Stifel Financial Corp.’s Post

I’m excited to share that I’ve again been recognized as a 2024 Forbes Top Next-Gen Wealth Advisor Best-In-State for the second consecutive year. Thanks to everyone who made it possible, and congratulations to all who made the list! Looking for a financial advisor to help you reach your goals? Let's talk. Reach out to set an appointment. #Forbes #Wealth #Next-Gen Disclosures: 2023– 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State for IL, published in August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Curious about navigating the fixed-income space in a potential rate-cutting environment? 📉 Join us at this month's free Fixed Income Symposium on April 18th! Tap into insights from top experts like Capital Group's Emma Friend & Margaret Hilborne Steinbach, T. Rowe Price's Alex Obaza, CFA, and many more. Gain actionable insights for Q2 and beyond. Don't miss out – learn more and register now using the link below! #FixedIncome #ActiveManagement #FinancialAdvisers

For Asset Owners Join us tomorrow, Wednesday 1st May Where MSCI's research teams Provide unique insights on private capital performance and discuss latest trends. Private Assets in Focus webinar link > http://ms.spr.ly/6046YK6xE

Mark your calendars - Wednesday, May 1, at 10 AM ET we are hosting our Private Assets in Focus webinar, formerly known the BMU Global Private Capital Review: http://ms.spr.ly/6046YK6xE Be part of the conversation on our Q4 2023 Global Private Capital Performance Report, and the latest trends in private capital markets, including recent performance metrics, cash flow analyses, dry powder levels, and valuation trends across private equity, debt, and real assets. Plus, don't miss the opportunity to hear from speakers from across MSCI's research teams. We look forward to welcoming you! #PrivateAssets #PrivateCapital #InvestmentTrends #MSCIWebinar #FinancialServices

Reflecting on an insightful article about the evolving landscape of private equity. It turns out, mid-market funds are increasingly becoming the preferred choice, outperforming larger funds and attracting more capital. With most mid-market funds exceeding their targets in recent years, it's clear that investors are seeking diversity and specialization. Worth a read for those rethinking investment scale and scope. https://lnkd.in/eE96GFbX

Grateful to be selected as one of the top financial advisors in Florida! 2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year's industry experience, interviews, com¬pliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-com¬pleted survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

🔍 Wealth Managers, are you tired of the inefficiencies in tracking investors and deals? Elevate your strategy with PrivateCircle Research's comprehensive data intelligence. Book a demo now: https://lnkd.in/dzsMJbtG #WealthManagement #InvestorRelations #PrivateCircle #HighGrowthCompanies #InvestorEvaluation

Reminder....Join us on December 6th for a discussion on how #AssetManagers can best serve #advisors. http://spr.ly/6040RBKzy Morningstar’s Ben Johnson, CFA and Joe Agostinelli share key takeaways from our recent survey of 650 advisors, so you can respond to their strategies and needs. Register today: http://spr.ly/6040RBKzy

Check out Preqin's latest report on Family Offices and their challenges investing in alternatives by Harsha Narayan

📊 We are excited to share the latest insights from our quarterly Due Diligence reviews. The available 2023 Financial Statements reveal a noticeable decrease in operating margins for asset managers within public markets, despite a recovery in AuM and steady EBITDA levels. During our Due Diligence assessments of newly appointed managers, we've identified a preference for public markets, which differs from the 2023 trend that leaned towards private markets. Remarkably, we've exceeded the number of reviews conducted in the first quarter of 2024, setting a new record in Lestrade’s history. A big thank you to our dedicated team and valued partners for contributing to these outstanding achievements. Together, we're setting new benchmarks and driving progress in the industry. #MarketTrends #ODD #Duediligence #Financialstability