Hayden Meredith

 Is Texas the New Hub for Financial Innovation and Growth? 🤔 Read the article below ⏬ to learn more.

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Charles Schwab & Co. has asked a federal court in #Houston to block one of its former advisors from soliciting customers to move assets to another RIA: https://lnkd.in/eWpX9igP #wealthmanagement #schwab #finra #litigation #sec #tro

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[PODCAST] Higher for longer interest rates are having profound effects on endowment and foundation portfolios across the US. The volatility this creates is making it more challenging to construct portfolios for the long-term and creating questions around liquidity management. Bill Burns and Meggan O'Shea, CFA, join Texas Hemmaplardh in the latest episode of Critical Thinking to discuss how these investors are navigating regime change. https://apple.co/4dfZmrE

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Ready for the Good News?! Walton's latest GROWTH DST property Texas is now available! Why settle for mediocre returns and long lock ups when you can access potentially higher returns and shorter hold periods than traditional DSTs? #DST #1031 #Growth #Equity #Dallas #FortWorth #HousingShortage #AlternativeInvestments #PrivateEquity #DelawareStatutoryTrusts #NAHB #NAR #CCIM #Investmentproperty

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As we enter this new quarter, join us for an insightful webinar covering a Q3 summary, current market trends and providing an outlook for Q4. Don’t miss out—register below! #AmericanTrustWealth https://lnkd.in/d7JimhEd

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We're joining the NASAA (North American Securities Administrators Association) to advise Tennessee investors to ask questions and understand the differences between financial professionals before agreeing to hire one. Investment professionals in the United States and Canada are required to provide important documents to their customers and clients so that the public has access to material information about the professionals’ backgrounds. Different categories of financial professionals have different disclosure requirements, but investors should pay careful attention to every document that they receive regardless of who they consider working with. In the United States, broker-dealers and broker-dealer agents buy and sell securities on behalf of their customers. Broker-dealers and their agents may make recommendations about what securities their customers should trade, but they must make recommendations that are in their customers’ best interests. Investment advisers and investment adviser representatives provide advice to their clients about what securities they should buy, sell, or hold within their accounts. Investment advisers and investment adviser representatives are fiduciaries who owe their clients heightened duties of care and loyalty, including a duty to make investment recommendations in their clients’ best interests. Broker-dealers, broker-dealer agents, investment advisers and investment adviser representatives must register with federal and/or state securities regulators in order to lawfully conduct business. Bottom line: Read everything the financial firm or professional gives you and focus on how their services will affect your financial future, including how much those services will cost. Contact your state or provincial securities regulator for resources to understand how to research investment professionals where you live. Questions? Contact TDCI'sSecurities Division by following the link in our bio or calling 800-863-9117 for more information, if you have questions, or if you suspect a securities fraud has occurred. To learn more, visit: https://lnkd.in/gZMuUUtY #tnsecurities #tennessee #smartmoney #consumerprotection

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The latest in our series of articles on what to expect in 2025.

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📣 Are you ready for the Information Management Network (IMN)'s inaugural Distressed Forum for Bank Special Assets in Dallas? Catch Xchange.Loans CEO Andre Cuadrado along with: Bliss Morris, CEO, First Financial Network, Scot C. Farber, Managing Principal, Younger Partners, Mart Martindale, Managing Principal, Edge Capital Markets on the Loan Sales, Auctions & Distressed Asset Dispositions panel to discuss: 📉 Current State & Outlook: The distressed property note market shows tightening liquidity, rising default rates, and growing investor interest. Expect a steady pipeline in the next 12 months, fueled by economic uncertainty. ⚖️ Auction Liabilities & Opportunities: Auction risks include misrepresentation and title disputes. 🏢 Opportunities lie in emerging markets and undervalued assets. 🏚️ OREOs vs. Notes: OREOs (Other Real Estate Owned) offer lower yields but fewer complexities compared to distressed notes. 💡 Alternatives to Sales: Consider joint ventures, recapitalization, or loan modifications to preserve value. 🏦 Key Players: Watch for private equity firms, banks offloading non-core assets, and specialized asset managers. 💸 Overlooked Tax Issues: Tax implications on forgiven debt and transfer taxes can significantly impact ROI. 🔑 Online Auction Success: Transparent processes, due diligence, and robust tech platforms are game-changers. 📚 Lessons from Deals: Failed deals teach the importance of contingency planning. Successful deals highlight collaboration and detailed prep. What would you add? Let’s hear from you! 💬 See you in Dallas! #loansales #specialassets #distresseddebt #nonperformingloans #banking #commercialrealestate

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Looking to learn about direct indexing this year at #SchwabIMPACT? We'll be discussing developments in the direct indexing market and preview what’s happening with direct indexing at Schwab in this session — register here: https://bit.ly/4fFMw6E

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In the latest episode of Just for Funds with Nasdaq ETFs, #Nasdaqlisted Texas Capital’s Head of ETF & Fund Management, Edward Rosenberg, sat down with host Alison Doyle, to discuss TXSS (The Texas Capital Texas Small Cap Equity Index ETF). 📈 TXSS combines exposure to Texas, with the potential of small-cap companies, giving investors the possibility of capitalizing on the macroeconomic trends powered by the fastest-growing economy in the United States. Watch here: https://lnkd.in/e_qeRDJ6

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As this piece from LPL Financial notes, TXSE will bring a “fresh perspective to the world of finance” in order to create a more consistent, reliable market that benefits all market participants. Learn more about TXSE’s plans to advance the  region’s economic vitality and add competition to the markets.   https://lnkd.in/gxgYnNCn

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🚀 Leadership Expansion at Elevation Point Capital Jim Dickson's Elevation Point Capital is making bold moves, adding key executives from Summit Financial and BNY Pershing to its leadership team. This strategic growth signals the firm's ambition to reshape the RIA and wealth management landscape. 📖 Learn more about the new additions and their impact: http://spr.ly/6043sYuFL What does leadership evolution mean for the future of wealth management firms? Share your insights below! 👇 #WealthManagement #RIA #Leadership #IndustryNews

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This morning, we are announcing TXSE Group plans to launch the Texas Stock Exchange (TXSE).  TXSE will be a fully electronic, national securities exchange that will seek registration with the U.S. Securities and Exchange Commission.  TXSE will focus on enabling U.S. and global companies to access U.S. equity capital markets and will provide a venue to trade and list public companies and the growing universe of exchange-traded products. Texas and the other states in the southeast quadrant of the U.S. have become economic powerhouses.  Combined with the demand we are seeing from investors and corporations for expanded alternatives to trade and list equities, this is an opportune time to build a major, national exchange in Texas.   www.txse.com

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