TrustFunds’ Post

🔴 LIVE at #FMLS24: The Centre Stage is buzzing with insights as top industry leaders break down where brokers can find their next big growth opportunities. 🌟 🔥 Key takeaways so far: 🤖AI’s transformative role (and its cost!) 📈Fintech strategies that deliver quick wins ⚙️Tools and assets reshaping broker success Featuring: Mark Speare | Tal Dar | Max Rothery | Richard Stoker | Ivan Rojas | Adam Button

"No Free Services: Interview Series focused SFx's 2024 Topic PRACTICE" Description: "Join SFx Board Member and Outreach Director, Darguin Fortuna, as we uncover the focal point for 2024. Discover the significance of professional integrity and journey alongside Bart Shaw, Fellow AIA Board Member, in his firm's inception. Stay engaged for an enriching discourse on expertise and innovation! #SFx2024 #ProfessionalIntegrity #ExpertiseMatters #InnovationJourney #DarguinFortuna"

Hear from James Sprow, the Senior Vice President of Research at Blue Vault and co-author, about the Blue Vault's 8th Edition Nontraded REIT Full-Cycle Performance Study. This edition covers nine full-cycle events that were completed between October 2022 and August 2023. He will review differences in average returns based on the timing of investments during public offerings and much more. There will be time for questions; register today: https://lnkd.in/ePvtTQdu The Full-Cycle Study is already available to Blue Vault’s subscribers at no additional cost. #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors

Please let me know if you plan to attend the Atlanta Dealmakers Conference! BMO will be leading a fantastic panel discussion around financing strategies for growth! #dealmakers #growthfinancing #financingstrategies #bmogrowthegood

Glaser Weil Corporate Partner Marc Indeglia will lead a panel discussion on how the SEC’s efforts to re-define who is a “dealer” may impact the PIPE market at The PIPEs Conference in November. The premier annual conference is DealFlow’s flagship event and draws over 1,000 global attendees. Dealmakers from across the industry will explore the PIPE market’s evolution and delve into the latest #regulatory updates, #market trends, notable #transaction structures and more. #ThePIPEsConference #Securities #SEC #PublicCompanies

Healthcare cybersecurity has never been more critical, with the risks to **patient safety and business continuity** growing every day. At MyRxWallet, we understand the urgency of this challenge and are fully equipped to transform healthcare cybersecurity. Our blockchain-powered platform and tamper-proof technology ensure that patient data remains secure and immutable, virtually eliminating the threat of unauthorized access or data manipulation. With AI-driven monitoring, we offer real-time protection, detecting and neutralizing threats before they cause harm. By decentralizing data management through our Web3 infrastructure, we prevent single points of failure, dramatically reducing the risk of breaches that can compromise entire systems. At MyRxWallet, we’re not just meeting the moment; we’re redefining healthcare cybersecurity for the future. With our solutions, providers can focus on delivering care, knowing their systems and patient data are secure. Let’s build a safer, more resilient healthcare infrastructure—together. #Cybersecurity #HealthcareInnovation #Blockchain #AI #DataSecurity #Web3 #MyRxWallet #HealthcareTransformation

Hello from beautiful San Diego! ☀️ 🌊⛱️ Being at the Avantax National Conference is a powerful reminder of the value of connecting with our financial planning community, sharing knowledge, and learning from the best minds in the industry. Every conversation, session, and insight gained here strengthens our ability to chart the course for our clients. Joseph Palumbo Matthew Horton Jeff Grodsky, CFP® Kim Scaglione #WealthManagement #FinancialAdvisors

Presenting the Rapid Fire Clarity with Sanjay P., Former CIO of CESC Power Group, and currently in the board of a leading Financial information services company. A year back, our ClariTea Chat with him culminated in a series of rapid-fire questions. The short but powerful answers to these questions are full of insights.     Sanjay shared how to avoid and fix technical debt efficiently. We discussed the toughest CIO challenge and what worries him most at night.    We also talked about a time when sports saved him.    Share your thoughts on these views by commenting below.      #jc1stprinciples #jcinsights #ClariTeaChat

Risk-adjusted landscape for Bank of New York( $BK ), Franklin Resources( $BEN ), Crowdstrike Holdings( $CRWD ), AvalonBay Communities( $AVB ), Trustmark( $TRMK ), Avery Dennison( $AVY ), Host Hotels( $HST ), SS Innovations( $SSII ), Capital One( $COF ), Carnival( $CCL ) and Electronic Arts( $EA ) https://lnkd.in/g8pxTTt3

🐷 🚗 Questie and our team are en route to #CRC at the Insights Association Come meet our dynamic team at Booth #31 and explore how we’re driving innovation in research! 💡 #MarketResearch #Innovation #DataDriven #Networking #Insights2024