Ashley Mancinelli @AMancinelliBR
Continuing Education Coordinator at Broadridge (Fi360) She/Her Pittsburgh, PA Joined March 2023-
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TMF Group has enhanced its private debt and CLO service capabilities with the adoption of our loan management solution, Sentry PM. Find out how Sentry is helping TFM Group scale its business. bit.ly/3v2WWLQ
Germán Soto Sanchez, our head of corporate strategy, published a piece in ThinkAdvisor on how changes in investor preferences have paved the way for direct indexing for the younger generation. bit.ly/3Rle8nn
Today @Broadridge was joined by our investor community for Investor Day. We’re moving our industry forward and creating better financial outcomes for all. Find out how we’re driving value for investors: broadridge-ir.com bit.ly/3NpykTJ
The Carlyle Group, one of the world’s largest CLO managers, is now using Sentry PM, our cloud-based private credit and CLO portfolio management solution, to manage its loan pipeline, trade compliance, and loan operations. bit.ly/3RzudqE
Chloe @kanmonmaya3375
1 Followers 91 Following
Bailey Brooks @BaileyBroo83610
11 Followers 579 Following
Lydia @nakanos05769186
3 Followers 695 Following
AA @alealvarez777
80 Followers 1K Following Esto es Twitter, no te lo tomes personal. Dios me hizo un hombre libre, narcisista, feliz y bipolar.
Poughoa @poughoa74010
190 Followers 4K Following
Camille Roberts @CamilleRob6589
126 Followers 3K Following
Stacey Footman @StaceyFoot57797
84 Followers 3K Following
Pierre Blair @blair_pier6886
126 Followers 3K Following
Muhammad Sana Ullah @sanaullha8565
5K Followers 5K Following Muhammad Sana Ullah/ from Taunsa Shareef,,, Village Mangrotha....Lives in Bahrain Arab Emirates
Seth Best @seth_best63022
103 Followers 3K Following
hwffJhvvZA1221359 @HwffJhvv10865
34 Followers 911 Following 只要你遭遇網路詐騙，我們都可以幫助你追回損失！ 【WhatsApp】 https://t.co/m5XLBfePDu 【LINE 】 https://t.co/3RffbFI1qD
Linda Parsons @LindaParso49185
124 Followers 3K Following
Mildred @mildred_boynton
213 Followers 3K Following
Helena @wilbur_helena
134 Followers 3K Following
John Weber @JohnWeber260622
137 Followers 3K Following
Quincy Massey @MasseyQuin30977
84 Followers 3K Following
Bo Haley @BoHaley252734
125 Followers 3K Following
Danilo Ayala @Danilo_Ayala
120 Followers 850 Following
Dorothy @dorothy_page39
1K Followers 3K Following
Viola @viola_sheldon18
136 Followers 3K Following
Helena @Thishe129956
355 Followers 5K Following See the world on the road, and get to know yourself on the way!
Nancy @nancy_fiske_
174 Followers 3K Following
Wesley Wiley @wesley_wil7297
106 Followers 3K Following
Rhianna Hinton @HintonRhia69860
107 Followers 3K Following
Anna @gladstone_anna4
125 Followers 3K Following
Sharon @sharon_vanwart
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Linda @linda_riddle33
103 Followers 3K Following
Michelle Martinez @MichelleMa82316
141 Followers 3K Following
Danielle @tate_danielle5
106 Followers 3K Following
Ashley West @WestAshley31712
121 Followers 3K Following
Yasmine Hancock @YasmineHan88053
82 Followers 3K Following
Brooks Arroyo @marciaeasley8
366 Followers 3K Following
Mahes Prasad @mahes_prasad
511 Followers 1K Following Market Leader CO NM | U.S. Bank Private Wealth Management | Let's mobilize all the people and resources needed to get big things done! | UofA (opinions my own)
Maryanne @maryanne_mccoll
808 Followers 3K Following
Tyson Clarke @TysonClark35622
102 Followers 3K Following
Eric Henon @EACHEnterprise
636 Followers 924 Following Champion of 401(k) plans, 403(b) plans and other retirement plans
Mary @mary2burns
181 Followers 3K Following
Emma @ratliff_emma6
130 Followers 3K Following
Nikolai Davila @nikolai_da47132
168 Followers 3K Following
Arlene @rosian_arlene
115 Followers 3K Following
Donna @waltersdonna30
264 Followers 3K Following
Lynn @lewis3lynn
184 Followers 3K Following
Melody @melody_stevens_
190 Followers 3K Following
Caroline Strawson @caroline0673
1K Followers 2K Following Award Winning Trauma Informed Therapist & Coach | Author | Speaker | Brainspotting | SE | Internal Family Systems | Positive Psych | Domestic Abuse
Melody @mckinney94melod
228 Followers 3K Following
Miracle Richards @Miracle19025261
94 Followers 3K Following
Besydeseigh @besydeseig42185
28 Followers 1K Following
Cynthia @cynthia32gray
168 Followers 3K Following
Raigoza Wealth Manage.. @RaigozaWealthNM
64 Followers 37 Following Securities offered through LPL Financial. Member FINRA/SIPC. https://t.co/Ewb0ZEeJOh https://t.co/0ZqgzBIRjy
Steve Gresham @thegreshamco
427 Followers 507 Following Dedicated to rethinking and rebuilding “retirement”. Making time to be a writer, winer, woodworker, workout and family guy.
Eric Henon @EACHEnterprise
636 Followers 924 Following Champion of 401(k) plans, 403(b) plans and other retirement plans
Scott Posner @scott_posner
209 Followers 155 Following Executive Vice President, Business Development, LPL Financial | Securities offered through LPL Financial, Member SIPC https://t.co/oX6fJMfr3K
Stoic Investor @Stoic_investr
932 Followers 957 Following Grow your net worth by investing in stocks and managing your emotions.
Ian Weiner, CFP® @ianweiner90
2K Followers 937 Following Wine Enthusiast turned Financial Planner, or Financial Planner turned 🍷 Enthusiast? Tweets ≠ Advice (I’m a Planner, not YOUR Planner)
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Justin Wayne @JustinAWayne
431 Followers 543 Following Head of partnerships and integrations at @sscadvent / Black Diamond.
Investment Journey @investing_path
334 Followers 191 Following 🇨🇵 Individual French investor, trying to build long term wealth and documenting my journey. 💶PADI: 95.07€ #Dividend #Growth #Investing #Wealth #DivTwit
dividendaddiction @dividend26
881 Followers 411 Following Dividend Investor 📈💰 | Investments into Income Streams 💸 | Not financial advice | https://t.co/Rv4K4xBxsW
Developing Retirement @DevelopingReTi
369 Followers 281 Following Husband | #Stock & #Crypto Investor | Aspiring #WebDeveloper - Follow my #Dividend #Investment Journey
Irina Hirondelle 🌿 @IrinaHirondelle
18K Followers 2K Following Ilustradora y autora. Letras, cine, naturaleza, divulgación y folklore. Encargos y contacto: [email protected]
Mike Betz 🐾🤓 @MikeBetzCFP
527 Followers 545 Following Collector of experiences. Lover of dogs. Hard-wired curious. Opinions my own. Retweets ≠ endorsements ✌🏼💚🐾🌮 he/him
MAC Financial @MACFinancial
7K Followers 5K Following Independent Financial Advisers. Helping you achieve your financial goals. Free initial consultation visit our website below.
Michael L. Kreuziger .. @M_L_Kreuziger
29 Followers 1 Following Private Wealth Advisor with Ameriprise Financial Services, LLC Disclosure: http:/bit.ly/1UPmzD6
Van Richards, ChFC.. @VanRichards
682 Followers 640 Following I'm a retirement specialist by day, a flawed person trying to do good every other moment. My tweets aren't investment advice, just my personal opinion.
Novus Wealth Group @NovusWG
111 Followers 174 Following Securities and Advisory Services offered through Cadaret Grant & Co. Inc. a Registered Investment Advisor. Member FINRA https://t.co/FfTDscKLmM / SIPC: https://t.co/8oNiqbzTnm
Initial Return @initial_return
966 Followers 630 Following Financial education for investors, traders, and finance students. Visit for free courses, tutorials, insights, and more. https://t.co/a5yArXYNlE
The Novice Investor @N_oviceInvestor
725 Followers 426 Following 29yo | Value/dividend investor | £303 PADI | Join me on my journey!
Sarah LeBlanc @TheSarahLeBlanc
2K Followers 2K Following VP, Marketing Consulting, LPL Financial Member SIPC https://t.co/CScusueJvB
Steven Zeller, CFP®,.. @stevenezeller
60 Followers 168 Following Securities through @CommonwealthFN, member https://t.co/boEjeBXeSc , https://t.co/17C89ynmA1 Terms of Use https://t.co/tJGX2KUETs
Craig Brooks, RICP®,.. @mrbrookscraig
12 Followers 76 Following Lives in Colorado. Founder and Principal at Future Capital Management.
Brandon Haines, MBA, .. @TheWealthPlanCo
58 Followers 84 Following My mission is to help people make better financial decisions. Disclosures available at https://t.co/JmwCGQvzuW
Meredith Flautt, Jr. .. @mflauttjr
57 Followers 59 Following Wealth Advisor with Southwestern Investment Group-Stewardship Coach -Proud Papa-Securities offered through Raymond James Financial
Corbin Oliver, CFP®,.. @CfpCorbin
11 Followers 35 Following Ensuring your financial decisions bring you closer to achieving what you want in life while allowing you to focus on what really matters
Grant Soliven, AIF @GrantSoliven
28 Followers 56 Following
Joanna Moran, CFP® A.. @RenoRetirement
18 Followers 17 Following Joanna Moran is a Financial Advisor with Cetera Advisor Networks LLC, located Greater Nevada Credit Union.
Carl M. Ferrazza, CLU.. @TeamWMSCLE
16 Followers 0 Following “Cetera Advisor Networks LLC, Member FINRA/SIPC”
Eric Johnson, AIF® @TheEricEJohnson
106 Followers 255 Following Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/Ewb0ZEwlcR and https://t.co/0ZqgzC0sI8
Sean DeFrehn AIF® @DeFrehn
159 Followers 376 Following Husband and father with a passion for helping others, building, growing and the outdoors. As an Investment Advisor I specialize in helping business owners.
Ryan Schrift, AIF @RJSchrift
71 Followers 72 Following Securities offered through LPL Financial, Member SIPC (https://t.co/3LS4oT6vkP). R.J. Schrift Private Asset Management is a business name of Independent Advisor Alliance, LLC.
Matt Simon, AIF® @UpstreamTC
122 Followers 219 Following Upstream Investment Partners - Helping families make fewer financial mistakes | Securities offered through LPL Financial, Member SIPC https://t.co/66t1SQhXMW
Carl McClurg, Jr. AIF @cmcclurgjr
149 Followers 193 Following Independent Wealth Manager at Complete Wealth Strategies
Mark Masterson @MarkMasterson9
326 Followers 343 Following Husband and proud Dad X 8 / 28 years in wealth management/ Managing Director, Partner Hightower Naples
Eric Maclean, ChFC®,.. @RolloverCoach
110 Followers 362 Following Please see my website for additional information and disclosure. Third-party comments may not be representative of all customer experiences."
Kurtis Baker, CFP® A.. @KurtisBaker
78 Followers 73 Following Private Wealth Manager serving successful business owners by helping them find clarity in their financial world so they can deliver maximum personal impact.
Brent O’Mara, AIF®.. @brentomara
311 Followers 591 Following Please see https://t.co/GWZmsdvUKY for full disclosures. The third-party comments displayed may not be representative of all client experiences.
Gabriel Shahin, CFP, .. @FalconOfFinance
139 Followers 79 Following Husband, Father, Financial Expert, and 20 Years Plus in Finance Helping People With Their Financial Goals!
Scott Ferguson, CFP®.. @ScottFergusonAL
3K Followers 3K Following Devoted Christian/husband/dad. Frmr Gopher athlete/current fan. Cancer Survivor. Founder/Wealth Advisor @abundantlifefin; Author of “Living the Abundant Life”
Nick Cmerek, CPA @CmerekCpa
764 Followers 452 Following What a time it is to be a tax professional 🎉 CPA at family firm South Austin Native Astros 🫶 & Cowboy 🤠 Fan 🏳️🌈 🏌️🦓 👨🍳
Jason C. Roberts @JasonRobertsESQ
1K Followers 598 Following CEO @PensionResource & Partner @RetirementLaw delivering competitive & compliant solutions for financial institutions & plan fiduciaries.
Eric Clarke @EricRClarke
2K Followers 658 Following Founder and CEO of Orion Advisor Services (@orionadvisor)
Kyle J. Bauman, CPA @kjb_cpa
4K Followers 963 Following Dad : Husband : Beer Lover : Tax Professional #TaxTwitter is the Best Twitter. Adding Machine Enthusiast —-Tweets are my own
Terrie Tany | Virtual.. @terrietany_
1K Followers 2K Following #TAX | #BUSINESSOWNERS #QUICKBOOKS| #BOOKKEEPER | #XERO | #TAXTWITTER |#ACCOUNTING| #PAYROLL #TAXPRO|#NOTARY [email protected] 📲 (689) 300-9057
Karl Strube, CPA @KJSAcct
2K Followers 653 Following Christ-follower, Husband, Dad, Lifelong Learner & CPA. Sometimes I get the priority/order of those wrong, and that falls under the 'lifelong learner' section.
Josh Youngblood, EA @JoshYoungblood
2K Followers 1K Following Enrolled Agent, NTPI Fellow, CTRS, Tax 💰, Tech🧑🏻💻 , Traveling ✈️. Solving problems and loving it. Proud Parent 🐶 & Happy Husband💍. 🌈
Cam Matheny @CamMatheny
3K Followers 2K Following Mad Bean Counter, CPA, tax guy, consultant, #LWV graduate, occasional community theatre actor/director, father. #choosewv
Mark Burch, EA @MBurchTax
1K Followers 348 Following Enrolled Agent, Tax Professional, UNL alum '89 #GBR, Former Contributor for Land Grant Univ Tax Education Foundation, Former Instructor for UNL Tax Institute
Grumpy CPA @taxlady04
2K Followers 1K Following CPA, animal lover, fierce protector of pollinators 🐝 🦋 Passionate about permanently moving the US tax deadline and thankful for #TaxTwitter
Chris Elmore, CPA @ElmoreCPAPLLC
840 Followers 347 Following He/Him • 1040 Tax Prep. Lover • 3rd yr w/my own Firm • 14+ yrs in the industry • QBO Cert. ProAdvisor • Former College Instructor
The CEFEX PEP certification can validate your firm’s credibility to Pooled Employer Plans and show the work you are already doing to mitigate compliance. Learn more about the certification. youtube.com/watch?v=BF2ZFB… #AssetManagementInsights #WealthManagement #MFRS
Have you harnessed the power of client testimonials in your marketing strategy? Read @TheSarahLeBlanc's 6️⃣ steps to expanding your reach with prospects → ow.ly/j7fW50Pfp2W #LPLMarketing
We're keeping you up to date on regulatory news from the U.S. Securities and Exchange Commission and U.S. Department of Labor that impact the Asset Management industry. Click the link below to access all of the updates: bit.ly/3ruCWzP bit.ly/44Ppt3X
Okay friends, I’m going to rock your world and shatter your very perception of life… …Just kidding - its Monday morning, I can’t even figure out where I left my glasses (hint: they’re on my face). But, I DO want to dispel a myth that I think holds us back, especially as women…
Broadridge Fi360 Solutions Annual Conference will now be known as Broadridge 360 Advisor Summit in 2024 and beyond. Save the date to join us in Austin, Texas: May 19 – 21, 2024. #BR360AdvisorSummit #AssetManagementInsights #WealthManagement #MFRS
After 3 years of delivering presentations on-line, It felt exhilarating being able to deliver in front of a live audience Can't wait to do more DM me if you're looking for a presenter at your next event. Follow me on LinkedIn: lnkd.in/ghNDia5y #prospecting #sales
The wealth and retirement landscape is expanding. Are you equipped to build client relationships that last? Seize every new opportunity with Broadridge Retirement and Workplace. #WealthManagement #AssetManagementInsights #MFRS broadridge.com/retirementandw…
Happy Birthday to me!!! ❤️❤️❤️
Read the Retirement Income Consortium’s ‘Investment policy statement: A fiduciary’s guide’ for 10 suggested provisions for retirement income solutions in defined contribution plans. #AssetManagementInsights #WealthManagement #MFRS 3070390.fs1.hubspotusercontent-na1.net/hubfs/3070390/…
Thank you to all sponsors, speakers & attendees for a great week of thought leadership. As announced last week, Broadridge Retirement and Workplace is here to deliver confidence without compromise. Learn more about this new entity below: broadridge.com/financial-serv… #BRFi360Conf
@missfitts delivered the power of ChatGPT & how to harness it to unlock the future. She shared how advisors can enhance their practice from marketing to workflow efficiency & beyond. Attendees actively participated & saw first-hand how AI can elevate their business. #BRFi360Conf
Rosalyn Brown shared how to build trust in diverse communities. Explaining to best customize long term solutions, advisors must understand cultural differences. She shared specific differences by culture, ways to connect & unconventional planning considerations. #BRFi360Conf
The Broadridge Fi360 Solutions Conference, now known as Broadridge 360 Advisor Summit, concluded with great insights. @MichaelKitces provided 5 industry trends reshaping financial advice and encouraged attendees to differentiate themselves. #BRFi360Conf
Adding a photo of Why to your financial Plan: “Imagery is a mental performance improvement technique that involves “programming” body and mind with the purpose of responding optimally in a performance situation.” -National Institutes of Health The 401 Way.
Day 2 of the Broadridge Fi360 Solutions Annual Conference included Rebecca Hourihan and her key takeaways on how to beat digital algorithms with an understanding of how they are changing, along with the value in delivering captivating campaigns. #BRFi360Conf
@RyanShazier shared an impactful keynote message of resiliency & how adversity impacted his life from a young age. His mission has always been to be a change in the lives of others and show them that they can overcome anything. #BRFi360Conf
Vestwell’s Michelle Tran SVP, Head of Sales is taking the stage next week to speak at the 2023 @Broadridge Fi360 Solutions Conference to speak on how financial advisors can leverage modern technology solutions to drive successful retirement practices. #BRFi360Conf
“20% of women of color have been promoted without a pay raise vs 6% for white men.” - Theresa Conti sharing stats from WIPN study of retirement industry professionals at DEI Forum at @Broadridge #BRFi360Conf conference.
“The retirement solutions we use today were built in the 70s post-ERISA when 80% of the workforce was white men. The workforce looks different now & our solutions + communications need to adapt to current demographics.” -@RosalynKBrown (paraphrased) at @Broadridge #brfi360conf
@fredreish provided insights around opportunities and mandates for retirement plans pertaining to SECURE Act 2.0 effective in 2023 and 2024. #BRFi360Conf
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