Frank Murtha

❗️Critical Compliance for Fund and Asset Manager Marketers: How do you stay compliant while implementing digital marketing and AI to elevate your fundraising? ➡️ Join us at the Revenue Revolution Symposium at the Questrom School of Business, Boston University to explore this and other critical business development issues in the digital age. 🎤 Featured Speaker: Derek Stern, Head of Global Distribution Compliance at Manulife Investment Management and John Hancock, and a panel of legal and compliance experts will provide crucial insights on navigating compliance in our online era: 1️⃣ Compliant Growth Strategies - Explore techniques to expand your digital presence and engage investors without crossing regulatory boundaries. 2️⃣ Surviving the New SEC Marketing Rule - Understand how to optimize your marketing strategies while complying with the latest regulations. 3️⃣ Thriving under multiple regulators - Learn how to grow your business while complying across multiple jurisdictions and regulations. 📍 Event Details: Join us on May 29, in Boston or online, for this groundbreaking symposium, sponsored by the Digital Business Institute BU. 📅 Act with Urgency: The regulatory landscape is swiftly evolving—stay ahead of the curve. Register now: https://lnkd.in/eYynjitW #DigitalMarketing #Compliance #AssetManagement #QuestromMeansBusiness #DigitalRevolution

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Interested in advancing your career in #wealthmanagement, or making a career switch into this large, growing and dynamic industry? Then come an learn more about Columbia University's Masters in Wealth Management program! #livelonglearning #financialplanning

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Golub Capital has partnered with the NYU Impact Investment Fund to establish the Golub Capital Social Impact Investment Education Fund and support its experiential learning program, which provides students with hands-on experience making impact investments and managing a fund. Read more: https://okt.to/qX74wZ #AbuDhabi #privatecredit #NYUStern #impactphilanthropy

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Thanks Bloomberg Businessweek and the reporter Doris YIN for the great interview. "Centaline Family Office" and our team are honored to be interviewed and become part of the cover story: Who Needs a Family Office? This article explores the true essence of a family office - beyond wealth planning, it’s about family succession, including its core values. Leading by example also plays an important role in family governance, while external tools can ensure the succession of wealth and values. With Asia facing a huge wave of wealth transfers, what are the next generation’s top concerns? We are happy to share what we see and how we feel. #familyoffice #wealthplanning #familysuccession #centalinefamilyoffice

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Wellington Management is thrilled to have been named “LDI Manager of the Year” (mega category) by @CIO Magazine as part of their 2024 Industry Innovation Awards program. Director of Corporate Pension Strategies Ryan Randolph was honored to accept on behalf of our LDI team at the Awards ceremony in NYC. Learn more about this accomplishment and the Awards program here: https://lnkd.in/eRfRpwhT Wellington Management did not pay a fee to be considered for this award. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. #LDI #CorporateDB #pensions

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Wellington Management is thrilled to have been named “LDI Manager of the Year” (mega category) by @CIO Magazine as part of their 2024 Industry Innovation Awards program. Director of Corporate Pension Strategies Ryan Randolph was honored to accept on behalf of our LDI team at the Awards ceremony in NYC. Learn more about this accomplishment and the Awards program here: https://lnkd.in/eZhpVE3v Wellington Management did not pay a fee to be considered for this award. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. #LDI #CorporateDB #pensions

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Tipping can be confusing and we all have our own compass around how to navigate it. In this New York Times article, I share some tips on what to focus on! Hint: Are you familiar with the Platinum Rule? 😉

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It was great to be back in Boston last week, reconnecting with returning Institute members and meeting new market and investment leaders! We are excited for the events and research areas we have coming up in the next few months! #ocio #investmentsolutions #investmentmanagement #investmentconsulting

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Sharing a video featuring my colleague Harley Lank, Head of High Income and Alternatives at Fidelity. He talks about the work of his team and how they use the deep research and investment expertise across Fidelity to help drive high absolute total returns for investors in our high-yield strategies. Find other insights and learn more about alternatives here: https://bit.ly/4dwtL4D #advisors #alternativeinvestments

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Brooke Cassady, CFP®, AFC® interviews Kristen Ahlenius, AFC®️, Director of Education and Advice at YML, to discuss financial wellness. In their conversation, they tackle common mishaps with money and provide key takeaways for listeners looking to increase their financial wellness. Gain insights and practical tips from the experts in the field. Check out the interview now! #financialwellness #personalfinance #moneytips #financialplanning https://lnkd.in/g2PcRqmV

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This report highlights the complex role institutional investors play in reshaping homeownership—the cornerstone of the American Dream. While their entry into single-family rentals has expanded rental supply and lowered costs for renters, it has also limited pathways to homeownership, with each institutional purchase reducing local homeownership rates. Institutional investors add about 0.58 rental units for each property acquired, balancing market power with cost efficiencies. However, ​they also reduce the homeownership rate by 0.23 units per home purchased. This shift challenges the traditional role of property ownership as a path to stability, equity, and generational wealth for American families. There needs to be more done to provide additional pathways to homeownership, and this is precisely what fable aims to achieve.

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On September 21st, National Alzheimer’s Day, we raise awareness about a condition that affects millions. As we honor those impacted, it’s crucial to plan for the future, especially if you’re anticipating memory loss in aging parents. Here’s what you can do: 1. Have Conversations Early: Discuss plans and wishes while your parents can still participate in decisions. 2. Create Legal Documents: Ensure important documents like wills, powers of attorney, and healthcare directives are in place. 3. Review Financial Plans: Work with a financial advisor to prepare for potential care needs and adjust financial strategies accordingly. 4. Explore Support Services: Look into resources and support systems for both your parents and yourself. Planning ahead can make a challenging journey a bit smoother. Let’s take proactive steps to ensure our loved ones are cared for with dignity and respect.

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Personalization, auto features, and addressing racial gaps can strengthen the retirement system. Learn how in our commentary in the New York Times.

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💡 Wise words, Chris Delahunt of Citywire! Only 1 week left to register for “Revenue Revolution for Asset Managers.” This first-of-its-kind symposium is a must-attend for sales and marketing professionals in asset management. Learn from industry leaders as they reveal how digital-first approaches, data, and AI are transforming our industry. ❗️ Join us in person or online on May 29. Register now before it’s too late: https://lnkd.in/eYynjitW 🏃🏽‍♂️‍➡️ “Digital leaders … are far outpacing most firms … and they threaten to take even more market share away from small rivals,” according to J.D. Power, one of our great presenters. 🔭 Engage with an incredible array of presenters from the NYSE, LinkedIn, Fidelity Investments, Natixis Investment Managers, Calamos Investments, Eaton Vance & Morgan Stanley Investment Management, K&L Gates, TIFIN AMP, and more. 🎓 Sponsored by the visionaries at the Digital Business Institute BU and the Questrom School of Business, Boston University.

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Everyone should read this article.

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Great read Zhiwei Ren!

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