Rich Parker

Fulfill your fiduciary duty to ensure a prudent process is in place for selection and monitoring of stable value funds and in-plan retirement products with Broadridge's new Retirement Product Evaluator. Let’s set up time to explore the opportunities to fill the gap and create compliance! Learn more: http://spklr.io/6042sHE2 #AssetManagementInsights #WealthManagement

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Fulfill your fiduciary duty to ensure a prudent process is in place for selection and monitoring of stable value funds and in-plan retirement products with Broadridge's new Retirement Product Evaluator. Let’s set up time to explore the opportunities to fill the gap and create compliance! Learn more: http://spklr.io/6048s0zY #AssetManagementInsights #WealthManagement

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Just as a breathtaking summer sunset in CT marks the end of a busy day, our tailored financial services bring clarity and peace of mind to your demanding schedule. Corporate Executives, Professors, and Professionals let Heritage Capital be your guiding light toward financial independence. Define your goals, and let us pave the way to a brighter financial future. #FinancialPlannning #FinancialFreedom #HeritageCapital

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Mackenzie’s original four fixed income ETFs have passed their eight-year anniversary. In that time MKB, MUB, MGB and MFT have demonstrated how actively managed fixed income can add value in your client’s portfolios. Here’s how: https://ow.ly/Y5s830sCeU0

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This year’s #FidelityAdvisorGrowthForum was a huge success! Advisors from across the country were able to network and discuss practice growth, as well as hear from Fidelity portfolio managers about their views on the market. Check out this link to learn more about the resources that Fidelity can offer advisors: https://bit.ly/4f2dg1m

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Have you checked out New England Wealth Management's Podcast? We are committed to educating you on the topics and trends that impact your financial future. Browse and listen to past episodes from our Dollar and Sense podcast to get our thinking on relevant wealth planning issues. 🎙️🔗👉https://loom.ly/N19fmYM #podcast #podcasting #FinancialFreedom #podcasts #Planforthefuture #financialplanning #wealthplanning #NewEnglandfinancialplanner #financialplanner #financialgoals #NEWealthmanagement

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Do your clients know the difference between direct indexing and an actively managed SMA? Our latest viewpoint breaks down these concepts and more. https://lnkd.in/emTixy-S #Equity #FixedIncome

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👀Value is in the eye of the beholder ⚖️Investors’ preferences, priorities, wants, needs can vary widely 🥴As a financial professional, where do you spend your time and resources to deliver relevant value? Last week in NJ we hosted one of our Next Gen events 20ish years or less of experience 🤩We had a panel of three rockstar financial pro’s who are excelling in their careers, their way 👇🏼Here’s what they said drives relevant value: - Financial planning is non-negotiable - Technology is a game changer, embrace it - Outsource what you’re not good at or don’t want to spend time on, like portfolio construction - Contact. Don’t be out of sight, out of mind with clients and prospects - Relationships are EVERYTHING. Deepen relationships with clients and prospects by showing them how well you know them - Also relationships with COIs and strategic partners - Position yourself as the one-stop-shop or first phone call 🤝This generation of FP’s wants to help each other They’re collaborating, not competing They’re proactively sharing best practices, what’s working, what not to do The collaboration is incredible 💥Who really benefits in the end? Clients. Thank you to all who joined First Trust! Steven Gentile Brian J Weichel

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Changing your family’s environment can open doors to new possibilities and improve your collective well-being. Explore the considerations that ensure a move benefits all. #FamilyWellbeing #Relocation https://lnkd.in/eAZejypy

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The financial markets saw record highs in the first half of 2024, but what's ahead for the rest of the year? Join Tom Wald, CFA®, Chief Investment Officer of Transamerica Asset Management, as he discusses the overall U.S. economy, the stock market outlook, and how interest rate reductions may affect bond markets. https://lnkd.in/gCfnejtX ​

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Our head of retirement products, John Faustino, recently discussed our newest retirement planning innovation with Planadviser. Developed in partnership with CANNEX, the Fi360 Retirement Income and Stable Value Evaluator tool empowers plan fiduciaries with comprehensive due diligence capabilities to evaluate in-plan DC annuity options and stable value funds. Read the full article to find out how the Retirement Product Evaluator addresses the complexity of selecting retirement income options, providing clarity and confidence to financial advisers, sponsors, and home offices. http://spklr.io/6044sHE4 #AssetManagement #WealthManagement #RetirementIncome Broadridge

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