City Hive’s Post

This week's Adviser Catch-Up featured special guest Recep III Peker from SuitabilityHub. Recep's mission is to help financial advisers deliver their best advice to as many people as possible. He founded SuitabilityHub in 2021 to enable advisers to take a more holistic approach to Best Interest Duty when selecting products. With 15 years of market research experience in the financial services industry, Recep spent 11 of those years at Investment Trends, where he led wealth management research. Before his research roles, he gained hands-on experience in the advice industry at a boutique financial planning firm. Recep discussed who SuitabilityHub are, including: - How they perform institutional-grade platform due diligence; - The unparalleled transparency into each investment platform’s adviser and client-facing offerings; and - Provided a demonstration of the software To wrap up, our advisers discussed investment platforms, covering both retail and wholesale options. #FinancialAdvisors #WealthManagement #InvestmentPlatforms #FinancialPlanning #AdviserCommunity

www.novacrestcapital.com 🚀 Exciting News Alert! 🚀Thrilled to announce the latest developments at Novacrest Capital!Stay tuned for updates on our innovative solutions and impactful projects. Join us on our journey to redefine possibilities in the financial landscape! #NovacrestCapital #FinanceInnovation #FutureOfFinance 🌟

If you own your relationship with your investors and the market, you're in the minority of public companies. That's because almost 50% of investors never directly interact with the companies they invest in (👇👇 keep reading). Most investors will treat your company as a code, using third-party forums and analyst reports for research and trading shares on third-party apps. Third parties have a role but relying on them to distribute information to investors means that they're in control of your investor demand, not you. If you want control over your investor demand, you need to own your investor and market relationships. 𝐓𝐡𝐚𝐭'𝐬 𝐰𝐡𝐞𝐫𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐇𝐮𝐛 𝐬𝐭𝐞𝐩𝐬 𝐢𝐧. 🌱 Public companies who use InvestorHub see a 9.6x increase in investor centre traffic that converts into thriving investor communities. And if you need an example, check out Dreadnought Resources Ltd's highly engaged investor community the management team engages directly in a highly efficient and proactive way. https://lnkd.in/gXdTRpHR #investors #shareholders #investorrelations #shareholderengagement

Two weeks to go until the first ever meeting of the Global Association of Independent Advisors in London... We're a group of independent advisory firms spanning Australasia, Europe, the Americas and the Middle East, with a mission built upon 3 core pillars: ✔️ Building better firms ✔️ Becoming better advisers ✔️ Developing deeper communities Put simply, we exist to shape the future of financial planning for those we serve. What does it mean to be a GAIA firm? Watch this short video: Bloomsbury Wealth, BpH Wealth | Certified B Corp® Capital Partners Private Wealth Advisers, Lyra Financial Wealth, Magus Wealth , PWL Capital Inc and Tarbox Family Office, Inc. #fiduciary #personalfinance #financialplanning

🔍 Wealth Managers, are you tired of the inefficiencies in tracking investors and deals? Elevate your strategy with PrivateCircle Research's comprehensive data intelligence. Book a demo now: https://lnkd.in/dzsMJbtG #WealthManagement #InvestorRelations #PrivateCircle #HighGrowthCompanies #InvestorEvaluation

👀Have you seen our latest newsletter? Here's what we have in store for you 👇 VIDEO - Watch our latest video introducing KidbrookeONE - Your fully serviced home for investment and wealth analytics. BLOG - We explore the key challenges in managing financial analytics and how to overcome them with tools that can transform how you manage and analyse the market, ESG and product data. BLOG - We investigate key findings from Northern Trust's global survey of 300 asset management firms. Discover how the industry is shifting focus towards product quality, data accuracy, and the adoption of advanced technologies. ☕ Take a break - Read the Newsletter (link in comments) 💫 And if you like what you read, don't forget to subscribe >>> Top left corner 'SUBSCRIBE' #newsletter #financialplanning #wealthtech #investmentmanagement #datamanagement #spreadsheets #assetmanagement #dataaggregation #financialanalytics #fintech #KidbrookeONE

🌱 It's like your investor centre, but it works. The interactive investor hub is one of the tools that public companies like Dreadnought Resources Ltd are leveraging to engage with thousands of investors at once. Learn more here: https://lnkd.in/e7wXY7nH #shareholderengagement #investorrelations #investors #shareholders #directtoinvestormarketing #d2imarketing

Limited partners (LPs) today seek better transparency, more in-depth investment data, and faster communications from fund managers. Are you in the know? 💡 Join ILPA’s Neal Prunier and SS&C Intralinks’ Rachelle Legentus on Tuesday, June 25 for a fireside chat on best practices for general partners (GPs) to meet LPs’ expectations for data transparency and standardization. Gain insights on what LPs want and industry best practices. https://okt.to/vpIh7e

How Risky are Private Equity Markets? Private assets are now in almost every institutional portfolio through various investment structures. However, investors in private markets have long lacked reliable and transparent data. With privateMetrics, we propose a groundbreaking approach to overcome data scarcity. Using 10k PE deals, we built a robust model of market price drivers for private companies. The difference between model and existing prices is close to zero. This model prices hundreds of thousands of private companies, generating a granular and robust dataset. This truly transformative approach also allows creating market indices of the risk and performance of private assets. Download the factsheet and find out more: https://lnkd.in/eVBAfN6K #privateMetrics #makeanimpact #privateequity

CoinDesk's exclusive Financial Advisor & RIA Day, is a key component of #Consensus2024. Co- chair of FA / RIA Day, Adam Blumberg will moderate as well as hosting an interactive roundtable on Fitting Digital Assets into Estate Planning. Adam supports Bespoke’s business development and is the founder of Interaxis. “From ETFs and SMAs to direct investing vehicles, what are the risks, opportunities, and idiosyncrasies associated with the different options advisors have when choosing how to invest in digital assets on behalf of clients?” More about the FA & RIA Day agenda… - Digital asset education - the need to know - Construction and implementation - Advising clients on how to think about digital assets as they plan their financial future - Peer networking To apply and learn more visit: https://ow.ly/vHB250RHwVZ