Schwab Network’s Post

Have clients who think staying on the sidelines in GICs is a smarter bet than being invested? Watch our webinar on April 9, 1:00 – 4:00 p.m. ET, to hear some of the best minds in the business explain why they think cash can’t compete with an actively managed, diversified portfolio of equities and bonds. Our webinar will include a keynote presentation by Michael Kitces, one of North America’s top advisor coaches, titled “Rethinking Advisor Marketing to Generate More Scalable Growth.” View the agenda and register here: https://lnkd.in/geBshe-w #InvestedInYou #WealthManagement

Financial reporting season highlights the intricate challenges faced by CFOs and Finance teams, from effectively reallocating fund cross-holdings to reconciling multi-billion dollar AUM discrepancies across sales countries. Accurate and efficient tracking of financial data across diverse markets and channels remains a formidable task, intensifying the pressure on teams and eroding management trust in data. In our latest insight article, we discuss some the asset management industry's recent success stories, the enormous challenges these present to strategy and finance teams who rely on globally consistent financial data, and the opportunities to tackle these problems head on. Read the article on our insights blog or get in touch to find out how Aiviq is streamlining reporting for some of the world's largest and most complex investment management businesses. #reportingseason #aiviq #assetmanagement https://lnkd.in/eRthhek4

Asset allocators believe SMID-cap will outperform over the next 1 to 3 years. We agree. Explore the potential benefits and features a SMID-cap allocation can offer.

Asset allocators believe SMID-cap will outperform over the next 1 to 3 years. We agree. Explore the potential benefits and features a SMID-cap allocation can offer.

Asset allocators believe SMID-cap will outperform over the next 1 to 3 years. We agree. Explore the potential benefits and features a SMID-cap allocation can offer.

Asset allocators believe SMID-cap will outperform over the next 1 to 3 years. We agree. Explore the potential benefits and features a SMID-cap allocation can offer.

Asset allocators believe SMID-cap will outperform over the next 1 to 3 years. We agree. Explore the potential benefits and features a SMID-cap allocation can offer.

Unlocking Private Assets – Evolution or Revolution? In the changing financial landscape, private assets play a pivotal role in driving growth and diversification. At Parva Consulting, we've dedicated ourselves to understanding the intricacies and potential of private assets, providing a range of services back up with a deep industry knowledge. We have identified key trends that will impact firms, including: 🔹Growth and diversification of fund products  🔹Utilisation of new technologies to streamline operations 🔹Increasing regulation and governance obligations Find out how Parva Consulting’s industry experts, can support you with your Private Assets needs: https://lnkd.in/d3eJYtgW #PrivateAssets #FinancialServices #StrategicGrowth #AIF

In a follow-up to TSWM – The Summit for Wealth Management London 2024, Amy M. interviews Canoe's Oliver Wedlake, Senior Director of Wealth Management EMEA. The insightful discussion on "Unlocking Efficiencies in Alternative Investment Data through Advanced Technology" dives into the challenges the wealth management sector faces in embracing technology and leveraging alternative investment data. Oli highlights how automated workflows and artificial intelligence are revolutionizing data management and garnering valuable insights. Watch now: https://hubs.li/Q02Htrqj0 #AltsSmarter

Asset allocators believe SMID-cap will outperform over the next 1 to 3 years. We agree. Explore the potential benefits and features a SMID-cap allocation can offer.