KKR, a leading global investment firm, and Penn Mutual announced the signing of a definitive agreement under which investment funds managed by KKR will acquire Janney Montgomery Scott LLC from Penn Mutual. A WilmerHale team led by Stephanie Evans, Andrew Alin and Susan Schroeder are advising Penn Mutual in connection with the agreement. https://bit.ly/3zWBj27
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Only 21 Days Left ! (To get that Private Fund Allocation right for 2024)... Kelly Park Capital works with #independentwealth advisors and select families to thoughtfully integrate #alternativeinvestments into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. #privatefunds #privatecredit #privatelending https://lnkd.in/e2mq5pMQ Important Disclosures: https://lnkd.in/ebEDWwEQ
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The SEC staff of the Division of Investment Management recently published a set of "Frequently Asked Questions" related to Tailored Shareholder Reports on January 19, 2024. In this informative blog, Guy Stanzione of Toppan Merrill provides an overview of the published FAQs and addresses binding individual shareholder reports of multiple funds. Stay up-to-date with the latest developments in #TailoredShareholderReports. Read the full blog post here: https://lnkd.in/dYZuQvU7 #AdvancingBusiness #ExpandingPossible
Tailored Shareholder Reports FAQs released: Binding individual shareholder reports of multiple funds addressed | Toppan Merrill
https://www.toppanmerrill.com
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Aaron Hodari, the Chief Investment Officer at Schechter, offers an insightful look into Schechter’s $3.45 billion* portfolio. At the heart of their strategy? Direct indexing—a powerful tool for long-term allocation that enhances customization and tax efficiency. Discover how Schechter is shaping the future of investments with a focused approach that balances growth and risk. Read more: https://lnkd.in/gABqupuC *As of 3/31/2024 #InvestmentAdvisors #DirectIndexing #PortfolioManagement #InvestmentStrategy #FinancialPlanning #Schechter
Long-Term Allocators With Direct Indexing at the Core
schechterwealth.com
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Latest PEOPLE MOVES: Evelyn Partners, Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), M&G Investments, Vanguard, TIME Investments, GAM Investments, EdenTree Investment Management Read the full article: https://lnkd.in/ebYivDWD #peoplemoves #assetmanagement #wealthmanagement
PEOPLE MOVES: Evelyn Partners, Canaccord Genuity WM, M&G, Vanguard, Time Investments, GAM, Edentree | PA Adviser
https://adv.portfolio-adviser.com
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We are kicking off with the first panel discussion of the day at PPIF! Aron Davidowitz from New York Life Investors moderates this session on the demand side of the equation, which features Paul Aronson from Voya Investment Management, Annette Bannister from MetLife Investment Management and Peter DeFazio from Corebridge Financial. Interesting to hear how insurance companies and other investors are adjusting to the new interest rate environment! #PPIF
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At Hartford Funds, we embrace a human-centric approach to investing. This philosophy recognizes the importance of authentic connections and a meaningful perspective, as exemplified by my colleague Matisse Barrett. #BeHumanCentric https://lnkd.in/gT5vRate
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At Hartford Funds, we embrace a human-centric approach to investing. This philosophy recognizes the importance of authentic connections and a meaningful perspective, as exemplified by my colleague Matisse Barrett. #BeHumanCentric https://lnkd.in/e69Y273J
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Ever wondered what the 4Ps stand for in our 4P Wealth Trust name? Our Chief Investment Officer, Jaylon Ellison, CFP®, AIF®, explains in this quick video. 😊 #4pwealthtrust #4ps #clientservice #clientsfirst #fiduciary #atlantageorgia #atl
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Curious about how Marshall Financial Group (MFG) adds value? Delve into our investment committee's routine! Meeting every other week, they scrutinize each portfolio holding. Our team provides insights on holding, watching, or selling. Witness our precision and strategic approach in action! https://buff.ly/438MSxy #InvestmentInsights #FinancialStrategy
What Does MFG’s Investment Committee Do for Clients? | Marshall Financial Group
https://www.marshallfinancialgroup.com
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Working with the UK’s leading financial planners, the New Talent Alliance and the pinnacle of the UK’s consulting profession.
Well worth a read. Time to get the books back out and every time anyone looks at portfolios managed by Baron & Grant Investment Management Limited - they ask ‘why didn’t I know about this!’ #investments #investing #citysbestkeptsecret #investmenttrusts
NFO: A Closed Shop? Thanks to IFA Magazine and Wealth DFM on an important topic ahead for advisers, fund selectors, wealth managers, multi-managers, platforms and investors. My response to Ros Altmann’s Alternative Investment Fund Designation Bill. https://lnkd.in/e2eK9uK5 In my attempt to give a balanced bi-partisan view, one that perhaps stands contrarian to the crowd, my thanks to David Owen and Robin Powell for their views and I expect more debate to come Transparency Task Force Association of Professional Fund Investors (APFI) #newfundorder #investmenttrusts Financial Conduct Authority The Association of Investment Companies (AIC) https://lnkd.in/eJQRmPeE https://lnkd.in/e4XNeGAC
Investment companies deregulation: the rise of Skywalker? JB Beckett analyses talk of reform to sector regulation
https://wealthdfm.com
Corporate Partner at WilmerHale
1moHappy to announce this latest transaction for our client!