Salit Nagy-Todd

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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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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"Cheri Belski will be responsible for leading key investment efforts, including LPL Research, Investment Products and Advisory Platforms, as well as LPL’s Retirement Partners business." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

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As a financial professional, you know how important it is for couples to be on the same page about their financial goals and retirement plans. As more and more Baby Boomers are finding love later in life, let’s work together to make sure these seven topics are top of mind for new couples. https://bit.ly/3XPGAlM

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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/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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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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Cetera Financial Group Chief Investment Officer Gene Goldman, CFA, discusses key takeaways from his team’s recently published 2024 mid-year outlook 👉 https://lnkd.in/eAQNqp4Z Which outlines the potential for Fed rates cuts the second half of the year, why the markets may be due for a “healthy timeout” and which sectors may be undervalued. He also offers his view of a “Goldilocks economy,” #Inflation impacts, and the chances of a potential economic #Recession.

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Explore how U.S. treasury rates, credit spreads and equities are impacting corporate defined benefit plans in the latest Pension Market Review. https://pnc.co/48qpfU8

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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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Congratulations to our CEO Sabrina Bailey, who was recently honored as one of Pensions & Investments' Influential Women in Institutional Investing! #teamfiducient #influentialwomen #womeninfinance Pensions and Investments’ Influential Women in Institutional Investing – nominations accepted in 2024 and listing announced on September 9, 2024. Criteria for inclusion required nominees to be actively employed in the institutional investing field and have a minimum of seven years of industry experience. They were required to demonstrate a measurable effect and results within both their workplace and the industry. Ideal candidates were expected to exhibit a commitment to attracting, retaining, supporting and promoting women within the industry. Letters of recommendation supporting their application also were requested. Women from various roles across institutional investment industry were eligible for consideration. Self-nominations were allowed. Entries were grouped based on years of experience for equitable judging. Nominees were evaluated by members of the 2024 advisory board and additional panel comprised of industry experts along with members of P&I leadership and editorial team. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for any of the above rankings/awards by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.

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On Tax Day, you may be questioning how to lessen the burden next year. While our approach is very purposeful (there is no one-size fits all with respect to deploying capital that solves problems), our wealth strategists focus on tax mitigation strategies all year long. Charitable vehicles - donor advised funds (DAFs), private foundations, charitable trusts and many more options - often require careful planning and can be stacked together to optimize both purpose and income/estate planning needs. Hope your 4/15/24 wasn’t too onerous. And if it stung, start planning now for an easier 4/15/25. PNC Private Bank Hawthorn Annamaria Vitelli Judy Raffa, CFP® Pierre Vogelbacher, J.D., LL.M., C.E.P.A. Mark Buxton Joyce Petrenchak Darcy Roennfeldt, J.D., L.L.M.

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At Williams Jones, we’re proud of our rich history and supporting multi-generational families as they grow their wealth.   Director of Financial Planning Emily Ciotoli Smith, CFP® recently spoke with InvestmentNews about her role and planning for multi-generational families.    “What we’re also seeing in the next generation is they have small children, but they haven’t created a will. They have spouses who are earning or have a sizeable income, and they haven’t solved for income replacement on the life insurance side. They have charitable needs, but they’re not giving in the most tax efficient way,” she said.   Read the full article: https://lnkd.in/eGph3KeP   #FinancialPlanning #WealthManagement #Investing

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