Rich Steinmeier

The national debt is growing—but what does that really mean for investors? In this video, Focus Partners’ Kevin Grogan, CFA, CFP® explores what’s behind the numbers, how the U.S. is positioned globally, and what steps could help address the issue over time.

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💼 UBS EXPANDS SW SOUTHWEST COMMITMENT: Justin Frame, CFP® TO LEAD TUCSON OFFICE ---- UBS Global Wealth Management has appointed Justin Frame, CFP®, Managing Director and Market Executive for the Pacific Desert Market, to lead its Tucson, Arizona office. CEO Sergio P. Ermotti oversees the global wealth manager, headquartered in Zurich, Switzerland. Since June 2020, Frame has led the Pacific Desert Market, overseeing over 270 Financial Advisors managing more than $118 billion in client assets across 15 offices. This expanded role reinforces UBS’s commitment to the Southwest and marks a homecoming for Frame, an alumnus of the University of Arizona's Eller College of Management. Frame previously spent 25 years with Morgan Stanley and holds a Certified Financial Planner® designation. His leadership is expected to bring continued excellence to Arizona, aligning with the firm's global strength managing $6.1 trillion in invested assets.

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The 20 most active acquirers, as tracked by Fidelity Investments, are accounting for a smaller share of deal volume as some pause to integrate and new players push into the space.

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CalSTRS names Ontario pension exec to lead risk-mitigating strategies: The California State Teachers' Retirement System (CalSTRS) appointed Puneet Kohli as its new risk-mi... http://dlvr.it/TPF94V #AlternativeInvestments

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Supply and demand dynamics across the CLO and loan markets are creating meaningful implications for equity investors. In our inaugural Credit Snaps, Robert Klein shares his perspective on how this imbalance has compressed margins today while potentially setting the stage for improved economics ahead. 

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Merging balance sheets is complex. Managing your MLP doesn’t have to be. During a credit union merger, internal capacity is stretched—and regulatory pressure increases. That’s why many institutions choose to outsource MLP oversight to reduce risk and maintain continuity. Our BCFSA-aligned strategy is designed to: • Simplify operations through low-turnover execution • Reduce internal reporting requirements • Support ALCO and board-level confidence throughout the transition Whether you’re mid-merger or preparing for one, we’d be happy to explore how we can help. #CreditUnionMergers #LiquidityOversight #GovernanceSupport #MLPStrategy #BCFinance Please click the applicable link(s) below to view important disclosures that relate to this post and the investment recommendations and/or products mentioned in it. https://bit.ly/3IVEz26

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Aura gives advisors the power to model portfolio outcomes. Whether you build custom notes or choose from our list of common structures, you’ll see where Notes fit and the impact their client’s portfolio. Aura can help advisors: 💡 Visualize the strategy with clarity 📈 Explain the full portfolio impact 🧰 Guide conversations with portfolio simulation reports designed for advisors Ready to make Structured Notes a stronger part of your portfolio narrative? 🔗Get started here: https://bit.ly/4neNhHI #FinancialAdvisors #StructuredNotes

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