Apex Fintech Solutions’ Post

What is the understanding of direct investing amongst advisors? And where are the opportunities for wealth management firms? FTSE Russell and RIA Channel have conducted a ‘direct indexing’ survey to learn more about how advisors plan to use direct indexing. Access the findings in our new report: https://lseg.group/3zcxcyo

FTSE Russell, An LSEG Business surveyed over 600 advisors to see how they leverage #directindex solutions for their clients. Check out our findings: #yourindexmatters #taxmanagement #indexinvesting #personalizedinvesting

Without the right financial models or partnering with the appropriate experts, businesses risk ,making uninformed decisions, inefficiently allocating resources, and lacking strategic foresight, which can lead to financial instability, missed opportunities, and ultimately, failure. Partnering with leading transaction and strategy advisory firms such as kea Capital is not merely about accessing deal and implementation support, tailored funding packages, and comprehensive financial modelling; it is about securing the foundation for your businesses enduring success. By reaching out to us  info@keacapital.co.za or presln@icloud.com , you're taking the first step towards unlocking the full potential of your company's growth and sustainability. #FinancialModeling #StrategicPartnership #BusinessGrowth #FundingSolutions #AdvisoryServices

In today’s complex and high-stakes environment, financial sponsors need partners who can help lighten their load to allow them to focus on their own investment diligence and value creation strategy. William Blair’s Leveraged Finance team discusses how outsourcing the financing process and collaborating with the right team can help sponsors achieve successful outcomes. Learn more: https://lnkd.in/gBAaP_as

If you're an advisor or investor of #alternativeinvestments, you won't want to miss this! Join us for an exclusive webinar with Overlay Capital, where we'll delve into two of the major recurring themes in today's private investment landscape: Innovation and Infrastructure. Date: August 22 Time: 1 pm CT What to Expect: 🔹 Expert Insights: Gain valuable knowledge from industry leaders specializing in private investment opportunities focused on innovation for the built environment. 🔹 Actionable Strategies: Learn how to access and integrate unique, high quality deal flow and custom strategies for your clients or your own investment portfolio. 🔹 Management and Reporting: Uncover how to effortlessly structure, automate, and manage private investment data into your current systems. Register now: https://lnkd.in/gFpde2Nv #privateinvestments #innovation #infrastructure #financialadvisors #wealthmanagement #wealthtech #alts

Issuers and large brokerage platforms are two of the key players in the shifting of access to alternative investments. This comes down to 1) the point of origination of private assets, and 2) the way these assets are distributed to the public.

Discover the game-changing impact of Luma's acclaimed solutions with these compelling client testimonials. Experience firsthand why Luma is the trusted partner for financial professionals seeking to optimize their alternative investments business. Learn more: lumafintech.com

Only 48 hours left till our Embrace the Alternative webinar goes live! Wealth managers, don't miss out on valuable insights into alternative assets and investment opportunities within private markets. Register now to learn more about successfully incorporating alternative assets into your portfolio: https://okt.to/bhmOgM #webinar #alternatives #alternativeassets #privatecapital #privatemarkets

As institutional investors diversify into an expanding range of asset classes, their success depends to a large extent on their ability to overcome operational challenges. Learn how to leverage intelligent tech solutions and partnerships for optimal returns: https://lnkd.in/eNwxg__N

Join 1776ing to discover how alternative investing is changing forever at Fact Right 2024! To get an overview of how our technology is fundamentally changing alternatives, book time with our Head of Client Engagement, Chuck Youngman, at Fact Right: https://lnkd.in/exzZrYXh #FactRight2024 #AlternativeInvesting