Dave Regan’s Post

Some ultra-high net worth families are looking to alternatives to diversify their portfolios. Syed Sarem Naqvi of the TD Wealth Family Office says even alternatives as an asset class have become a lot more diverse. Watch the full video with Syed and Colin Lynch here: https://lnkd.in/gEEv3iTF

Check out how does Mary Erdoes, J.P. Morgan's CEO in Asset & Wealth Management talk about her job if you are interested in the specific business

Investors are gaining confidence in reaccelerating economic growth and strong earnings--an ambitious scenario but one that may credibly hinge on a few factors. See what this means for investors. Eric J. Werner Vice President & Financial Advisor The Werner Group Mid-America Region Morgan Stanley Wealth Management Blaymore II 1603 Carmody Court, Suite 100 Sewickley, PA 15143-8859 Tel +724 933 1575 Mobile +412 435 4732 (Texting Enabled) Eric.J.Werner@MorganStanley.com https://lnkd.in/e4DVxqN Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity and Inclusion & Give Back On-Line Meeting Scheduler https://lnkd.in/gh3Uf3ka https://lnkd.in/efZ3CJ5 https://bit.ly/46X9D9y https://lnkd.in/gXZWRgVG https://mgstn.ly/46P9bdn The Morgan Stanley Client Experience means we listen more than we talk, so we can deliver an insights-rich, personalized plan to help you reach your financial goals. Your financial journey is personal, and so is the Morgan Stanley Client Experience. See how we put old school grit and new world ideas to work: https://mgstn.ly/3ZVuN4c #Investors #Economic #Economy #Growth #Earnings

Some ultra-high net worth families are looking to alternatives to diversify their portfolios. Syed Naqvi of the TD Wealth Family Office says even alternatives as an asset class have become a lot more diverse. Watch the full video: https://lnkd.in/gEuiYNWM

Had great meetings with some of our new partners at Morgan Stanley this week. We discussed the benefits of locking in today’s high rates for growth and lifetime income. Don’t forget about the guarantees of income you can not outive. Fifth Third Securities LPL Financial RBC Wealth Management Commonwealth Financial Network Atria Wealth Solutions Valmark Financial Group Infinex Financial Group Cadaret Grant Woodbury Financial Services Morgan Stanley Cetera Financial Group Advisor Group Stifel Financial Corp. WealthVest Wade Dokken Stifel Financial Corp. #wealthmanagement #economy #financialservices #markets

🚨 Fidelity 🚨 Shutting Down 🚨 ⭐  (1 min watch) ⭐  3 considerations when joining a new strategy ✔️ Team size.. do they have €300m and 12 person investment team.. even if it works what are your individual economics going to be? ✔️ Track record and fundraising: teams like Adams Street, Morgan Stanley and Alpha Wave all built well in Private Credit ✔️ The deals: Are they being diligent and selective with their deployment? ⭐ On balance capital, GP commitment and the team really drive the quality of the opportunity, but you can never eliminate all risk 💬 What's your view? On this situation and new entrants into private credit  #privatedebt #privatecredit #specialsituations #secondaries #leveragedloans #directlending #leveragedfinance #structuredcredit #creditopportunities #privateequity

If you are a financial advisor at a Wall Street investment firm, it may seem “safer” to stay put, but there are risks in doing so that many advisors are unaware of. We've been in your shoes. For many advisors, life at their firm isn’t what it used to be. Increasing bureaucracy, rising compliance restrictions, diminishing freedom over investments, and client communications—just a few of the issues we experienced and continue to hear about from advisors every day. Yet they stay the course since, for now, it’s still tolerable.  Why is this so common? Why knowingly accept a sub-par situation? At Eagle Capital, we can help Big Bank Wall Street advisors bypass these problems and do what's in their client's Best Interests. We know, we've been where you are. Want a breathe of fresh air? Let's Talk! #eaglecapitaladvisors #financialadvisors #fiduciaries #wealthmanagement #riskmanagement #clientsfirst #financialplanning #independentfinancialadvice #poweredbyconcurrent www.eaglecapadvisors.com #culture #tecnology #innovation #strategy

'Latin America’s wealthiest investors are taking their fortunes to Miami at one of the fastest clips in history, with some fleeing regional turmoil and others lured by yields higher than they can find at home. For JPMorgan Chase & Co. and Brazil’s biggest banks, the exodus has generated asset and client growth. For Morgan Stanley, not so much.' #miami #latinamerica #wealthmanagement

Merrill Lynch

Few leaders have fought on the front lines like Bruce Van Saun: working at the former Wall Street icons Kidder Peabody and Wasserstein Perella during their heydays, as CFO at Bank of New York when the 9/11 attacks decimated its main computer center, orchestrating an acquisition of Mellon before the 2008 global financial crisis and then helping the bailed-out Royal Bank of Scotland recover before being tapped to spin out and lead the investment-starved U.S. arm that became Citizens Financial Group in 2014. Now chairman and CEO of America’s 12th largest bank, with about $11.8 billion in annual revenues and more than $225 billion in assets, Van Saun has faced a new set of challenges with a shaky economy and the failures of regional banking peers like Silicon Valley Bank and First Republic in 2023. (Citizens bid for First Republic, which would have doubled its assets, but lost out to JPMorgan Chase.) So is Van Saun feeling flustered as he heads into an uncertain 2024 that could increase loan losses or increase investor skittishness? No.