Michael Morgan

It’s amazing to see how much our industry, our team and my personal practice has grown and evolved over time. Being proactive with change has helped shape so much and I continue to be extremely proud of how far we have come. #change #growth #leadership #finance #financialplanning #business #mba #boston

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Fidelity Center for Applied Technology®️(FCAT) researcher, Deanna Laufer, has been digging into the data around the changing nature of families, zeroing in on the fact that people today have fewer family members which can impact how they find jobs, develop relationships, and build resiliency. Read more about this trend and why it matters in an interview with Deanna at https://bit.ly/3zcMmUp #FidelityAssociate

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Clients are getting increasingly curious about new investment products and capabilities, which means advisors need to reassess tradi¬tional approaches. Learn how the latest inno-vations can open doors to new opportunities in episode 3 of ‘“The Search for the Next Great Portfolio”’. https://bit.ly/4fxL1Yk

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They say cash is king! In our latest strategy insight Greg Steier, Head of Municipal Fixed Income, discusses how his team's tax-aware cash management strategy may enhance cash returns beyond today's elevated money market yields. Read more:

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I'm excited to share our economic policy report, "A Fragile Banking System: Causes and Consequences of the SVB and Credit Suisse Collapse." My colleagues and I have put a lot of effort into this, and we're proud of the results. The report dives into the fragility of the banking system using the collapses of Silicon Valley Bank (SVB) and Credit Suisse (CS) as case studies. Take a look at our findings and feel free to share your thoughts! #EconomicPolicy #Banking #SVB #CreditSuisse #Teamwork #Research

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Discover how these three leadership habits can propel your success! 🌟🚀 Read the article to learn more! 📚 https://lnkd.in/eTf2bijq #FidelityAssociate

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To all my Corporate LinkedIn contacts - remember that when you want to optimise the messaging of your corporate marketing communication, the premier company to automate this function has changed its name to JACQUARD. It also happens to be one of our portfolio companies in KSF III #Jacquard #keyhavencapital #privateequity

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Congratulations to Clarity Wealth for being recognized on the 2024 Barron's Top 250 Private Wealth Management Teams list. We are proud to have exceptional teams like theirs as part of Wells Fargo Advisors Financial Network (FiNet) and are thrilled to see them receive this well-deserved recognition! 2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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Congratulations to Clarity Wealth for being recognized on the 2024 Barron's Top 250 Private Wealth Management Teams list. We are proud to have exceptional teams like theirs as part of Wells Fargo Advisors Financial Network (FiNet) and are thrilled to see them receive this well-deserved recognition! 2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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Compliance Risk Concepts (CRC​) superpower is our people. Evan Brown is just one of our league-leading compliance professionals. Whether you’re seeking to prevent or resolve regulatory issues, CRC is your go-to. 🔗 https://lnkd.in/gm256WNZ #Compliance #ComplianceProgram #RegulatoryCompliance #FinancialServices #ComplianceConsulting #CRCTeam #Regulatory #Regulation

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I want to share my perspective on the wave of layoffs happening across many large companies and startups. While these job cuts are undeniably difficult, they serve as a strong reminder that relying solely on employers for job security is increasingly risky in today’s unpredictable market. As a financial planner who works in partnership with companies, not as an employee, I’ve experienced the benefits of having more control over my career. While I still collaborate with organizations, I’m not bound by the constraints of traditional employment, which gives me greater flexibility and autonomy in shaping my future. This approach allows me to focus on long-term growth without the constant fear of sudden job loss. For those currently affected by layoffs, this could be the right moment to explore new opportunities, whether that means starting your own business or transitioning to a professional role where you work in partnership with companies rather than being fully dependent on them for employment. By doing so, you can take greater control of your financial security and career direction. The key takeaway? Empowering yourself professionally means moving beyond the vulnerability of relying on a single employer. It’s about taking ownership of your skills, opportunities, and future to build a more resilient and independent career path.

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It's been a minute but we're at it again - its FREE webcast time 😀 Don't miss out on our upcoming #fraud webcast on Thursday, May 2nd! Our panel of fraud subject matter experts, including Steve Lenderman, CFE, will be delving into all things fraud and #GenAI - how the technology is being used by fraudsters, how financial institutions are fighting back, and more! Secure your spot now! https://lnkd.in/gKny7A4q

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Fidelity Center for Applied Technology®(FCAT) researcher, Deanna Laufer has been digging into the data around the changing nature of families, zeroing in on the fact that people today have fewer family members which can impact how they find jobs, develop relationships, and build resiliency. Read more about this trend and why it matters in an interview with Deanna at https://lnkd.in/gA5f4fpf . #FidelityAssociate

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Fidelity Center for Applied Technology®(FCAT) researcher, Deanna Laufer has been digging into the data around the changing nature of families, zeroing in on the fact that people today have fewer family members which can impact how they find jobs, develop relationships, and build resiliency. Read more about this trend and why it matters in an interview with Deanna at https://lnkd.in/g4d6XW-7 . #FidelityAssociate

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Fidelity Center for Applied Technology®(FCAT) researcher, Deanna Laufer has been digging into the data around the changing nature of families, zeroing in on the fact that people today have fewer family members which can impact how they find jobs, develop relationships, and build resiliency. Read more about this trend and why it matters in an interview with Deanna at https://lnkd.in/gwyUCvVa . #FidelityAssociate

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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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