Joseph Deitch

CEO Michael Arougheti talks deployment numbers amid a slower M&A market, clarifying what he believes to be an industry-wide misperception. Hear his thoughts and more from his latest conversation on Bloomberg.

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Did you know that 88% of high-net-worth investors are open to increasing their alternatives exposure, yet most have limited understanding of the options available to them? This knowledge gap represents a significant opportunity for financial advisors to differentiate your practice and deepen client relationships. Our newest guide provides the frameworks and insights to help you navigate these conversations with clarity and conviction. 👉 Learn how you can differentiate your practice: https://go.kkr.com/4nrp8hf

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Global Investment Strategist Simeon Hyman, CFA joined Liz Claman on Fox Business Network to discuss what rate cuts could mean for the yield curve and why small-caps could potentially benefit. Watch: proshares.us/3IcNUTy Learn more about small-cap exposure with ITWO and view its current standardized performance: proshares.us/4mCuwxk

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U.S. market dominance in the post-GFC era has been undeniable. But “American Exceptionalism” may now be giving way to the “Great Rebalancing.” Wealth Management Chief Investment Officer Lisa Shalett explains why and how investors can navigate this shift. https://mgstn.ly/3H88PpY

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Watch Brandon Hall, CFA, Research Analyst, as he discusses the unexpected chill in the labor market as the U.S. economy added only 73k jobs in July, with significant downward revisions impacting the outlook and raising the probability of a September rate cut.

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Do you have #unrealizedcapital losses in your portfolio? Used wisely, #tax-loss #harvesting can help offset other gains and reduce your overall #taxbill. Learn how this strategy works and how to avoid possible pitfalls like the “wash sale” rule. https://ow.ly/Nzg850X0qLw

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Structured investments shouldn't mean operational burdens for advisors. Hear how Justin Sullivan, MBA, Investment Services Manager at Wealth Enhancement, leverages the CAIS platform to streamline and scale structured investment access for their advisors. #structuredinvestments #wealthmanagement #alternativeinvestments

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With donor-advised funds (DAF) now representing over 10% of all charitable giving in the U.S., it’s time for estate planners and advisors to treat DAF succession with the same care as private foundations. In Trusts & Estates, Kristen Curatolo explores a fresh approach to DAF succession planning—one that goes beyond simply naming family members as successor advisors. Learn more: https://lnkd.in/dPxTfscT #EstatePlanning #SuccessionPlanning #DonorAdvisedFunds #CharitableGiving #TrustsAndEstates #WealthManagement #PrivateClientServices

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Earlier this week, the U.S. Department of Labor (DOL) issued new guidance validating lifetime income in default investments. Read more from AB's Head of Defined Contribution Jennifer DeLong, who welcomed this progress, in Pensions & Investments: https://lnkd.in/ewxn-3KD

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The spectrum of investors participating in the stock market is expanding. Schwab Financial Consultant Sean J. shares what he’s seeing in his practice and what Schwab is doing to introduce new populations to investing. https://bit.ly/4f5r3Fp

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“94% of women want a female advisor — and yet only 24% of advisors are women. That’s a growth opportunity hiding in plain sight.” — Stephanie Link, Chief Investment Strategist, Hightower Advisors Stephanie Link brought insight and fire to the Navigating Markets Outlook panel, covering long-term investment themes like electrification, AI, cybersecurity, and housing — plus her take on why better growth with a little inflation might just be the healthiest setup for earnings. 🎥 Shot straight from the sidelines of the inaugural Women in Private Wealth Retreat in Nashville, where Markets Group’s Sovaida Noronha. #MarketsGroupPW #WomenInPrivateWealth #PrivateWealth #WomenInFinance #WomenInLeadership #WomenInWealth #NextGenAdvisors #LeadershipInFinance Brett Friedberg Natasha Guzman Thomas Hind Cassia D. Sara Katrenich Michael Huffer Lance Fair Adena Baichan Brian Intemann Corinne Smart Ann Lee Emir-Andreas Fofana

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Market volatility is inevitable, but staying focused on your long-term goals rather than emotional reactions is key to success. TIAA Executive Wealth Management Advisor Douglas Eidd, CFP® shares how a diversified approach and working with an advisor helps ensure short-term market noise doesn't derail your financial objectives. Watch to learn more about how strategic planning can help you weather any market environment while staying on track toward your goals. https://ter.li/76pla2 #FinancialSecurity #TIAAWealthManagement

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Retail investors are driving more of today’s market action than ever before. In this short video, Focus Partners’ Kevin Grogan, CFA, CFP® shares what is behind this trend and what it may mean for long-term investors. https://lnkd.in/ek8MUki7

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Why do only 27% of retirees feel prepared for #retirement? In this episode of The Bid #podcast, Jaime Magyera joins host Oscar Pulido to unpack a decade of retirement data from BlackRock’s annual Read on Retirement report. They explore why confidence is down, what income solutions exist, and why private markets are becoming essential to improve future outcomes. 🎧 Listen: https://1blk.co/4norNsA

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