PDS Planning, Inc.’s Post

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

#tbt Lots of great feedback for Matthew Stambach after his IFA conference a couple of weeks ago. Matt gave a presentation on Family Investment Companies! Want to find out what it was all about? Click here https://buff.ly/3LdPNNs #etctax #familyinvestmentcompanies

We’re heading to the CAIS Alternative Investment Summit in Los Angeles, CA next week, joining more than 1,200 expected attendees – including representatives from 60+ leading alternative asset managers and 250+ independent wealth firms! We’re looking forward to being a part of this year’s event, and if you’re attending or in the area, we’d love to connect. Reach out to Matt Jenkins or drop a comment below if you’ll be around! #CAIS #AlternativeInvestments #WealthManagement #Investing #Finance #LosAngeles #BeverlyHills

This is enormously important to all of us in the RIA community. Calls and emails to your legislators are a must. We are outgunned and outnumbered by the broker dealer and insurance lobby who will do all in their power to fight against the fiduciary standard. Putting clients' interest first seems basic but to the other side it will do away with many of their revenue streams (cash sweeps, manager markups, hypothecation and lending vigs. #wealthmanagment #RIA #Fiduciary

Private wealth firms are increasingly investing like institutional peers by embracing alternative investments. Carolyn Patton, CFA, Head of Private Market Client Solutions at TIFF Investment Management, stresses their need for diversified exposure beyond secondaries and how RIAs are turning to OCIOs like TIFF for access to alternative strategies honed over decades of manager relationships. "RIAs are tapping OCIOs precisely when firms like TIFF have cultivated alts strategies from longstanding partnerships," she explains. https://lnkd.in/enwqf9Ve #OCIO #AlternativeInvestments #PrivateWealth #RIA Links or tags above may be to third party sites not operated by TIFF. We are not responsible for, nor do we endorse, any such third-party content.

You are an Attorney in Pennsylvania. You’re smart, you work hard, and your clients rely on you for your advice and sound judgment. You specialize in: Estate Planning, ERISA, Asset Protection, Business Law, Health Care, Securities and M&A.           Your clients want more than legal advice. You are a facilitator, and you help your clients strategically. That may involve having a go to for a range of financial services including: Portfolio Investment Management, C-Suite Consulting, Assets Held in Trust, Managing Investments Held in a Company, Corporation or Non-Profit, Stock Option Exercises, Retirement Plans, Employee Education, and Accounts Established in the United States to Protect Assets From Potential Creditors.      If you are looking for a cost-effective portfolio Investment management, and consulting solution for your clients. The Investment Advisor can help. We provide personalized investment advice, we collaborate with you as their legal advisor and include your recommendations.     You Know the Law, We Know Portfolio Investment Management. Together, We Can Help Improve You Client’s Life. To Explore How We Can Work Together Call: Louis Wolkenstein Managing Principal The Investment Advisor 877-414-9021 #attorney, #lawyer #investmentmanagement #portfoliomangement #trustinvestmentmangement #retirementplans #estateplanning #estateplanningattorney #ERISAAttorney #businessattorney #corporation #company #assetprotection #pennsylvania #ceo #president #corporateinvestmentmanagement #healthcareattorney #mergerattorney #acquisitionsattorney    

How does CAIS help you allocate to alternative investments? Benjamin Webb, CFA from Balentine joined us at a recent CAIS Live event, hear what he has to say. Interested in joining us in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #altsinvesting #independentwealth

Check out Lowenstein Sandler LLP Fund Regulatory & Compliance Chair and Investment Management Co-chair Scott Moss in Law360 as he breaks down the challenges of interpreting Rule 204-2 of the Investment Advisers Act, especially when it comes to the complexities of texting and other modern communication methods. #investmentmanagement #regulatorycompliaince #investmentadvisers #lawyers

S&P GlobalCapital is organizing a webinar on the PE Secondaries Surge: Identifying Trends, Strategies, and Challenges. The discussion aims to delve into the impact of high interest rates and market volatility on private equity valuations in the secondary market. We’ll explore how firms are navigating the need for liquidity amidst valuation mismatches and discuss innovative solutions to these challenges. Additionally, we’ll cover the evolving role of NAV financing in today’s market and its strategic use by GPs. Join us for an insightful discussion on the current trends and strategies shaping the private equity secondary market Steve Gilmore, Stuart Ingledew, Eva Garcia de la Fuente, Thomas Mercieca #PrivateEquity #Valuation #Luxembourg

Providence Financial Advisors, LLC believes it is important to have a balance between growing your assets and protecting your wealth. That's why we take a long-term approach to investing, avoiding fads and market timing and, instead, focusing on your unique situation and needs. Learn more about our Investment Management Practices at pfa-llc.com. #PFA #KC #InvestmentManagement