Gustavo Abreu

They say that money talks—but only if you do. Arm yourself with tips from Morgan Stanley Financial Advisor Simon Petro, CFP®, CPWA®, CIMA® to help navigate important conversations with loved ones. Visit https://mgstn.ly/44CJMmj for more insights. #sharemorganstanley #financialawarenessday #financialwellness

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JOIN US TODAY: Ask The Experts: Private Foundation Basics for Financial Advisors Learn the basics of private foundations with experts from Foundation Source and Wilmington Trust. http://spr.ly/6047mRDKh #wealthmanagement #trustsandestates

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The most powerful moments at FINRA  weren’t scripted. They were found in the quiet conversations, shared experiences, and personal reflections that brought us closer together. 📸✨ Through our Brain Tattoo Method, we uncovered stories of growth, resilience, and human connection — stories that remind us we’re all part of something bigger. We heard Marc’s story of building one accomplishment into another, Gary’s journey of forgiveness, and Arlene’s belief that every challenge we face has purpose. These stories are more than memories — they’re threads that tie us all together. Now it’s your turn to share. 1️⃣ Post your Brain Tattoo picture on LinkedIn or Instagram. 2️⃣ Tag us and share your Dear World story with the community. 3️⃣ Claim your exclusive DW T-shirt and wear your message proudly. Let’s keep the conversation going. There are so many more stories to be told, and yours could be the next one that inspires someone else. ✨

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In this edition of Strategy Insights, we explore international equity allocations and provide key perspectives on portfolio positioning. https://pnc.co/3WofW2N

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Join this webinar, brought to you by TIFIN on navigating fixed income in a dynamic market: insights and strategies for Q3 2024. http://spr.ly/6047iZb6Z #wealthmanagement

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They say that money talks—but only if you do. Arm yourself with tips from Morgan Stanley Financial Advisor Simon Petro, CFP®, CPWA®, CIMA® to help navigate important conversations with loved ones. Visit https://mgstn.ly/44CJMmj for more insights. #financialeducation #financialliteracy #financialwellness

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Here are just a few of regulatory and compliance advisor Lisa Roth's takeaways from the 2024 FINRA Annual Conference: 💡 FINRA emphasized its focus on digital transformation and continuous improvement. 💻 Many conversations centered on how AI is shaping the industry, including AI's benefits and risks. 🔄 There was open communication from FINRA leadership on enforcement and rule-making. Read the blog for Lisa's full recap of one of the industry's most important events: https://hubs.li/Q02z3BNw0 #BuiltInLabs #FINRAAC #AI #FinancialServices

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Consumer spending has helped sustain the economy, but if they’re running out of steam, should you proactively change your approach to investing? Hear our perspective. Watch now: https://amcen.co/3JHkbiz #FedPolicy #SoftLanding #InterestRates #InflationOutlook #EconomicAnalysis

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🎉 Last day of National Financial Literacy Month!  Don't miss out on our Launch NY Resource Navigator - your ultimate guide to entrepreneurial success. Explore a wealth of funding opportunities and resources tailored just for you. Seize the day and empower your financial journey! 💡 #FinancialLiteracyMonth #LaunchNY #Entrepreneurship #FundingOpportunities 🚀🔍

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Through collaboration, FINRA staff bridge the gap between business and technology. Delve into our machine learning competition and see how we're creating a common language across teams. Read the blog 📰 https://bit.ly/47HOj8y

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Is now the time for small caps to come into their own? In our latest edition of Aspire, GREGORY SPIEGEL, Portfolio Manager on the NB Small Caps team, breaks down the nuanced earnings history of small company stocks and why he sees #opportunity to take advantage using an active, quality approach. Learn more about the new era of small caps by reading the full piece here: https://lnkd.in/eJwKb_HE

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Insights on what goes into the rule-making process are shared by FINRA CEO, Robert Cook at our 2024 Annual Conference. Learn more about #FINRAAC: https://bit.ly/3wT7xtt

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MSRB CEO Mark Kim spoke with FINRA CEO Robert Cook at its 2024 Diversity Leadership Summit. Watch the clip below for key highlights from this important conversation on the steps taken to build an inclusive workplace at the MSRB.

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FINRA research in the latest AdvisorHub article continues to reflect our industry's shift toward advisor independence. If you're looking for autonomy with support, it's right here. #ItsRightHere

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🎉 We can't wait to learn, network, and get inspired by our partners, colleagues, and peers at the #LPLFocus conference in San Diego from August 11 to 14. 💡 Come by Booth #827 to learn about the latest eMoney updates. LPL Financial - Research LPL Financial #financialplanningsoftware #financialplanning

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