Review these important Touchstone updates:
Touchstone Fund Name Change effective April 30, 2024, Touchstone International Equity Fund name change to: Touchstone International Value Fund
Touchstone International Fund Change In Investment Policy
Touchstone International Growth Fund Notice
Touchstone International Growth Fund Merger
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From Envestnet | PMC:
AB Large Cap Growth Watch List Addition
Michael Manning, CFA
Senior Investment Analyst, Envestnet | PMC
Summary
Rationale
Mr. Fogarty and Mr. Thapur have worked closely with Mr. Caruso for over a decade. Both individuals were formally promoted to Co-CIOs on December 31, 2021, in recognition of their leadership roles and contributions to the team’s success. Since then, Mr. Caruso, Mr. Fogarty, and Mr. Thapur have been jointly responsible for all portfolio management, business, and team management decisions. Previously, both Mr. Fogarty and Mr. Thapur served as PMs and held analyst positions on the team earlier in their careers.
PMC has been aware of this eventuality for a while now, so Mr. Caruso’s retirement was not surprising when announced about a year ago. PMC is confident in Mr. Fogarty and Mr. Thapur’s long tenure on the team, their experience working with Mr. Caruso, their leadership qualities, and the depth and breadth of their expertise. Due to this mosaic, PMC expects a seamless transition. Additionally, AB has said there will be no changes to the investment process or philosophy, and we welcome Mr. Fogarty and Mr. Thapur’s continued leadership on the team and the portfolio.
While PMC does not expect any material impact on the investment process or performance due to this change, we find it prudent to place these products on Watch near term. PMC plans to monitor stock selection and performance when Mr. Caruso officially steps aside and will provide updates as necessary.
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Click Here to read the full notice.
Tax form status information and PDFs will be available for all accounts on the landing screen of the Wealthscape InvestorSM mobile app starting in January.
Users now have access to important tax form status information as well as PDF versions of their tax forms for all their accounts directly on the landing page of the Wealthscape InvestorSM mobile app.
• View estimated online activation dates for forms that are in progress
• Notification if forms are delayed due to pending securities information
• Informational message for De minimis tax forms
• View up to four years of tax forms on the landing screen
• Tax form information and PDFs will continue to be available for the past seven years in the Documents tab at the account level
Click Here to Read the Notice
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For those attending the upcoming ESI Business Development Conference March 17 – 19, 2024, here is a preview of Diana Cabrices’ Keynote presentation:
The Relatability Factor: How Competence, Character, and Confidence Drives Growth
In a marketplace where authenticity and connection mark the line between the ordinary and the exceptional, “The Relatability Factor: How Competence, Character, and Confidence Drives Growth” is an interactive keynote for financial advisors who want to distinguish themselves and maximize their profits. Diana Cabrices, a seasoned marketing expert, unveils “The Three C’s of Relatability,” an approach to creating genuine connections that secure transactions, lasting client relationships, and unparalleled business growth.
Drawing from an extensive background that spans sales, marketing, branding, technology, and more, Diana brings a wealth of experience to the stage. With a track record of significantly amplifying recurring revenue and establishing herself as a dynamic figure in the industry, her insights are not just theory but proven strategies.
Through stories, case studies, and her vibrant personality, Diana shares her expertise, designed to empower advisors with the tools to be authentically engaging, relatable, and, ultimately, successful. The session offers insight into the Three C’s of Relatability: Competence, Character, and Confidence. These pillars serve as the foundation for building relationships beyond the superficial, fostering trust and loyalty that drive business growth.
This keynote invites audience members to transform their professional ethos, leverage the power of relatability, and experience the tangible benefits of placing dynamic, authentic human connections at the forefront of all they do. Get ready to apply the Relatability Factor and increase your connections and revenue!
Audience Members Will Learn:
Relatability Fundamentals: Grasp how authenticity, personalization, emotional connection, and accessibility drive new client growth and loyalty.
Tech Competence: Overcome tech resistance with digital tool integration strategies, enhancing prospect experience and client engagement.
Character Connection: Inject personality into your brand through social media, content, and storytelling to strengthen client relationships.
Confident Self-Promotion: Balance humility with showcasing achievements via testimonials and online presence to build brand trust.
The Business Development Conference Registration page has closed, but there are a couple spots left. If you are interested, please contact Erin Knox at eknox@nationallife.com.
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From Fidelity:
Geopolitical Outlook & Insights
Tuesday, March 19, Noon ET
Join us for a conversation with Fidelity thought leaders, Dirk Hofschire, managing director of research, and David Bridges, senior geopolitical advisor. David has spent more than 25 years at the Central Intelligence Agency (CIA), including roles in which he directed all CIA activity in Russia, the former Soviet Union, central and eastern Europe, and the Balkans. Our speakers will review the current geopolitical situation and share insights on what may lie ahead for the market and global economy. Please come prepared with questions to participate in this engaging discussion. We hope to see you there!
Topics include:
Speakers include:
David Bridges, Senior Geopolitical Advisor, Fidelity Investments
Dirk Hofschire, Managing Director of Research, Asset Allocation Research, Fidelity Investments
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