MassMutual Greater Philadelphia’s Post

Come join us in DC for a discussion about one of my favorite topics - the future of Trust and Safety!

Discover how Andy and Karina expanded their portfolio and secured their financial well-being with Wealthology Australia: -Streamlined Experience: Smooth, supportive navigation through investment steps. -Expert Access: Direct connection to a trusted professional network. -Tailored Support: Personalized guidance for every question you have. If you’re debating whether to seek professional financial advice, consider this a sign. Reach out to Wealthology Australia. It’s worth discussing what paths lie ahead for your financial journey. Let’s explore your options together and stride confidently toward your financial goals #InvestmentClarity #WealthWithWealthologyAustralia #SecureYourFuture #FinancialEmpowerment #PropertyPotentia

Sygnia's Annual #FieldReport: Attacker’s Perspective is out!  The second chapter is part of a Sygnia’s Annual Report Series. In this chapter Sygnia’s Adversarial Tactics team shares last year’s key improvements and developments that affect #threatactors’ operations and identifies the most common #TTPs they have utilized within clients’ environments. Learn more details in the link below. https://lnkd.in/dzEaXX6c

I had a great discussion with Debra Roberts , Stuart Davis , Dave Wildner , and Jess Jones yesterday at the Financial Crimes Summit by 1LoD, which focused on leveraging advanced technology to make compliance programs more efficient and effective. Reflecting on the conversation, my key takeaways: 1. The advanced analytics learning and computational power offered by machine learning and AI create significant opportunities to reduce cost and improve the effectiveness and efficiency of compliance programs. 2. The model risk of leveraging advanced approaches is significant but manageable. No model is perfect, and every model has limitations, but these need to be well-understood by all stakeholders. Early and regular engagement with senior management, model risk management, internal audit, and regulators is critical to successfully implementing an enhanced compliance program. 3. Leverage these new technologies in a well-controlled fashion requires complimentary enhancements to all parts of the end-to-end process, including model monitoring, data governance, and control framework. Thanks again to 1LoD for an enjoyable day together.

For Dallas-based financial advisors Taylor Manning and Guy Charles, making the move to Osaic came down to three things: 1️⃣ Independence 2️⃣ Technology 3️⃣ Support We are proud to provide Taylor and Guy with the support and resources they need so they can focus on their clients. See why more financial professionals are making the move to Osaic: https://ow.ly/vgEO50QpgFw

This blog explains why TVRA is important and how Dillard Door, in partnership with Incyte Strategic Solutions, can help keep your assets safe. Read more 👉 https://lttr.ai/AYKKR

https://lnkd.in/gG2QBQxY "Check out Greg's latest market update video for insights on recent market movements and exciting family news including Nicole's upcoming graduation and Jack's move to San Diego! #SolisWealthUpdate #MarketInsights #EmbracingPurpose #ImpactingLives

In this 4-part article series, Dimensional Fund Advisors' Paul Turner looks beyond numbers to uncover what clients really value about financial advice. Finding that - in client's minds - success may look very different to that imagined by advisors, Turner provides practical tools for more effectively designing, articulating, and communicating the advice value proposition, and suggests ways to create more advisor and client alignment, especially in volatile markets. #financialplanning #financialadvisor

In our #ReadoftheWeek, we ask how Alexander Makarov, Erin Baker, Ron Heeran, and many other 2023 Power List champions decide which problems to tackle and they reveal their answers 🤔 Read all the responses here 👉🏼 https://bit.ly/47PxNlo

What is the real value of advice? When you look beyond just the numbers the success of an adviser in displaying their value to clients can be a challenging task. In this series Paul Turner shares with Ensombl some great resources to help make this process simple.