Fiducient Advisors’ Post

Excellent research from Fiducient Advisors with practical takeaways on the principles of manager selection and evaluation, both active and passive.

We know the world is geared to consume information in 140 characters or less. Yet we continute to publish our long-form work on efficient investing. The reality is the details matter and our team does a great job unpacking both the empirical need for patience and where to spend an active dollar. If you dare to reach beyond superficial sound bites see our most recent release on active and passive investing.

If you missed Samantha McLemore, CFA on CNBC earlier this week you can catch her insights on our quarterly call tomorrow. Registration info below #womeninfinance #investlikeagirl #investlikeher #valueinvesting #markettrends #stockmarket

Discover the highlights of LPL Financial's Focus conference in San Diego, where 9,000 attendees gained valuable insights into evolving capital markets. Explore this week's #WeeklyMarketCommentary for key discussions and insights from the conference: https://lnkd.in/eNX5Xgmz #LPLResearch

Hii everyone, I made a short Equity Research Report on Trent Ltd highlighting key financial data about the company and showcasing the strong growth which the company has been delivering for the last few quarters. Do let me know if you find this insightful.

In the latest #WeeklyMarketCommentary: Last week at LPL Financials' FOCUS conference in sunny San Diego, 9,000 financial advisors gathered to share insights and perspectives. The LPL Research team was thrilled to connect with attendees and dive into pressing questions about the capital markets. Here are some highlights from our discussions! https://lnkd.in/dymcBWkZ

Fidelity’s latest Institutional Investor Survey findings highlight that allocators may be at a critical crossroads. Should institutional investors reconsider their strategic and tactical approaches? Download the executive summary to see trends we uncovered and where there may be areas of opportunity ahead: https://bit.ly/3TAyPya

💫We made the list of The Most Influential Financial Technology Firms of 2024!💫 The latest edition of The Financial Technologist is out now, where Harrington Starr shines a light on Cassini, and other innovative and disruptive firms in the sector, after a year of breakthroughs, growth plans, and scale-ups. Click here to download your free copy of the latest Financial Technologist magazine👇 https://lnkd.in/eCR4sYeY #TheFinancialTechnologist #FinancialTechnologyMagazine #MostInfluential #MostInfluential2024 #FinanceMagazine

Samantha McLemore, Founder and CIO, was recently featured on Barron’s, discussing why she thinks market gains will continue and why she sees value in small-caps. @Barron's @Samantha McLemore, CFA Click here to read: https://bit.ly/3XzSDTZ #PatientCapital #TimeNotTiming #InvestLikeAGirl #ValueInvesting

Each market cycle has its winners and losers, leadership in the coming business cycle probably wont be who lead us in the past cycle. This is why we cant look at 3-5-10 year historical returns as a proxy for what you should invest your money in, we have to look forward and stay diversified. Great listen here with our Brent Schutte.