Robin Vince’s Post

Increasingly, ultra-high net worth families are diversifying their portfolios by investing in private markets, alternative assets, and other non-traditional opportunities to achieve sustainable, long-term growth. MoneyTalk’s Kim Parlee discusses this topic with Syed Sarem Naqvi, Managing Principal at TD Wealth Family Office, and Colin Lynch, Managing Director and Head of Alternative Investments at TD Asset Management. #td #tdwealth #familyoffice #alternativeinvestments https://lnkd.in/dcdVaKDh

Shift in Swiss Asset Management: UBS and Credit Suisse Lose Market Share. Following UBS' takeover of Credit Suisse, both firms have seen a decline in market presence. This shift has allowed smaller asset managers to absorb lost market share, signaling a changing landscape in Swiss asset management. #ubs #creditsuisse #assetmanagement #switzerland #invest https://lnkd.in/e6SgM_Kr).

The shift to independence continues across our industry with another successful RIA buildout and launch. If you are at the point of exploring what it would look like to start your own practice and begin building enterprise value Breakaway Advisor Solutions can guide you through the benefits and options you have to choose from. #breakawayadvisor #independence #enterprisevalue #advisortransition #ria

Forbes-ranked Merrill Lynch Next-Gen advisor Michael Shalhoup, CRPC™ believes that "[f]or anyone starting in [the wealth management] industry, understanding how to communicate your value is the single most important thing to master," and that it is "not just about stocks, bonds and investments.” https://bit.ly/3PbYKIN #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #nextgen #ForbesTopAdvisor

🚨🍾🎉What better way to come off a long July 4th weekend and recap some of the major people moves across our industry? Congrats to both the #LPs and #GPs helping to support the #institutionalinvestment community. Can't highlight all, but a shoutout to AXA Investment Managers on their Abu Dhabi office (Ammar Bukhamsin, François Boissin), BNY Mellon (Jose Minaya), Close Brothers Asset Management (Marcelo Rodrigues), Illinois Police Officers' Pension Investment Fund (Greg Turk), Lucerne Pension Fund (Fabio Camilli), and Stonehage Fleming. More Preqin. Are you looking to gain even greater insight and transparency in your #portfolioinvestments? Reach out to Vidrio(dot)com to see how we're helping #allocators increase #privatemarketclarity, #datamanagement controls, and more. Weekly People Moves: LPs & GPs https://hubs.ly/Q02FNQGM0

👉 Why does Vanguard have two dividend funds & who might want to consider VYM, VIG & VOO? 💡 That's what we're talking about in Part 3 of our dividend fund vs bonds mini-series: https://lnkd.in/gFxzGMrx #retirementincome #retirementplanning #financialeducation

In previous quarters, Morgan Stanley has been able to turn to its wealth management unit when its other lines of business were faltering. This time, the boost from wealth management wasn’t enough. With insight from: Morgan Stanley CEO James Gorman and Chief Financial Officer Sharon Yeshaya. #wealthmanagement #earnings #advisors #financialplanning #financialadvisors #investments #morganstanley

"I've achieved 1,200 MDRT in 2023, but rewind 22 years, and I was just like many advisors today - trying to decode the mystery of fitting into the HNW market. My journey wasn't easy. Back then, the path to understanding and effectively serving High Net Worth clients seemed elusive, filled with conventional strategies that barely scratched the surface. But through years of dedication, learning, and real-world experience, I uncovered the potential of Asset Structuring - a strategy that transformed my approach and skyrocketed my success. Now, I want to share these secrets with you. Join the 2024 Asset Structuring Club and gain insights from my 22-year journey. Discover how to make YOURSELF an integral part of wealth management and stand out in the HNW market. ⭐️ Don't let another year go by without unlocking your full potential. Click here to learn more: https://bit.ly/41RlIKZ #assetstructuring #asc #assetstructuringclub

Stifel Financial Corp.'s expansion continues with three advisory teams and $673M AUM joining their ranks! Exciting times for the wealth management industry as Stifel Independent Advisors grows stronger. https://hubs.la/Q01-4WdY0 #WealthManagementExpansion #FinancialAdvisors #InvestmentGrowth #AUMBoost #WealthManagementIndustry

A robust wealth management suite can help you continue to grow and meet your clients' evolving needs. Hear from Senior Private Client Financial Advisor Darren Dahmer as he describes how Wells Fargo Advisors' wealth management offerings helped influence his decision to join.