VettaFi | Advisor Perspectives @AdvPerspectives
VettaFi | Advisor Perspectives has moved! Follow @Vetta_Fi for investment research, interactive data-driven tools and insights! #VettaFi advisorperspectives.com New York City, New York Joined April 2009-
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Today at 2pm ET — Join us for a CE-eligible webinar on the threat posed by cybersecurity attacks and how advisors can invest in the future of overcoming those risks. Register now: ow.ly/AjEz50GnFOZ
4 Steps to Fix Facebook, Courtesy of Frances Haugen: Parmy Olson: At a congressional hearing on Tuesday, former Facebook Inc. product manager Frances Haugen didn’t need to convince lawmakers that the company has a big problem. dlvr.it/S95Wjq
U.S. to Overhaul Student Debt Relief for Public Service Program: The U.S. Department of Education announced sweeping changes to its public service loan forgiveness program. dlvr.it/S95VhK
U.S. CEO of Crypto-Focused Broker Has Regulation on Her Mind: In August, the Israeli brokerage eToro hired Lule Demmissie, a longtime wealth-management director at TD Ameritrade and, more recently, president at Ally Invest, to head its growing presence… dlvr.it/S95VbN
Weekly Unemployment Claims: Down 38K, Beats Forecast dlvr.it/S95S6D
Tax-Efficient Retirement Distributions with Inheritance in Mind: Here is a discussion of taxes and legacy when estate tax is not a concern because asset levels are below the estate tax exemptions. dlvr.it/S93FdK
Cryptocurrencies Through 10/6 dlvr.it/S93B5G
Tax increases are likely. What are you doing about it? @Russell_Invest With potential tax increases on the horizon, advisors can take steps now to minimize the impact of any changes in tax policy. dlvr.it/S92l8C
A Perspective on Secular Bull and Bear Markets dlvr.it/S92DLV
Nice Neighborhood, Except for the Houses: Tyler Cowen: In my travels, which thankfully are becoming more frequent again, I increasingly find myself returning to a mystifying question: Why has our advanced, modern and wealthy world ceased building… dlvr.it/S925L3
These Assets Are Most Exposed to Commodity-Fueled Inflation: The record surge in commodities has intensified investor angst that inflation could upend what has been a Goldilocks period for many markets. dlvr.it/S925Fp
Pension Funds’ Silver Lining Has a Touch of Gray: Aaron Brown: There has been an unusual burst of good news for State pension plans in the past week. New Jersey, one of the shakiest plans in the country, reported a 28.6% return for the fiscal year ended… dlvr.it/S924cM
First Look at September: ADP Says 568K New Nonfarm Private Jobs dlvr.it/S91sYf
Self-Interest is Self-Destructive: The impulse to advance one’s interests will be self-destructive for advisors when they fail to listen carefully and demonstrate curiosity. dlvr.it/S8zQWd
Our Team is Coming Apart at the Seams: Our team is coming apart at the seams. dlvr.it/S8zPjL
Investor Trust in 2021 – No Longer Hitched to Wall Street? Fiduciary, from the Latin fiducia, means trust. In this article, I contemplate the promise of a new paradigm for earning investor trust. dlvr.it/S8zMjh
P/E10: September 2020 Update dlvr.it/S8z44M
Historical Returns Distort the Analysis of Annuities: If you use historical interest rates to analyze options-based annuities, you will mislead clients as to the benefits of those products. dlvr.it/S8yyBK
Liz Ann Sonders @LizAnnSonders
413K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
ISABELNET @ISABELNET_SA
52K Followers 18K Following Advanced Stock Market Forecast for Professional & Individual available on https://t.co/BINsAzHa69 • 96% Correlation since 1970 • R² = 0.92 • Tweets ≠ Advice
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 983 Following Financial Educator at Measure Twice® - I teach DIY investors how to create their own financial plans + learn more in 5 hours than most people learn in years!
John P. Hussman, Ph.D.. @hussmanjp
89K Followers 836 Following Philanthropist. Finance, economics, public policy, neuroscience, genomics, and a 6-string. Realistic optimist often mistaken for prophet of doom.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Stephanie Bogan @Steph_Bogan
3K Followers 406 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
Teknik Pemesinan @Teknik_Pemesina
61 Followers 941 Following semangat adalah sebuah upaya menuju sukses
ElmaLizzie @EN62v2Dn108VDg
0 Followers 103 Following
Turta @TurtaQFSWhj
0 Followers 35 Following
Lasotet @lasotet8006
0 Followers 167 Following
Bogle Capital @boglecapital
0 Followers 436 Following
VijayOnX @Vijay_Hedges
759 Followers 2K Following "Dare to Know" #CapitalMarkets | #PersonalFinance | #HedgeFunds & #PrivateEquity | #Crypto | #FundRaising | Founder & CIO at https://t.co/P4eE2Vh374
omqdlks4ia6tps6i @ww1u5k8j5tbq
11 Followers 1K Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
Rk_Wah @RkWah93630
1 Followers 1K Following
D S K @DSK9919
64 Followers 4K Following Believe me anything is achievable if you are ready to die for it . #TECH SAVVY DATA HUNTER . PASSIONATE FOR NUMBERS AND POLITICS BEHIND IT .
ST @ST99876
0 Followers 4K Following
pietro rosolia @Pforunculus
49 Followers 138 Following
khoguer @khoguer
189 Followers 525 Following
Trading15291714 @Trading15291714
0 Followers 40 Following
Robert J. Chen, MD, M.. @robertjchen
591 Followers 4K Following A cardiovascular surgeon with an innovative mind & motivated to offer the best clinical outcomes, practicing in Taiwan and USA.
Saul @lluis_vendrell
114 Followers 1K Following
Insights_JohnA @Insights_JohnA
50 Followers 175 Following Advisor Growth & Engagement | Experienced Sales, Management & Consulting Leader | Practice Mgmt. Strategist | Public Speaker | Whitepaper Author | Board Member
Dana Stone @danalstone
205 Followers 296 Following Helping fintech and financial services companies build and nurture business relationships that make a positive impact on communication goals.
Jasminko Dogladović @JDogladovic
17 Followers 21 Following Professional futures/options day trader, swing trader and equity investor.
Benjamin G. @B3njaminG
67 Followers 158 Following
Geoff Schaefer, CFP® @Geoff_Schaef
345 Followers 380 Following A financial planner to those who value time with their family. I love my family, basketball, and Star Wars. Tweets are not financial advice.
Sam Marinelli @sam_marinelli
285 Followers 976 Following PR VP for ETFs, RIAs, fintech & more via @GregoryFCA. Follow for financial services and Bravo takes.
Alina @Tetee8868192763
31 Followers 331 Following Don't take away your happiness of a day because of someone else's word.
DatA-finace-Economy--.. @wi966498952064
464 Followers 5K Following
Gesteat @Gesteat118546
120 Followers 3K Following
Fred @WiseFredy
66 Followers 2K Following Here, more of an observer. Wits, insights, movies, health, religion, finance and politics.
Slethy @Slethy558143
164 Followers 2K Following
Tony Anani @chky007
58 Followers 151 Following Technology, Gadgets Review, Hot Stuff i will serve you need!
aka Diego @drtygringo
258 Followers 507 Following 23 year old kid with big dreams | | Insta: @drtygringo
Thesesmoa @thesesmoa48048
157 Followers 2K Following
Riley_US_ @RileyUS127904
2 Followers 292 Following
Michael @mgtalbott
157 Followers 589 Following
Athena @Athena1525965
3 Followers 278 Following
Ophelia @Ophelia54189460
2 Followers 353 Following
Wealt @WealtNext
72 Followers 190 Following One platform, all about wealth. Coming soon to change the financial world. #FinancialWellbeing
Natalie Grasso @NatG_Marketing
2 Followers 40 Following
Scott McCourt @s_mccourt
91 Followers 1K Following
Dexterous @smeraez18333
122 Followers 669 Following
Steve @onegodiii
272 Followers 445 Following My goal in life is to be the person my dog thinks I am & when life gives you limes, make margarita-☺️
SANTIAGO RAMIREZ @TWRAMSAN
73 Followers 837 Following
Desileau @desileau49455
21 Followers 1K Following
TheUltimateHardDrive @TheUltimateHDD
9 Followers 91 Following
Upplif @Upplif
102 Followers 342 Following 💡Introducing a peer-based feedback app that uses an interactive attribute canvas for continuous improvement in your organization or personal life.
McSyrree @MSyrree69265
12 Followers 557 Following
Pecketh @pecketh8867
211 Followers 3K Following
J! Busuulwa @Jbusuulwa
77 Followers 307 Following Chief Executive Strategist Idea|Capital|Executive Strategist WealthWells Capital ○ Personal Finance Tutor. Entrepreneur|Visionary|Value|Excellence.
Liz Ann Sonders @LizAnnSonders
413K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Lance Roberts @LanceRoberts
83K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Ben Carlson @awealthofcs
256K Followers 716 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Lawrence McDonald @Convertbond
119K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Jesse Felder @jessefelder
165K Followers 119 Following "I'm just lookin' for clues at the scene of the crime..."
Brian Wesbury @wesbury
55K Followers 864 Following Chief Economist, First Trust LP. The Antidote to Conventional Wisdom. Eagle Scout. Northwestern MBA. Goalie dad. And, yes, I own a John Deere tractor!
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 983 Following Financial Educator at Measure Twice® - I teach DIY investors how to create their own financial plans + learn more in 5 hours than most people learn in years!
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
John P. Hussman, Ph.D.. @hussmanjp
89K Followers 836 Following Philanthropist. Finance, economics, public policy, neuroscience, genomics, and a 6-string. Realistic optimist often mistaken for prophet of doom.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Rick Ferri, CFA @Rick_Ferri
27K Followers 615 Following Author of several index fund, ETF, and asset allocation books; "Bogleheads on Investing” podcast host; by-the-hour advice; retired Marine fighter pilot.
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Jennifer Nash @jennifer_nash12
790 Followers 303 Following Economic and Market Research Analyst at VettaFi | Advisor Perspectives
HerMoney @HerMoneyMedia
44K Followers 48K Following We are your judgment-free zone for all things financial. And we are focused on changing our relationships with money… One woman at a time.
Carson Coaching @carson_coaching
2K Followers 111 Following Carson Coaching is a proven path forward for advisors who want to get focused, re-energized and on the fast track to growth and fulfillment.
Linds Lewis, MBA, ChF.. @the_finfluencer
235 Followers 409 Following cultivate money curiosity (she/her)
Elements @Get_Elements
1K Followers 518 Following Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
Lara Crigger @LaraCrigger
3K Followers 942 Following Editor-in-Chief, VettaFi. Not an investment advisor. All opinions my own. The macaws, however, are not. Email: [email protected]
Sarah Alexander @s_alexander__
239 Followers 317 Following Chief Engagement Officer at @Vetta_Fi | Been in stealth mode for years, new to the convo part of Twitter
Vincent Barbera CFP® @vrbst4
1K Followers 1K Following Co-founder of Newbridge Wealth. Lover of SciFi and bad jokes. Recovering ex VG crew member. Father to 3 incredible boys. Back to a suffering Philly sports fan.
Dave Nadig @DaveNadig
20K Followers 679 Following Free Agent Financial Futurist. Connecting dots between humans and finance. DMs open, LinkedIn works. https://t.co/oKWq31HJWg for more.
Todd Rosenbluth @ToddRosenbluth
12K Followers 772 Following Head of Research at @Vetta_Fi Please note: retweets are not endorsements.
JohnSwolfs @JohnSwolfs
279 Followers 366 Following Something big in the works I Pizza I @Yankees for life I Skiing I Family Man I Block Island I Consistently Hungry
IAA @IAA_Today
817 Followers 403 Following The Investment Adviser Association (IAA) leads the way in advancing the interests of fiduciary investment adviser firms.
Bloomberg Wealth @wealth
114K Followers 2K Following Helping you manage your finances, live your best life and navigate your path to prosperity. Sign up for our personal finance newsletter: https://t.co/g4DfjmiXKq
Beyond AUM @beyondaum
89 Followers 213 Following The Agency for Financial Advisory Firms. Let’s design the future RIA, together. Sign up for our newsletter: 💌 https://t.co/B7BCOu0k8g
Tom Eckett @TomEckettETF
2K Followers 1K Following Editor @ETF_Stream #ETFs are just a wrapper - boxing, cricket + Leiston FC [email protected]
ETF Stream @ETF_Stream
2K Followers 118 Following ETF Stream is the leading publication for everything ETF-related in Europe
Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
FinArt @TheFinArtist
1K Followers 1K Following Branding and Design for Finance and Fintech | [email protected] |
BN Commodities @BNCommodities
37K Followers 208 Following Commodities breaking news and in-depth analysis from Bloomberg journalists around the world. @business #OATT #METL
NY Fed Research @NYFedResearch
65K Followers 55 Following News from the New York Fed's Research and Statistics Group.
Bloomberg @Bloomberg
731K Followers 51 Following Connecting decision makers to a dynamic network of information, people and ideas.
US Real Estate Market.. @usaregtweets
2K Followers 82 Following Get the latest update of US housing market trend, news and real estate investment.
TIFIN Wealth @TIFIN_wealth
3K Followers 2K Following Easily Generate Personalized Investment Proposals
market247.io @Market247_io
400 Followers 3K Following NFT Knowledge | Market News | #NFT News | NFT Artists | #NFT_Collections 📌 Tiktok: https://t.co/MW5Jz686M3 📌 Telegram: https://t.co/iDlHsmFleN
Sallie Krawcheck @SallieKrawcheck
68K Followers 2K Following CEO and co-founder @Ellevest. Past head of Merrill Lynch & Smith Barney, CFO of Citi, research analyst. Rabid UNC basketball fan. Author of Own It. Mom.
Schwab Research @SchwabResearch
68K Followers 287 Following The Schwab Center for Financial Research provides investors with research, perspective and guidance. Disclosures: https://t.co/OcmfPfkihy
finews.ch @finews_ch
13K Followers 137 Following https://t.co/G7J2zHK6St provides regular news coverage from the Swiss finance sector, as well as banking news from Singapore and Hong Kong from our sister site, https://t.co/ETrqF1OhPa.
Tony Berlin @TonyBerlinMedia
3K Followers 2K Following Financial #PR Pro; Fmr @CBSNews reporter; @Occidental @AmericanU alum; @ArizonaMBB @Suns #golf fan; Media need experts? Email: [email protected]
XHabib @RealXHabib
17K Followers 3K Following My goal is to leave this world in a better place than I came into it 🇱🇧 | Follow my twin: @HabibiCapital_
Bloomberg Terminal @TheTerminal
140K Followers 259 Following Financial services professionals rely on the best in data and analytics. Learn more about insights and product updates you can use to make informed decisions.
ETF Prime Podcast @ETFPrime
3K Followers 547 Following One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”
Ryan James Boyle @ryanjamesboyle
259 Followers 1K Following Trying to understand the economy a bit more every day.
SS&C Technologies @SSCTechnologies
5K Followers 3 Following Leading global provider of mission-critical, cloud-based software & solutions for the financial & healthcare industries. #SSNC
HHS.gov @HHSGov
1.5M Followers 354 Following News and information from the U.S. Department of Health & Human Services (HHS). Privacy policy: https://t.co/2fvEGkrCJN.
Wells Fargo Wealth & .. @WFInvesting
21K Followers 59 Following Follow us as we cover everything from economic and market insights to investment planning. Please visit our website for more info and disclosures.
SmartAsset @smartasset
45K Followers 1K Following Empowering people to make smart financial decisions with free, automated and personalized tools. We help you get smart with your assets.
Dr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Jonathan Levin @JonathanJLevin
5K Followers 3K Following Writing about markets for @opinion. Former Bloomberg Miami bureau chief. Stints in Mexico City, Sao Paulo, Rio de Janeiro, La Paz. From the Philly suburbs.
401 Financial @401Financial
677 Followers 771 Following We’re the next-gen adviser for the right now investor. Tweets are not advice.
Females and Finance @FemalesNFinance
2K Followers 792 Following We believe Women Will Change Financial Service™ at #FemalesAndFinance. JOIN US to help Hire, Mentor, Train, and Advance 100,000 women in #FinServ and #FinTech!
The Bancorp @thebancorp
1K Followers 632 Following The Bancorp (NASDAQ: TBBK) delivers an array of financial services and products through private-label affinity partnerships. https://t.co/OTlnYs89SL…
Jon Fee @Jon_Fee_
193 Followers 217 Following markets, missions, music. if these views aren’t mine, who the heck is this guy?
John Authers @johnauthers
80K Followers 6K Following Columnist, Bloomberg @business. Previously 29 yrs @FT Englishman in New York. Mexicanophile. RedSox&Seagulls4ever. Views mine except RTs Please sign up below:
Allison Schrager @AllisonSchrager
12K Followers 2K Following Sex workers, studs, surfers, and pensions @portfoliobooks, senior fellow @ManhattanInst, @bopinion, @cityJournal
Liz Capo McCormick @mccormickliz
5K Followers 2K Following Interest Rates // Foreign Exchange Reporter @Business (Bloomberg News) in New York: Views expressed are my ownInteresting "Investment Insights (Virtual) Summit" coming up Tuesday from @AdvPerspectives: - Jeremy Siegel economic Outlook - ETF trends from @Vetta_Fi folks like @TomLydon @ToddRosenbluth @DaveNadig - Bridgewater's co-CIO for Sustainability Details at event.on24.com/wcc/r/3988014/…
More advisors are pursuing independence in the #wealthmanagement space - but why? There's one common denominator: to take back control. In @AdvPerspectives, our President Vince Fertitta examines the root of wirehouse frustration. Read here: hubs.li/Q01v0B9F0
It's great to get unsolicited feedback from industry legends like @BobVeres. According to Bob in this @AdvPerspectives article, "FP Alpha is by far the most sophisticated estate planning solution for complex client needs..." advisorperspectives.com/articles/2022/… #financialplanning #wealthtech
Very interesting #sustainability article by @AdvPerspectives about watching for a company's handprint including some interesting data on the cost to reduce or avoid carbon emissions by product and industry. #decarbonization #ESG advisorperspectives.com/commentaries/2…
What a company that’s become wildly successful by having an intense focus on consumers’ needs and behavior can teach us. Applicable to just about any industry. @AdvPerspectives @SafaricomPLC @Safaricom_Care bit.ly/3VTiQJx
4 keys to building trust through deeper relationships. advisorperspectives.com/articles/2022/… by our Terri O'Halloran and @RandyLeiker for @AdvPerspectives #financialadvisors #financialservices #coaching #training #customerexperience
Losing your job is a challenging and complicated life event. @RickKahler reflects on how advisors can help clients navigate complex emotions. @AdvPerspectives buff.ly/3u9wJaJ
4 keys to building trust through deeper relationships. advisorperspectives.com/articles/2022/… by our Terri O'Halloran and @RandyLeiker for @AdvPerspectives #financialadvisors #financialservices #coaching #training #customerexperience
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-& you thought 🦃 was going to slow us down- We have some big news for the BIGGEST shopping day of the year- starting at midnight tonight, we're launching a special you can't miss. Join #5DaysOfExchange's Black Friday Sale- see you at midnight 🌃
@exchangeETF I am thankful for the friends and connections I’ve made in my professional career
Today, our team is thankful to be part of this wonderful community. Our goal is to enrich the lives of advisors & regular people interested in the world of #ETFs, #fintech, & #investing...& to have fun while doing it. & we'd love to know what you're thankful for. Let us know⤵️
On a list of what we're thankful for, our sponsors are at the top. Thank you for all you do & all you've done. Happy Thanksgiving, from our family to yours. @citsecurities @Citi @EdgarAgentsLLC @FlowTraders @GlobalXETFs @GoldmanSachs @MSCI_Inc @Nationwide @NatixisIM
Even the kiddos are getting in on the action and entering our Jersey Design Competition! Show us your child's skills by entering their design 🖍️ hubs.li/Q01t2wd80
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