MICAP’s Post

Prime Funds - 2024 Performance Review How we protected returns while managing risks in 2024's challenging market. Check out our full Prime Funds performance report 📈 [Premium; Register for free to read] #MutualFunds #2024Review https://lnkd.in/g5_KAmdw

The next frontier for tax optimization goes beyond tax-loss harvesting - Agree or Disagree? https://lnkd.in/eHKFUDY5 #Independentfinancialadvisor #Compliance #financialadvisor #finance #money #trading #investment #business #wealth #independent

🌟 Is Your Wealth Truly Protected? 🌟 Did you know that many people mistakenly believe that*asset protection strategies can also save them on taxes? 🤔 This misconception could leave your financial future vulnerable! In my latest article, I dive deep into why asset protection and tax-saving strategies should remain distinct. We explore the legal implications, potential pitfalls, and even notable case law to illustrate the dangers of mixing these two important areas of financial management. 🔍 Highlights include: - Why attempting to save on taxes through asset protection can lead to IRS scrutiny - Real-life case studies that show the consequences of misunderstanding these concepts. - Best practices for creating a tax-neutral asset protection plan Don’t let misinformation compromise your hard-earned wealth! 💼💡 👉 Read the full article here: https://buff.ly/3ZBLt1i

It's a true pleasure to partner with TruStage to help distribute their RILA strategies to the field. Check out this article from them that provides some tips to Financial Advisors on how to communicate with clients during volatile markets... https://lnkd.in/eyZTnnCk

💬 Is it time for the asset finance industry to fully disclose commission? Transparency is a hot topic in the financial services world, and nowhere is it more relevant than in asset finance. This article asks a crucial question: should the industry embrace full disclosure of commissions to improve trust and fairness? Here’s my take: While transparency is non-negotiable in building trust with customers, the path to full disclosure isn’t straightforward. We need to ask: - Will disclosing commission structures genuinely help customers make better-informed decisions, or will it lead to confusion without proper context? - How can the industry strike a balance between transparency and competitive differentiation? - And crucially, how do we standardize practices across a fragmented market to ensure fair play without stifling innovation? I believe there’s a real opportunity here for the asset finance industry to lead the charge on transparency, not just as a regulatory obligation but as a strategic advantage. Customers value honesty—and businesses that embrace this can set themselves apart. But to get it right, the focus must be on meaningful transparency: clear explanations, contextualized data, and education for customers, not just a flood of numbers that may overwhelm rather than inform. What’s your view? Is the industry ready to take this leap? 🚀 #AssetFinance #Transparency #Trust #CustomerExperience

Quarterly Review: This quarterly review, we have removed a few thematic funds from our Prime Funds. We also have some additions in the large and multicap space. Find out more here! [Premium; Register for free to read] https://lnkd.in/gPr4HVP2

📰 Companies House reforms have come into force. A DEI success story from the founder of The Diversity Project. Taking a look at the UK Law Commission's draft Digital Assets Bill. All this and more in this month's UK Financial Insights from Katten. #UKFinancialInsights #UnitedKingdom #DigitalAssets #FCA #UKCompanies #HouseReforms #DEI

Interesting article, and always good to understand the views and practicalities around the ruling, where the courts determined that brokers owe a duty to consumers to fully disclose any commissions received from lenders and that they should be obtaining the customer's informed consent.

📰 Companies House reforms have come into force. A DEI success story from the founder of The Diversity Project. Taking a look at the UK Law Commission's draft Digital Assets Bill. All this and more in this month's UK Financial Insights from Katten. #UKFinancialInsights #UnitedKingdom #DigitalAssets #FCA #UKCompanies #HouseReforms #DEI

This is an interesting article from RIAIntel on why more brokers are transitioning to RIAs: "Overall, an RIA’s independence gives an advisor the freedom to operate in a way that best serves clients, without the product limitations and conflicts of interest that can arise in traditional financial advisory models." https://lnkd.in/gVQUB9-x