George Irvin’s Post

Wanted to share this upcoming webinar, “Is it time to redefine ‘going independent’?”, which focuses on the proliferation of RIA business models and what advisors should consider before making a move. With advisors experiencing more flexibility and choice than ever before, you won’t want to miss this WealthManagement.com session with Fidelity and top industry leaders. Register for your spot here: https://bit.ly/409Go2j A WealthManagement.com webinar sponsored by Fidelity Investments.

Want to be a better leader? 🌟 Learn to let go of control and trust your team. Discover why empowering others is the key to success. Read more in this article in Fast Company. #Leadership #Trust #Empowerment #ManagementTips

PB Optimize can help clients by providing the data necessary to populate the new Form N-PX reports. With a consolidated view, users avoid the need to pull data from multiple systems. Contact pbosales@fmr.com for more information. #SocialSentiment #HedgeFundsTechnology #PortfolioFinance #AssetManagers #SecuritiesLending

Passing along some recent market commentary by Denise Chisholm, Fidelity’s Head of Quantitative Market Strategy: https://bit.ly/3NlV7iP In this article, Denise discusses the potential impacts of Fed rate cuts and makes a case that while rate cuts may not drive growth, they could help sustain it.

No surprise that #FidelityInsideTrack San Diego was a huge success, and the excitement continues next week in Boston! This annual event creates powerful community engagement to help solve daily challenges wealth management firms face and identify opportunities for them to grow.

Interested in detailed analytics that can help you make informed decisions about your client portfolios? By simply running your client’s portfolio through Fidelity’s Portfolio Quick Check®️ tool, you will receive a personalized report covering style and sector exposures, correlations among holdings, top risk and return measures, and much more. There is no better time than the present to begin enhancing your strategy. Try this free, easy-to-use tool here: https://bit.ly/3YhTlWk

Steve Myers and I got to step away briefly from Inside Track and enjoy San Diego Bay and a great chat with Brendan Sullivan from Parcion Private Wealth. (USS Midway Museum and USS Ronald Reagan (CVN 76) in the background) #fidelityassociate

Congratulations to the entire S. Harris Financial Group team in San Antonio, Texas on a successful launch! This exciting milestone wouldn’t have been possible without the collaboration between Fidelity for Wealth Managers, Wealth Management Transitions, and Advyzon. Ready to explore what’s next in your independence journey? Fidelity’s team of experts can help you discover the possibilities: https://bit.ly/3TZgOZT

Equity options-based strategies can seem complex, even as they offer investors a straightforward way to potentially reshape the risk/return profile of their equity allocations. This white paper from my colleagues at Fidelity helps simplify the various approaches to using options in your investment process. With potentially shifting dynamics between stocks and bonds, liquid alternatives such as options-based strategies may be a helpful way to build resilience into a portfolio. https://bit.ly/48e4lYl

We’ve brought together top financial experts to share insights that will lead our industry forward. Join us on "The Search for the Next Great Portfolio.” https://bit.ly/47VuAlT