Craig Cmiel

Insights from CAIS and Mercer's "The State of Alternative Investments in Wealth Management" survey reveal a significant shift in portfolio strategies. 85% of financial advisors plan to boost allocations to alternative asset classes within the next year to achieve diverse portfolio goals, including enhancing returns and diversifying risk. This trend reflects a growing recognition of the benefits that alternative investments offer. Promising opportunities lie ahead as the wealth management industry adapts to meet investor needs.

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Monitoring and discussing structured note holdings just got easier for financial advisors. Through the CAIS platform, you can now easily identify and export issuer concentrations, underlier allocations, structure type dispersions, and time-to-maturity of structured note holdings. Log in or sign up for the CAIS platform here: https://lnkd.in/gAynvWEz

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It’s getting easier for independent financial advisors to track structured notes using the CAIS platform. Learn about some recent tech enhancements that allow advisors to zero in on the information that matters most to them. Get a recap of our Q3 tech updates here: https://lnkd.in/ekER2asu #wealthmanagement #structuredproducts #capitalmarkets

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Check out the latest installment of the 5 Questions series featuring Daniel Gould, CFA, CAIA, of the Marguerite Casey Foundation! Access the complete interview by following the link below. https://lnkd.in/e_qqggyV

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Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments. https://ow.ly/cMr450RptAZ Contact the Capstone Financial Group for more details: Call (866) 74-PEACE….that’s (866) 747-3223 #economy #financialadvisor #investing #markets

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Register now for the upcoming webinar: https://bit.ly/3yFj40R On September 12, Pender will be hosting a webinar with Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund which aims to generate consistent, absolute returns with low volatility at all stages of the economic cycle. By then the Fund will have marked it's three-year anniversary since inception in September 2021. Join us as Justin discusses: -His outlook for credit spreads -How the Fund balances risks and opportunities -The three years of activity since the Fund was launched in September 2021 Date: September 12, 2024 Time: 11am PST / 12pm MST / 1pm CST / 2pm EST Register here: https://bit.ly/3yFj40R Also available now is Justin’s July commentary for the Fund. Justin looks back over a month of two halves, as the second half of the month saw in increase in volatility. “High yield spreads have not widened enough to be attractive by historic standards as risk premiums for higher quality, high yield are still well inside long run averages.” Read the full commentary here: https://bit.ly/4fG83x5 Be first to explore articles and commentaries by signing up to receive the latest updates through our Absolute Return information hub: https://bit.ly/46HwYw5

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🗞️ MSR Owners Turn to Futures to Hedge Interest Rate Moves🗞️ 🔗 https://lnkd.in/gqt4T99p Michael Riddle, CEO of Eris Innovations - Creators of Eris SOFR Swap futures, and Ted Carey, CFA, Executive Director of CME Group Interest Rates detail the first-hand perspectives of advisors, clearing brokers, and industry practitioners on how holders of mortgage servicing rights (MSRs) are hedging interest rate risk today. Excerpt: 'Robert Powell, SVP for RJO Fixed Income Group (FIG), reported a recent uptick in client activity. “In the past 12 months, we’ve had at least a dozen new customers start using CME Group’s Eris SOFR Swap #futures. At least half of them are using them to hedge MSR assets, and several of them are completely new to hedging altogether.”' Curious about swap futures? Learn more at www.erisfutures.com or at https://lnkd.in/gPhs2zff. #hedging #derivatives #interestrate #riskmanagement

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Demand is growing for alternative assets. Listen now to the latest “Alternative Allocations with Tony Davidow” podcast to hear from Matt Brown of CAIS about that and more: https://s.frk.com/3UbIQ3y

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PODCAST 🎙 In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Phillip Hamman, CFA, CPWA®, CFP®, president and CEO of Linscomb Wealth, about the firm’s comprehensive financial planning services, where they leverage a team-based approach and institutional knowledge to address clients’ diverse needs. Listen to the full podcast >> https://lnkd.in/gaWnbgPx #WealthStack #WealthManagement #FinancialFuturism #InnovationInFinance

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In Agili's quarterly insights, I talk about slowing consumer demand, lower demand for labor but that household's still have plenty of liquidity. Valuations are rich but not so bad after you take out the "Magnificent 7". Last, I discuss whether buying #cryptocurrencies is investing or speculating. Enjoy! https://lnkd.in/eatmqJEN #personalcfo #feeonlypioneers #fiduciary

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Four unresolved issues related to the selloff stand to hold sway over stocks. More volatility is likely, and we favor a defensive tilt in equity portfolios, focusing on high-quality shares that can better withstand further economic deterioration: https://lnkd.in/gRjT997r

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"Our insights and analytics will be as good as the data we're provided. We can provide insights to the advisor about what that client might need. We look for opportunities, whether that's an underperforming account or an account that's not investing appropriately, given the client's risk. Then we surface insights to the advisor to say; you should have a conversation with this client because they might not be invested according to what is holistically the best thing for that client and their goals." Hear more from Molly Weiss on InvestmentNews. https://lnkd.in/eEYhxmqJ Disclosure: Potential transactions identified by the Insights Engine or Non-Managed Insights tool are based on concentrated positions, concentrated asset classes, and/or high cash allocations but do not include a fee analysis or other factors that should be taken into account when considering brokerage versus advisory accounts. Potential transactions identified by the Insights Engine are for informational purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or recommendations you may provide to your clients.

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On Tuesday, June 4, Executive Director Bill McMahon will join Arcesium's webinar discussion, "Reaching for the Operational North Star in Private Credit Investment Portfolios." Register today: https://lnkd.in/ecqeRVex Bill will join industry experts Cesar Estrada, Courtney DeBolt, and Bryan Cole as they delve into: -The main drivers of operational challenges in alternative investments -How other investment firms are starting to address operational challenges -Uncovering the North Star to a proper middle and back office

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Globe Advisor is excited to launch its newest section, Alternative Investments, which will provide registered readers with in-depth news, analysis, and practical information on trends happening within the alternative investments space and how advisors should be incorporating them within their high-net-worth clients' portfolios. We will explore specific strategies and themes within alternative investments, including the state of the liquid alternative investment funds market; private alternatives, such as private equity and private credit; real assets, such as real estate or infrastructure; alternative strategies such as those used in hedge funds; or non-traditional investment assets such as art, collectibles or cryptocurrencies.

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Wondering what Q4 may hold for the markets? Join our "Informed Investor: Market Outlook Q4 Webinar" with Adam N. Phillips, CFA, CAIA, CFP®, for updates on asset class performance, the U.S. economy and market factors to consider. Date: Wednesday, October 23, 2024 Time: 12:00pm PT | 3:00pm ET Sign up now for insights that can help you stay prepared: https://hubs.la/Q02SNLD10 #EPWealthAdvisors #MarketUpdate #FinancialPlanning

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While the debt doomers circle, Greg Stokes, J.D. CFP® and Doug Stokes, CFA examine why no one is good at forecasting and why widely acceptable notions of cross-asset correlations are wrong. With a focus on the market's strengths, they discuss the incredible power of the #American dollar, wage rates, and efficient #energy output. https://lnkd.in/gs4nMzug

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