WealthManagement.com @wealth_mgmt
https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals. wealthmanagement.com New York, NY Joined November 2009-
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🎉 The 70th Annual Jesse H. Neal Awards 🤩 Congratulations to our editorial staff for winning the #NealAward for Best News Coverage with their piece "The Collapse of Silicon Valley Bank Private Wealth"! #wealthmanagement #industryawards #bestnewscoverage
🎉 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"! 💼💰
How acclaimed #journalist Josephine Franklin ended up homeless. By Anna Sulkin Stern contributor for @wealth_mgmt spr.ly/6013bQk5t
Diamond Podcast for Financial Advisors with @LouisDiamondDC 🎙️ @CarnegiePW's Angie Ostendarp and Jordan Raniszeski share their journey of why they left @WellsFargo and joined @LPL's Strategic Wealth Services model. spr.ly/6014btOsA
Lynch Retirement Investment Group brings @WealthEnhance to almost $82 billion and adds a fourth Maryland office. spr.ly/6016btG9O
Advocates say #RIAs have little to worry about, yet one opponent accused the #DOL of waging an “ideological crusade” and said he’d recommend #litigation to his board. spr.ly/6016bq6CA
Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as @CarsonGroupLLC shakes up leadership. spr.ly/6014bU9QK
Wealthy #taxpayers are prime targets for #scammers. spr.ly/6016boLDs
Focused on the Future Podcast with @suzsiracuse 🎙️ Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power." Listen >> spr.ly/6012bogUC
Are you ready for Wealth Management EDGE 2024? 2,000 attendees. 1,000 advisors. 70% of advisors managing assets over $500 million. 22,000+ meetings. Don’t be the one missing out! Take a look at the agenda to see what insights will be shared: spr.ly/6014bB9kk
#401k Real Talk Episode 103 with @401krealtalk Open, honest and candid discussion about record keeper assets rising, the importance of convergence, artificial intelligence and more. spr.ly/6019boyYS
Chase R. Crump, a former professional #baseball player, has joined the @NFLPA Registered Player Financial Advisor program. spr.ly/6012bYlv6
The proposal would ban most new non-compete agreements including those of senior executives. By @leah_nylen and @birnbaum_e from bloomberg spr.ly/6015bYlzN
Asset managers are increasingly focusing on advisor preferences when designing products, according to a @cerulli_assoc study. spr.ly/6014bYRrp
Now’s the time to outsource the tasks taking time and attention away from your clients. By Tara Sieg contributor for @wealth_mgmt spr.ly/6014bcIhC
In her complaint, @MaryKateGulick claims the firm did not adequately respond to allegations a @CarsonGroupLLC employee had committed sexual assault and that former CEO @rchusker made the decision to keep the employee at the company. spr.ly/6011biWJ9
#AdvisorSentimentIndex: Advisors Predict Further Gains in Equities Financial advisors continued to be more optimistic about the stock market than the broader economy in March, according to @wealth_mgmt's Advisor Sentiment Index. spr.ly/6010b5rYu
Andrew Page is stepping into the second new role @HomrichBerg has announced this month to support strategic growth. spr.ly/6017beNBD
Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning. By @ErskineCompany contributor for @wealth_mgmt spr.ly/6012bejAq
Cresset is adding two San Francisco-based teams totaling $5 billion in managed #assets from J.P. Morgan Wealth Management. It’s the latest exit from the bank of former #FirstRepublic advisors. spr.ly/6014be5s6
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
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Peter Mallouk @PeterMallouk
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Ben Carlson @awealthofcs
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Samantha Russell 👩.. @SamanthaTwenty
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Ryan Detrick, CMT @RyanDetrick
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Jamie Hopkins @RetirementRisks
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Brian Portnoy @brianportnoy
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PENNY PHILLIPS @ThrivosLLC
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Jess Bost, CFP® @lady__bost
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Travis Gatzemeier, CF.. @T_Gatzemeier
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Financial Planning @finplan
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Sheryl Hickerson 🙋.. @BionicSocialite
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Calvin Jacobs, CPWA® @Calvin_JacobsMS
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Stuart B. Miner @StuartMiner
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Scarlett @scarlet1020445
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Bruce Peck @BrucePeck
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Cassandra Hilliard @CassandraHELN
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JDM @jdmecu89
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michael didomenico @michaeldid47294
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Shawn @Icon2media
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Jorge @jorge_tomas8
615 Followers 5K Following Glory to Ukraine I Catalunya lliure !!! 🇺🇦🇺🇸🇪🇺🇬🇧🇫🇷🇱🇻🇫🇮🇨🇦🇵🇱🇨🇭🇧🇻🇦🇹🇭🇲🇹🇷🇪🇪🇹🇩🇬🇷🇮🇱🇦🇲🇦🇩🇩🇪🏳️🌈🇪🇸🏴☠️
Olugbenga Oriowo @GbengaOriowo
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Matt Bohenek @MattieBo13
31 Followers 332 Following
mzp7k0cwye7oq56 @s7pj22n65d9h
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Tim Cheatham @TimCheatham1970
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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
Peter Mallouk @PeterMallouk
43K Followers 377 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
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
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
Ryan Detrick, CMT @RyanDetrick
150K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIA
Carl Richards @behaviorgap
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Jamie Hopkins @RetirementRisks
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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
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
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.
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.
Tyrone V. Ross Jr. @TR401
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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.
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Sheryl Hickerson 🙋.. @BionicSocialite
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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
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.
Alexandra Zendrian @azendrian
1K Followers 3K Following Editor-in-Chief, Hospitality News. PR and writing hands to several. Comments my own; RTs not endorsements.
Hannah Moore, CFP® @thehannahjmoore
3K Followers 799 Following 🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about money
Informa Plc @InformaPLC
5K Followers 174 Following A leading business intelligence, academic publishing, knowledge and events business, operating at the heart of the Knowledge and Information Economy.
Nabia Jenkins-Johnsto.. @NabiaJenkinsJ
35 Followers 59 Following Writer, Data-Research-Analytics Nerd, Money Match-Maker, Weaver of Threads, Utility Player, Brand Manager
AcreTrader @acretraderinc
3K Followers 2K Following Farmland Investing. Simplified. 🌾 Disclosures: https://t.co/mWYaSwVwYp…
Nasdaq @Nasdaq
117K Followers 7K Following Nasdaq is a global technology company that champions inclusive growth and prosperity, creating opportunity for markets and economies of all sizes.
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/EvgYP6FRzk
Marsh McLennan Agency @Marsh_MMA
3K Followers 617 Following Combining capabilities with caring, global reach with local support, and advanced technology with a human connection.
Vise @viseinc
4K Followers 23 Following Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.
@shapingwealth @shapingwealth
1K Followers 14 Following The leading learning & development platform for human-first financial guidance. Our vision: Funded contentment for everyone.
David Auerbach ⭕️ @DailyREITBeat
3K Followers 969 Following CIO of Hoya Capital; REIT Industry Expert and Author of The Daily REIT Beat Newsletter, a morning note covering the REIT sector. Huge Phish aficionado
Three Crowns Marketin.. @ThreeCrownsLLC
642 Followers 460 Following Award-winning marketing partner for #Finserv and #Fintech. Premium websites. Custom brands. Attention-grabbing content.
Northwest Capital Man.. @NWCMInc
71 Followers 361 Following Northwest Capital Management, Inc. was founded in 1998 in Portland, Oregon as an independent and privately-held investment advisory firm.
MyVest @MyVestCo
214 Followers 347 Following Driven by a vision for client-centric advice, we build enterprise #wealthmanagement technology for the digital age.
Diana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos
Daffy @DaffyGiving
3K Followers 449 Following A modern platform & community for charitable giving. Contribute cash, stock/ETFs, or crypto, watch it grow tax-free, and donate to nearly any U.S. charity.
Vanilla @getvanilla
224 Followers 212 Following Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning
Assetlink @Assetlinkai
141 Followers 103 Following Assetlink (fka DFD) is a data-driven, wealth tech platform connecting asset managers, wealth managers, and accredited investors
Advisor Growth @AGS_Wire
360 Followers 329 Following Official page of Advisor Growth Strategies. Leading management consulting and transaction advisory firm for the nation's top advisory firms.
Patrick McKenna @patrick_mckenna
1K Followers 407 Following Co-Founder @FacetWealth, Partner @ComebackCapital, Founder @oneamericaworks
Advyzon @advyzon
902 Followers 411 Following Portfolio management/performance reporting, trading & rebalancing, billing, CRM, client portal, and document storage. All-in-one solution for financial advisors
Lowe Group @TheLoweGroup
477 Followers 1K Following Financial PR. Get #TheLoweDown on: • Media Relations • Content • Digital Marketing • Crisis Communications • Social Media • Marketing • Media Training
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.
David Bodamer @DavidBodamer
648 Followers 1K Following Executive director of content, Wealth Management Real Estate, part of https://t.co/U0rKSzJGyz. Host of the Common Area podcast.
Devon @DevonDFD
369 Followers 117 Following Founder of DFD Partners, the data driven, distribution platform for asset managers
Shirl Penney @shirl_penney
570 Followers 1K Following Living the American Dream! Father (proud Girl Dad x2), Husband, Founder of Dynasty Financial Partners (@DynastyFP), owner of Team Penney Racing.
fpPathfinder @FpPathfinder
656 Followers 247 Following Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.
Lumiant @Lumiant_io
499 Followers 1K Following Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances
AdvicePeriod @AdvicePeriod
659 Followers 205 Following At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.
WealthSolutionsReport @wealth_report
139 Followers 15 Following
The AGC™ @theadvisorgc
3K Followers 805 Following A private, online community for financial advisors looking to grow personally & professionally with their peers. Co-founders: @jus10castelli & @definefinancial
Ryan Nauman @LkTahoeBadger
417 Followers 2K Following Trying to make sense of investment markets as a Market strategist @ZephyrInforma, calls Lake Tahoe home & a very proud dad of 1.
Envision Financial Sy.. @envisionFS
103 Followers 172 Following A leader in real-time investor recordkeeping & servicing software since 1994. Serving IBDs, asset managers, transfer agents, 529 providers & more. #fintech
AdvizorStack @AdvizorStack
5 Followers 3 Following Providing an integrated technology stack that drives Financial Advisors’ forward, allowing them to focus on the most valuable piece of business; relationships a
Hypatia Women CEO ETF @wceoetf
6K Followers 229 Following $WCEO invests in all American public companies with a female CEO, small to mega cap. Managing Partner @Patty_Lizarraga
RIA Edge (Part of Wea.. @RIA__Edge
177 Followers 20 Following RIA Edge will provide exclusive M&A, marketing and client acquisition strategies from the most influential players in the RIA ecosystem.
Pontera @Pontera
840 Followers 666 Following On a mission to help people retire better by enabling financial advisors to securely manage 401(k)s, 403(b)s & more. #RetireBetter
Philipp Hecker @PhilippHecker
192 Followers 214 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
Falcon Wealth Plannin.. @FalconWealthP
76 Followers 51 Following Helping you become more intentional with your finances. Follow us to achieve your financial goals.
Altruist @altruist
4K Followers 112 Following The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC
Elements @Get_Elements
1K Followers 492 Following Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
TIFIN Wealth @TIFIN_wealth
3K Followers 2K Following Easily Generate Personalized Investment Proposals
Mary Martin, PhD @mary_martin
2K Followers 1K Following Mindfulness Educator. Futures thinker. Decades-long ethical vegan. Ghostwriter/editor.
Wyatt Tarrant & Combs @WyattLLP
516 Followers 385 Following One Firm Dedicated to Client Service. Wyatt is a full service law firm with offices in Kentucky, Indiana and Tennessee. THIS IS AN ADVERTISEMENT
TradeTalks @TradeTalks
15K Followers 1K Following Where the voices of the market meet. @JillMalandrino hosts conversations with leaders on markets, technology, financial literacy, digital assets, and more.
@skience @Skience
421 Followers 647 Following Integral Salesforce Financial Services Cloud (FSC) Partner. Comprehensive Wealth Management Operating System. Powerful. Flexible. Intuitive.
Robertson Stephens @RSWealthAdvisor
142 Followers 157 Following We are a wealth management firm that provides leading investment strategy and comprehensive financial planning to our clients on an innovative digital platform.🎉 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"! 💼💰
Lynch Retirement Investment Group brings @WealthEnhance to almost $82 billion and adds a fourth Maryland office. spr.ly/6016btG9O
Roraj Pradhananga, recently appointed co-CIO of @VerisWealth, provides an inside look at the $2.3 billion firm’s model #portfolios and impact investing philosophy. spr.ly/6015bHVIS
JP Pattinson, wealth manager, vice president of #technology and partner at @meritfinadvisor, has helped shape the rapid expansion of the $10-billion-AUM firm through technology. spr.ly/6014wURB6
Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research. spr.ly/6016wUPDu
#Bitcoin use case adoption will determine its long-term trajectory. By @aniketullal contributor for @wealth_mgmt spr.ly/6010woTxo
F.L.Putnam Investment Management Company is bringing #trustservices in-house with a deal to buy New Hampshire-chartered Darwin Trust Company. spr.ly/6019wc209
With more than 25 years of experience developing advisory platforms, Jason Del Col leaves @GoldmanSachs to enhance services at the emerging industry player. spr.ly/6018wiL1Y
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
#RIA Roundup Advisory Services Network, which rounded $7 billion in #assets in 2024, just added two more teams, while @Avantax_Wealth picked up a couple in Texas and @Sageviewadvisor expanded its leadership team. By @alihibbs for @wealth_mgmt wealthmanagement.com/ria-news/ria-r…
Minneapolis-based @WealthEnhance has passed $79 billion in #assets in the first quarter of the year after closing two deals. spr.ly/6019ZeqnR
Austin-based @kestrafinancial has added a #NewYorkCity firm with more than $600 million in managed assets to its platform of affiliated #advisors. spr.ly/6012Ze5lO
Financial professionals now have access to a wider range of alternative investments, and our own Tony Davidow sat down with @wealth_mgmt to talk about how we are helping advisors navigate these private markets. Listen now: s.frk.com/4cBx0s3
What does the integration between @advyzon and @apexfintech mean for advisors? Hear directly from Apex's Megan Hausmann, who spoke with @ShannonRosic of @wealth_mgmt at the #AdvyzonConference last month in Phoenix. Learn more and watch the interview here: wealthmanagement.com/technology/wha…
Focused on the Future Podcast with @suzsiracuse 🎙️ Re-Envision Wealth @anjiekonte details the importance of speaking on a "human" level to clients. Listen to the full podcast >> wealthmanagement.com/ria-edge/focus…
Your clients deserve better earnings returns on their cash. Give them 5.10% APY with Altruist Cash—a new cash account without the headache of another login. 11x the national average, same-day liquidity, and $0 minimums. Read below in @wealth_mgmt: wealthmanagement.com/technology/alt…
#Advisors that custody with @altruist get access as a feature of the platform, but non-Altruist advisors can join and use it as a standalone product as well. spr.ly/6019ZkToU
@wealth_mgmt connected with Brookfield Oaktree Wealth Solutions CEO John Sweeney to talk about what goes into the firm’s choice of #assets and #investment vehicles and how it works with advisors to bring alternatives to individual investors. spr.ly/6010Z60vr
🎙 RIA Edge Podcast with @djamesarmstrong In this episode of the #RIAEdge Podcast, David Armstrong, editorial director for Informa Connect’s @wealth_mgmt , talks with Craig Robson, founder of @RegentPeak. Full podcast >> wealthmanagement.com/ria-edge/ria-e…
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