Articles by tag: financial advisors

With a Wallet-Tightening Economy, Financial Advisors Can Assuage Clients’ Fears By Promoting Self-Efficacy

    Financial pressures are looming larger than ever thanks to tight economies, increasing retail debt, and skyrocketing interest rates. Subsequently, financial Read more

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NYC Real Estate Investment Trends
NYC Discussion: Real Estate and Alts
December 5, 2023

Explore the evolving landscape of New York City’s real estate and alternative investments with Brandon Cooperman and Howard Altshuler in this insightful episode of Weaver: The Alternative Edge. Dive into the current trends, market forecasts, and strategic growth in the real estate sector. Key Points: NYC’s Office Real Estate market is a tale of haves […]

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construction innovation
Boxx Modular’s New Branch in Atlantic Canada: A Strategic Move for Construction Innovation
December 4, 2023

In an era where construction innovation is reshaping the industry, modular construction’s growth continues to rise. In this episode of Built Modular, Boxx Modular’s strategic expansion into Moncton, Atlantic Canada takes center stage. Host Gabrielle Bejarano welcomes Charles Landry and Ray Girouard to explore the implications of this venture. Bejarano, Landry, and Girouard discuss […]

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Venture Fund Valuations
VC Investment Valuations Podcast
December 4, 2023

In this episode of The Alternative Edge, a Weaver: Beyond the Numbers Podcast, host Becky Reeder, an audit partner and co-leader of the alternative investments practice at Weaver, engages with Sindhu Rajesh, an Alternative Investment Services Partner with Weaver. They unpack the complexities of venture fund valuations, offering critical insights into industry dynamics and best […]

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With a Wallet-Tightening Economy, Financial Advisors Can Assuage Clients’ Fears By Promoting Self-Efficacy
September 7, 2023

Financial pressures are looming larger than ever thanks to tight economies, increasing retail debt, and skyrocketing interest rates. Subsequently, financial advisors find themselves in a crucial yet tricky role. They are not just managing portfolios; they are managing emotions, particularly those of anxious or stressed clients. Some experts in the field are saying […]

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Modern Marketing in Wealth Management Requires Prioritizing Social Media to Stay Ahead of Evolving Trends
June 23, 2023

The landscape of marketing has evolved drastically over the past few years, largely fueled by technological advancements and the constant quest for relevance. A discussion about this evolution is timely as we witness the convergence of marketing trends and the wealth management industry. Additionally, attracting younger investors today undoubtedly requires the use of social […]

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