David Armstrong @djamesarmstrong
Executive content director for @InformaConnect https://t.co/YTpmRrL2dY New York City Joined February 2009-
Tweets3K
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🎉 Well done to @wealth_mgmt for winning the Neal Award for Best News Coverage with their piece "The Collapse of Silicon Valley Bank Private Wealth"! 💼💰
Great angle - congrats to the @wealth_mgmt edit team @PatDonachie @alihibbs @Diana_Britton @robaburg @michaelhsamuels @ddjanowski Best News Coverage @SIIA #nealawards
Oh wow - Love the Latin vibe underneath. Very cool. Is this the new walk-on music? @wealth_mgmt @Wealth__Edge @wealth__stack @RIA__Edge #soflo #wealthmanagement #financialadvisor
Oh wow - Love the Latin vibe underneath. Very cool. Is this the new walk-on music? @wealth_mgmt @Wealth__Edge @wealth__stack @RIA__Edge #soflo #wealthmanagement #financialadvisor
Volume up - Edge has entered the rap game, and not going to lie, this beat slaps
Volume up - Edge has entered the rap game, and not going to lie, this beat slaps
Video time at #OrionAscent! Got a chance to chat with Natalie Wolfsen about key opportunities and challenges advisors are facing in 2024
Good conversation between @MichaelKitces and @Diana_Britton on @wealth_mgmt 's Healthy Advisor pod. wealthmanagement.com/careers/health…
Good conversation between @MichaelKitces and @Diana_Britton on @wealth_mgmt 's Healthy Advisor pod. wealthmanagement.com/careers/health…
I don't love where these folks take some of their conclusions, but nonetheless, really enjoyed these takes on Shakespeare's influence on Abraham Lincoln's thinking and speeches. youtube.com/watch?v=F1-JT3…
I don't love where these folks take some of their conclusions, but nonetheless, really enjoyed these takes on Shakespeare's influence on Abraham Lincoln's thinking and speeches. youtube.com/watch?v=F1-JT3…
Hey @DianeSare - we disagree on many issues; nonetheless, respect much of what you do. Who were the speakers on the recent Shakespeare/Lincoln discussion?
Absolutely true. They should charge for excess carry on, give checked bags away for free. apple.news/A2H-94nGOT9Gun…
Snowden Lane Team Leaves to Launch Florida RIA wealthmanagement.com/ria-news/snowd…
The Diamond Podcast for Financial Advisors with host Mindy Diamond Bob Thornton and Megan Whalen candidly discuss the fallout from #FirstRepublicBank and building a new #RIA backed by private equity firm Summit Partners. Listen here >> spr.ly/6015VfCTc
I know nothing of Kansas City politics or @QuintonLucasKC - but hearing his press conference after the horrible, but familiar, event - why can’t he be running for president?
RIAs can build their own tech, but it doesn't scale, says @inventwithus Tishkevich #MSUM23
RIAs spend too much time on operational inefficiency, and it hits smaller firms harder, says @kingsviewwm McGillivray #MSUM23
Inevitable consolidation of RIAs = opportunities to improve the tech, says @EricRClarke @inventwithus @ronbullis @kingsviewwm on @NexusStrategy -led panel. #MSUM23
Non-solicitations and noncompete agreements in advice business are indeed enforceable, contrary to recent myth, @HDelux Sharon Ash @MarketCounsel #MSUM23
Advisor skills and biz leader skills are different - too few pathways to develop biz leaders in wealth management @shirl_penney @DynastyFP #MSUM23
Two decades of unprecedented wealth creation, but fewer advisors around to help = great opportunities for all in wealth management, says @shirl_penney @DynastyFP #MSUM23
Look across the wealth management space, there are only a handful of companies that drive intense loyalty - what are they doing that others aren't? @kdubs_waltrich #MSUM23
RIAs: Should you even bother marketing to GenX? Yes, they are inheriting the wealth @MattHalloran_ Don't bother, says @anthonystich - they've been burned and won't respond. If they need you, they'll find you. @ShannonRosic @johnellert @kdubs_waltrich #MSUM23
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.
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Aaron Klein @AaronKlein
20K Followers 419 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.
Anthony Stich ✈️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
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 💕
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
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
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Ryan W. Neal @ryanWneal
4K Followers 860 Following Journalist formerly with @investmentnews, @finplan, @wealth_mgmt @newsweek and others. @columbiajourn alum. Open to freelance.
Tim Welsh @NexusStrategy
6K Followers 2K Following President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Diana Britton @Diana_Britton
7K Followers 3K Following Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healing
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
MarketCounsel @MarketCounsel
2K Followers 247 Following MarketCounsel Inside Information Feed. Food for clients, industry press, trusted partners and others that really dig us. By the way, the feeling is mutual.
Helen Yang, CFA @AndesWealth
680 Followers 339 Following FinTech Entrepreneur. Winner of prestigious Harry Markowitz Award. Community leader.
The Oasis Group @theoasisgrp
111 Followers 163 Following Generating revenue for a better tomorrow by providing revenue consulting and coaching for wealth management and technology firms and individuals.
Dotheau @DotheauHsPO
0 Followers 86 Following
Titool @Titool0NCY
0 Followers 52 Following
Toutanes @Toutanes155370
0 Followers 251 Following
Sosnu @SosnubK7o
1 Followers 102 Following
Deidre Liotta @dei_lio
35 Followers 5K Following
Larenea @LareneaTJTFu
0 Followers 100 Following
Ebonie Vandam @EbonieV24226
85 Followers 5K Following
MiriamLyly @KW6az1E1z1y0pKM
0 Followers 199 Following
Lily Delsol @li_delso
55 Followers 5K Following
shamimreza @shamimsagency
2 Followers 31 Following A digital marketer is a professional who specializes in promoting products, services, or brands through online channels and platforms. They use various digital
Roydran @roydran10024
6 Followers 260 Following
Research Affiliates @RA_Insights
18K Followers 283 Following Global leader in #SmartBeta and #AssetAllocation. Please read these disclosures concurrent with all postings: https://t.co/LVdgwz84q1
Shanete @Shanete4z0
0 Followers 221 Following
ℬ𝓇𝑜𝓃𝒾�.. @gali1e
130 Followers 158 Following
Syshysought @syshysough48251
0 Followers 181 Following
Shesita @Shesita121285
0 Followers 97 Following
Formosa Investing @Formosainvestin
468 Followers 1K Following Helping people leverage capital to invest in income-producing properties through #RealEstateSyndication, #RealEstateInvestment and #FinancialEducation.
Golden Songs 3 @GoldenSongs31
23 Followers 204 Following
Mayflower Advisors @MayflowerAdvis
91 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
Luumar @luumar_uas
177 Followers 458 Following Unmanned aircraft services. Agriculture, cargo, and imagery with the most innovative remote aerial vehicles.
🤴Edsøn Líma 17 &.. @17Filhao
414 Followers 8K Following 🤴Edsøn Líma CEØ 0017XVi! ...™ 👑👀👽🌐E™✈️🚀🛰 •|🌐ETEC___ 📊Bolsa de Valores @YahooFinance 📉💹🏧 @CasaReal 👸E👸🏻ML👸🏽EL
xpq11yd86m2vx @8zjofi73gisdkd
12 Followers 562 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
Bowen l’airelle @AirelleBow34191
0 Followers 18 Following
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.
Anita Fox @anitafox1
140 Followers 1K Following mom. wife. daughter. sister. friend. communications executive. views are my own
Patrick B Parker @patbparker
274 Followers 136 Following Chief of Product @ Fynancial | The First Social Financial Platform (SFP) for High-Growth RIAs | Forbes Tech Council | #WealthTech | Digital Transformation for R
Ludo Thomasson @LudoThomasson
173 Followers 667 Following Dad, husband, lifelover, investor, & traveler. Sr. Wealth Manager & Owner @EnsembleCapital Disclosures: https://t.co/qoLZgpFjhU
Ari Wax @fluidwax
353 Followers 1K Following Founder at Fluid Markets (YC W23), Yeshiva University alum
adrianwilson @adrianwils27028
89 Followers 568 Following
Antonette Yongue @AntonetteY48471
82 Followers 5K Following
Isola delle Rose @r1_7v
75 Followers 2K Following My journey through the DeFi ecosystem 🐿 Bulletproof Folio @StrategProtocol Strategist
ousman Bah @bahmusa914
69 Followers 1K Following hello I live with my grandmother and siblings, this is my new account now
Chiara Schildknecht @ChiaraSchi1048
14 Followers 3K Following
McStane @mc_stane53085
155 Followers 3K Following
Kimmy @Teetoon26488
35 Followers 333 Following A girl who blends her great style with US stock investing. Reviewing my portfolio every day is not only important, but an integral part of my journey.
AI_Algos @algos_ai29154
76 Followers 136 Following
Cinthia Pummell @CinthiaPumme
44 Followers 5K Following
Losles @Losles232997
48 Followers 2K Following
Sheeleigh @Sheeleigh223212
162 Followers 3K Following
MichaelKitces @MichaelKitces
86K Followers 484 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
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.
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
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
Aaron Klein @AaronKlein
20K Followers 419 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.
Anthony Stich ✈️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
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 💕
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
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Ryan W. Neal @ryanWneal
4K Followers 860 Following Journalist formerly with @investmentnews, @finplan, @wealth_mgmt @newsweek and others. @columbiajourn alum. Open to freelance.
Tim Welsh @NexusStrategy
6K Followers 2K Following President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Diana Britton @Diana_Britton
7K Followers 3K Following Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healing
ThinkAdvisor @ThinkAdvisor
42K Followers 1K Following The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Burt White @_BurtWhite
11K Followers 989 Following Chief Strategy Officer of @CarsonGroupLLC; On a Noble Quest to Help You Find Your Freedom! Advisory services through CWM, LLC, Registered Investment Advisor.
Cory Doctorow NONCONS.. @doctorow
498K Followers 3K Following Author/activist/journalist. New novel: THE BEZZLE, a thriller of hi-tech fraud and the Shitty Tech Adoption Curve https://t.co/4ZExCQHv6q @[email protected]
Jason Pereira @jasonpereira
7K Followers 1K Following Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
Diane Sare U.S. Senat.. @DianeSare
12K Followers 3K Following Diane Sare, #Independent candidate for US Senate-NY 2024, #LaRouche Organization and #SchillerInstitute, Pass #GlassSteagall, and return to a #NationalBank !
Frazer Rice @frazerrice
3K Followers 949 Following Family Office, T&E, Wealth & Trustee Consulting, "Wealth Actually" 📕 Book & 🎙️Podcast. Golf/Horror/Comic Book/'80s Fan.
Neil Bage @neilbage
2K Followers 920 Following Applied Neuroscience and Behavioural Science • Financial Services • Co-Founder at @shapingwealth • Keynote speaker
Dan Bolton @Daniel_Bolton
2K Followers 1K Following Trying to make the world a better place | Married to the incredible @PBolton_ | VP, Corporate Marketing at @NitrogenWealth
Tim @tjambowm
328 Followers 2K Following CFO | Strategic Partner | Capability Building | Maximizing Value Creation | Managing Risk | Communication with Key Stakeholders | Digital Transformation
The Economist US @EconUS
169K Followers 206 Following The latest news from @TheEconomist and our US correspondents. Sign up for Checks and Balance, our newsletter on American politics ⬇️
Dan Zitting @danzitting
586 Followers 232 Following Software is my best chance to make a dent in the universe, so that’s what I do. I ride hard for the Yankees, Denver Broncos, and Notre Dame Fighting Irish
Ole Peters @ole_b_peters
28K Followers 383 Following Physicist, Ergodicity Economics @LdnMathLab. External Professor @sfiscience. Blog and mailing list: https://t.co/0K11DFH0W2
Nabia Jenkins-Johnsto.. @NabiaJenkinsJ
37 Followers 59 Following Writer, Data-Research-Analytics Nerd, Money Match-Maker, Weaver of Threads, Utility Player, Brand Manager
Kate Healy @Kate__Healy
3K Followers 603 Following CEO & Founder, AdvoKateIQ, LLC. Strategic Advisor all things Growth: Marketing, NextGen client and talent development. Rutgers grad, Giants fan, Jersey native
Beth @Beth_Rubinoff
123 Followers 388 Following The Beth Time Ever | Business Development at @wealth_mgmt
David Dierking @David_Dierking
29K Followers 371 Following Editor, ETF Focus on @TheStreet Substack newsletter: https://t.co/4Ps8oGb6Xu Threads: https://t.co/PnqVqV3Hci
Wealth99 @wealth99global
138 Followers 15 Following Unlocking new wealth opportunities for the 99% | Only posts from @wealth99uk are directed towards UK users.
Securitize @Securitize
29K Followers 960 Following The leading platform for expanding investor access to exclusive private market alternative assets from private equity to private credit and more.
Fred Barstein @401krealtalk
280 Followers 21 Following Fred Barstein is Founder and Executive Director of The Retirement Advisor University (TRAU) - previously he was CEO, President and Founder of 401kExchange.
Matt Halloran @MattHalloran_
64K Followers 32K Following Co-Founder @ProudMouth_ Host of the Top Advisor Marketing Podcast🎙️ Your friendly neighborhood podcaster and author of “Shut the F Up and Listen”
Laura Garfield @LauraGarfield
238 Followers 577 Following Digital content crafter: Enjoys word wrangling & wrestling with strategy to get just the right gist. Co-founder https://t.co/0oM9H1VlBI
Mark Forman @variableannuity
329 Followers 845 Following Husband and father of two boys. Opinions are my own.
peredur Aminoff @peredurAminoff
701 Followers 3K Following Back on twitter to support Elon, own business great mom, divorced, God is always God, if you believe then you can change!🏑Enjoy every day, yoga is my favorite
Matthew Tuttle @TuttleCapital
8K Followers 891 Following https://t.co/gIm0qOnoH0 https://t.co/Ae4HZy9bBS https://t.co/My45p7KdrR Disc: https://t.co/Dq7f9pNgGR
Shan @ShanRizvi
8K Followers 2K Following Just launched Thumos Care: Decode your health safely with AI-powered analysis, recommendations, and chat integrated seamlessly into the user experience 🤩
HonestMath.com @honest_math
8K Followers 354 Following Exceptional resources for investors and advisors. The most powerful and easy-to-use retirement simulator on the web.
J0rg3 @j04_g3
1K Followers 814 Following Collector of Experiences | Wine & Tequila Aficionado | Endurance Cyclist | A tad Eccentric | USMC Vet | Aspiring Polyglot | Butterfly Chaser
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Matthew Klam @MatthewKlam
2K Followers 2K Following Writer, reader, professor, editor • Author of NYT Notables Who Is Rich? and Sam The Cat • editing help at https://t.co/HA3L5IX44K
Hanif Kureishi @Hanifkureishi
85K Followers 1K Following Writer. My Beautiful Laundrette. Buddha of Suburbia. Winner of a Whitbread and a PEN/Pinter. Fellow of King's College London. Dispatches from my hospital bed.
Cinthia Murphy @MurphyCinthia
7K Followers 1K Following Research Director at @ETFThinkTank. Writer, reader, occasional musician, all the while missing the Brazilian sun. Views my own, not investment advice.
Lisa Asher, CFA @LisaAsherF2
120 Followers 244 Following WealthTech | Client Experience | Former Advisor | Obsessed with Dogs | Has Passport, Will Travel
Molly White @molly0xFFF
117K Followers 2K Following crypto researcher & critic, software engineer, wikipedian • @web3isgreat creator • subscribe to my newsletter at https://t.co/WftJCrCfSY
John Reed Stark @JohnReedStark
29K Followers 310 Following President, John Reed Stark Consulting LLC | Senior Lecturing Fellow, Duke University School of Law | Former Chief, SEC Office of Internet Enforcement
Darren Tseng @dtseng123
939 Followers 725 Following CEO & CoFounder of ZeroLink - making knowledge and reasoning universal - enabling corporates to "chat with their data" and get powerful insights.
Andy Finnegan, CFA, C.. @andfinns
181 Followers 175 Following Girl Dad, Read everything, Corporate WealthTech Startup, Celtics, French Bulldog, Enjoy walks in Paris with my wife. Tweets are my own.
EBAdvisers @EvidenceAdviser
790 Followers 629 Following We help entrepreneurial financial planners to start and grow successful, client-focused businesses #EvidenceInvesting #FinancialPlanning
" GUV " @dril
1.8M Followers 426 Following My posts help mentally ill peoples brains. I want to do good. I Want to bring value to this platform. That is my Quest. My Dream
Doug Anweiler @YouLiveTheBrand
385 Followers 541 Following Brand Strategist 🎱 Volunteer ✌ Citizen 🤠| Chief Brand Officer @FusionIQOne 📈 | Director @CFAdvocacyNow 🧬 | Strategic Advisor @FYfoodbank 🍞
Citywire RIA @CitywireRIA
4K Followers 2K Following Breaking news, analysis & insights for RIAs in the U.S. 🇺🇸 | HQ: @Citywire
KASHIF A. AHMED, MBA,.. @AmericanPWealth
1K Followers 104 Following Founder & President of American Private Wealth, LLC® Professor of Finance. Securities offered through LPL Financial, Member SIPC https://t.co/OCwVbdHEBb.
magnifiTom @MagnifiTom
141 Followers 355 Following FinTech Exec. Chief Product Officer - @DiscoverMagnifi
Rob Burgess @robaburg
922 Followers 1K Following 31-time award-winning journalist | Technology Reporter @wealth_mgmt
Hobart Wealth @HobartWealth
846 Followers 1K Following Investment advisory services offered through Hobart Private Capital, LLC, a SEC-Registered Investment Advisor.
Pete Dorsey @pjdorsey
354 Followers 545 Following
Financial Advisor IQ @FinAd_IQ
8K Followers 810 Following Financial Advisor IQ is a free online daily news service written for Financial Advisors helping them to build their practices.
Demetri Kofinas @kofinas
36K Followers 365 Following I get you access to the people and ideas that matter so that you can learn to build financial wealth and always stay ahead of the curve | Host of Hidden Forces
Pascal WealthTech @PascalWealthTec
853 Followers 1K Following Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living Wealth
Industry Dive @industrydive
4K Followers 278 Following Business journalism company that serves 14 million decision-makers across 32 publications - part of @InformaTechHQ@djamesarmstrong @wealth_mgmt @PatDonachie @alihibbs @Diana_Britton @robaburg @michaelhsamuels @ddjanowski @SIIA Congrats!!! Well-deserved!!
🎉 Hats off to @AviationWeek for securing the Neal Award for Best Single Issue of a Tabloid/Newspaper/Magazine with their comprehensive "Aviation Week’s Aerospace & Defense 2024" edition! ✈️🚀
🎉 Well done to @wealth_mgmt for winning the Neal Award for Best News Coverage with their piece "The Collapse of Silicon Valley Bank Private Wealth"! 💼💰
@Beth_Rubinoff @PennMedicine Sending so much appreciation for you @Beth_Rubinoff and with prayers, God’s help, and some good luck I may even get to go to the @wealth_mgmt 10th Anniversary of #Wealthies @djamesarmstrong @NexusStrategy @anthonystich
@tinacpowell @PennMedicine YES!!!! 🙌🏼 grateful and so happy for you. Happy for your family 🩷 future is so bright and full
Thank you God for working miracles in our favor today and giving our family great news 🙏clean scans 🫁Thank you for my care team at @PennMedicine especially my Oncologist Dr. Melina Marmarelis 👩🏼⚕️My family and I needed this win before Mother’s Day and granddaughter #2 in July 💓
@johnellert @jasonpereira @MichaelKitces Nothing quite like watching our industry thought leaders eat (torture themselves?) wings at 9am 😂
I expect to see all of you there! How could you miss @jasonpereira and @MichaelKitces with hot wings!?
Top 10 Best Conferences for Financial Advisors: @Wealth__Edge Not sure if you should go? Read more about this conference and our other top conferences of 2024: threecrownsmarketing.com/blog/top-10-co…
Wishing a happy @TheMasters weekend to those who celebrate! ⛳️ 🌺
What’s on the @advyzon roadmap? COO Dirk Pearson breaks down updates and features coming down the pike in 2024 with @ShannonRosic of @wealth_mgmt at the recent #AdvyzonConference. Watch here: wealthmanagement.com/technology/wha…
Heading out soon to East Lansing to lecture in Michigan State's financial planning program. Will talk psychology of planning (obvi), but also how many great career opps these young folks have. (Plus I get to see my son Zach, who's a sophomore in the MSU business school.😀)
Volume up - Edge has entered the rap game, and not going to lie, this beat slaps
Un-rapping Wealth Management EDGE 2024… Get hyped for the only wealth management conference powering investment, productivity and growth, taking place in just 6 weeks time! Register by April 12 to save up to $200 on your booking! >> spr.ly/6013ZZBvN
Such a fun conversation! The "Father of Fiduciary" did not disappoint! Thank you for sharing @wealth_mgmt
Adjusted for Risk with @LkTahoeBadger @DonTrone shares why he believes the #fiduciary framework should no longer be the cornerstone of the financial services profession. spr.ly/6014ZFeAE
Adjusted for Risk with @LkTahoeBadger @DonTrone shares why he believes the #fiduciary framework should no longer be the cornerstone of the financial services profession. spr.ly/6014ZFeAE
This is some version of hell I've never considered before.
I love this idea & am planning one: A night where all of your friends make a presentation on what they do at work and answer questions. I don't know much about what many of my friends do for a living.
@ShannonRosic @djamesarmstrong Hope you had a great conferrnce! Looking forward to seeing you soon my friend. ❤️
Two of #finserv’s most unstoppable after another fantastic interview at #OrionAscent! 🤩 @danielcrosby @ShannonRosic @orionwealthtech @wealth_mgmt
Video time at #OrionAscent! Got a chance to chat with Natalie Wolfsen about key opportunities and challenges advisors are facing in 2024
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