https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/en-US14.0.0.622 14https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/m/videos/67Wed, 14 Jan 2026 16:35:00 GMTfile:67https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/m/videos/66Wed, 14 Jan 2026 16:35:00 GMTfile:66https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/m/videos/65Wed, 14 Jan 2026 16:35:00 GMTfile:65https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/m/fa-1/64Wed, 12 Nov 2025 15:05:00 GMTfile:64Testhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/b/news/posts/boosting-your-sales-with-our-product-tips-and-tricksTue, 23 May 2023 18:59:00 GMTblog:33Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin vulputate diam ut lorem imperdiet sagittis. Pellentesque vehicula est non dictum porta. Mauris commodo convallis facilisis. Morbi elementum commodo tincidunt. Sed porttitor iaculis sem et ullamcorper. In in elit a mi euismod porta ut eget nisl. Duis varius metus non dignissim ullamcorper. Quisque eu tempus mi, eu tincidunt nunc. Aliquam tincidunt dolor ex, vel porta purus molestie vitae. Aenean vel purus vel sem porttitor dapibus. Aenean pretium venenatis turpis sed finibus. Donec dictum lorem vel efficitur rhoncus. Fusce eu porttitor dolor. Sed ultrices ultrices tincidunt. Aliquam vel semper tortor. Quisque egestas blandit purus sit amet interdum. Quisque dui sapien, maximus non porta sed, tincidunt ut arcu. Donec ultrices lacus orci. Nunc dignissim aliquet nulla, porta dictum risus interdum in. Aenean tristique in odio vitae vehicula. Etiam aliquam, magna sit amet egestas sodales, risus massa dapibus turpis, eget hendrerit enim elit eu nulla. Integer sed ullamcorper turpis. Aliquam nec purus sodales, iaculis lacus ut, posuere est. Donec facilisis mauris ultricies, sodales tellus at, auctor nunc. Donec libero purus, ultrices eu rutrum ut, ullamcorper et ex. Suspendisse potenti. Proin tincidunt imperdiet pharetra. Duis a est eleifend, pretium metus in, ultricies nibh. Pellentesque congue tellus rhoncus, pellentesque sem eu, dapibus nulla. Nullam id lacus consectetur, feugiat magna ac, vulputate est. Maecenas pharetra malesuada leo ac maximus. Cras vitae eleifend nunc. Vestibulum eros lectus, aliquet in sapien vel, lobortis scelerisque lectus. Proin eu laoreet libero, bibendum finibus sem. Donec rutrum ornare cursus. Aenean et lectus a nisi condimentum varius non at neque. Ut justo lectus, mattis nec dolor eu, feugiat consectetur massa. Nam gravida, sapien in tempor bibendum, enim neque sollicitudin purus, quis commodo nulla elit in velit. Nullam pellentesque augue et nisl interdum malesuada. Curabitur ut dapibus lacus. Aenean sed ipsum tincidunt, vestibulum leo ut, varius mauris. Suspendisse a sem dapibus, aliquet orci id, sagittis ex. Quisque enim felis, finibus ut eros non, ultricies tincidunt neque. Aenean tempus ligula non felis porttitor accumsan. Sed sed est sit amet tellus luctus commodo.market thoughtsproduct saleshttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/59/i-need-more-information-about-my-client-s-charitable-gift-planningMon, 22 May 2023 22:40:00 GMTforum:59What information do we have that I can share with my client regarding charitable gift planning? I have the following information below Check out this doc I startedaccount aggregationmarket thoughtshttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/10/i-need-more-information-about-my-client-s-charitable-gift-planning/173Wed, 20 Jul 2022 14:08:00 GMTforumreply:173James Jordan thank you! I appreciate it!https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/10/i-need-more-information-about-my-client-s-charitable-gift-planning/170Wed, 20 Jul 2022 13:58:00 GMTforumreply:170Kathy Manix I can reach out to other team members to see what kind of information or resources we havehttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/9/what-information-can-i-give-my-client-regarding-education-estate-legacy-planning/163Wed, 20 Jul 2022 13:53:00 GMTforumreply:163Sara Collins that is correct, you can pass it along to mehttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/9/what-information-can-i-give-my-client-regarding-education-estate-legacy-planning/157Wed, 20 Jul 2022 13:31:00 GMTforumreply:157Hi James Jordan I will have to check but I believe you can pass it along to Jane Kratzhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/14/do-we-have-any-information-on-account-aggregationWed, 11 May 2022 17:27:00 GMTforum:14I have a client interested in is this account aggregation. What can I share with them?account aggregationinvestment strategyhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/10/i-need-more-information-about-my-client-s-charitable-gift-planningWed, 11 May 2022 17:24:00 GMTforum:10What information do we have that I can share with my client regarding charitable gift planning? I have the following information belowmarket thoughtsinvestment strategyhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/9/what-information-can-i-give-my-client-regarding-education-estate-legacy-planningWed, 11 May 2022 17:23:00 GMTforum:9I have a client who is interested in education, estate, and legacy planning. What information can I pass along to them?investment strategyhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/8/i-have-a-client-that-would-like-more-information-regarding-family-governance-planning/31Wed, 11 May 2022 17:23:00 GMTforumreply:31We have a few options for your client, can we jump on a call to discuss?https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/f/discussions-and-questions-answers/8/i-have-a-client-that-would-like-more-information-regarding-family-governance-planningWed, 11 May 2022 17:22:00 GMTforum:8Hello! My client would like more information regarding family governance planning. Is there anything I can pass along? If so what?https://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/a/articles/AR5/preparing-your-financial-and-personal-health-portfolios-for-longevityTue, 03 May 2022 19:19:00 GMTarticle:3afd3e4a-1140-4d9c-97f7-67c9fa4c4f5cMany of us spend a lot of time thinking about and developing our financial portfolios to prepare for a successful retirement. But how often do we consider the impact that our well-being, or our “personal health portfolio”, will have on our ability to enjoy a long and happy retirement? This webinar recording kicks off with Magnolia Chief Investment Officer Kevin Barry and Head of Wealth Management Eddie Welch presenting our April 2021 market update, including a look at the capital markets, the U.S. economy, and the potential implications of legislative changes. Then, Financial Advisor Cathy Seeber moderates a discussion with author and physician Dr. Roger Landry on how to plan for healthy longevity. Dr. Landry shares his ten tips for healthy living to help improve the likelihood of enjoying your retirement years. Many of us spend a lot of time thinking about and developing our financial portfolios to prepare for a successful retirement. But how often do we consider the impact that our well-being, or our “personal health portfolio”, will have on our ability to enjoy a long and happy retirement? This webinar recording kicks off with Magnolia Chief Investment Officer Kevin Barry and Head of Wealth Management Eddie Welch presenting our April 2021 market update, including a look at the capital markets, the U.S. economy, and the potential implications of legislative changes. Then, Financial Advisor Cathy Seeber moderates a discussion with author and physician Dr. Roger Landry on how to plan for healthy longevity. Dr. Landry shares his ten tips for healthy living to help improve the likelihood of enjoying your retirement years. Many of us spend a lot of time thinking about and developing our financial portfolios to prepare for a successful retirement. But how often do we consider the impact that our well-being, or our “personal health portfolio”, will have on our ability to enjoy a long and happy retirement? This webinar recording kicks off withMagnolia Chief Investment Officer Kevin Barry and Head of Wealth Management Eddie Welch presenting our April 2021 market update, including a look at the capital markets, the U.S. economy, and the potential implications of legislative changes. Then, Financial Advisor Cathy Seeber moderates a discussion with author and physician Dr. Roger Landry on how to plan for healthy longevity. Dr. Landry shares his ten tips for healthy living to help improve the likelihood of enjoying your retirement years.financial healthfinancespersonalhealthhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/a/articles/AR4/what-to-know-about-peps-and-a-recap-on-the-marketTue, 03 May 2022 19:18:00 GMTarticle:6ef17f50-3030-47ba-80c9-1dd91a8a0c05Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation.plansretirementhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/a/articles/AR3/updated-plan-selectorTue, 03 May 2022 19:17:00 GMTarticle:e2327221-c979-4d94-929b-a22c7c9a0bbeLearn What is Most Important to You By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. Investment Goals As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs. By learning what’s most important to you, your advisor provides advice specific to your goals and priorities. As life changes, they make adjustments to ensure your investments continue to reflect your goals and needs.sectorplanplan sectorhttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/a/articles/AR2/exploring-magnolia-s-2020-endowment-foundation-survey-resultsTue, 03 May 2022 19:15:00 GMTarticle:9243eb39-40ce-4897-bc7e-0f84f1cf3152In this webinar recording, James Smith, director of Magnolia endowment and foundation practice, and financial advisors Christina Doe and Scott Dunphy review notable survey findings. While 2020 was an unusual year for many endowments and foundations, there are critical lessons to be learned about continuing to operate and fundraise during a time of market volatility and personal crisis. Magnolia is pleased to share the findings from its third annual Endowment & Foundation Survey, highlighting the unique characteristics of nonprofits with long-term investment assets between $5 million and $250 million. The 2020 survey includes responses from more than 170 organizations and provides an exclusive snapshot of how these nonprofits continue to serve their missions even during the COVID-19 crisis. In this webinar recording, James Smith, director of Magnolia's endowment and foundation practice, and financial advisors Christina Doe and Scott Dunphy review notable survey findings, including: The common reason that caused 97 percent of respondents to not employ ESG, impact, or mission-aligned investing in their portfolios The governance best practice that operating nonprofits commonly overlook The single action that led organizations using tactical asset allocation to achieve higher investment returnsendowmentfinancial serviceshttps://verint14-pre-03.socialedgeconsulting.io/invest-manager-1/b/news/posts/fee-benchmarking-trends-what-to-know-about-peps-and-a-recap-on-the-marketTue, 03 May 2022 17:55:00 GMTblog:23In episode 28 of Revamping Retirement , Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson to discuss trends in fee benchmarking. Later, Lead Investment Strategist Sam Kirby shares what’s happening in the markets and the retirement tools that hedge against the risk of inflation. In episode 28 of Revamping Retirement , Mike Webb passes the hosting torch to Jennifer Doss and Scott Matheson, who lead the employer-sponsored retirement plan practice at CAPTRUST . The two discuss CAPTRUST’s recent fee benchmarking webinar, including the future of fees, structuring fees to make retirement plans more attractive, and what tops the list of fee-related concern for plan sponsors. Later, Mike Webb shares what plan sponsors need to know about pooled employer plans, or PEPs, in Minute with Mike. To close out the episode, Doss and Matheson are joined by lead investment strategist Sam Kirby to recap the markets, discuss what’s on the minds of plan sponsors, and talk about the retirement tools that can hedge against inflation risk. Episode 28market thoughtspodcastsvideos