Lahni Venable

This week’s macro mania gave us confidence in our Mid-Year Outlook. How can investors respond? Read more in today’s Top Market Takeaways:

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The markets have had a great six months. But there are still opportunities for investors. Read more in today's Top Market Takeaways:

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Prepare for 2025 with confidence! As the year draws to a close, it’s important to review your wealth plan to ensure you’re well-positioned for today and the future. 🔗 See the full list: http://ms.spr.ly/6046WqVhn

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Meeting the dual financial goals of higher education and retirement can be complex. However, with proper planning and disciplined investing, savers can achieve both. Learn more about how to help individuals balance these competing priorities: https://bit.ly/3X9nbvU

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What will happen to U.S. financial regulation after the November election? As important as this upcoming election is, there are factors beyond the ballot box that may impact businesses significantly. Check out the latest NEXT by Broadridge article, where my colleagues, Hope M. Jarkowski, Germán Soto Sanchez, Cathy Conlon, Maria Siano, and Michael Donowitz weigh in on the five regulatory forces we see on the horizon that are set to challenge legal and compliance processes: http://spklr.io/6044vK5u

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Franklin Templeton Expands Tax-Managed SMA Offerings on UBS Platforms Learn more & get our take 👇 https://lnkd.in/gnHQDZxk "Marrying the fundamentals of Direct and Custom Indexing with active management and channeling distribution into the wirehouse and broker-dealer segment of the market is a promising development. Active strategies are built to generate excess return, but if the capital gains taxes they generate are not managed carefully, their after-tax returns can be significantly impacted."— Roger Paradiso, Head of Advisor Portfolio and Technology Solutions at Franklin Templeton #tax #finance #SoFNews

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Join FINRA on our newest initiative: Get Your Head in the Trade—a campaign to help novice, self-directed investors conquer investing FOMO and be sure an investment is right for them. Go to FINRA.org/tradesmart to explore and share resources and tools to ignite investor understanding and confidence. Learn more here: https://bit.ly/4cUPKBI

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It’s hard to find the right time to discuss important family matters like inheritance, guardianship, and living wills. Learn how to have meaningful discussions on crucial family finance topics with these tips from New York Life. #TeamNYL

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Private credit is here to stay, and it plays an essential role in providing financing solutions to privately held businesses. Learn more in our latest #Nuveenin90 with Laura Stolfi, Managing Director, Senior Investment Strategist at Churchill Asset Management.

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In a recent survey in partnership with Global Custodian, U.S. based participants ranked location and ease of integration as important considerations for outsourcing. Uncover more insights: https://ow.ly/fpzZ30sBAs8

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Jimmy Dunne, Vice Chairman and Senior Managing Principal of Piper Jaffray, once said, “Comerica takes a different approach. They steer clear of deals that won’t work, and as a result, do not make as many acquisitions. Comerica focuses on traditional banking principles, such as exceptional customer service, intelligent risk management, and a long-term outlook.” We may not make as many acquisitions as our competitors, but the ones we do make are lasting and worthwhile. It’s things like our focus on strategy and prudence that have kept us going for 175 years, and helped us grow beyond the borders of Detroit, expanding into the West, South, and Eastern parts of the nation. Learn more about the history of Comerica at https://bit.ly/2LA8RZp Member FDIC. #ComericaBank #Comerica #175Years #RaisingExpectations

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Excited to share the latest Invested at Work episode! 🎧 We dive into inspiring stories on how equity compensation transforms lives. Give it a listen and subscribe! #sharemorganstanley #investedatworkpodcast

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Employers who can help employees understand and use their equity benefits may find themselves with a more financially empowered workforce. Download this report from Morgan Stanley at Work to learn more. https://lnkd.in/gHUFSEZa ​

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