This week we visited MorningStar Senior Living, which uses Zello so their team members can quickly communicate with each other across large communities. Thank you Anne and Rosy for a great site visit!
Zello’s Post
More Relevant Posts
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Did you know fpPathfinder's popular Master List Of Goals checklist was inspired by a real-life Morningstar study? Listen to the experts talk about the research behind the guide and see how one advisor puts theory into practice 👨🔬– https://buff.ly/43AMwA6
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Hey #Toronto! If you work in the #assetmanagement space or are helping #advisors build sound models or monitor a product shelf (#cfr), consider checking out this event where Morningstar's experts and senior leadership will talk about the latest developments at Morningstar! #canada #investing #assetmanager #wealthmanagement
Join us, October 12 in Toronto at the Morningstar Direct Forum. Be among the first to experience a product walkthrough of Morningstar’s newest features and network with fellow industry peers. Register for your free ticket here: http://spr.ly/6040Ph8Ho
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Another great event to learn about the Financial Services industry's best choice to reduce regulatory risk by automating your marketing and service disclosures. At Naehas we automate the creation of disclosures with a rules engine, quality assurance tools, AI-based Intelligent Review, and a compliance time machine to store the history of every disclosure for auditors and regulators. Stop by our booth or setup some time in advance to meet with Martin Anderson who will be ready to share how we've successfully helped FIs get this proactively under control as well as a case study where an FI used our solution as remediation to regulatory findings. #disclosures #auditors #regulators #disclosureautomation #financialservices
Will your team be at Financial Technologies Forum (FTF) Performance Measurement & Client Reporting on 2/29? Our very own Martin Anderson will be onsite, book some time to meet with him in New York! https://hubs.la/Q02kqCRG0
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Root has experienced rapid growth recently. In 2017 we had $0 assets under management. Today, we have over $500m. $300m of that came in the last year ($230m YTD growth). AUM isn’t the metric we use to measure our success, but the growth is a strong indicator that we’ve built something special that people want to be a part of. In 2024 we’ve added 7 new members to the team. So, what’s next? What will we do with the platform we’ve created? We have big plans, and we know you all are as much a part of this as we are. Root Founder & CEO, James Conole, CFP® is hosting a live discussion on June 11th, covering: 👉 The problem with the financial industry 👉 Why Root needs to be a part of the solution 👉 How we plan to disrupt the status quo Register to hear James discuss where we're going next https://lnkd.in/e-WDK7ik
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“Blue Owl Capital today is a global enterprise.” I recently shared some thoughts on our ability to provide differentiated offerings to private wealth and institutional investors around the world. I invite you to listen below.
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Check out Preqin's latest report on Family Offices and their challenges investing in alternatives by Harsha Narayan
As family offices grow their exposure to alternatives, they face challenges in areas such as manager selection, fee transparency and ESG integration. To help them tackle these challenges, we invited five industry experts: • Alireza Attar, Head of Total Fund Investing, Alberta Investment Management Corporation (AIMCo) •Peter Hobbs, Head of Private Markets, bfinance • Eneasz Kadziela, CFA, CAIA, Deputy CIO & Head of Private Equity, Office of the New York City Comptroller •Neal Prunier, Senior Director, Industry Affairs at Institutional Limited Partners Association (ILPA) •Brett Stier, Managing Director, Private Equity Investments, Thrivent Together, they offer invaluable perspectives and support for family offices venturing into alternatives. Explore their insights and guidance in our latest report: https://okt.to/ybKksQ
Preqin Primer | Lessons for family offices investing in alternatives in 2024 | Read now
preqin.com
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Co-founder of HybOrg | Product manager | Creative director | Sustainability and mental health content creator
Just sent out our annual recap to our valued partners and investors! 🚀 In 2024, we're committed to keeping our key stakeholders well-informed by sending monthly reports. Our aim is to maintain transparency, build trust, and assess our progress without getting bogged down in daily minutiae.🤩 These reports will be brief yet packed with context, focusing exclusively on crucial metrics, events, and actions—saving everyone precious time. 🎯 @Matilde Collin's handy template has been instrumental in streamlining this process. You can access it in the comment section below.⬇️
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"Successfully wrapped up Bloomberg's Client Engagement challenge on Forage, honing my skills in client advisory, equity analysis, and personalized product recommendations. Open to connecting with fellow professionals and exploring new horizons. #Bloomberg #FinancialAdvisory #Networking" In the simulation I: * Completed a job simulation where I advised a hypothetical client on the appropriate Bloomberg product solution * Reviewed the client's equity investments and formulated a list of follow up questions to better understand their needs * Researched Bloomberg's product offerings and provided recommendations to the client on a video call
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A few facts about the 2023 Future Proof community! 3,000+ Anticipated Attendees 1,250+ Financial Advisors, Wealth Management Executives, and Limited Partners 3.8T+ Total Firm AUM Represented 616M Average Firm AUM of Firms Managing <5B in Assets We're bringing together the world's most influential financial advisors and LPs to drive the wealth management industry forward. Don't miss your chance to join us! https://bit.ly/3EtyF36
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Senior Customer Advocacy Manager
5moDominic Roca it was great to meet some of your team! River Oaks is a beautiful community with amazing staff.