Aon's Wealth Solutions’ Post

Thank you to Charles Schwab for another exceptional IMPACT conference. Our team was honored to lead a session on the psychology of succession planning, where we explored the emotional and psychological challenges advisors face and shared actionable strategies for navigating succession with confidence. It was a privilege to engage with industry leaders and exchange insights on the future of wealth management. Looking forward to continuing the conversation and driving innovation together. Andrew Marsh, Casey Jorgensen, CFP®, WFAA, RCC™, Sally Cates, Sean Lindenbaum, James Gardiner, Thomas Jay Kowalchuk, Ryan Davis, CFA, CAIA Our advisors are independent but not alone. Independence is #PoweredByDynasty #SchwabIMPACT2024 #SuccessionPlanning #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #fintech

At the Global Financial Planner's Summit 2024, Rajeev Thakkar illustrated how an investment model based on risk assessment, valuation integrity, and pitch quality can act as a predictive tool, guiding investors like a policy ticker. This refined approach empowers investors to make smarter, more grounded decisions—transforming investing into a forward-looking process with a strong foundation. PPFAS Mutual Fund #GFPSummit2024 #PredictiveInvesting #InvestmentStrategy #CapitalMarkets #SmartInvesting

Horizon Wealth’s latest report is out! Recently highlighted at the Wealth Forum, we note that high-net-worth investors are leaning towards private market products. Dedicated to offering you diversified options! #PrivateMarkets #HNWI #AssetAllocation

Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://bit.ly/4faw6D4 [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets

Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://lnkd.in/evmeKavK [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets

Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://bit.ly/4dRzd1T [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets

Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://lnkd.in/eBeXyucM [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets

Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://lnkd.in/e5PVeqfK [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets

Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://bit.ly/4hrLU6s [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets