InvestmentNews @investmentnews
InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community. investmentnews.com New York Joined August 2009-
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Sylvia Yeh and Cameron Dawson emphasize the importance of clarity and selection in private credit, alongside the growth of hybrid ETFs. Insights from industry executives on adapting to evolving landscapes. hubs.la/Q02v9ZKP0
Barry Martin, of Shelton Equity Income Fund, and Joseph Castiglie, of SYKON Capital discuss the rising popularity of derivative income funds, now totaling over $84.6 billion in assets. hubs.la/Q02v9KmY0
Celebrate Matt Barber's unwavering dedication to financial excellence, client empowerment, and legacy building at SignatureFD. hubs.ly/Q02v0yZq0 #INTopAdvisor #Finance #FinancialAdvisor #InvestmentNews
Raymond James' Paul Shoukry joins executives in downplaying concerns over the new fiduciary rule. Dive into the ongoing discussions and potential legal challenges in the insurance sector. hubs.la/Q02v9H6J0
ESG Investing: Michelle Dunstan of Janus Henderson discusses the thriving investor demand despite ongoing debates. Tune in to understand the evolving trends in responsible investing. hubs.la/Q02v5FhG0
Legal challenges to the FTC's rule on non-compete agreements prompt wealth firms to prepare for potential changes. Insights from legal experts Jim Witz and Matt Prewitt shed light on navigating the evolving landscape. hubs.la/Q02v3fGS0
Stifel Financial Corp.’s CEO Ronald Kruszewski weighs in on the new DOL fiduciary rule, highlighting its less restrictive nature compared to previous proposals. Learn more about the industry's response to this regulatory development. hubs.la/Q02v39TZ0
🌟 Hats off to the Excellence Awardees of #INA2024! Check out the full list of winners here and join us in celebrating their remarkable accomplishments! hubs.la/Q02tCZW50 #FinanceLeaders #Finance #FinancialAdvisors #FinanceNews
Uncover the financial footprint of student loan debt through the expertise of Ethan Miller and Laurel Taylor. Learn about the impact on borrowers and the evolving landscape of debt relief initiatives. hubs.la/Q02v1rMS0
Explore how small-cap stocks are thriving in the AI boom with insights from Stephen DeNichilo, senior portfolio manager at Federated Hermes. Discover investment opportunities and innovation in the market. hubs.la/Q02v1nPW0
🔍 Discover the keys to creating greater connections with clients and team members at the #INWomenAdvisorSummit Chicago! Don't miss this transformative session! hubs.la/Q02t4vgN0
Brian Dixon, CEO of Off the Chain Capital, argues that biases against Bitcoin among RIAs are unfounded and outdated, citing the cryptocurrency's enhanced Sharpe ratio and its potential benefits in managing overall portfolio volatility. hubs.la/Q02tVRpS0
Financial advisors are increasingly interested in the independence offered by Registered Investment Advisor (RIA) status for more profit and flexibility, but the process requires careful consideration of fundamental aspects before making the transition hubs.la/Q02tVJsf0
Ameriprise CEO James Cracchiolo remarked during a conference call that recruiting experienced brokers is becoming increasingly expensive and less rational due to stiff competition and reduced movement among financial advisors. hubs.la/Q02tVFF10
Matt Oomen from BNY Mellon Investment Management elaborates on this shift in a conversation with InvestmentNews' Gregg Greenberg. hubs.la/Q02tVDMs0
Alpha Capital Family Office, based in Denver, has brought in Tom Riley as the head of portfolio management. Riley, a seasoned wealth advisor with experience managing over $500 million at Northern Trust, joins the RIA as it expands its team. hubs.la/Q02tVDR60
Larry Roth, managing partner at RLR Strategic Partners, and Peter Nesvold, partner at Republic Capital Group discuss the momentum in mergers and acquisitions. Don't miss out on the latest industry trends! hubs.la/Q02tNFB30
Buckle up for the AI 'super-cycle' predicted by James Demmert, CIO of Main Street Research! He joins InvestmentNews' Gregg Greenberg to discuss how AI advancements could propel the Dow past 100K in the next 10 years. hubs.la/Q02tNgNn0
DOL unveils new fiduciary rule, sparking debate in the insurance industry. Critics voice concerns while proponents see it as a step towards greater consumer protection. hubs.la/Q02tQBN_0
Sean Beznicki, director of investments at VLP Financial Advisors, and George Milling-Stanley, chief gold strategist at State Street Global Advisors discuss the potential of silver and other metals in investment portfolios. Is it time for a shift? hubs.la/Q02tNFQ-0
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 ownPeter Mallouk @PeterMallouk
43K Followers 377 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling AuthorSamantha 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 + TechJamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgChristine 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.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-AmericanAaron 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.Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard DeviationsSonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerWealthManagement.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.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 adviceMichael Antonelli @BullandBaird
33K Followers 2K Following Mkt Strategist at @rwbaird and author of “Bull and Baird,” a mkt blog. All tweets are opinion, I do not produce research. Chicago MBA [email protected]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 professionalsSheryl 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 💕SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllcThinkAdvisor @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.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.Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness loverLilithJenny @W3CqPB6RQnMAf6
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100 Followers 457 FollowingFABRICE ALOMO @AlomoFabrice
658 Followers 3K Following Fintech & DeFi Entrepreneur, Forbes30under30, RCS Associate. Aspiring dad. Aspiring industrialist. Blockchain, ML and DL HobbyistConrad @ConradNortje
68 Followers 270 FollowingBah.Ko @bahyt_k
604 Followers 6K FollowingSteve Sosnick @SteveSosnick
4K Followers 590 Following Day job, Chief Strategist, IBKR. Tweets represent me & ONLY me - NOT my company. See website below for my work product. (Retweets && likes) != agreement.Finarmony | Personal .. @finarmony
10 Followers 46 Following Empowering personal finance harmony through solutions for tracking, optimizing, and planning. Join us on the journey to financial empowerment and success. 📈💰✨Thiago Pinheiro Cangu.. @cangucu_th46270
11 Followers 9 Followingrht @rht60622965
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5 Followers 27 FollowingDEVAKUMAR NATH @devakumar_nath
3 Followers 98 Following𝐓𝐨𝐦 𝐑𝐮.. @TomRuggie
140 Followers 494 Following Founder & CEO Destiny Family Office, Destiny Wealth Partners, Destiny Alternative Investment Fund, & Ruggie Wealth Management -Proud Father, Husband & CollectorPatrick Mitchell @Patrickm4242
21 Followers 10 FollowingSeran 🇳🇬 🦅�.. @I_am_Igbanu
566 Followers 309 Following Proud Nigerian 🇳🇬 🇳🇬 West side 4 LiFe.....#thatIgbo/EdoBoy. CCMB 🏀 | Covenant College 📚 ‘22| 👻 hoophead_4Scarlett @scarlet1020445
129 Followers 123 Following Sassy, classy ,and a bit smart -asst✌️ 👩🏼💻puppy lover 🐶#travel✈️✈️✈️#swimming#diving#hiking #golf ⛳️Stanley Funches CFP® @StanleyFunches
271 Followers 111 Following President/Financial Advisor at INTELUS Wealth Management. Securities offered through LPL Financial, Member SIPC https://t.co/uaJqH5af0LZac Fruend @zac34207002
131 Followers 304 Following MACC Baseball ⚾ Inf, plays anywhere, 3.9 Gpa, 6.8 60, 87 inf velo, 94 EV. phone# 636-293-5997Lynn A Comstock @LynnAComstock2
363 Followers 1K FollowingKyle Brower @dawgsfan33
165 Followers 2K FollowingManas Mishra @ManasMi26508556
27 Followers 594 FollowingJagdeep Gupta @jagdeepgupta813
11 Followers 21 FollowingDana Harris @DanaHarris29100
6 Followers 472 FollowingZax Collectibles @zacharygilula
191 Followers 752 Following Consumer of words, Technology Junkie, Enterprise Seller, Entrepreneur, Investor, SaaS Junkie, Contrarian, US Soccer FanaticВладислав @Vladyslav1985
12 Followers 142 FollowingAK @Ak47wealth
0 Followers 161 FollowingEmerson De Fénix @EmersonF47480
19 Followers 19 FollowingMatt Bohenek @MattieBo13
32 Followers 332 FollowingJohnny Onthespot @JohnnyO32683281
8 Followers 30 FollowingConnor Duffy @ConnorD55286960
4 Followers 3K FollowingAndrea O'Connell @wmnsrtsrhmnrts1
51 Followers 247 FollowingPatrick Dunston @pndunston
11 Followers 461 FollowingTim Cheatham @TimCheatham1970
4 Followers 151 FollowingB @I_Post2
10 Followers 32 FollowingToby Mayfield New Yor.. @TMayfieldNYL
26 Followers 208 Following Agent with New York Life. Not licensed in all jurisdictions.Carol Carter @CarterCaroo
42 Followers 122 Following Keep your head up, the world is different because of you.R.W. Rogé & Company @RWRoge
222 Followers 437 Following As #FeeOnly financial planners, we are proud to act in our clients’ best interest as a #fiduciary, all of the time. #CFP #WealthManagement #FinancialFreedomAarigs @AarigsR
198 Followers 3K Following #crypto #investments #defi #options #freedom not financial advice, always do your own due diligence, tradingMichelle Morris @michellmorris99
9 Followers 427 Followingioaffitto.it @ioaffitto
643 Followers 3K Following https://t.co/h31FHIDgO7 è Il portale immobiliare ideale per trovare case, stanze, uffici, negozi in affitto, affitto breve, o vendita.PasteldePapas @FrancoDGuerrero
307 Followers 670 FollowingMichaelKitces @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 blogCarl 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 @FinServOrgChristine 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.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.Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard DeviationsSonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerWealthManagement.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.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 💕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.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.Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePayFinancial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisorsTina 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 #TagrissoMarie 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/FsnhHa1Al6Ron "Omani" Carson (h.. @rchusker
6K Followers 462 Following Founder and CEO of @CarsonGroupLLC + @CarsonWealth The views expressed are those of the speaker and may not reflect the views of Carson Group.Shana Orczyk Sissel ".. @shanas621
9K Followers 2K Following Founder & CEO @Banrion_Capital, Masshole, Worcester Born & Raised ❤️ Hawkeyes. Queen of Alternatives™️ Seen on @FoxBusiness @business @CNBC @TDANetwork @cheddarGavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board MemberCarolyn McClanahan @CarolynMcC
18K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @BarronsOnline @ForbesLPL 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/0fRATJzMtLDomini Impact Investm.. @dominifunds
2K Followers 1K Following We’re women-led and impact leading. Together, let’s harness the power of finance to help create a better world | https://t.co/eJa5yZj6TqProtective Life @ProtectiveLife
7K Followers 375 Following We are on a mission to help more people achieve the sense of protection and security they deserve — because we're all protectors.Finance of America Re.. @FinAmReverse
1K Followers 564 Following NMLS #2285 (https://t.co/Wr1aGNJYsX)Envestnet @ENVintel
4K Followers 649 Following A Better Way to Manage Wealth. Privacy statement: https://t.co/ylAAZ7QoTx. Social media disclosure: https://t.co/79xJvwWlye.Ellevate Advisors @EllevateAdvisor
62 Followers 179 Following Ellevate Advisors provides financial planning and exit coaching exclusively for financial advisors. (https://t.co/InnmqCBfUb)Deborah Fuhr, ETFGI @deborahfuhr
5K Followers 3K Following ETFs research,consulting @ETFGI, Managing Partner, Founder; @WomeninETFs co-founder, board member; ETF TV @TV_ETF; board member Women of Influence @CR_UKBain & Company @BainandCompany
229K Followers 4K Following Formerly BainAlerts. Bain & Company is a global consultancy that helps the world’s most ambitious change makers define the future.Homrich Berg @HomrichBerg
363 Followers 79 Following Homrich Berg provides objective, independent, fee only investment management and financial planning services for our clients throughout the country.Feraud Calixte, JD, C.. @Feraud_Calixte
312 Followers 288 Following Believer. Husband to @DrCalixte. Dad. Entrepreneur. Founder of DistrictNo.3. Sometimes take myself way too seriously. https://t.co/O7zoLJSY9wJ.P. Morgan @jpmorgan
761K Followers 49 Following Official account for the latest company news and updates from Asset Management, Private Banking, Commercial Banking, and the Corporate and Investment Bank.Candice Carlton @candicecarlton
681 Followers 2K Following EVP | Head of Consulting + Innovation @ficommpartners Helping elite firms level up their marketing to drive growth #digitalWilliam Taylor @longinussdapeze
404 Followers 2K Following Hodden-Clad Bookmonger. Would-be eccentric. Dreamer/thinker/drinker. The wit of Jack Aubrey, the sailing prowess of Dr. Maturin. He/him. Views own etc.Megan B. Bynum @meganbbynum
24 Followers 38 FollowingChris Fils @chris_fils
144 Followers 265 Following Managing Director, Chicagoland Complex-Raymond Jamesbrian gaister @gaister_brian
30 Followers 11 FollowingDPL Financial Partner.. @dpl_fp
557 Followers 1K Following DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to RIAs & consumers.Security Benefit @securitybenefit
888 Followers 130 Following Every generation deserves an opportunity to achieve financial security. https://t.co/5244UOdqRGSovereign Financial G.. @SF_Group_Inc
39 Followers 141 Following We are on your side. Our financial advisors pride themselves on delivering integrated and unbiased advice for all of our clients' financial services needs.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 nativeRBC Wealth @RBCwealth
5K Followers 220 Following Research, insights and economic updates from the global RBC Wealth Management team. Follow to get the latest. Disclosures: https://t.co/1hypQMy5oT…Kamila Elliott, CFP(R.. @kamila_elliott
813 Followers 470 Following CFP Board Chair -2022, CNBC Advisor Council, Dedicated to closing the wealth gap, Advocate for financial independence!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.Bonhill Group PLC @BonhillGroupPLC
101 Followers 18 Following A leading B2B media company providing business insight, events, data & analytics propositions to Tech, Financial Services & Diversity Business CommunitiesRamona J. Maior CFP®.. @RamonaCFP
409 Followers 331 Following Financial Planner 💵 Educator 📚 Veteran 🎖️Immigrant 🌍 Trailblazer🔥Alexandra Zendrian @azendrian
1K Followers 3K Following Editor-in-Chief, Hospitality News. PR and writing hands to several. Comments my own; RTs not endorsements.Onyx Advisor Network @OnyxAdvisors
985 Followers 330 Following ONYX was created to support underrepresented financial advisors in starting and scaling their ideal businesses. Join our newsletter here: https://t.co/EvgYP6FRzkSteve Skancke @skancke_steve
1 Followers 0 FollowingHer Success Matters @HSM_Podcast
29 Followers 74 Following A podcast exploring how advisers can work together to break down internal barriers, create programs around diversity and inclusion and build a pathway for womenSebastien Meunier @sbmeunier
53K Followers 15K Following Digital Transformation, IT Risk, Cybersecurity, Data Privacy, Technology, Operations | Strategic Thinker, Leader, Doer | COO, CIO, CTO, CISOBrett King #TheFuturi.. @BrettKing
71K Followers 8K Following Bestselling Author https://t.co/t0oInlL54a | Founder Moven | Speaker | Futurist | Host #1 podcasts https://t.co/zw6wd1debF | https://t.co/NXxwowBTqHMichael Fisher @Fisher85M
92K Followers 8K Following Analyst, Tech Evangelist, #CyberSecurity, #DigitalTransformation, #IoT, #Fintech, #DataScience, #5G & #VRJim Marous 💯 @JimMarous
99K Followers 11K Following Speaker, Publisher, Banking Influencer #fintech #finserv | Co-Publisher, The Financial Brand | Owner, Digital Banking Report | Host, Banking Transformed PodcastCommonwealth @CommonwealthFN
3K Followers 788 Following Realize your vision with a partner who puts independent financial advisors first. Member https://t.co/9rGOvfY4vd. Terms of Use: https://t.co/IX6ZEVZzruMorgan Mallon @morgan_mallon
77 Followers 146 Following Marketing professional based in NYC. Lover of the @Mets, Iced Coffee & Boy Bands. All opinions are my own.SIIA @SIIA
2K Followers 609 Following From small specialized publishers to global financial networks, we represent companies that make the world work. #FISD #SIIAPublicPolicy #SIIAMedia #CODiEHuge Ma @turbovax
144K Followers 713 Following former candidate for state assembly and vax twitter botDanielle M. Burns @Dmrmcb
826 Followers 730 Following VP of Partner Success at CNote. CNote is an impact investment platform that connects investors to community investment opportunities. Follow Us @goCnoteNicole Casperson @nicolecasperson
8K Followers 2K Following Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!Mx3: What's New in Pu.. @wnip
5K Followers 1K Following The latest news and developments in media, focusing primarily on media that serves well-defined communities of special interest. Come and join the discussion!Cheryl Nash @cherylnash2
3K Followers 2K Following Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my ownNitrogen @NitrogenWealth
9K Followers 340 Following The growth platform for wealth management firms. Makers of Riskalyze. Helping financial advisors empower the world to invest fearlessly since 2011.Twenty Over Ten 💻 @twentyoverten
3K Followers 2K Following A #digitalmarketing platform for the modern advisor. Driving, capturing & converting more leads through dynamic #webdesign + #SEO + #contentmarketingJoe LoBello @JoeLoBello
698 Followers 3K Following News Junkie, Comms Exec @lobellocomms, Markets Fanatic #NYC #Fintech #Banking #Tech @TEDxLIC Organizer #LGM [email protected]Sean Allocca @theseanscoop
822 Followers 582 Following EIC at @etfcom | Former: @InvestmentNews, @finpan, @CFO editor. Hates mushrooms, loves mushroom ravioli. [email protected]Emile Hallez @EmileHallez
402 Followers 279 Following ESG editor at InvestmentNews. Highly enthusiastic about outdoor adventures, dogs and vegan junk food. My opinions are are my own, I think..@Your_Stake co-founder & Pres @gaberissman, center, on how AI can make firms more efficient. His 6 buckets: predictive analytics (ID flight risks), ChatGPT (content, mkting), audio recording tools (meeting summaries), compliance, document extraction + analytics asst #RIAActivate
Today's the day: @AAltfest will be live at 11:15 at @investmentnews #RIAActivate. He'll join @Your_Stake @gaberissman and @Poweredby55ip for a fireside chat, "How AI & Automation Can Work For You, Not Against You." hubs.la/Q02srxjz0
“The beautiful thing about next gen advisors is that they are incredibly authentic, which is such a primary reason of why they’re selling,” notes @sspotswoodrfg of @RFGAdvisory at @investmentnews’s #RIAActivate
“Culture is a collaborative effort.” - @sspotswoodrfg @RFGAdvisory #RIAActivate
“I think that culture is important to everyone, but think that the next gen is more aware of the intentionality of building culture,” highlights @sspotswoodrfg of @RFGAdvisory during today’s #RIAActivate @investmentnews
#FOMO x1000 missing out on todays #RIAActivate @investmentnews According to growth focused @RFGAdvisory president @sspotswoodrfg “next gen advisors they want to know how the firm is reflective of their values and vision”
“The beautiful thing about the next gen advisor is that they are fluid and comfortable with being authentic in a very public way.” - @sspotswoodrfg @RFGAdvisory #RIAActivate
“Stripping away the friction so they can maximize time with clients. This is a key to retention.” - @sspotswoodrfg @RFGAdvisory #RIAActivate
“Every industry starts with a disruption of incumbents,” notes @DuranMoney during today’s #RIAActivate
“One of the key elements that determines a failed vs a successful acquisition is cultural fit,” shares @DuranMoney @investmentnews #RIAActivate
#RIAActivate kicking off in Lower Manhattan with Rise Growth Partners CEO and respected industry thought leader Joe Duran discussing how to take your practice to the next level. @investmentnews
“The single most important question that every individual must ask themselves is: what if I’m wrong?” shares @DuranMoney as he concludes today’s opening keynote @investmentnews #RIAActivate
“How do you build an enterprise of value?” - @DuranMoney #RIAActivate
Ready for a great day at @investmentnews #RIAActivate
Rise Growth Partners' Joe Duran: "Culture and why you do what you do needs to be memorable." 1. RIAs should only want to work with good people. 2. "What we do matters." Thing bigger (going 3x, rather than 2x in growth). 3. "Love what you do." @investmentnews #RIAActivate
“I love this industry. I feel like it’s my responsibility to say hey guys, we can do better. How do we beat the large enterprises? By being human.” - @DuranMoney #RIAActivate
Interesting panel! Smart and committed women on gender lens investing today at #INWomenAdvisorSummit
The Investing Your Values: Gender Lens Investing session at 12PM CT will dive into what gender lens investing means to our panelists and how to implement the strategy. #INWomenAdvisorSummit
One of my favorite marketers @marieswift is leading an amazing panel on fresh and modern ways to attract and retain clients here at the #INwomenadvisorsummit @investmentnews @ImpactMarComPR This panel is already 🔥 and it's just getting started.
Great conversation on behavioral finance at the @investmentnews Women Advisor Summit! #doingthework #humancapital #humanfirst