solutions that provide real-time insights, empower intelligent decision-making, and streamline due diligence by 90%. We will discuss how these advancements are enhancing efficiency, trust, and transparency in the tokenized asset ecosystem, making it more accessible to issuers, investors, and institutions alike. Whether you are an investor, issuer, or industry enthusiast, this webinar will help you understand analytics and ratings' role in driving tokenised asset scalability. Save your spot today!

Personalization isn't just a buzzword—it's essential for financial advisors who are looking to differentiate and attract the next generation of clients. But how can you deliver this added value without overwhelming your workflow? Join industry leaders, Broadridge Wealth Management and YourStake for a live webinar this Wednesday: "Values-Based Investing: The Future of Client Engagement" 🗓 Wednesday, August 14, 1:00 PM ET In this session, you'll uncover: - The fundamentals of values-based investing and its rising importance in wealth Management - How to leverage Broadridge's new tool to create hyper-personalized investment strategies - Strategies for using values-based insights to enhance client engagement and retention 👉Register Here: https://lnkd.in/dC7aix4E

Tired of juggling investment accounts and missing growth opportunities? #Genesis is here to transform how you manage assets. Our cutting-edge platform leverages technology to: ✔️ Unleash the power of data: Gain predictive analytics and real-time insights for smarter decisions. ✔️ Optimize your portfolio with ease: Track, rebalance, and adjust your strategy effortlessly. ✔️ Proactively manage risk: Safeguard your investments with comprehensive tools like risk analytics, stress testing, and scenario analysis. ✔️ See your investments unified: Get a complete view of all your assets for better, more informed choices. Genesis is more than a platform – it's your path to stress-free wealth management. Ready to simplify your financial future? Visit our website: www.novelpatterns.com Email us: sales@novelpatterns.com Call us at +91 9650 900 223 to schedule a demonstration. #NovelPatterns #assetmanagement #investmentmanagement #fintech #wealthmanagement #portfoliomanagement

One of the most important tools in an advisor's toolbox is versatility. Advisors have the adaptability to work with any industry, but that also means they need to be ready for anything. For many, that’s where Vertical IQ comes in. Check out how advisors leverage Industry Intelligence to skip hours of research and dive right into wowing their clients with insight: https://hubs.ly/Q02M9YgP0 #ReadinessWins #IndustryIntelligence #advising