Read Our Informative Blog on Alternative Investments
Expanding Your Clientele: Proven Acquisition Strategies for Financial Planners
With the wealth management market forecasted to reach US$128.90tn globally, in 2024, and financial advisory as a dominant player in this market, with a projected market volume of US$126.10tn; financial planners face increasing competition to secure their share of high-net-worth clients.
Innovative Techniques for Client Acquisition
Despite the growing importance of digital marketing, traditional networking remains a vital part of client acquisition. In fact, 72% of financial planners say that referrals from current clients are their most effective source of new business (Source: Financial Planning Association, 2022).
Time Management Strategies for Financial Planners
Time is the ultimate equalizer—everyone gets the same 8,736 hours a year. Yet, for financial planners juggling complex responsibilities like client meetings, market analysis, strategic planning, portfolio assessment, and more, it can often feel like there are never enough hours in the day.
MacNicol Emergence Fund Press Release – May 2024
MacNicol & Associates Asset Management is pleased to announce a transaction exit through its private equity fund, the MacNicol Emergence Fund.
Monthly Market Update – Issue 09 – February 28, 2024
This March 2024 Monthly Market Update analysis delves into real estate capital markets, primarily concentrating on financing issues. Read more.
Monthly Market Update – Issue 08 – January 28, 2024
Read the trends & performance in alternative asset trust fund with our January monthly market update 2024. Stay ahead in investment strategies.
Monthly Market Update – Issue 07 – December 28, 2023
Read the trends & performance in alternative asset trust fund with our December monthly market update 2023. Stay ahead in investment strategies.
Monthly Market Update – Issue 06 – November 30, 2023
In this issue: Headed by John Foresi, the MacNicol & Associates Alternative Asset Trust Fund has invested in Venterra, and we couldn’t be more pleased with this partnership.
Alt Trust Q3 Press Release
The MacNicol Alternative Asset Trust earned a 1.4% investment return, net of fees, for the quarter ending September 30, 2023. The investment environment was defined by persistent inflation, resilient economic data, and rising interest rates across the United States and Canada. The fund was mainly higher due to strong private real estate and hedge fund returns. During the third quarter, the Trust realized two notable exit transactions, and made a number of new investments.
