Arturo’s Post

Hello, LinkedIn! I am here to share my most recently posted article for With Intelligence. In this piece, I sat down with Bancreek Capital Advisors, LLC founder, CEO, and CIO Andrew Skatoff to discuss everything related to his firm and his team, consisting of Eric Pachman, Anton Yen, and Kevin Polli. I encourage you to check it out! Read More: https://lnkd.in/gwmUvHJp #WithIntelligence #NoBadDays #MutualFunds #ETFs

FT Adviser: M&A landscape may have changed but it is still keeping industry busy In the run-up to the announcements from our parent company, Fintel , earlier this week that it had acquired VouchedFor and AKG Financial Analytics Ltd, its Joint CEO, Matt Timmins, spoke to David Thorpe of FT Adviser about the current M&A market, the major considerations when looking at potential acquisition targets, and the importance of ensuring a cultural fit. Read the article in full here: https://lnkd.in/eFxMfgvX

Doing right by our clients is the driving force and foundation upon which our firm has been built, says B. Riley Securities' Chief Executive Officer Andy Moore. Learn more about our long-standing ethos and history of delivering value to our clients and partners by viewing B. Riley Financial's 2023 Analyst & Investor Day here: https://bitly.ws/36IGA #RILY #clientsfirst #InvestmentBanking

most active wealthtech investors in 2023. This is a category where strategics can provide a big boost to companies so not surprising to see folks like: - Citi - Fidelity - FJ - UBs etc represented.

Special thanks to Charles Schwab for having Andrew Marsh, Dynasty Vice Chairman join their recent webcast hosted by Adam Schwartz, Director of Enterprise Business at Schwab. Andrew participated in a Q&A panel alongside Scott Cohen, Director of Business Start-Up Consulting at Schwab Advisor Services, and Brandon Kawal of Advisor Growth Strategies to answer the 5 key things advisors should consider when exploring the independent model. Watch the recording here: https://bit.ly/3VNbIBa Our advisors are independent, but not alone. Independence is #PoweredbyDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

This week, executive members of our Dynasty team had the pleasure of visiting our partners at BNY Mellon | Pershing in New York. There is nothing quite like face-to-face interactions to strengthen relationships and enhance our ability to deliver exceptional service to our clients. Here's to an exciting year of new opportunities and meaningful collaboration. Shirl Penney, Andrew Marsh, Mason Salit, Harris Baltch, Gordon Ross, Jeremy Zoladz Our advisors are independent but not alone. Independence is #PoweredByDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

For those of us in the banking tribe: yesterday's Money Stuff had a great piece on private credit, aside from a meditation on the Paramount deal (I'm so tired of it). The immortal Matt Levine offers an overview and insights on current developments in that market, which is growing like topsy. I'm sure that regulators are conflicted, as the psychiatrists say, thinking about banks laying off risk on the one hand and trying to understand systemic risks on the other. And now Citi et al. are trying to create a market for loans to PC funds. I loved the part about PE firms borrowing to accelerate distributions to investors! https://lnkd.in/e38ksuBh

ClearView Financial Media's Acclaim Magazine recently recognized the winners of its Third Annual WealthBriefing WealthTech Americas Awards. In this segment NICE Actimize's Osvaldo Berrios explains how expanded regulatory challenges are creating new challenges for wealth managers and how SURVEIL-X for Sales Practice and Suitability can help. https://lnkd.in/eEjXpMHh #regtech #wealthmanagement #awards

ClearView Financial Media's Acclaim Magazine recently recognized the winners of its Third Annual WealthBriefing WealthTech Americas Awards. In this segment NICE Actimize's Osvaldo Berrios explains how expanded regulatory challenges are creating new challenges for wealth managers and how SURVEIL-X for Sales Practice and Suitability can help. https://okt.to/uMkO8E #regtech #wealthmanagement #awards

I’m heading to London tomorrow to speak at Lazard’s T500 Venture and Growth Conference, which brings together the most promising private European venture and growth companies and leading investors. If you’re attending, let’s connect! I’m looking forward to exchanging ideas and discussing growth opportunities in Europe 🚀 #T500 #LazardT100 #VentureCapital #Insurance #Insurtech #Fintech #EmbeddedInsuranceOrchestration Qover