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Looking for a great summer read? Dive into Berkshire Global Advisors' new Monthly Market Update. Packed with valuable insights, this report is your go-to resource for navigating the ever-changing market—and a great way to stay ahead this summer. Read it today: https://lnkd.in/e8Xr6z-X • Discover the latest trends and developments in private markets, asset & wealth management and financial technology sectors • Gain exclusive insights from our ‘Partner Perspective’ on how the SEC is driving the Regtech boom • Explore the ‘Notable Transactions’ that are shaping the market • Stay informed on ‘Public Markets Trends’, including the continued optimism in multiple sectors and geographies #finance #wealthmanagement #privatemarkets #fintech #mergersandacquisitions

📢 Exciting insights into the world of finance from one of our Co-Founders David Mandell! 💼💰 Did you know that major firms like Morgan Stanley and Merrill Lynch are still heavily reliant on proprietary products? This means they may have a higher incentive to put you in specific funds. 💼🔍 Discover more about the evolving landscape of Wall Street and the impact it has on investors. Stay informed and make empowered decisions! 💪📈 #Finance #Investment #WallStreet #ProprietaryProducts #StayInformed #TheDoctorsAgents

Do you agree that the current volatile market conditions call for assets that offer stability and inflation-beating returns? Want to know more? Then check out our latest FA NEWS LTD article, ‘IS ASSET MANAGEMENT ON AUTOPILOT’. https://lnkd.in/daVEWtQ6 In this article Fedgroup’s Paul Counihan, Chief Wealth Officer, explains why he thinks more value can be unlocked through diversification by the inclusion of multiple asset classes, especially when markets are unstable. #FedgroupInsights #ValueForMoney #InvestmentValue

Discover the latest trends and market dynamics in Berkshire Global Advisors' just released 2024 Midyear Report. Gain insights on these six topics and more: 👉 Which asset management giant cut the largest first-half deal in “one of the fastest growing segments of the private markets”? Dive into the details of this significant transaction. 👉 Who are the permanent capital providers keeping the credit marketplace active? Uncover the key players. 👉 Which ETF provider celebrated an anniversary and joined the ranks of the big-three? Find out more, along with a review of some of the key traditional investment deals. 👉 How are retail investors joining institutions as important sources of capital for alternatives firms? Learn more about some of the largest ones. 👉 What factors are driving investor commitment to the property market despite it remaining uneasy? See what the data reveals and the deals that took place. 👉 How are consolidators driving the M&A market in wealth, and what was the largest deal in the first five months that didn’t involve a private equity-backed firm? Get the full story. #finance #wealthmanagement #privatemarkets #mergersandacquisitions #investmentmanagement

Exciting News: Malecki Financial Group Advisors Shine at the New York Stock Exchange! Thrilled to share that yesterday, our team had the honor of participating in an exclusive event hosted by J.P. Morgan Asset Management at the iconic New York Stock Exchange. Stan J. Malecki, AIF® and Eric Stiles, CFP® had an enriching experience networking with industry peers and learning valuable insights from market experts. Grateful for the opportunity to immerse ourselves in discussions on the latest trends, strategies, and innovations in the financial sector. Stay tuned for more updates on our commitment to excellence in finance! #NYSE #NewYorkStockExchange #FinancialLeadership #MarketInsights #Networking #MaleckiFinancialGroup #FinanceProfessionals

📈 The financial landscape is constantly evolving. Our investment committee has shifted from an overweight to a neutral stance on stocks. Curious about what this means for your portfolio? Let's connect! Read the Mid Year Update Now: https://hubs.ly/Q02Mg4p70 #WealthManagement #PWAM #PrivateWealth #update #midyear *Investment Advisory Services offered through Private Wealth Asset Management, LLC.

Berkshire Global Advisors' new Monthly Market Update offers valuable insights and trends that will help you navigate the ever-changing market. Read our Monthly Market Update report and stay informed: https://lnkd.in/eKZXCk6K • Explore the latest trends and conditions in private markets, asset & wealth management and financial technology sectors • Gain exclusive insights from our ‘Partner Perspective’ on market conditions and future expectations • Dive into ‘Notable Transactions’ that are shaping the market • Keep up with ‘Public Markets Trends’, including the continued optimism in multiple sectors and geographies #finance #wealthmanagement #privatemarkets #fintech #mergersandacquisitions 

In this edition of top picks, we dive into the subject matter of fixed income. BlackRock chief executive Larry Fink recently said investors are creating a “barbell effect” in fixed income markets by opting for low-cost exchange traded funds and alternative assets rather than traditional bond funds. He went on to say people are recalibrating out of cash and it’s going to be heavily into fixed income. Needless to say, there seems to be quite an outlook for fixed income. Well, George Bory, Chief Investment Strategist at Allspring Global Investments, Christopher D. Robbins, CFA, Principal, Investment Advisor and Fixed Income Portfolio Manager at Bartlett Wealth Management and Matt Eagan, CFA, Head of Full Discretion Team at Loomis, Sayles & Company also weigh in on the latest in fixed income. https://lnkd.in/ecQqa-pt https://lnkd.in/eJpRfSmR

Please find the link below to our October "Trick or Treat" edition of "Not Your ORDinary Newsletter" Stock markets had been rocky for almost two months heading into October (including a particularly nasty September). In this month's newsletter, we attempt to determine if the market will be handing out treats for the rest of the year, or have an additional trick up its sleeve! Our view: there are several indicators and historical comparisons that provide some reason for optimism heading into the last few months of 2023. Fear levels are high, and that often signals an upcoming change in market direction (positively in this case). To have some fun, we borrow some popular scary movie titles to provide inspiration for our topics! Friday the 13th is fast approaching... We also discuss revisiting your Will: one of the more important estate planning items that everyone should keep up to date. Reach out to us directly if you have questions, as our partners within RBC Wealth Management and Royal Trust may be able to help! Happy Hallowe'en everyone! #ordprivatewealthmanagement #investing #portfoliomanagement #estateplanning https://lnkd.in/gquFmEzW

Kay Haigh and Whitney Watson, our co-heads and co-CIOs of Goldman Sachs Asset Management fixed income and liquidity solutions, have identified three main themes that are shaping the potential opportunities in fixed income markets this quarter. Read our #FixedIncome outlook to explore our analysis in-depth http://ms.spr.ly/6046lScC8