Todd Hartmann

How and when did Morgan Stanley’s management team see the opportunity to change the game in terms of risk within wealth management?   Unsurprisingly, it was tech that helped them lead the way.   Listen to this meaningful conversation between Chris Scott-Hansen, Managing Director, Associate Director of Consulting Group, Head of Trading & Managed Solutions, Morgan Stanley, and my colleague, Woo Fung Kwong, Managing Director, Chief Strategic Advisor to Aladdin. Hear the full conversation: https://1blk.co/3vJoIOf #TechIsNeverDone #AladdinIsNeverDone

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We may not have a crystal ball, but we do have a lot of data and experience to help us uncover key opportunities in 2025. Read our 2025 Outlook: https://allsprg.co/4fdHL3Q #AllspringOutlook #2025Outlook

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As we forecast into 2025, the prospect of interest rate cuts may stimulate growth in the debt capital markets. With companies eyeing refinancing and leveraging enhanced borrowing conditions, debt issuance could see a sharp increase. Learn more in the latest Smarter Perspective from Hilco Global: https://lnkd.in/ge4VmtgY #DebtCapitalMarkets #InterestRates #HilcoGlobal #CorporateFinance

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For insight on the mid-cap space, check out this video featuring Boston Partners' Tim Collard, portfolio manager of John Hancock Disciplined Value Mid Cap Fund: https://lnkd.in/eK7u6DMW Learn more about John Hancock Disciplined Value Mid Cap Fund (JVMIX): https://lnkd.in/eVN7UdjB #JohnHancockProduct #ActiveManagement

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Last week, I had the pleasure of participating on the CIO panel at our 7th ETF Symposium at J.P. Morgan Asset Management's NY headquarters. Key takeaways for managing multi-asset portfolios, ETFs provide: 𝗘̲fficiency to strategically access alpha and beta 𝗧̲actical opportunity to express specific views 𝗙̲lexibility to adapt to today's ever changing market conditions

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My colleague, German Soto Sanchez, sat down with Emerj Artificial Intelligence Research's “AI in Financial Services” podcast to discuss key takeaways from Broadridge's 2024 Digital Transformation & Next-Gen Technology Study. German shares examples of untapped data and opportunities for digital transformation, emphasizing the importance of updating and enhancing legacy systems and technologies to ensure evolution and modernization. Listen in here: http://spklr.io/6049s46X #DigitalTransformation #AI #Data

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My colleague, German Soto Sanchez, sat down with Emerj Artificial Intelligence Research's “AI in Financial Services” podcast to discuss key takeaways from Broadridge's 2024 Digital Transformation & Next-Gen Technology Study. German shares examples of untapped data and opportunities for digital transformation, emphasizing the importance of updating and enhancing legacy systems and technologies to ensure evolution and modernization. Listen in here: http://spklr.io/6044vQoO #DigitalTransformation #AI #Data

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Check this out to see how FactSet is driving efficiency with Data and Performance Solutions at a major asset servicer.

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Good discussion about the future of payments with William Mavromichalis from Kount, an Equifax Company , Laura Smith from Sweetwater and Greg Kihlstrom at eTail™ Boston Thanks Kristin Paulick Schoenstein Chet Silverman Jonathan Hernandez-Jimenez, MS for hosting! Some reflections about the future of payments and digital identity to come over the next days #retail #payments #identity #longtermthinking #mentalmodels #investing

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BNY Investments is proud to be an LPL ETF NTF Partner,* providing access to our suite of ETF strategies to help meet your clients’ needs and ambitions. With BNY’s ETF lineup, you can take advantage of the following: - No transaction fees - Potential diversification through differentiated index and active ETF strategies - Intraday liquidity and possible tax efficiency benefits of an ETF wrapper Click here to learn more about our ETF strategies and read important disclosures: https://bny.mn/3A9uVog *LPL ETF NTF Partner Program is not affiliated with BNY. #IndexETFs #ActiveETFs #ModelPortfolios

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Overall, we expect market volatility will rise as we approach the U.S. elections, but regardless of the outcome, the removal of uncertainty should eventually calm markets. Check out our latest outlook to learn more. https://bit.ly/3VPBHGO

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It‘s exciting to see Broadridge's President, Chris Perry, leading an engaging discussion at the Tiburon CEO Summit, exploring the future of WealthTech M&A, alongside industry leaders. They shared insights into:  · Emerging trends influencing M&A  · The role of AI in wealth tech  · Consolidation · Actionable strategies to raise capital, or prepare for acquisition Thank you to Tiburon for hosting this discussion!  #WealthTech #MergersAndAcquisitions #CEOInsights #WealthManagement 

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Today, we’re thrilled to announce SEI’s acquisition of LifeYield, a Boston-based leader in tax-smart technology. Through this acquisition, SEI is positioned to be the first in the industry to offer real-time, automated Unified Managed Household (UMH) capabilities, combining tax optimization, control, and personalization at scale. We’ve long been committed to tax efficiency through our Unified Managed Accounts and tax overlay services. This acquisition takes us even further, giving advisors the tools to quantify tax benefits in dollars and basis points. A new era in wealth management is here. https://lnkd.in/euXY7KH7

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When fundamental value creation becomes the largest driver of performance, investors may want to go where it’s always mattered most. Learn why we believe the U.S. middle market will continue to provide an attractive opportunity set versus large and mega cap managers in this new article. https://bit.ly/4cvujHe #PrivateEquity #MiddleMarket

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