Ben Harrison

🚀 Leadership Expansion at Elevation Point Capital Jim Dickson's Elevation Point Capital is making bold moves, adding key executives from Summit Financial and BNY Pershing to its leadership team. This strategic growth signals the firm's ambition to reshape the RIA and wealth management landscape. 📖 Learn more about the new additions and their impact: http://spr.ly/6043sYuFL What does leadership evolution mean for the future of wealth management firms? Share your insights below! 👇 #WealthManagement #RIA #Leadership #IndustryNews

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As seen in ThinkAdvisor, Chad LaFauci, vice president of alternative investments, discusses our new strategic partnership with iCapital. “Investing in private alternatives has historically been a cumbersome process with a lot of paperwork. The process is digitized with iCapital, making it easier and more streamlined." Read the full article now. https://bit.ly/4av68aU #commonwealth #fintech #financialadvisor

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In this episode of Engaging Alternatives Spotlight, we speak with Jay Rogers, Managing Partner at ACME Credit Partners. Jay shares his outlook for private credit investing and more. Watch now: https://okt.to/EoITJS #podcast #privatecredit #investing

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Advisors, are you attending the InvestmentNews Women Advisor Summit tomorrow in New York? Make sure to catch Executive Managing Director Laura Combs, CFP®, MBA as she shares strategies for effectively serving female investors as they prepare for the Great Wealth Transfer. #INWomenAdvisorSummit

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Insights from CAIS and Mercer's "The State of Alternative Investments in Wealth Management" survey reveal a significant shift in portfolio strategies. 85% of financial advisors plan to boost allocations to alternative asset classes within the next year to achieve diverse portfolio goals, including enhancing returns and diversifying risk. This trend reflects a growing recognition of the benefits that alternative investments offer. Promising opportunities lie ahead as the wealth management industry adapts to meet investor needs.

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Portfolio Manager George Cipolloni, CFA analyzes market sentiment, noting volatility indicators like the VIX suggest a fearless market environment. Despite positive economic signals, he warns against complacency and emphasizes the importance of staying risk-aware amid market shifts. #marketsentiment #investmentstrategy #volatility #stockmarket #creditmarket #riskmanagement #economicoutlook #assetmanagement #investing #markets #equities #fixedincome

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What does philanthropy mean to you? Share in the comments! For more insights into the practical and financial aspects of giving, check out the full recap of the webinar at https://buff.ly/4ca0PP6 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

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"Kestra leadership is always available to advisors, so you can stop them in the hallway for an event, send them a quick email, and they're here to truly hear our concerns." Watch Michelle Bender, President & Senior Financial Advisor at Potomac Financial Consultants, discuss how joining Kestra Financial has elevated their firm to new heights.

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❓ Does your shareholder vote matter? 🌎 Andrew Behar, CEO of As You Sow, discussed this topic with our CEO and host Elysabeth Alfano in a recent episode of the Upside & Impact: Investing for Change podcast. This episode, a highlight clip, and an article are now on NYSE’s ETF Central website. Links to the website and to the podcast are in the comments. 🎙 Want to always get the latest Upside & Impact podcast? Subscribe on iTunes and sign up for the VegTech Invest newsletter at www.VegTechInvest.com. #shareholderengagement #impactinvesting #finance

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On Thursday, September 26th, 400 Capital Management LLC’s Director of Private Credit Nora Granville will speak on a private credit roundtable at AIF Global’s 10th annual Women Investors’ Forum in NYC. Nora will join leading industry peers to discuss opportunistic, structured and specialized credit strategies. If you’re attending the event, tune into the roundtable to hear Nora’s insights and connect with the 400CM team on-the-ground. #privatecredit #womeninprivatecredit

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Concerned about how the upcoming election could impact the markets? Listen to Natalie Colley, CFP® and Shweta Lawande, CFP®, CDFA® provide their expert insights into the potential market impacts of the 2024 election.

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Happy 529 day! Did you know the benefits of helping clients with educational planning go beyond assets under management? These conversations may help you form deeper emotional bonds with clients and their families. https://bit.ly/3ywU7Ep Important disclosures: https://bit.ly/2JzEDWl .

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Attending Cambridge Investment Research, Inc.'s Retirement Plan Summit? Join @Work CEO Marc McDonough as he discusses personalization and AI with Kevin Murphy of Franklin Templeton and Christian Romano of Vestwell in a panel moderated by Thomas Clark of The Wagner Law Group. It's sure to be an engaging conversation about the applications of AI in the retirement plan space. #AI #artificialintelligence #retirementplan #personalization

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ICYMI: FusionIQ Head of Business Development Peter Brittain shares his key takeaways from INSITE24. From the drive for seamless integration, to the need for functionality and the democratization of alternatives, wealthtech is unlocking the future of wealth management. Read Peter's insights into how the future is happening today: https://lnkd.in/gaEA8PMC

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For Lambert Wayne, Optimize’s investment program is about aligning financial strategies with life goals—whether that’s retiring sooner, growing wealth steadily, or securing a bright future for families while providing peace of mind. Schedule your confidential introductory meeting here: https://lnkd.in/epM_YFwc #OptimizeCommunity #InsideOptimizeWealth #BusinessGrowth #SuccessStories

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