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Amid the current economic uncertainty and political change, FUSE’s Advisor Insights delivers definitive feedback directly from financial advisors about what they need from asset managers to support their clients. Connect with Deb Wetherbee to discuss how you can position yourself to optimize resources for these dynamic times with a fast, cost-effective, custom survey.

Miscellaneous financial intermediation, a large portion of which is venture capital, work has been feast or famine post-COVID. For instance, work increased 3.72 percent in June only to fall 3.29 percent in July. These are wide swings by way of historical data. For more insights into the current workings of the financial sector, check out our latest missive "What's Working In The Financial Sector, August '24 edition" now on Substack: https://lnkd.in/g6Brs82W

Earlier this week, industry experts from Advisors Plus and Curinos hosted a dynamic panel discussion on the unique pressures community financial institutions face in the current digital landscape. Did you miss it? Don’t worry — watch it now to hear success stories, see the latest trends and get winning strategy guidance from some of the industry’s highest-regarded thought leaders: https://hubs.li/Q02l-dPc0

What is quality, and does it work? Quality, either as a factor or as an investing style, is a notion that lacks a universally agreed‑upon definition. This makes quality harder to identify and capture, despite strong consensus and evidence that it has strong linkages to financial returns within equity markets. Our Equity Solutions Portfolio Manager Laurence Taylor and Equities Risk Manager Adam Karp are examining quality from both a quantitative and qualitative perspective with a goal to understand its foundations, its impact on returns, and its redistribution in an ever‑increasing digital world: https://trowe.com/3Va3yBy For professional investors.

If you missed our recent Challenger & Fidante Defensive Markets Forum you can watch via the link below and obtain CPD. We love hearing from our advisers as to their key take aways and how they can use a combination of Findante & Challenger in their defensive portfolio allocations. A highlight for me has definitely been the endorsement from Mercer around allocating to annuities. Check it out 👇🏻👇🏻👇🏻 #challenger #fidante #defensivemarketsforum2024 #mercer #annuities #ares #ardea #challengerinvestmentmanagement

In this week's issue of Travers Smith's Alternative Insights, we are looking at trends in the private markets as discussed at our third annual Alternative Insights Summit in June. #AssetManagement #PrivateCapital #AlternativeAssetManagement Read or listen to the full issue on our website: https://lnkd.in/eDTn9jjQ

In this Masterclass, we cover how the current market environment is impacting advisors and their clients and what types of markets are best and worst suited for direct indexing 👉 https://lnkd.in/ebGBKjiU This panel discussion with Charles Schwab Jeffrey Brown, CFA, and Envestnet, Inc Brandon Thomas will also explore tax advantages, customization, trends in direct indexing over the past few decades, and where the industry is headed from here.

In a country of 250,000,000 people, where population is estimated to exceed by 400,000,000+ by 2050, such awareness events for the fewest number of people in a private auditorium need to be urgently replaced with using digital mediums for wider reach. Use the budget for such events on TikTok, Instagram, Twitter, Facebook, LinkedIn, Reddit microinfluencers. Move content beyond the generic, fluff, run of the mill stuff that we can find via Google Search. Instead understand the actual, on the ground experiences of retail investors. Address those realities. Like what happens to a client's shares in a CDC sub account, their cash balance when their broker goes under, closes shop, like FinPocket's recent shut down.

WEBINAR: Financial markets and the case for investing in quality Join our team of experts, David Shapiro, Chief Equity Strategist, Global Equity Analyst, Jonathan Wernick and Portfolio Manager, Nicholas Dakin as they host an insightful webinar next week Tuesday 16 July at 12h00. The team will provide a comprehensive update on the current economic landscape, discuss investing in high-quality global businesses, and explain why companies within this elite group possess the "Power" to consistently compound their value for shareholders. Register here - https://lnkd.in/dEmAfGfM #SasfinWealth #Investment #Markets #Global #Economic #Webinar

Fidelity’s latest Institutional Investor Survey findings highlight that allocators may be at a critical crossroads. Should institutional investors reconsider their strategic and tactical approaches? Download the executive summary to see trends we uncovered and where there may be areas of opportunity ahead: https://bit.ly/3TAyPya