Word On The Street’s Post

If you weren't able to attend many of the great panels you were hoping to watch at FFA (like me), fear not! You can get caught up by reading our team's FFA Global Fund Finance Symposium Recap just published this morning. To read the article click the link below and create a free login for our website. https://lnkd.in/eW5TBmzE #fundfinance #FFA #privatecredit #privateequity #privatemarkets

The Blackwattle Small Cap Quality Fund is pleased to present its November Monthly Report.   Portfolio Manager’s Daniel Broeren, Robert Hawkesford and Andy Chuk, CFA A) share their views on the financial markets, B) offer opinion on a forward outlook, and C) provide insight into current Portfolio positioning.   See key insights below. #Blackwattle #QualityInvesting #ASX Disclaimer: Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Blackwattle Small Cap Quality Fund. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at: https://lnkd.in/gwDXNq4W. A full Disclaimer list may be found at https://lnkd.in/gEiCBTcw.

Want to know more about our Clucas Gray Future Titans Prescient Fund? Have a chat with our team! ClientRelations@ClucasGray.co.za www.clucasgray.co.za ClucasGray (Pty) Ltd is an authorised financial services provider under the Financial Sector Conduct Authority (FSCA) (FSP 21117) #InvestmentInsights #FutureTitans #SouthAfricanMarkets #EmergingMarkets #InvestmentStrategy #WealthManagement #FinancialGrowth #InvestmentOpportunities #MidCapStocks #SmallCapStocks #Diversification #PortfolioManagement

Is Duval Group's Financial Stability at Risk due to Lawsuits and Divesting?   #DuvalGroup #FinancialStruggles #CharlotteClark Hey everyone! 👋 I recently came across some concerning information about the Duval Group and I'm curious to hear if anyone has any updates on their current situation. It seems like they were facing some financial difficulties in the past, especially with the class action lawsuit from subcontractors and issues with promised dividends. And now, see... Source: https://lnkd.in/gYy5s5yd #mymetric360

Yesterday we attended the Sandringham Financial Partners Q2 Conference. As you may be aware Donnelly Financial Advice is a trading style of Sandringham Financial Partners Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Being authorised and regulated by the FCA means that any Independent Financial Adviser you use must meet certain standards and follow rules laid out by the FCA. These rules are there to make sure that clients are: ☑ Treated fairly  ☑ They are protected  ☑ The products and services they are offered are suitable for their goals and financial needs.  Something we whole heartedly agree with at Donnelly Financial Advice. It was great to catch up with Neil Jenkins and Gordon Boxshall. We enjoyed listening to speakers from M&G Investments, Schroders, RSMR, Liontrust Asset Management PLC, Rathbones Asset Management, and Columbia Threadneedle Investments EMEA APAC.    #croydon #london #kent #surrey #donnellyifa #ifa #independentfinancialadviser #independentfinancialadvisor #financialadviser #financialadvisor #financialplanning #financialplanner #SandringhamFinancialPartners #FinancialConductAuthority #FCA #trustedadvice #regulatedadvice #londonevents #businessnetworking #businessnetwork #londonnetworking #networkingevent #professionalnetworking #networkingmixer  

Yesterday I attended the Sandringham Financial Partners Q2 Conference. As you may be aware Donnelly Financial Advice is a trading style of Sandringham Financial Partners Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Being authorised and regulated by the FCA means that any Independent Financial Adviser you use must meet certain standards and follow rules laid out by the FCA. These rules are there to make sure that clients are: ☑ Treated fairly  ☑ They are protected  ☑ The products and services they are offered are suitable for their goals and financial needs.  Something we whole heartedly agree with at Donnelly Financial Advice. It was great to catch up with Neil Jenkins and Gordon Boxshall. We enjoyed listening to speakers from M&G Investments, Schroders, RSMR, Liontrust Asset Management PLC, Rathbones Asset Management, and Columbia Threadneedle Investments EMEA APAC.    #croydon #london #kent #surrey #donnellyifa #ifa #independentfinancialadviser #independentfinancialadvisor #financialadviser #financialadvisor #financialplanning #financialplanner #SandringhamFinancialPartners #FinancialConductAuthority #FCA #trustedadvice #regulatedadvice #londonevents #businessnetworking #businessnetwork #londonnetworking #networkingevent #professionalnetworking #networkingmixer  

THURSDAY, 10/24: Private credit remains a key way to access the growing interval fund market. Learn how these strategies can help diversify client income portfolios from Calamos Investments’ Phil Bauer, CFA, CAIA at the live, no-cost webinar exclusively for financial advisors. Accepted for one CFP® CE credit. Register: https://lnkd.in/gKsjuArz #closedendfund #cef #cefs #closedendfunds #intervalfund #intervalfunds #financialadvisor #financialadvisors #advisor #advisors #investmentmanagement #financialplanning #event #webinar

With an estimated 22 million casks maturing in Scotland the Moveable Transactions (Scotland) Act 2023 is set to change the way security over assets, such as casks of Scotch whisky, is handled. This Act will impact owners, investors, and lenders in the industry. Learn more about the details in the below article, written by Alistair Drummond, Jennifer Talbot and Allan Leal.   #ScotchWhisky #WhiskyRegulations #ScotchWhiskyLaw   https://lnkd.in/dbGGNMFB

Advisers moving between AFSLs remains a dominant feature of the profession, a this point. #wealthdata #picturewealth #insignia #count https://lnkd.in/gCV3g6Bb

Crown Exchange Services can help you with the following exchange transactions: ✅ 1031 Exchange Facilitation ✅ Reverse Exchanges ✅ Improvement Exchanges ✅ Simultaneous Exchanges ✅ Consultation & Guidance Contact our team at crowntitle.com to learn more. #closingday #Marylandrealestate #realestateexperts #realestateusa #titlecompany #titleinsurance #realestatelaw