Multnomah Group, Inc.’s Post

Private equity firms increasingly target retirement investment consulting firms. This trend mirrors a concerning pattern noted in other sectors, such as healthcare, where private equity acquisitions have led to a rise in serious medical issues post-takeover. In this blog, Erik Daley explores the potential implications of such acquisitions in the retirement investment space, highlighting the need for vigilance and informed decision-making among plan sponsors. https://hubs.ly/Q02vSy9D0

📢 Angeles Investors has joined forces with Equity Trust Company to discuss diversifying your retirement strategy & angel investing through self-directed IRAs. In this Charla, we delve into how self-directed IRAs can open the door to unique investment opportunities, including angel investing. Don't miss this chance to enhance your investment knowledge and diversify your portfolio. Jorge Pastrana | Adam Sypniewski | Adela Cepeda #angelesmembers #IRA #investing #portfolio #ToTheFuture

OPTrust’s Member-Driven Investing strategy is designed to deliver the total return needed to keep the Plan sustainable over the long term, without taking excessive risk. Investment returns account for more than 70 per cent of the benefits our members receive in retirement, with more than $1.3 billion in entitlements paid in 2023. Learn more about our investment strategy in the 2023 Funded Status Report: https://lnkd.in/gkj7hffe #investments #investmentreturns 

“The next level is an investment advisor, again like JFS (Wealth Advisors), a professional who is responsible for managing continuous investment decisions.” There are different levels of fiduciaries, investment stewards, investment advisors, and investment managers, each with its own roles and responsibilities when it comes to managing qualified retirement plans. Plan sponsors must understand who is a Fiduciary and what decisions to make as a Fiduciary, including what experts to hire as a co-fiduciary. You can watch more from our recent webinar here: https://bit.ly/3Xhd9sU #RetirementPlanManagement #FiduciaryAdvisors #BusinessRetirementPlans

Decision-makers for more than $11 trillion in institutional LP AUM are already confirmed to be at NEXUS. Hear from leaders such as, Matthew Liposky, Petya Nikolova, Mark Steed and Lamar Taylor who will share their executive insights on allocation priorities and the future of private equity. Get the agenda for the current speaker list and the topics they will be sharing their expertise on here: https://okt.to/mNA0l7 #privateequity #networking #NEXUS2025 Massachusetts Pension Reserves Investment Management State Board of Administration of Florida

What #MacroEconomic trends affected #EmergingMarkets last year?👉 https://lnkd.in/eNhGk8wR   Abel Sithole, Public Investment Corporation (PIC), joined us at the Government Employees Pension Fund Annual Thought Leadership Conference 2023 to discuss the challenges faced and concerns surrounding the #Delisting trend.

When investing in your 401K or other accounts, one of the biggest decisions you'll face is choosing between 𝗮𝗰𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗽𝗮𝘀𝘀𝗶𝘃𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀. 🟡 𝗔𝗰𝘁𝗶𝘃𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 involves a team of managers who actively select and manage the individual companies that make up mutual funds or ETFs. 🟡 𝗣𝗮𝘀𝘀𝗶𝘃𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 is generally mirroring a specific index, like the S&P 500 for example. Both strategies have their pros and cons. While active investing 𝗰𝗮𝗻 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹𝗹𝘆 𝗼𝗳𝗳𝗲𝗿 𝗵𝗶𝗴𝗵𝗲𝗿 𝗿𝗲𝘁𝘂𝗿𝗻𝘀, it also entails higher fees and higher risks. Investing passively has 𝗹𝗼𝘄𝗲𝗿 𝗳𝗲𝗲𝘀 𝗮𝗻𝗱 𝗶𝘀 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗲𝗱 𝗺𝗼𝗿𝗲 𝘀𝘁𝗮𝗯𝗹𝗲, but it may not produce the same high returns as active investing. Want to dive deeper into investing and learn more about retirement planning strategies? See our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to keep learning from our team on YouTube. #investing #ohio #cincinnati #retirementplanning

When investing in your 401K or other accounts, one of the biggest decisions you'll face is choosing between 𝗮𝗰𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗽𝗮𝘀𝘀𝗶𝘃𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀. 🟡 𝗔𝗰𝘁𝗶𝘃𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 involves a team of managers who actively select and manage the individual companies that make up mutual funds or ETFs. 🟡 𝗣𝗮𝘀𝘀𝗶𝘃𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 is generally mirroring a specific index, like the S&P 500 for example. Both strategies have their pros and cons. While active investing 𝗰𝗮𝗻 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹𝗹𝘆 𝗼𝗳𝗳𝗲𝗿 𝗵𝗶𝗴𝗵𝗲𝗿 𝗿𝗲𝘁𝘂𝗿𝗻𝘀, it also entails higher fees and higher risks. Investing passively has 𝗹𝗼𝘄𝗲𝗿 𝗳𝗲𝗲𝘀 𝗮𝗻𝗱 𝗶𝘀 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗲𝗱 𝗺𝗼𝗿𝗲 𝘀𝘁𝗮𝗯𝗹𝗲, but it may not produce the same high returns as active investing. Want to dive deeper into investing and learn more about retirement planning strategies? See my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to keep learning from our team on YouTube. #investing #ohio #cincinnati #retirementplanning

Join Kim Kovalski, MarshBerry Managing Director and John Orsini, MarshBerry Director, as they explore the ways that top tier firms are achieving their goals and optimizing the future value of their firms. Establishing long-term business goals can oftentimes be the difference between mediocre performance and realizing your firm’s full potential. There are a variety of ways in which leaders of RIAs, wealth management firms, and retirement planning businesses can chart their own paths when it comes to building for the future. https://hubs.ly/Q02gDQS80

Exploring Retirement Plans For Small Businesses Selecting a retirement account for your small business is a key decision that impacts both you and your employees. https://lnkd.in/eTnTrdbM