The Ascent Group’s Post

Our transformational journey continues with the launch of Conquest to enhance our wealth planning offering.

Missed our recent event? Check out this video recap 🎥 for an inside look at what we covered in last week's seminar. With Q Wealth Partners, we are able to offer access to a range of private investments and this event gave us an opportunity to outline the benefits for our clients. For any questions, schedule a discovery meeting with us: https://bit.ly/4b1lftG Thank you Larry Berman, Jared Rabinowitz, Stephen Gasparek for joining us. We look forward to seeing you at a future event! #Seminar #Saskatoon #WealthManagement #FinancialPlanning

We are looking forward to hearing Daryl Wilson speak about harvesting discounts from LICs and other stocks at InvestmentMarkets July Investor Webinar. #investdifferently #LICs #investmentmanagement

Thank you, Tom Burroughes, for speaking with Crystal Capital Partners, LLC Senior Partner and Director of Investor Relations, Alan Strauss, about Crystal’s history, alternative investing, and private markets on Family Wealth Report Wealth Talk this week. To gain insights into the growing interest in alternatives, the importance of ongoing education, and why private markets have been attracting attention, you can watch the full episode here: https://lnkd.in/ecpGYM_H #alternativeinvestments #financialadvisors #rias For registered investment advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2Q

Good webinar here if you’re interested in the smaller companies markets in the UK and Europe.

3 Year Anniversary Milestone & Webinar Pender is marking the three-year anniversary of the Pender Alternative Absolute Return Fund, managed by Justin Jacobsen, CFA, which aims to generate a differentiated return stream with low correlation to traditional asset classes. Despite having to navigate an evolving market environment over the last three years it has consistently delivered low volatility results to investors. It has achieved an annualized return of 6.95%* since its inception in September 2021, including 32 out of 36 positive months of performance*. To learn more, register for our forthcoming webinar featuring  Justin Jacobsen, here:  https://bit.ly/3yFj40R  🗓Date: September 12, 2024   🕐 Time: 11am PST / 12pm MST / 1pm CST / 2pm EST  What You'll Learn:  -Market Outlook: Justin’s perspective on current credit spreads.  -Finding Opportunities: How the Fund has balanced risks and opportunities.  -Fund Performance: A look back at three years of activity since the Fund’s inception in September 2021. For advisors & financial professionals only. BONUS: Attendees will receive our "Generators of Performance: Pender Alternative Absolute Return Fund" Guide.  *Source: PenderFund, Data is Class F as of August 31, 2024. Pender Alternative Absolute Return Fund inception date is September 2021. Other classes are available. Fees and performance may differ in those other classes. Standard Performance Information for the Fund may be found at our website.   #Webinar #Investing #FinancialAdvisors #FundPerformance #MarketOutlook #AlternativeInvestments #InvestmentStrategies #InvestmentInsights

The wealth management industry is experiencing dynamic changes, fragmentation and consolidation among them, and it’s happening across firms big and small. In case you missed it, Kestra Financial president Stephen Langlois nailed it in a recent conversation with Financial Planning—this is our sweet spot; helping high-performing advisors ride these trends with growth-focused strategies.   And over at Bluespring Wealth Partners, also within the Kestra Holdings ecosystem, the team is helping advisors thrive by blending entrepreneurial agility with expansive resources. It’s all about showing up for advisors as the industry evolves. We’re ready to keep leading the charge. And we’re having fun while we do it. https://lnkd.in/ga9NxNBX

What are the trends and opportunities in Private Credit? Mattis Poetter, Partner and Co-CIO, Arcmont Asset Management will be speaking at the IMpower Incorporating FundForum in Monaco on the 26th June 2024 on the 15:20 – 16:00 panel: ‘Leaders in Private Credit Part 2 – Top GPs Introduce Newest Opportunities.’ Make sure you’re there for an engaging discussion that offers fresh perspectives.

What are the trends and opportunities in Private Credit? Mattis Poetter, Partner and Co-CIO, Arcmont Asset Management will be speaking at the IMpower Incorporating FundForum in Monaco on the 26th June 2024 on the 15:20 – 16:00 panel: ‘Leaders in Private Credit Part 2 – Top GPs Introduce Newest Opportunities.’ Make sure you’re there for an engaging discussion that offers fresh perspectives.

Hear it straight from our successful investors! Tarah’s journey is a testament to the comprehensive support REWL offers. From in-depth analytics to lucrative deal opportunities and collaborations, we ensure you’re well-equipped for success. Join our community of thriving investors and let’s create your success story together. Connect with us to get started! #realestate #realestateinvesting #investmentproperty #estateplanning #investmentopportunity #investmentstrategies #passiveinvestments