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Match short-term liabilities with short-term investment strategies, and long-term liabilities with long-term investment strategies. That's it. Read it again and notice there's nothing clever in it. Any advisor would agree with that sentence. Most would say they already do it. But look at how a typical retirement portfolio is actually built — one allocation, one risk score, one withdrawal rate — and ask which liability it's matched to. The answer is all of them at once. The money paying for groceries in March and the money that won't be touched until 2045 sit in the same pool, exposed to the same quarter, subject to the same decision. When that pool drops 18%, the client isn't looking at a long-term allocation. They're looking at the account their income comes from. And they call. Advanced Time Segmentation™ just refuses to let those two liabilities share a container. Near-term income gets matched to assets that can fund it. Long-term growth gets matched to time. Every segment answers a different question about when. None of this is a new idea. It's the oldest idea in liability matching, applied to a household instead of a pension. The reason it's rare is that until recently there was no practical way to build it, show it, and update it for every client without starting from scratch each time.

I’m back in the saddle for another edition of Private Markets in Motion. 🤠 This time, I'm in the Dallas, Texas, area for a Nuveen, a TIAA company, advisor due diligence event, along with several 1x1 meetings, where we are digging into the trends shaping private markets right now. We discussed: 1️⃣ What nonaccruals say about market normalization 2️⃣ How higher rates are shaping yields and returns in floating rate private credit 3️⃣ Why outperformance will be driven by deal selectivity and disciplined deal structuring, where truly differentiated sourcing advantages win If you’re curious what advisors and allocators on the ground are thinking about, this week’s episode has you covered. Watch below. ⬇️

Money20/20 is great and all but I am SO EXCITED to announce that Kelly Mayes has joined us at Basis Theory as our Chief Marketing Officer 🎉 I've long admired her work at Lightspeed and Alloy (the State of Fraud Report is something I still always look forward to) - more recently at Increase as well - so I cannot wait to see what she cooks up for us here! She will be building on an incredibly strong foundation thanks to Eryn Lueders, Peyton McGovern, Joey Aguirre, Jorge Iván Boizo, Lucca Signorelli and the rest of the BT team. We are almost ~6 years into our journey but (ugh, insert cliche here) truly just getting started. Last quarter, we added 100+ new customers which means we are compounding every single day 🚀 and are now supporting **TRILLIONS** in market cap across or platform 🤯 It's time we start talking more publicly about all of the awesome work we've been doing to drive payments innovation forward and Kelly is the perfect partner to help tell our story 🤝 I think this is that inflection point you always dream about along the way? WELCOME!!!

After founding Original Unverpackt and experiencing my first burnout, before co-founding Ein guter Plan, I realised that I needed to make time to plan and prioritise my personal life. As an impact founder, I always gave 200% because I loved the mission, as well as being a CEO with all its responsibilities and tasks. It was only when my body stopped working that I realised there was more to life and that I never wanted to get stuck in that mindset again. It wasn’t about self-optimisation. It was about finding whatever makes me happy and understanding how and why I should make time for it. Because regeneration is part of the training process. So regeneration should also be part of our working lives. Today I plan my life with the same seriousness as I do my work. Health, family and breaks are scheduled first, not last. That's what I'll be talking about on 28 October at Finom Conf in Kino International in Berlin. No lectures, no advice. Just some questions for you to take home and think about.

A bank branch and a retail store rely on many of the same capabilities: moving money, verifying identities, processing payments and preventing fraud. Most organizations still build each one twice, on separate roadmaps run by separate teams. In my latest article for Forbes Technology Council, I make the case for building those capabilities once and sharing them across both businesses. Every reused component is already proven in production, so teams spend less and take on less risk each time they build on it. https://lnkd.in/gZK8q45c

AI made marketing almost free to produce. Which means everyone is producing more of it, more average marketing. Which means more of it is being ignored. When every startup can look like a big brand, looking good stops being an advantage. So what makes customers choose you? That's what I'll unpack at the Finom Trends and Plans conference on the 28th of October. Drawing on brand stories and consumer psychology, I'll look at how a distinctive point of view, real customer understanding and community become a competitive advantage, especially when time and budget are tight. https://finomconf.de/en

J.P. Morgan's Tech PM survey on AI winners and losers -- Themes that define "the winning camp": ▪️ Full-stack platforms retain the advantage ▪️ Workflow owners monetize faster ▪️ Proprietary data becomes more valuable ▪️ Infrastructure is central to the buildout ▪️ Product integration may be underappreciated AlphaSense is ALL the above 💠 Market's leading vertically-integrated AI market intelligence platform-- powering finance and business workflows 🚀 Our proprietary data, in particular Expert Insights (we're 12X the next largest player in share/scale) has run away with the category 💫 Mission-critical infra for any decision allocating capital- investments, acquisitions, launching new products, entering new markets ✔️ 50% of our customers (and growing) integrate their internal data with AlphaSense market intelligence, further optimizing research workflows and decision insights On a lighter note, get by with a little help from my friends and glad to share the category with CFO buddies David Eckstein and Alan Ghelberg.

Le Private Equity est-il encore seulement un outil de diversification? Pour les entrepreneurs, dirigeants et familles disposant d'un patrimoine important, la question va plus loin. Sa place se réfléchit à l'échelle de toute la stratégie patrimoniale : allocation des actifs, gestion des flux, transmission et préparation de l'après-cession. ▶️ Dans ce cinquième épisode de notre #BankingSeries, Pierre Ferron explique pourquoi l'enjeu ne se limite plus à accéder au Private Equity. Il s'agit de déterminer comment l'intégrer à une stratégie construite en amont. Comme il le résume : "La distinction tient en un mot : l'anticipation. Il faut choisir plutôt que subir." 👉 Découvrez ce nouvel épisode : https://lnkd.in/eHrirwtg #privateequity #gestiondepatrimoine #wealthmanagement #banquesprivees

Great ideas come from bringing talented people together. Our new Budapest office is an exciting milestone for Janus Henderson and further strengthens the global network that supports our clients every day. By fostering collaboration across teams, functions, and geographies, we're building an environment where people can do their best work and continue growing their careers. I'm proud to be part of this next chapter and excited about what we'll build together. To learn more, click here: https://lnkd.in/d4G2vfRx Marketing Communication. Capital at Risk.

AI built for Audit that ALWAYS ties completed work to the evidence used. This shouldn’t have to be a choice in a profession that quite literally is built on its ability to turn provides evidence into clear, actionable advice & judgment. But, finding this one single figure, even when provided with a document reference can be tedious, take time, and too much human effort. Alwin will take on any amount of documentation, any amount of work, complete it and point you to the findings, flagged exceptions and areas of further investigation. All directly tied to any evidence used, as elegantly demo’d by our CPTO Thilo Richter below. Read his vision, in the article below ⬇️ #audit #cpa #finance #auditing #internalaudit

AI at my bank? Absolutely yes, if it offers fast, relevant service! That’s one of the key messages I take from the latest consumer study conducted by EOS Group in 11 European countries. 46 percent of European respondents said that AI improves communication with their bank overall. And even 61 percent said they would like AI alerts when their account is about to go into the red. At the same time, despite AI’s usefulness, 60 percent also miss the human touch. AI receives lower ratings when understanding, precision, and problem-solving are required. To me, these results show how important it is to strike a good balance between fast, useful service provided by AI and human interaction. My opinion: I trust AI tools when I trust the company as a whole, and that trust is built through the people who represent it. That accounts especially for sensitive issues like finances. Or is this a generational thing? Younger generations already see AI-powered services as part of modern banking, valuing their speed and round-the-clock availability. Read more: https://lnkd.in/e9vPkEtW

Niet meer tevreden in jullie relatie? Tijd voor iets nieuws! ♥️ Dexxter helpt accountants en hun klanten om weer op één lijn te zitten: de ondernemer zet alles zelf klaar, en jij hebt weer tijd voor waar je goed in bent, advies geven. Benieuwd of Dexxter ook jullie relatie kan redden? Ik geef je graag een vrijblijvende demo 👇 https://lnkd.in/eDedjSrs

WILL ROBOTS KILL US ALL? After meeting China’s latest humanoid robot…. I’m no longer sure the Terminator was science fiction. But apparently, Wall Street is more afraid of AI than I am. After last week’s brutal tech selloff, investors were bracing for another disaster. Instead, markets are showing signs of recovery. And I think the AI bears are missing something HUGE. The global economy generates roughly $66 TRILLION in labor income every year. Suddenly, trillions invested in AI and robotics don’t seem so crazy. After seeing Unitree Robotics robots firsthand, I’m convinced the hardware is getting there. The software still has a long way to go. But within five years, I believe we’ll see robots transforming hospitality, manufacturing, logistics, and countless other industries. Getting there will require massive investments in AI, software, and computing power. That’s why I believe the AI boom still has room to run. At CoinRoutes and CRXTrade.com, we’re helping clients trade opportunities across pre-IPO and publicly listed companies, crypto, futures, and commodities. Because you don’t have to predict which company will win the AI revolution to find opportunities trading it. As for this Unitree robot? I’m still not sure whether it wanted to shake my hand, steal my job, or kill me 😂 Which companies do YOU think will win the AI and robotics revolution? NVIDIA, Tesla, Unitree Robotics, or someone we haven’t heard of yet? #AI #Robotics #Investing #CoinRoutes #CRXTrade Not investment advice. Derivative contacts including perpetual futures have the risk of total loss.

Niet meer tevreden in jullie relatie? Dexxter to the rescue! We helpen accountants en hun klanten om weer op één lijn te zitten: de ondernemer zet alles zelf klaar, en jij hebt weer tijd voor waar je goed in bent, advies geven. Benieuwd of Dexxter ook jullie relatie kan redden? Ik geef je graag een vrijblijvende demo https://lnkd.in/e7MwuFhD

Every day a deal sits is another day it can walk. And no lender wants to find out their sponsor got tired of waiting and took their business elsewhere. Speed matters in commercial real estate lending, but so does the quality of the answer. Sponsors expect both, and delivering on that expectation gets a lot harder when your team is juggling an increasingly sophisticated mix of new inbound opportunities alongside existing portfolio needs. That's exactly what we're getting into this Thursday, October 22, for @Hypha's Leverage webinar. I'll be joined by Brandon Rosenblum of MONTICELLOAM, LLC and Craig Casagrande of CFG Bank, who will show us exactly how they use Hypha to originate, underwrite, and manage their portfolios. We'll talk about their workflows, how their teams operate, and how they move faster without cutting corners. I'm looking forward to putting two experienced lenders in the spotlight and asking the questions I know their peers want answered. Join us on October 22 at 1 PM ET: https://lnkd.in/e8Jzk3jm

Pakistan has no growth equity market. Founders raise seed and Series A. Then the money stops. The lucky ones who are operating in a foreign market, get to raise capital abroad. Abhi (YC S21) has raised almost every kind of capital available here. Venture capital. A sukuk. DFI money. Now it is taking ABHI Microfinance Bank, Ltd. public on PSX. I sat down with Omair Ansari and Ali Ladhubhai, Abhi’s co-founders, to understand the nature of different forms of capital and how it has helped them in different ways. They told me they took a haircut on valuation to go public. The point is not the price, it is to prove that Pakistan’s own capital markets can fund its own companies. Startups in India, Brazil, China and Indonesia have done this. I am glad we are starting now. We also covered: - What makes their cofounder relationship work - Why they bought a microfinance bank most people considered a bad asset - Why Omair thinks unsecured lending does not work in Pakistan - Why corporate deposits matter more than the digital bank license - Why institutional investors are a harder sell than retail investors The full conversation is in the first comment.

Was eine Steuerkanzlei finanzieren kann, ist das eine. Was wirklich zur aktuellen Situation und den weiteren Plänen passt, ist aus meiner Sicht viel entscheidender. Ich begleite Steuerberater*innen seit vielen Jahren bei ihren Investitionsvorhaben und weiß aus zahlreichen Gesprächen, dass es dabei selten nur um die Finanzierung an sich geht. Oft stellt sich vielmehr die Frage, wie sich notwendige Investitionen mit dem laufenden Kanzleialltag und der langfristigen Entwicklung vereinbaren lassen. Deshalb ist es mir wichtig, zunächst gemeinsam auf die gesamte Situation zu schauen: Wo steht die Kanzlei aktuell? Was ist für die nächsten Jahre geplant? Und wie viel finanzieller Spielraum soll auch künftig erhalten bleiben? Erst wenn diese Fragen geklärt sind, lässt sich aus meiner Sicht beurteilen, welche Finanzierung wirklich sinnvoll ist. Denn jede Kanzlei ist anders. Und genau das sollte sich auch in der Beratung widerspiegeln. Ihr plant gerade eine Investition in eure Kanzlei oder beschäftigt euch mit möglichen Finanzierungswegen? Dann lasst uns gerne darüber sprechen!

THIS IS BIG FOR LAW FIRMS AND IN-HOUSE LEGAL TEAMS. ANSARADA PARTNERS WITH LEGORA TO BRING DATA ROOM DOCUMENTS DIRECTLY INTO AI-POWERED DEAL WORK We’re pleased to announce a new partnership between Ansarada , the AI-powered virtual data room for M&A, capital raising and restructures, and Legora, the agentic operating system for legal work. Through a new integration, deal teams can browse their Ansarada data rooms inside Legora and bring selected documents and folders into a Legora project for diligence, drafting, document comparison and closing checklists. Existing Ansarada permissions will continue to govern what each user can access. Documents brought into Legora will be recorded under the user’s name in the data room audit trail. The integration is now available in beta for Legora customers with access to an Ansarada data room. Read the full announcement post in comments... Great to be working with Heather Paterson Paterson and Gabriel Quek.

Next stop: Money20/20 USA in Las Vegas! 🇺🇸 After Riyadh and Miami, we’re heading to Las Vegas to connect with the banks, fintechs, PSPs and enterprises shaping the future of global payments. Stablecoins are transforming cross-border payments. But adoption shouldn’t require businesses to become crypto experts or rebuild their existing infrastructure. That’s exactly what we’re solving at Heron. Our stablecoin orchestration platform makes cross-border payments simpler, faster and more efficient through three core principles: ✅ 100% Fiat-Facing: Fiat in → Stablecoin rails → Fiat out. No crypto wallets or exposure to digital assets required for our customers. ✅ Global Coverage: 65+ integrated payment gateways, enabling businesses to access global payment corridors through a single orchestration layer. ✅ Enterprise-Ready: Native ERP and Treasury Management System integrations, with the controls, compliance and reconciliation businesses need. We believe the next wave of stablecoin adoption won’t be driven by companies adopting crypto. It will be driven by making stablecoin infrastructure invisible to the businesses using it. Looking forward to meeting partners, customers and industry leaders in Las Vegas to discuss how we can accelerate this transformation together. Attending Money20/20 USA? Let’s connect! #Money2020 #Money2020USA #Heron #Stablecoins #CrossBorderPayments #Fintech

Uma das coisas que mais me orgulha na Monest é ver a velocidade com que nosso time consegue transformar desafios reais da cobrança em novas soluções. E os últimos meses foram um bom exemplo disso. Cinco lançamentos importantes da Mia, cada um resolvendo uma dor diferente das operações de cobrança: 1️⃣ Markers: o motor comportamental da Mia. 2️⃣ Dashboards personalizáveis: mais autonomia para acompanhar os indicadores que realmente importam. 3️⃣ Mia Playground: um ambiente para testar antes de implementar mudanças. 4️⃣ IMQC: nosso Índice Monest de Qualidade Conversacional. 5️⃣ Dicionário de pronúncia da Mia Voz: porque até os detalhes fazem diferença na experiência de uma conversa.

Fière de voir notre campagne BNP Paribas Entreprises porter cette ambition : accompagner les entreprises bien au-delà de l’Hexagone 🐝 Les dirigeants ont raison de choisir BNP Paribas pour leurs projets à l’international. Ils peuvent compter sur des équipes qui connaissent leurs entreprises et leur territoire, et sur un réseau international qui leur ouvre de nouvelles perspectives. C’est la force de notre accompagnement : conjuguer proximité et présence mondiale pour les aider à franchir de nouvelles étapes. Merci à nos clients pour leur confiance et à nos équipes qui la font vivre chaque jour. Romain Villa, Aurélie Giordano, Frédéric Di Stasio 🍀, Xavier Chopard, Jean-Philippe CUOCCI, Julie Watremez, Marc CHRISTIAEN

Houston, on a une start-up. 🚀 Enfin… pour l’instant, elle se prépare au décollage. Parce qu’entre une idée griffonnée sur une feuille et sa mise en orbite, il y a quelques étapes : R&D, financement, premiers clients, industrialisation, internationalisation… Pour une start-up qui développe une technologie de rupture ou révolutionne un marché, être accompagnée par BNP Paribas en dit déjà long sur son ambition et la trajectoire qu’elle vise. 🛰️✨ 📧 Parlons-en : https://lnkd.in/edqKcvTS cc WAI by BNP Paribas | BNP Paribas Entreprises | Clotilde Quilichini | Frédéric Di Stasio 🍀 | Alizee Folleau | Guillaume Héritier | Alexandra Rouchon-Levy

Quantum security has moved from a research topic to a planning requirement, but not every banking system is equally exposed. Treating them all the same is an expensive way to set priorities. I recently shared my perspective in @Inside Quantum Technology on where quantum risk actually lives in the ATM channel. The transaction itself holds up better than the headlines suggest. The real exposure sits in the trust layer a machine relies on, and that's where banks should focus as they fold quantum readiness into the fleet refresh already on their calendar. Read the full article to learn where banks should focus their quantum-readiness efforts.

I recently shared why I’m so excited about eV IQ and what I think it means for institutional investing. Instead of me explaining it again, here’s a quick look at what it actually looks like.👇 Excited about where this is going and what it can mean for both asset managers and allocators. #eVestment #AI #InstitutionalInvesting