Hightower Wealth Advisors | St. Louis’ Post

Love working for a company so actively engaged in adapting to the roiling ocean that is the financial planning and wealth management industry. We have a tide of regulatory changes every year, a living market, and historic succession shifts within the industry itself. It's great seeing our people recognized for our collective hard work. #2023HotList #InvestmentNews #Hightower #WealthAdvisors #WealthIndustry

Do you really know what the future holds for fixed income? The specter of rising interest rates is casting uncertainty over fixed income markets. Are you prepared to strategically navigate diverse scenarios in the fixed income landscape? Adam Ditkofsky, Senior Portfolio Manager, Global Fixed Income takes part in a panel discussion on June 13, 2024 at the “Challenge of Change Forum” conference with the Canadian Leadership Congress to talk about #fixedincome strategies for the future. Find out more: https://lnkd.in/g6nDXRkD

Last week, I had the opportunity to listen to someone who was incredibly articulate and intelligent. It's always refreshing to learn from others, even if they may seem more knowledgeable than me. Sometimes, it's important to just sit back, listen, and appreciate what others have to share without feeling the need to always contribute or agree. During a recent investment seminar Shane Balkham made a very good point. If you review the top 10 high performing companies across all markets there is revolving door. These companies are replaced every 10 years organically by the new top performers. I think many of us have been guilty of falling into the trap of following the latest trends, whether it's in fashion or even in financial planning. Trends come and go, just like the frosted tips and flares from our school days. It's interesting to see how certain companies have their time in the spotlight for a decade before being replaced by new rising stars. In my opinion, consistency is key when it comes to making decisions, especially in financial planning and choosing the right portfolio for you. Making drastic changes to your portfolio or chasing after every new trend or high performing company can do more harm than good in the long run. It's important to stay true to your strategy and not get swayed by every fad. #financialadvice #financialplanning

BlackRock, the world's largest money manager, has been navigating its succession planning amidst its strategic shifts and external pressures. The firm is prioritizing its private markets business, aiming to double the revenue from this sector, while simultaneously managing the complexities of leadership transition. The discussion here illuminates the broader implications of succession planning in large, globally influential firms and how they are approaching the grooming of future leaders and strategic business realignment. If you have questions regarding your company's succession plan, contact us anytime: info@thesuccessionsolution.com #successionplanning #transitionplanning #blackrock #moneymanager

Interesting Discussion with the industry Thought Leaders!

🌟 Excited to Share Insights from the Annual Eagle Wealth Summit 2024! 🌟 Our team had the privilege of attending the Annual Eagle Wealth Summit 2024 held at the luxurious JW Marriott in Phoenix, Arizona, and what an incredible experience it was! Among the highlights were the captivating presentations from distinguished speakers who left us inspired and equipped with invaluable knowledge to navigate the ever-evolving landscape of wealth management. Gregory Webster, President and CEO of Eagle Strategies, captivated the audience with his keynote address, shedding light on the remarkable growth of Eagle since previous years and outlining future innovations. We were also fortunate to gain profound insights into the macroeconomic landscape from Marta Norton, CFA, a distinguished expert from Morningstar. Marta's comprehensive analysis provided attendees with a deeper understanding of global economic trends, empowering us to make informed decisions to safeguard and grow our clients' wealth. The summit was not only a platform for learning but also a forum for networking and collaboration with industry peers. Engaging discussions and exchanges of ideas enriched our experience and reinforced the significance of continuous learning and professional development in our field. A huge thank you to the organizers for orchestrating such a phenomenal event and to all the speakers for sharing their expertise and vision with us. We return energized and equipped with fresh perspectives to drive success for our clients and our practice. Looking forward to implementing these insights into our wealth management strategies and continuing to deliver exceptional value to our clients! #EagleWealthSummit #WealthManagement #FinancialPlanning #ProfessionalDevelopment #Networking #Phoenix #JWMarriott #Grateful #Insights #Success

A magical atmosphere in the #SwissAlps at #CransMontana!   I snapped this shot myself last weekend at sunrise. Indeed, the symbol of the sun also stands for the path of enlightenment, energy, power, positivity, clarity, what we want to live, create, make our way, and leave our mark: in short, our personal fulfillment. With these encouraging words, we wish you all every success in 2024.   Happy Holidays to our entire community !   A big and special thank you to our Clients, Investors, and Partners for the great satisfaction they bring us, for their ongoing support and for including us in their investment scheme as a Trusted Principal Advisor.   We will continue to focus on asset allocation, idea generation and performance. Alignment of interests, commitment, transparency, and attention to risk management will always be at the heart of our investment process and the due diligence of the strategies we identify.   I expect another favorable year to delineate new investments and positive returns of our clients’ portfolios, as in the past 2 years, regardless of exogenous and geopolitical factors impacting most asset classes and an acceleration of negative disruptions. To put the scenarios in context, I believe in our asset allocation and strategies for the consistency of their returns, for the how the environment plays out and what calibrated risks they chase.   I'm excited by the prospect of pursuing strong relationships with my Clients, Investors and Partners, while sharing the common goal of real and sustainable alpha, by 2024-2025-2026.   Andreani & Associés #ClientFirst #Investment #AssetAllocation #OCIO #Advisory

Sharpen your investment insights this Financial Literacy Month by exploring the same books that helped propel our thought leaders. Watch for new must-reads throughout the month of April from the team of WisdomTree thought leaders. Today’s title is courtesy of Jeremy Schwartz, Global Chief Investment Officer. For more investment and market insights from Jeremy, check out his thought leadership page here: https://bit.ly/3TTrMPJ #FinancialLiteracyMonth #InvestmentInsights

NEW UK Private Markets - our latest industry study will uncover the appetite, opportunities, and barriers for asset managers in this exciting sector…details attached. #privatemarkets #assetmanagers #fundselectors #privatecredit #privatedebt #unlisted

And now, for something completely different, and slightly contrarian – rays of optimism, at least when it comes to emerging managers. Jon Finger, a partner with McGuireWoods LLP, states the case in the June Buyouts cover story by Chris Witkowsky: “I’m not painting a picture of all unicorns and roses... it’s not easy but it’s not as bad as people are saying it is. Yes, fundraising is down but that doesn’t mean the sky is falling.” Yes, the countervailing, less optimistic view is that LPs tend to stick with familiar, big-name firms, which makes it harder for the little entities. But if emerging managers are nimble, they can find fertile ground.  We round out our cover package with a list of 10 emerging managers to watch, put together by Chris and Kirk Falconer (dive into https://lnkd.in/edVNx5rW for a much longer list). One name on the roster, Unity Partners, is notable in that it is committed to putting in place shared-equity programs in all its portfolio companies. They are hardly alone in this admirable strategy, as we showed last month when we profiled KKR (the polar opposite of an emerging manager) and its pioneering employee ownership initiatives, but it is promising to see this trend continue, no matter who is implementing it.