Prudential Financial’s Post

"Equitable is a hybrid RIA that manages nearly $30bn in client assets, according to the company’s most recent Form ADV. It is a wholly owned subsidiary of Equitable Holdings" The last time I checked Equitable was an IBD owned by an insurance company. I would like to hear my networks' opinion but, in my eyes, the IBDs use of marketing tricks and rebranding to attract advisors to "independence" is borderline unethical. #RIA #Wealthmanagement #breakaway #Fiduciary

Before you invest you need to think about the tax implications. Check out my new book on Amazon titled How to Pay Zero or Minimal Income Tax? By Raymond J Passero CPA

🌍 Get excited for a captivating investor panel at the #INREVAnnualConference on "Continental Contrasts: Indirect Investing in the Global Landscape." This panel will be moderated by Thomas Brown from LGT Capital Partners, as we explore diverse perspectives from investors across North America, Asia, and Europe as they discuss future strategies, challenges, and opportunities. Don't miss this opportunity to gain valuable insights from our panellists, featuring Jo McNamara from Oxford Properties Group, Peter Morgan from PFA and Roger Baumann of Zurich Insurance. #InvestmentStrategies #GlobalFinance #IndustryInsights

This time every year is inevitably one of reflection on what's happened over the last twelve months and looking forward to what the new year will bring. Last year was one of significant change for the Insurance & Asset Management industries as reflected in the volume and breadth of the topics on which we published (shown in the graphic below) across strategy, operations, finance, climate, and actuarial. We think about transformation occurring in four broad 'moments' that underlie all of these publications: - Customer-driven: focused on identifying growth or efficiency opportunities, client-back.  Core questions are ‘How can I accelerate topline growth by serving unmet customer needs?’, ‘Where are the big whitespaces where my ‘crown jewel’ capabilities would give me a right to win?’ Examples here: https://lnkd.in/eFXBtj8T - Performance-driven: This can be driven from a number of different directions – ‘My operating model isn’t fit for purpose and I need to better align it with my strategy’, ‘I have too much cost in my system and need to become more efficient’, ‘I need to realign where I’m spending to take cost out of legacy / non-core areas and reinvest in critical capabilities’. Examples here: https://lnkd.in/enwUeFxp and https://lnkd.in/eweGB2wr and https://lnkd.in/eZ-RJ48X. Also, lots on Actuarial Transformation here: https://lnkd.in/eecsi43N Deal-driven: Supporting the integration, spin-off, or IPO of businesses. Example here: https://lnkd.in/eTjjbeYG Stakeholder-driven: Commonly as a result of policy/regulatory change, a Board/activist promoting change, pressure from analysts / shareholders, or as a result of a new CEO/management team. Example here: https://lnkd.in/eJDPA2SQ Looking forward, 2024 promises to be equally as active on all four themes! #reinventinginsurance #innovation #insurance #transformation

If you haven't had the chance to yet, do make sure to have a read of our latest #TalkingWith interview featuring Mark Versey, CEO of Aviva Investors. We had a great discussion on what led him to financial services, his top tips on creating a positive culture, and how investing can become more accessible. Take a look here: https://loom.ly/_MrG-es #SquareMileResearch

It’s not every day that you make the FORTUNE 500® List, but for our parent company, Fidelity National Financial, it’s an annual affair. Ranked #359 on the 2023 FORTUNE 500® list is a huge achievement for us and we are grateful to our customers, partners, and employees for their trust and support. #FORTUNE500 #FNF #FNT #financialstability #financialstrength #realestate #titleinsurance #realtor #GulfCoastFlorida #tamparealtor #tamparealestate #tampabayrealestate #FidelityTampa #southwestfloridarealestate

The crucial role of companies and insurers in financial inclusion 👐 In Qover’s upcoming webinar on 28 March, our CEO and Co-founder Quentin Colmant will dive into the role insurance can play when it comes to bridging the protection gap and safeguarding those who are at-risk or left out of traditional financial systems. He’ll be joined by industry experts from Wakam and Tribe Advisory to explore how insurance can contribute to a more fair and equitable European society. Register now 👇 #Webinar #FinancialInclusion #Insurtech #EmbeddedInsurance #FinancialServices #Fintech #FinLit

The insurance industry stands to make a significant impact by embracing M&A, insurtech investment, and other disruptive trends. Find out how in Deloitte’s 2024 Global insurance outlook 👉 https://deloi.tt/3HmZuXS.

The crucial role of brands and insurers in financial inclusion 👐 In Qover’s upcoming webinar on 28 March, our CEO and Co-founder Quentin Colmant will dive into the role insurance can play when it comes to bridging the protection gap and safeguarding those who are at-risk or left out of traditional financial systems. He’ll be joined by industry experts from Wakam and Tribe Advisory to explore how insurance can contribute to a more fair and equitable European society. Register now 👇 #Webinar #FinancialInclusion #Insurtech #EmbeddedInsurance #FinancialServices #Fintech #FinLit