Reflecting on the profound insights shared during Anchin’s 2024 Financial Services Forum, we are thrilled to highlight key quotes from our esteemed panelists. Panel Topic: Today’s Outlook on the Industry Panelist: Christina Lovett, Vice President at J.P. Morgan Private Bank Daniel Strachman, CDDA, Managing Partner at A&C Advisors LLC David Fitzgerald, Partner at Sadis & Goldberg LLP Zach Romanovsky, CFA, Investment Specialist at J.P. Morgan Private Bank
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Our Partner Richard Bernstein Advisors has been ranked among the top voices on VettaFi's 'Venerated Voices' for Q2, 2024. RBA's insights are submitted regularly to Advisor Perspectives/VettaFi and are ranked based on readership. The most popular topics in Q2 2024 among all commentaries were related to inflation, market valuations, dividend investing, and the debt crisis. Among individual commentators, Richard Bernstein was ranked 2nd while Dan James Suzuki, CFA and Matt Poterba, CFA from RBA were also ranked in the author category in 5th and 13th places respectively. RBA was placed third in the overall 'Firm' category and second for frequently posting firms. Richard's article 'Something's Gotta Give' was ranked 6th out of all the Commentaries. Read Richard's 'Something's Gotta Give' here: https://lnkd.in/eT8k_NNc Learn more about the ranking here: https://lnkd.in/eF7dU-tW
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The LPL Financial's Focus conference in San Diego attracted 9,000 attendees, providing valuable insights into the evolving capital markets. Delve into this week's #WeeklyMarketCommentary for an in-depth exploration of the key questions that were discussed at the conference: https://lnkd.in/eTUAKsr5
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Discover the highlights of LPL Financial's Focus conference in San Diego, where 9,000 attendees gained valuable insights into evolving capital markets. Explore this week's #WeeklyMarketCommentary for key discussions and insights from the conference: https://lnkd.in/eNX5Xgmz #LPLResearch
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Growth skyrocketed at 38.05% in 2023, leaving value at 6.37%🚀📈 Hear from Ritholtz Wealth Management's Michael Batnick and Ben Carlson to discover why the tale of 2023 can't be told without a glance at 2022. More in our webinar recap ➡️ https://hubs.la/Q02cYjnh0
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A detailed capsule on how the November fared for the markets with Varun Pal and me adding our bits. https://lnkd.in/dQ6RYzFP #pmstimes #portfoliomanagement #equities #nifty50 #alternativeinvestments
December 2023 Edition of The Wealthy Times is out. Coverage on * Markets in November * Webinar Snapshots *Fund House Focuse - Green Lantern Capital LLP The Newsletter can be downloaded from https://lnkd.in/dGYN2a6F
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In the current times of geo-political, economic and market uncertainty, tune in for some timely investment insights from Fiducient's CIO and Associate Research Director!
Register today for our Mid-Year Capital Markets Update webcast with Bradford Long, CFA and Robert Lowry, CFA: https://lnkd.in/egYe7U_4 #webcast #capitalmarkets #teamfiducient #marketthemes
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Timely market update coming tomorrow at noon! Jump on the webinar to hear from thought leaders at EquityCompass, as they talk through topics like: dividend and income investment opportunities, bonds, the likelihood of a recession and next steps for cash, all within the framework of an upcoming election. This will be a short discussion designed to fit within your lunch hour. Join using the link below!
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Register today for our Mid-Year Capital Markets Update webcast with Bradford Long, CFA and Robert Lowry, CFA: https://lnkd.in/egYe7U_4 #webcast #capitalmarkets #teamfiducient #marketthemes
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As we enter the second half of 2024, many questions remain about what lies ahead for the markets. We'll discuss our perspectives on the looming election, identify opportunities, and highlight key risks for the remainder of the year and beyond. Join Robert Lowry, CFA and me for our Mid-Year webcast.
Register today for our Mid-Year Capital Markets Update webcast with Bradford Long, CFA and Robert Lowry, CFA: https://lnkd.in/egYe7U_4 #webcast #capitalmarkets #teamfiducient #marketthemes
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Will markets continue to rise in the second half of the year? How will geopolitics affect the global economy? What actions should investors consider taking in their portfolios to drive better outcomes? If these questions are top of mind for you, please join us! https://lnkd.in/gCj6HRTZ
Register today for our Mid-Year Capital Markets Update webcast with Bradford Long, CFA and Robert Lowry, CFA: https://lnkd.in/egYe7U_4 #webcast #capitalmarkets #teamfiducient #marketthemes
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