Opal Group’s Post

Looking forward to hosting the "GP Focus" panel at the Fund Finance Association's European Symposium next Thursday, hearing GPs' perspectives on current market opportunities/challenges and catching up with our Fund Finance community more broadly. #FundFinanceAdvisory #FundFinance #DeloittePerformanceImprovement #DeloitteFA

📑 Our latest analysis on Financial Services is now live! Private equity's interest in the UK financial services sector has surged in the past year, as investors intensify their interest in a space that was severely dented by the 2007-08 financial crisis. 🔍 How have post-crisis regulatory changes impacted the financial services sector? 💡 What investment opportunities are on the rise?  Dive into the world of Private Equity and Value Creation in the FS sector: https://lnkd.in/eN76_tdQ Many thanks to Andrea Secci from Preservation Capital Partners and Axe Ali from EY-Parthenon for sharing their views with Actum Group. The analysis also features research from Grant Thornton UK LLP, PwC, and HM Treasury. #ActumGroup #ValueCreation #ValueLever #PrivateEquity #FinancialServices #Boltons

Plante Moran Financial Advisors has ranked No. 28 out of 500 registered investment advisor firms in Financial Advisor Magazine's annual “RIA Ranking” report. This marks PMFA’s 19th consecutive year of recognition, serving as a true testament to our unwavering commitment to quality and client service. Learn more here! #PlanteMoranWealthManagement #financialadvisors #RIAsurvey https://bit.ly/3ymvnz8

Thrilled to share that we had the privilege of speaking at the PIMFA - Personal Investment Management & Financial Advice Association Consumer Duty Conference today! Our speakers, Simon Goryl and Paul Scott, delivered insightful perspectives on Implementation Guidance for Closed Products. The session covered 3 key areas: 💡 Overview of the Consumer Duty rules and key messages. 💡 What you can do to meet closed product rules in six practical steps. 💡 Remediation options – what you can do when harm is identified. Grateful for the opportunity to contribute to the ongoing conversation on Consumer Duty and to share our expertise. #PIMFAConference #ConsumerDuty #FinancialServices

I'm thrilled to be featured in the latest Journal! 📚 Thank you PIMFA for the opportunity to contribute to our industry's ongoing dialogue. 🙏 My article on e-communications surveillance explores key trends and strategies in this crucial and complex area. I encourage all financial services professionals to check out this issue (links below) - I hope you find it offers valuable insights! If you'd like to read more about Compliance Surveillance, see my book Behind the Screens: Understanding Employee Surveillance in Financial Services, available on Amazon/Kindle.

👇👇👇Highly recommend this webinar to all my Financial Planner and Paraplanner connections. Hear from my colleagues Sam McArthur, Caroline Flagg and Andy Barrow on the the Praetura EIS Growth Fund and the client opportunities. Register below 👇👇👇 https://lnkd.in/e74yMS-Z #financialplanners #paraplanners #financialplanning Praetura Investments Praetura Ventures #EIS #taxplanning

🔍 Unpacking risk in tax-advantaged investments Guy Tolhurst of Intelligent Partnership recently sat down in conversation with Anthony Villis, Financial Adviser and Managing Director of First Wealth | Certified B Corp, and Nick Priest, Partner at Downing, to discuss the complexities of risk in tax-advantaged investments, covering: • Some of the common misconceptions around risk when it comes to tax-advantaged investments, and how to talk to clients about these risks • Trends they are seeing in the type of client profile that are choosing Business Relief (BR) as an estate planning solution • How BR has moved on in the last 40 years: from ‘death bed’ planning, to an option for clients who may need control and access to their funds Watch the video on-demand today: https://lnkd.in/e7pH97aU #FinancialPlanning #TaxStrategy #EIS #VCT #Businessrelief #InheritanceTax #AIMInvestments #Estateplanning

🔎 Our new guide is your essential roadmap to market and distribute funds in Europe! https://okt.to/7MDrpT We break down the considerations for selecting a domicile – from legal and tax aspects, to investor familiarity, and regulatory frameworks. #AlternativeInvestments #EuropeanMarkets #FundManagement #ApexGroup #AIFs

🎉 We're thrilled to announce that Oak Harvest Financial Group has been named one of the Best Financial Advisory Firms 2024 by USA TODAY and Statista! 🌟 This prestigious recognition is a testament to our commitment to excellence and the trust placed in us by our clients, peers, and industry experts. We're honored to be among the top registered investment advisory (RIA) firms in the United States. The Best Financial Advisory Firms 2024 awarded the top registered investment advisory (RIA) firms in the United States based on two dimensions: - Recommendations from financial advisors, clients, and industry experts. Recommendations were collected via an independent survey among over 25,000 individuals. Clients, industry experts, and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. - Development of Assets under Management (AUM): Both short-term (12-month) and long-term (5-year) AUM development were analyzed using publicly available data. Our success is thanks to the support and recommendations from financial advisors, clients, and industry experts like you. Your confidence in us drives us to continually strive for excellence. We're grateful for your ongoing support and excited to share this milestone with you. Cheers to many more successes ahead! 🥂 Read the full USA Today article here: https://lnkd.in/e-ARUzCM Read our press release on the announcement here: https://lnkd.in/g6QFFpHh #BestFinancialAdvisoryFirms2024 #OakHarvest #FinancialExcellence

Connect with the industry's best at the InvestmentNews Awards 2024! Be part of the first-ever gathering of financial advisors, wealth professionals, and key executives. Don't miss out on the networking event of the year! https://hubs.la/Q02jm2Pw0 #INAwardsUS #FinanceNetworking #Finance #InvestmentNews