ThinkAdvisor @ThinkAdvisor
The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication. ThinkAdvisor.com New York, NY Joined April 2009-
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What If a Client Asks ChatGPT About the Elections? dlvr.it/T641p4
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Can You Beat My Score on This Retirement Literacy Test? dlvr.it/T640qc
Advisors Who Use More Tech Tend to Outperform: Cerulli dlvr.it/T63zGx
Master These Habits to Become a 'Supercommunicator': Charles Duhigg dlvr.it/T63z00
DOL Gets an 'F' on Addressing Fiduciary Rule Concerns dlvr.it/T63wqw
Cetera Names New Head of Corporate Development dlvr.it/T63vWc
Kansas Governor Vetoes Bill Restructuring Income Tax dlvr.it/T63qxk
Carson Group Crisis Raises Big Questions dlvr.it/T63qMr
Hartford Sees High Mortality for Next Few Years dlvr.it/T63ZdT
Top 12 Hotspots for Millionaire Homeowners dlvr.it/T63RZS
SEC Probing Companies Hit by Massive MOVEit Cyberattack dlvr.it/T63P33
Navigating Vaccine Coverage for Seniors With Medicare Changes dlvr.it/T61w5g
Delayed Retirements Remain Elusive for Most Americans dlvr.it/T61S6Y
Don't Let RMD Relief Blind IRA Beneficiaries to the Big Picture dlvr.it/T61QcM
DOL Fiduciary Rule Add-On Could Boost Annuity Distributors' Clout dlvr.it/T61K4x
Industry Players Weigh In on the DOL's New Fiduciary Definition dlvr.it/T61F11
AssetMark Sold to PE Firm for $2.7B dlvr.it/T612pz
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
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
Ben Carlson @awealthofcs
255K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Peter Mallouk @PeterMallouk
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Samantha Russell 👩.. @SamanthaTwenty
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Eric Balchunas @EricBalchunas
265K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Jamie Hopkins @RetirementRisks
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Max Schatzow @AdviserCounsel
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Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 788 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Jason Zweig @jasonzweigwsj
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Brendan Frazier @jbrendanfrazier
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Caitlin Cook 👁️�.. @DeadCaitBounce
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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.
Sonya Dreizler @SonyaDreizler
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Daniel Crosby @danielcrosby
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PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Tina Powell @tinacpowell
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Arthur Benta @ArthurBenta
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JESHUA EHS NEXTEL MEX.. @jseohzso83050
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MichaelKitces @MichaelKitces
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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
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Daniel Crosby @danielcrosby
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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 💰
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
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
InvestmentNews @investmentnews
87K Followers 1K Following InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
Carolyn McClanahan @CarolynMcC
18K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @BarronsOnline @Forbes
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
LPL Financial @LPL
25K Followers 2K Following We take care of our advisors, so they can take care of their clients. Follow @LPLResearch for market guidance. Member SIPC https://t.co/0fRATJzMtL
GlobeSt.com @GlobeStcom
32K Followers 2K Following National commercial real estate news including multifamily, office, student housing, industrial & more. https://t.co/ZSfnpbiyvr is an @ALMGlobal_ publication
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Dinah Wisenberg Brin @dinahwbrin
1K Followers 2K Following Writer/Journalist. A Way with Words. Reporting on entrepreneurship, small business, HR, health, personal finance. Ex-Dow Jones, AP. Native Texan.
Harry S Dent @HarryDentjr
53K Followers 1K Following Economist who uses demographics to forecast major economic trends and events. Sign up for my free newsletter here: https://t.co/HJ2knUg8rT
Audiense @AudienseCo
181K Followers 70K Following Identify relevant audiences, discover actionable insights and inform your strategies to grow your business. Subscribe to our updates 💌https://t.co/PrO2E6FiOg
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291 Followers 209 Following A family of Fee-Only investment advisors. We are CFP® New Jersey shore - financial planners & manage investments. Tweets ≠ investment advice
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553K Followers 1K Following There's always a bull market somewhere, and @JimCramer is here to help you find it. Weekdays on @CNBC @ 6pm EST from the @NYSE.
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Craig Lemoine, PhD, C.. @HigherEdCraig
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Jon Picoult @JonPicoult
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Jennifer H Cummings @JenHoytCummings
1K Followers 1K Following #Reuters journalist reporting on #WealthManagement, with a focus on business strategies for #FinancialAdvisors.Views my own. #RIA #CFP
Sid Yenamandra @sidyenamandra
135 Followers 159 Following CEO @surgeventuresf. Founder, Advisor, Operator and Investor. Data security, governance and compliance for Financial Services, Wealth Management etc.
dlvr.it @dlvrit
77K Followers 681 Following Smart social media automation. Automatically schedule and post photos, updates and blogs to Twitter, Facebook, Instagram & more. For support: @dlvrit_support
Philippe Maupas @philmop
3K Followers 2K Following Learner, consultant, educator, blogger, runner, gardener | @AlphaBetaBlogFR in 🇫🇷 | CFA, CAIA, CIPM | #financiallitteracy #literature #history
Evelyn Zohlen @emzohlen
388 Followers 56 Following Wealth manager serving mostly women in transition. This woman of faith loves to run, read, eat and enjoy wine.
Hilary Potkewitz @hilpot
736 Followers 316 Following Human correspondent. Asker of a million questions. Finding stories where business and life meet. In @WSJ, @WashingtonPost & more. Try me at hilpot(at)gmail.
Allison Bell @Think_Allison
7K Followers 8K Following Covers life & health insurance for @TA_LifeHealth. RTs simply imply an effort to help many voices get heard. Likes="Thanks," or "Hope you're doing OK."
Oliver N @cheapt2
89 Followers 674 Following Health is the most valuable asset any one can boost of. We offer some incredible products all from natural ingredients, all from organic compounds.
Sharde’ Nix @ShardeNix
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#WinnieSun ☀️ @winniesun
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NCRP @NCRP
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T3 Technology Tools @t3techhub
4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
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Jo Miller 📚 ✍️ @jomillerauthor
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Stephen Wendel @sawendel
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NestEggWealth @NestEggWealth
537 Followers 462 Following NestEgg is the customizable roboadvisor for RIAs, part of @vanareplatform.
Lex Sokolin | Generat.. @LexSokolin
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Thanks to @ThinkAdvisor for covering our inaugural conference! @NexusStrategy shares highlights from our conference held last week in Phoenix, including top sessions, tech updates, and our recent partnerships with @apexfintech and Nebo Wealth. Read more: thinkadvisor.com/2024/02/28/fir…
Cheers to everyone at #TALuminaries! Honored to hear that @HelloChoir won in the DEI firms category. I couldn’t be there this year but I had to wear my signature award ceremony lewk for the occasion 🕺🏻 Missing @SonyaDreizler
Couldn’t go to a smarter, harder working, or better dude. Congrats @redtailtech! #TALuminaries
@Think_JanetL @ThinkAdvisor Wow - looks incredible!
@Think_JanetL @ThinkAdvisor Looking forward to it! 🤞🎉
@PowerProBono @ThinkAdvisor @Orion_OAS Us too! Thank you so much. 😄
The @ThinkAdvisor Luminaries 2023 are kicking off!
Thank you @ThinkAdvisor for honoring our leader @PaulSaganey at this evenings #TALuminaries for his financial & investment innovation. Our @acketyack was on stage to accept 🥳🥳 Congratulations to all of our fellow honorees!
Had a wonderful evening at the @ThinkAdvisor Luminaries Award ceremony at the grand Gotham Hall at the heart of NYC. Congrats to all the winners and finalists!! Honored to be a judge and finalist this year. Thank you @Think_Janet
@Integrated4FAs @ThinkAdvisor @PaulSaganey @acketyack Congrats @PaulSaganey @Integrated4FAs. Great acceptance speech Matt!!
@Think_JanetL @ThinkAdvisor May it be a special night! Congratulations to the Luminaries Class of '23
I am so proud of @FemalesNFinance for being in another Community Impact nomination this year with so many firms I respect! Congrats to @LPL / Matt Morningstar on the win! #TALuminaries @ThinkAdvisor
Matt Morningstar of @LPL accepts the #TALUMINARIES award for Community Impact /Broker-Dealers.
We are THRILLED to bring home a 2023 @ThinkAdvisor LUMINARIES award in the category of Thought Leadership and Education! One of five finalists for the award, we were named the winner at tonight’s LUMINARIES awards gala at beautiful Gotham Hall in New York City! 🥂🏆
@ThinkAdvisor Great article! But Your mobile reading experience can benefit improved as the slideshow doesn’t display well.
Honored to be in New York City today for the @ThinkAdvisor LUMINARIES Awards 2023. I will also be on @business TV around 3:30pm ET. Tune in!
Excited to attend the @ThinkAdvisor #Luminaries tonight in support of @Orion_OAS – a finalist for 4 award categories, including Community Impact for their sponsorship of ProBonoPlannerMatch.Org & their commitment to connecting people in need with pro bono financial planning!
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