Elana Fine

EVO Wealth Consulting established the Wealth Technology Solutions Guide to address a significant gap in practical and accessible technology education within the wealth management industry. Michael Casciano, Founder and President of EVO, noted, "The demand for comprehensive, customized technology education was clear. EVO was founded to meet this need." The guide is more than just a showcase of the latest technology; it is a valuable resource designed to help wealth managers integrate these tools seamlessly into their daily operations, ultimately enhancing client service and company protection. The guide aims to simplify the process of selecting and implementing new technologies. As a Managed Security Service Provider (MSSP), FCI plays a critical role in safeguarding systems and data. We are proud to partner with EVO to provide financial service firms with the knowledge and tools to protect their clients, company, and employees. Advisors who utilize the guide can be confident that their cybersecurity needs are fully addressed by experts committed to their safety and success. #fci #cybersecurity #evo #wealthtech #fintech #techsolutions #cybersafe #solutionsguide #wtsg #wealthmanagement #financialservices #infosec https://lnkd.in/evHKTwMq

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At Helix by HL, we love this report because it highlights exactly why alternatives are becoming indispensable in wealth management - and how we can help advisors navigate this transformation. 🚀 What’s Working: ✅ Adoption is Soaring: 92% of advisors already allocate to alternatives, with 91% planning to increase exposure. ✅ Technology is Driving Scale: Tools like portfolio construction software and model portfolios (used or considered by 77% of advisors) are making alternatives more accessible and efficient. Where the Industry Needs to Grow: 🔧 Simplify Operations: Administrative burdens remain a top challenge for nearly 50% of advisors. Streamlined workflows and less paperwork are essential. 🔧 Enhance Due Diligence & Access: Compliance concerns and education gaps persist. Broader standardization and transparency are needed across the alts landscape. How is your practice adapting to these trends? Let’s discuss! #AlternativeInvestments #WealthManagement #Innovation #HelixByHL #PortfolioStrategy #CAIS https://lnkd.in/ebpgeVrG

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📢 Meet Peter Goldstein , CEO of Exchange Listing LLC, Founder of Emmis Capital LLC IPO Fund, debunks the myth that micro and small cap entities must become the next "Unicorn" to go public and access equity markets. His book, "The Entrepreneur’s IPO," is a must-read for entrepreneurs seeking to understand the IPO process. 📚✨ Watch the full interview here⬇️⬇️⬇️ https://lnkd.in/eyP5n23K #Entrepreneurs #IPO #BusinessGrowth #StartupSuccess #business #news #newtothestreet

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Last Call! Join us for our Private Equity Investing - Is It for You? Webinar on Wednesday, November 13, at 12:00 PM CT with Jon T. Meyer, CFP®, Principal and President of BGM Wealth Management Group and Chad Halbur, President and Shareholder of Cornerstone Private Asset Trust Company LLC. This presentation is best suited for investors with portfolios of $5 million or more. Jon and Chad will discuss the potential risks of private equity investing and the four primary routes for investing. Key topics to be covered: -Private markets vs. public markets -Types of private markets -How to access private equity -Investing mistakes to look out for -How BGM can help Register now: https://lnkd.in/gR7rbybh #PrivateEquity #WealthManagement #Webinar

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Chris Meyer, Stewardship Investing Research Manager, sat down with The Aligned Money Show to chat about how investors can make real impact by engaging in shareholder advocacy through their investments in Praxis Mutual Funds, a fund family of Everence. Listen to the full episode to learn more: #ImpactInvesting #ShareholderAdvocacy

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It’s getting easier for independent financial advisors to track structured notes using the CAIS platform. Learn about some recent tech enhancements that allow advisors to zero in on the information that matters most to them. Get a recap of our Q3 tech updates here: https://lnkd.in/ekER2asu #wealthmanagement #structuredproducts #capitalmarkets

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WHOLE BUSINESS SECURITIZATION (WBS) - A POCKET OF FINANCING OPPORTUNITIES This week, Blackstone agreed to buy a majority stake in Jersey Mike’s and plans to finance the deal by expanding the existing whole-business securitization. What does this mean? Why are we suddenly hearing more and more about WBSs? Unlike traditional financing, WBS structures require creating new corporate structures that hold operational assets, IP, franchise agreements, or other value assets where debt is lent directly against those assets. Once those assets are in the new corporate structure, the legal documents “ring-fence” the assets in a credit box so only the WBS debt has a secured claim against those assets. Why would a company do this? Three key reasons:  1) Lower cost of capital: coupons are typically only a couple of points above SOFR 2) Longer maturities: even 50 years which is rare for corporate debt 3) Less covenants: WBS structure can lead to significant yearly dividends, asset improvement, reinvestments, and more, as long as specific ratios are covered and the operational assets maintain their value. What do creditors get in return? The underlying assets are not just collateral, they have been moved into a separate entity which gives them much greater protection. A fascinating and upcoming financing trend, let's go into more detail in the full writeup. https://lnkd.in/e2HTR3VN

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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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New Podcast Episode Alert: The Evolution of Investing! Join us as Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, dives into evidence-based investment strategies that stand the test of time. Hear insights on global diversification, risk management, market timing myths, and how to align your client portfolios with The Bucket Plan®. Listen or watch here ‼️https://c2pe.info/41xIlWY or go to our YouTube to watch and subscribe! ➡️https://c2pe.info/3OTtYVd

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Are you a financial advisor talking to your clients about structured notes? According to Marc Premselaar, Senior Managing Director, Capital Markets at CAIS, “If you are not educating your clients on structured notes, someone else is.” Structured notes are increasingly being recognized by financial advisors as a means to target various investment objectives, help meet specific financial goals, address risk-reward profiles, and express market views. Access structured note resources and articles to learn more: https://lnkd.in/gX37buza #structuredinvestments #trends #financialadvisor

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Growth equity is increasingly popular among investors, with its appeal rooted in investing in successful, high-growth companies. Stoy Hall, CFP® of Black Mammoth highlights its straightforward nature, while Zachary Gering, CFP® of Wealthspire Advisors notes its role in high-risk, high-reward portfolios. Crystal Capital Partners identifies tech, healthcare, and energy as key sectors driving demand. https://hubs.la/Q02JpJHg0

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Equity Crowdfunding has regulatory requirements, which serve to increase transparency and trust among a larger community of investors. Read more 👉 https://lttr.ai/AWzn1 #CommunityCapital #Crowdfunding #PrivateEquity #CapitalRaise #AccessCapital #DiversifiedInvestorBase

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Allspring Global Investments, BAM Mutual, and MassMutual Investments' experts discuss the state of the municipal #BondMarket, investment strategies, and the impact of economic and political changes 👉 https://lnkd.in/ez9VNse6 Sharing their thoughts are Andrew Clinton, CEO of Clinton Investment Management, LLC and Portfolio Manager for the Clinton Municipal Funds at MassMutual Investments, Michael Weinstein, Head of Surveillance, at Build America Mutual and Nick Venditti, Senior Portfolio Manager & Head of the Municipal Fixed Income Team, at Allspring Global Investments. #ATVMasterclass

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📢 ANOTHER EPISODE JUST POSTED: Global Female Investors Management, LLC's GFIN Female Fund Founders Series presents: Episode 4: Katie Stockton, CMT, Founder & Managing Partner of Fairlead Strategies, LLC. ⤵ Click here to hear Katie Stockton, CMT talk about her early love of Math, and how that led her to both a career in investing and to setting up her own business: https://lnkd.in/e2J2d9QE. 🔦 Sharing the unique stories of female fund owners is critical to changing perceptions in the industry and to enabling the next generation of women to see others like them who have succeeded in an investment career. If you know female investors who would like to join Global Female Investors Network, please send them our way. #femalefundowners #investing #GFIN

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Teresa Araco Rodgers from The Presser Foundation emphasizes the importance of centering equity and diversity within the investment portfolio in addition to the foundation's mission and operations on the Non Profit Investors and Investment Solutions webinar hosted by the Chestnut Solutions Institute. The replay of the webinar can be accessed at https://lnkd.in/eTcDcQx8 #investmentsolutions #nonprofits #investmentmanagement #investmentconsulting #OCIO

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In the most recent edition of A Further Look, our CEO and Founder, David Root, CFP®, answers the most pressing financial questions clients have been asking this year: Inflation: Should we still be worried? Investment strategies: To stay or not to stay invested? Estate planning: What changes are on the horizon? Click the link below to read the article and gain his insights on inflation, estate tax laws, and whether to stay invested in these turbulent times. https://lnkd.in/eGvdfTci

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Our president, Libor Michalek, joined Jennifer Taylor at this year’s Plaid Effects to discuss the future of finance. Watch the full conversation to learn more about how Affirm responsibly extends access to credit by using real-time data to inform our underwriting, finding product market fit, and how the most simple things can be game changers. https://lnkd.in/gxSXSmQc  🤝 “What was exciting was the idea that the product was aligned with the consumer. When the consumer does well, we share in the positive outcome. If they get the unexpected, and we get it wrong, we both share in the negative outcome. That alignment was interesting. It's simplistic but it felt like a game changer.” 💡“A lot of our ideas over the years have come from customers. Our customers and the feedback that they've given us have made us a better company and a better team…The simplicity of Affirm is what really drove adoption.” 🧮 “Using data to underwrite a customer is powerful. As we think about how we can best help customers, it’s the ability to give them feedback to help explain credit decisions. To be able to do that in a way that is actionable, useful, and relevant is for that data to be as up-to-date as possible.” 🚀 “Plaid has been a great partner. Understanding cash flow and balances of accounts and being able to model that as a part of our understanding of a consumer's ability to repay was the basis of us working together. That's expanded as our product portfolio has expanded.” 

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