Stockman of Montana’s Post

Thanks to the group of 10 financial advisors who joined portfolio manager Jason Isaac, CAIA, CFA to discuss Dividends Without Borders over breakfast in Whitby last week. Jay’s portfolio is highly active with a list of top 10 holdings that generally look very different from mainstream global equity funds and ETFs. Ask us how NCM Global Income Growth Class can help you enhance diversification, reduce risk, and increase return potential. #Dividends #GlobalAssetAllocation #PortfolioManager #FinancialAdvisor

Exciting News: Malecki Financial Group Advisors Shine at the New York Stock Exchange! Thrilled to share that yesterday, our team had the honor of participating in an exclusive event hosted by J.P. Morgan Asset Management at the iconic New York Stock Exchange. Stan J. Malecki, AIF® and Eric Stiles, CFP® had an enriching experience networking with industry peers and learning valuable insights from market experts. Grateful for the opportunity to immerse ourselves in discussions on the latest trends, strategies, and innovations in the financial sector. Stay tuned for more updates on our commitment to excellence in finance! #NYSE #NewYorkStockExchange #FinancialLeadership #MarketInsights #Networking #MaleckiFinancialGroup #FinanceProfessionals

Some of the things you just remember for life for example Warren Buffett emphasizes marrying the “right person,” which he found in Susan. “Marry the right person. I'm serious about that,” he said during a 2009 Berkshire Hathaway annual meeting. “It will make more difference in your life. A full episode can be found below about a recent May 2024 trip to Berkshire Hathaway Annual Shareholders meeting for a whole team from Minerva Money Management. #warrenbuffett #berkshirehathaway #investorguru

🛫 🧐 We are thrilled to share our team’s experience from Minerva Money Management trip to meet Warren Buffet from Berkshire Hathaway shareholders' meeting. Links for full episode in the Comments box 👇🏻 #InvestmentJourney #CuriousMinds #IntelligentWealthPodcast #WarrenBuffett #Omaha #BerkshireHathaway

Exciting insights from last week's Financial Times Future of Asset Management Conference, where Easterly Founder & Managing Principal Darrell Crate shared his expertise on product personalization and customization during an engaging panel with industry leaders from Allspring Global Investments, Charles Schwab, and Breckinridge Capital Advisors. At a time when Private Wealth is the only growing sector in the investment management industry, fund managers must rethink their approach to client outcomes. As Darrell highlighted, “We’re creating a better consumer-branded product, focusing on customization to reduce risk and accelerate returns. The conversation now revolves around what outcomes clients truly need.” Learn more about Easterly's approach to bringing clients curated solutions that make portfolios better: https://lnkd.in/gKFQvjGW #AssetManagement #PrivateWealth #InvestmentStrategy 

Watch our latest investment market update, courtesy of BlueRock's wealth advisory team. Jamie King, Executive Managing Partner and head of our Finance team, joins Jon Holroyd, Chief Investment Officer, to chat about what he's seeing in lending markets and how that might impact bank share prices. We also cover the performance of global markets over the last month, as well as BlueRock's investment outcomes. #investing #stockmarkets

Alex Di Santo, Group Head of Private Equity, and Scott McClure, Group Commercial Director, share their insights on what trends and activity we can expect to see across major alternative asset classes in 2024. Discover their year-ahead outlooks and how to navigate the fund management landscape 👉 https://lnkd.in/eTnXSY5m #AlternativeAssets #ThoughtLeadership

It’s fair to say I didn’t expect to be sharing this news within 90 days of starting my new role… but gosh, I’m delighted to be doing so!! Last week, Oaktree Capital Management, L.P. announced the purchase of Close Brothers Asset Management, with a view to setting it up as an independent and standalone business. We have, and always will be, a client-centric organisation that deeply cares about our customers, colleagues and business partners. The new onwership structure will allow us to fast-track our transformation programme, providing a better and more rewarding experience to all our stakeholders. Unsurprisingly, our future plans will focus on organic growth in the more immediate term, while maintaining a close interest on other opportunities within the wider wealth management sector. For now, we would like to thank the wider Close Brothers Group for their custodianship of our business over the last few years, and wish them much success ahead. #wealthmanagement #privateequity #financialplanning https://lnkd.in/ePYv6BZf

MyVest is a proud sponsor of the 2024 Datos Insights Wealth Management Forum in New York on October 10. MyVest CEO, Anton Honikman, is on the State of the Union: M&A Perspectives in the RIA Channel panel. He’ll be joined by Lisa A. Brignoni Asher, CFA, Mike Rieker, and Abby S. to discuss the lessons learned from each stakeholder’s perspective. The panel will explore: - What are the potential headwinds and tailwinds for M&A activity going forward - How are acquisitive firms measuring success after the deal closes - What are the end client outcomes - How are technology firms adding value to the process and stakeholders #wmforum #wealthmanagment

Words rarely heard from star fund managers: “I just got lucky.” Some might blame poor timing or unforeseen events for a lousy year, but success is somehow never an accident. It most certainly was for WSJ columnists as we once again trounced the best and the brightest in the hedge-fund world. Repeating an exercise from 2018, the columnists took a cue from Burton Malkiel, author of the investing classic “A Random Walk Down Wall Street,” and threw 12 darts at stock-market listings a year ago (he suggested using blindfolded monkeys). We competed against star fund managers. Once again, the pros got schooled by randomness. The first time around, they lagged behind the dart tosses by 22 percentage points. This time, it was 48 percentage points. Source: WSJ --- So true. Really hard to beat the market by actively picking stocks. As Buffett has said often, most people are better off buying an index. Vivekanand Kirubanandan #business #stocks #investing #trading