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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In case you missed it, watch our team of experts David Shapiro, Chief Global Equity Strategist, Jonathan Wernick, Global Equity Analyst and Nicholas Dakin, Portfolio Manager as they hosted an insightful webinar on ‘Financial Markets & The Case for Investing in Quality’. Click here to watch https://lnkd.in/dcBBAQTZ #SasfinWealth #Investment #Markets #Global #Economic #Webinar
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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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Financial markets are complex. Stay informed with our mid year update. Register below.
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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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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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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In our latest Thought Leadership piece, GYL Financial Synergies Wealth Advisor and Capital Markets Specialist Scott Bogan examines how the 2024 election could impact capital markets. Read the full article here: https://hubs.la/Q02Gx-Sd0 CAR20240712GYLSB
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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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G Squared Private Wealth's CIO, Victoria Greene, CFA, joined CNBC's Worldwide Exchange this morning to discuss this one questions: is the current pace of the markets sustainable? With the word of the segment being 'whipsaw', will this year bring more volatility? Watch the full segment below! #markets #wealthmanagement #finance #PartneredIndependence
Time for the markets to take a breather after running too far too fast, says Victoria Greene
cnbc.com
