Patrick Dempsey

FA magazine delivers essential market information and strategies to qualified independent financial advisors to help them succeed in their practice.

[Patrick Dempsey @Patrickdempse53]

@RSWealthAdvisor CIO Stuart Katz discusses what role cash plays in portfolios, the role of alternative investments, and common investor biases going into 2023.
https://t.co/ncqanCkFix
#alternativeinvestments #cash #investorbiases

[Patrick Dempsey @Patrickdempse53]

This week, join TIFIN's AJ Boury and Bright Portfolios’ Stephen Sticklin and Ben Malick as they share how advisors can incorporate biblically responsible investing into their own portfolios. Reserve your seat: https://t.co/ezfpjaJ5R2

[Patrick Dempsey @Patrickdempse53]

Join tomorrow's webcast with TIFIN's COO Erez Yereslove, Matisse Capital’s Eric Boughton, and Thornburg’s Jeff Klingelhofern, for a conversation on the search for income in a tightening cycle. Reserve your seat: https://t.co/Kw2T2c5RV1 #CEaccredited #financialadvisor

[Patrick Dempsey @Patrickdempse53]

A growing trend in the #privatewealth industry is for high-net-worth individuals and families to create their own funds. Law firms like Fogel & Potamianos LLP are essential in helping the #highnetworth. Read: https://t.co/QAuuudX0m3
#dealmaking #wealthy #fundformation

[Patrick Dempsey @Patrickdempse53]

Money should do good for all. But most investments only focus on returns. This week, join TIFIN and Bright Portfolios as they discuss Breaking Down Biblically Responsible Investing, a CE-accredited complimentary webcast on 11/10. Register now: https://t.co/ezfpjaJDGA

[Patrick Dempsey @Patrickdempse53]

Join TIFIN's COO Erez Yereslove, Matisse Capital’s Eric Boughton, and Thornburg’s Jeff Klingelhofer, for a conversation on the search for income in a tightening cycle. Register: https://t.co/Kw2T2bOh3t #complimentarywebcast

[Patrick Dempsey @Patrickdempse53]

Asset protection planning for entrepreneurs is often extremely important yet most #entrepreneurs are not effectively addressing the issue. P.J. DiNuzzo and Mike DiNuzzo address some of the more critical considerations. Read more: https://t.co/4P4hPIZh9J
#assetprotectionplanning

[Patrick Dempsey @Patrickdempse53]

Join today's #womenled complimentary webcast from CAPTRUST to hear the lessons learned from women-led firms across the #mergers and #acquisition journey, and beyond. There's still time to save your spot: https://t.co/IMkNArWrdi

#women #leaders #mergersandacquisitions

[Patrick Dempsey @Patrickdempse53]

Shundrawn Thomas of The Copia Group sat with us to discuss how the untapped potential of the #privatemarkets can ultimately be utilized for the #greatergood. See the full story: https://t.co/gHvKIDJFVo
#wealthmanagement #privatewealth #pwmagazine

[Patrick Dempsey @Patrickdempse53]

Join CAPTRUST tomorrow to discuss women-led firms, the lessons learned across the M&A journey, and beyond. For firm owners, the decision to sell can stem from many catalysts and can take many avenues. Hear them here by registering now: https://t.co/IMkNArWrdi

[Patrick Dempsey @Patrickdempse53]

@Kayne Anderson Rudnick Executive Managing Director, @Stephen Rigali, discusses Kayne's high-quality investing approach, the benefits of a synergized #investment and #wealthmanagement practice, and 3-person executive #leadership team structure. Read more: https://t.co/fmDj1anRxv

[Patrick Dempsey @Patrickdempse53]

For firm owners, the decision to sell can stem from many catalysts. Join CAPTRUST on Nov 3 for a complimentary webcast where you’ll hear from leaders of women-led firms about their lessons learned from the M&A journey and beyond. Reserve you seat now: https://t.co/IMkNArWrdi

[Patrick Dempsey @Patrickdempse53]

Most wealth managers are overpaying for the value they provide. You can take steps to ensure you are getting considerable value cost-effectively. Read more: https://t.co/IbMUj450Ho
#wealthmanagement #wealthy #negotiations #privatewealth #pwmagazine

[Patrick Dempsey @Patrickdempse53]

The Power Of An Accounting Firm’s Family Office Practice
How #accountingfirms can establish and manage #familyoffice practices. Read on: https://t.co/nryeYNPQSE
#accounting #wealthy #privatewealth #pwmagazine

[Patrick Dempsey @Patrickdempse53]

The third season of #TheBigReveal is here. @suzsiracuse talks with Oleg Tishkevich, CEO of @inventwithus about all things wealth tech, data, and integration, and his amazing personal story on how he got to where he is today. https://t.co/OMxJDAkVc5 #Wealthtech #Podcast #Visionary