Beth @Beth_Rubinoff
The Beth Time Ever | Business Development at @wealth_mgmt Joined September 2023-
Tweets185
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Following387
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Likes2K
Congratulations to our fearless leader @djamesarmstrong and the WealthManagement.com editorial team on taking home a #NealAward at the 70th Annual Jesse H Neal Awards! Always #1 in my mind but today they received some well-deserved hardware!
Congratulations to our fearless leader @djamesarmstrong and the WealthManagement.com editorial team on taking home a #NealAward at the 70th Annual Jesse H Neal Awards! Always #1 in my mind but today they received some well-deserved hardware!
Wishing a happy @TheMasters weekend to those who celebrate! ⛳️ 🌺
Celebrating 10 years of @WomeninETFs with a few of my favorite ladies. Embracing my role as the unicorn wrangler @wealth_mgmt @InsideETFs #WeIs10
My niece Lucy and I stopped by to see my advisor/dad. The advisor of the future is looking very cute, a little risky. 📈🍼
Nominations for the 10th Annual @wealth_mgmt Industry Awards are now open! Nominate Here: shorturl.at/noEQ2 Join @djamesarmstrong and @NexusStrategy for tips on submitting a top tier nomination: shorturl.at/txyV7 Call me, tweet me. LETS GO! #Wealthies 🏆
A wedding weekend to remember where Mr Wonderful stopped by, the officiant pitched in the World Series, and the cocktail reception surrounded a 24 karat gold leaf mammoth ⭐️🥂
When @kevinolearytv makes an appearance at the wedding ceremony 🌸🦈
The biggest takeaway here being viewers will no longer have to watch CW Network commercials. ⛳️ LIV Golf signs new tech partnership with Google sportsbusinessjournal.com/Articles/2024/… via @SBJ
Taking place tomorrow: The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side. Stay ahead in the evolving world of wealth management technology. spr.ly/6010rp0RI
Taking place tomorrow: The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side. Stay ahead in the evolving world of wealth management technology. spr.ly/6010rp0RI
Live from #T32024! @WeAreIncomeLab
SEC Approves 11 Bitcoin ETFs wealthmanagement.com/etfs/sec-appro…
Can’t think of a better way to start the year than with friends from St. Jude Children's Research Hospital at Heckerling. Ryan’s legacy is heading to Memphis @SamanthaTwenty 📕 💛
2024, shall we? A look at the top headlines with a Word on WealthTech for January 2024 wealthmanagement.com/technology/wor…
The @wealth_mgmt Ten to Watch in 2024 list is here, and it's not to be missed! Congrats to all the innovators and influencers who are set to change the game in 2024 and beyond. See the full list: wealthmanagement.com/people/ten-wat…
Nothing like seeing friends become parents! Even sweeter when their babies think I’m funny!
Final trip of 2023 was one for the books! Two full days in the office (missing those at #MSUM23), so many Christmas trees, my first espresso martini. See you in 2024, New York!
Hunter Horsley @HHorsley0
2K Followers 4K Following 7 years in crypto. CEO @BitwiseInvest (S1B+ AUM) - crypto index funds, hedge fund solutions, & SMAs for professionals. Formerly Facebook, Instagram, & Wharton.
Hren_Broni @mafuaBroni
150 Followers 243 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.
Idea Decanter @IdeaDecanter
525 Followers 540 Following We believe in the power of video to get results for financial advisors. Content marketers @Sgottula_video and @LauraGarfield use #video to grow #finserv brands.
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
VeronicaRobert @nTJf4pZZqx5wM
22 Followers 573 Following
Samantha Russell 🧑.. @samanthtwenty
24 Followers 344 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverte CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Zach Melloh @_zachmelloh26
158 Followers 2K Following Advisor @ LJI WM | I help high earners + business owners grow their wealth in a comprehensive manner. Flat-Fee & AUM billing I CFP Candidate | Tweets # Advice
Fund Accounting @accounting79999
15 Followers 79 Following Your source for fund accounting insights! Tips, news & resources on managing funds, financial reporting & finance. Follow for expert advice & updates.
Opal Capital @opalinvest_
621 Followers 498 Following Sophisticated Investing… Simplified. Our mission is to help advisors confidently serve their clients and optimize their business for growth.
Elon musk🌐 @elonmusk6113
74 Followers 5K Following Founder; CEO & Chief Engineer of Spacex CEO & Product Architect of Tesla, Inc. Founder of The Boring Company & PayPal Co-founder of Neuralink, X
Courtney McQuade @CourtMcQuade
4K Followers 3K Following Head of Digital @MarketsGrp | Buffalo Wings Pro | #WomenInFinance | @SoulCycle enthusiast | @Yankee Fan
Davis Janowski @ddjanowski
2K Followers 981 Following Longtime tech journalist, freelancer, former analyst, (all opinions and tweets my own) Paddle guide for Manhattan Kayak, paddle boarder, kayaker, outdoorsman.
Samantha Russell 👩.. @SamanthTweiity
3 Followers 53 Following Speaker | Marketing @fugsuite Investmentnew 40 Under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing+Finance+Tech
Jon Sudkin @JSudkin
115 Followers 418 Following Private Wealth Advisor. Comprehensive financial planning. Securities offered through LPL Financial, Member FINRA/SIPC https://t.co/17C89y5LIt, https://t.co/ByaEosHXVh
Samantha Russell 👩.. @SamantahTwenty
14 Followers 476 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 &- Tweet on Marketing + Finance + Tech
Destiny @Destiny34160212
19 Followers 1K Following
Adam Blumberg 🇮�.. @Interaxis8
4K Followers 3K Following Delivering high-quality crypto education for financial advisors. Cofounder Interaxis. Trained 2k+ financial advisors in crypto & 11k+ YT subscribers
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
Gabriel Byrne @gabrielbryne1
11 Followers 291 Following Actor Producer Film Director Screen Writer Father Audiobook Narrator , Author
Capex Insider. Invest.. @michaelnyaga1
3K Followers 3K Following Explore Capex Insider for expert investment tips, market trends, and exclusive insights. Stay ahead in the financial game with our valuable content! #Investing
Sidney Snyder @SidLSnyder
112 Followers 159 Following Digital and Social Media Specialist in the #fintech and #advisory space 👑👑👑 - helping brands tell their story one tweet at a time 📲
Corey Westphal, CEO a.. @mobileassistCEO
141 Followers 1K Following Leading the team at Mobile Assistant to bring innovation to the dictation game for financial advisors and the organizations supporting them.
Impact Communications @ImpactMarComPR
188 Followers 410 Following Building brands and enhancing reputations in the financial services industry since 1993
michaelhsamuels @michaelhsamuels
524 Followers 1K Following Born in Florida, live in New York. I wear flip flops and shorts OK.
Katie Greifeld @kgreilfeld
221 Followers 5K Following markets & macro @business, anchor @BloombergTV The Close, ETF IQ & Real Yield. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Tom Burmeister @BurmeisterTom
281 Followers 346 Following Conquest Financial Planning & Digital Advice
Lisa Allen @LisaAllen_NC
803 Followers 1K Following Board Member, Head of Member Engagement, WIPN. Chief Revenue Officer at Advisor 2X. Love all things wellness and events!
Mark Forman @variableannuity
326 Followers 845 Following Husband and father of two boys. Opinions are my own.
Plootus @WearePlootus
688 Followers 2K Following Plootus simplifies retirement planning for an average individual without paying exorbitant fees. Available through Apple and Android app stores.
Marc Butler @marcrbutler
156 Followers 258 Following
Jason Pereira @jasonpereira
7K Followers 1K Following Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
Rick Williamson @RickyRedtail
831 Followers 462 Following Director of Training for Redtail Technology. Traveler. Speaker. Joker. Lover of movies. Master of GIFs. @ThePopcornDiet co-host. All thoughts are my own.
Philipp Hecker @PhilippHecker
193 Followers 214 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
advisorvisuals @advisorvisuals
161 Followers 1K Following One-page financial plans on steroids (coming soon)
Mike @mikeyebio
504 Followers 469 Following Wealthbloom 🌱 | Growth Partner for Wealthtech Brands Prev - @snappykraken (Wealthtech) and Financial Advisor.
GReminders @g_reminders
69 Followers 124 Following Automated Scheduling & Eliminate No Shows for Professionals and Financial Services. Syncs w/Google Cal, Outlook, Redtail. HIPAA compliant.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Mitlin Financial Inc�.. @MitlinFinancial
2K Followers 4K Following • Founder and Wealth Advisor @Lawrence_Sprung, CFP® • Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor •
Jason Friedman 🟣 @jasonfrieds
1K Followers 437 Following Co-founder and CEO of AdvisorFinder // @find_advisors // AdvisorFinder is where families find their financial advisor to help them build lasting wealth
Cody Barbo @codybarbo
4K Followers 4K Following @trustandwill founder & ceo, @EY_US entrepreneur of the year, husband to @mystiquebarbo, girl dad, @sdsualumni and geek at heart
Marc Bautis @MarcBautis
2K Followers 1K Following Wealth Manager & Founder of @bautisfinancial; Fiduciary Financial Advisor; The Agent of Wealth Podcast Host Listen 🎧 at https://t.co/5SobVKipzv
Natalie O’Dell @natalieodellPR
112 Followers 207 Following Account Executive, @StreetCred_PR | @Penn_State Alum
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”
Joe Pompliano @JoePompliano
599K Followers 2K Following Sports + Business | Investing at Pomp Investments | Host of The Joe Pomp Show | Join 120,000+ others who read my 3x weekly newsletter:
Opal Capital @opalinvest_
621 Followers 498 Following Sophisticated Investing… Simplified. Our mission is to help advisors confidently serve their clients and optimize their business for growth.
FP Alpha @_FPAlpha
884 Followers 2K Following Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.
Carla Ann Harris @carlaannharris
19K Followers 495 Following Wall Street Veteran (30+ years) | 🗃Managing Director at Morgan Stanley| World Renowned Public Speaker | Award Winning Author and Podcaster| 🔺🐘 #corporate
Vanilla @getvanilla
225 Followers 212 Following Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning
Adam Blumberg 🇮�.. @Interaxis8
4K Followers 3K Following Delivering high-quality crypto education for financial advisors. Cofounder Interaxis. Trained 2k+ financial advisors in crypto & 11k+ YT subscribers
Lara Crigger @LaraCrigger
3K Followers 942 Following Editor-in-Chief, VettaFi. Not an investment advisor. All opinions my own. The macaws, however, are not. Email: [email protected]
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
John Stoj® @StojBoj
4K Followers 3K Following NYC ➡ CHI ➡ ATL. Sell-side ➡ buy-side ➡ clients’ side. Father, anesthesiologist’s husband, founder of flat-fee RIA Verbatim Financial. Truth teller. Fiat slave.
Douglas A. Boneparth @dougboneparth
269K Followers 623 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMu
AllStreet. @AllStWealth
2K Followers 236 Following virtual financial advice & investment management for our generation 💰 tweets ≠ advice | by @treytondotcom & @tkopelman
TitosVodka @TitosVodka
61K Followers 20K Following Distilled & Bottled by Fifth Generation, Inc. Austin, Texas 40% alc./vol. ©2024 Tito’s Handmade Vodka. Must be of legal drinking age.
Haik Sahakyan 🇦�.. @haik_sahakyan
116 Followers 75 Following Founder+CEO @ARQA_AI. Redefining wealth management into a dynamic experience, where your data takes center stage to unlock unparalleled insights.
#Consensus2024 @consensus2024
29K Followers 731 Following Join us in Austin May 29-31, 2024, for #Consensus2024 by @CoinDesk — the largest event covering all sides of crypto and Web3. https://t.co/SicSjxPXt3
Fireblocks @FireblocksHQ
25K Followers 33 Following All-in-one platform for building your digital asset business. Powering thousands of organizations and securing trillions in digital assets/month.
Dave Nadig @DaveNadig
20K Followers 679 Following Free Agent Financial Futurist. Connecting dots between humans and finance. DMs open, LinkedIn works. https://t.co/oKWq31HJWg for more.
Hunter Horsley @HHorsley
37K Followers 2K Following 7 years in crypto. CEO @BitwiseInvest ($3B+ AUM) — crypto index funds, ETFs, active solutions, & SMAs for professionals. Formerly Facebook, Instagram & Wharton.
Opto Investments @optoinvest
151 Followers 31 Following The fiduciary's private markets investment partner. Disclaimers here: https://t.co/XVHdbEZd4L
InvestCloud Inc. @InvestCloud
2K Followers 3K Following InvestCloud is an award-winning Digital Platform offering first-class, cloud-based, financial solutions.
Mark McGrath @MarkMcGrathCFP
17K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®, CLU®. DM's are always open. Meet a PWL advisor ⬇️
Kevin O'Leary aka Mr... @kevinolearytv
991K Followers 1K Following Chairman of O’Leary Ventures and Beanstox, 4 X Emmy Shark Tank's Mr. Wonderful, Wine Maker, Watch, Crypto, AI & Guitar Guy, Photographer & Chef
michaelhsamuels @michaelhsamuels
524 Followers 1K Following Born in Florida, live in New York. I wear flip flops and shorts OK.
PGA TOUR Communicatio.. @PGATOURComms
162K Followers 601 Following Official account of the PGA TOUR Communications department.
The Compound @TheCompoundNews
34K Followers 0 Following Investing - Trading - Economy - Tech - Media https://t.co/yzwRchxJna
Dori Thomas @DoriRThomas
121 Followers 905 Following Event Coordinator l Marketing Professional l Creator l Community Volunteer
Helen Yang, CFA @AndesWealth
669 Followers 339 Following FinTech Entrepreneur. Winner of prestigious Harry Markowitz Award. Community leader.
Danika Waddell, CFP®.. @danikaw
3K Followers 2K Following Founder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.
Lisa Allen @LisaAllen_NC
803 Followers 1K Following Board Member, Head of Member Engagement, WIPN. Chief Revenue Officer at Advisor 2X. Love all things wellness and events!
Meaghan McNichol @Meg_McNichol21
149 Followers 245 Following Operations Manager at @StreetCred_PR - Based in Vermont 🪴💚
Courtney McQuade @CourtMcQuade
4K Followers 3K Following Head of Digital @MarketsGrp | Buffalo Wings Pro | #WomenInFinance | @SoulCycle enthusiast | @Yankee Fan
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
Alex Cavalieri 🔬 @AlCavalieri
2K Followers 2K Following Head of Marketing @caisgroup. Formerly @cioninvestments, @cionadvisorio, @BlackRock. @CUSEMLAX alum. I tweet about marketing among other things.
Marc Butler @marcrbutler
156 Followers 258 Following
Shannon Spotswood @sspotswoodrfg
546 Followers 381 Following President of RFG Advisory. Advisory services through RFG Advisory, LLC, Registered Investment Advisor.
KVP @KyleVanPelt
3K Followers 343 Following CEO of @milemarkerco. Helping the financial industry drive their data. I like ☕️⛳️🏈⚾️.
Succession Resource G.. @SuccessionRG
325 Followers 688 Following We help financial advisors grow through acquisition, protect their business with a continuity plan, and plan/manage the transition of their business.
Mark Forman @variableannuity
326 Followers 845 Following Husband and father of two boys. Opinions are my own.
BNY Mellon Wealth @BNYMellonWealth
29K Followers 781 Following Providing insightful thought leadership and event updates on topics important to our high net worth clients, family offices, and institutions.
BNY Mellon @BNYMellon
40K Followers 457 Following #BNYMellon is a global leader in financial services managing, moving and keeping nearly 20% of the world's investable assets safe. NYSE: $BK
Joel Bruckenstein @FinTechie
14K Followers 542 Following Financial Services Technology Journalist and Consultant
Tom Burmeister @BurmeisterTom
281 Followers 346 Following Conquest Financial Planning & Digital Advice
Conquest Planning Inc.. @ConquestPlanInc
285 Followers 68 Following Meet the engine powering the future of financial advice.
fpPathfinder @FpPathfinder
656 Followers 247 Following Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.
Holistiplan @Holistiplan
2K Followers 115 Following Holistiplan is an end to end tax planning tool for financial advisors. Founded by @Roger_S_Pine and @kevin_lozer
AdvicePay @AdvicePay
788 Followers 429 Following The leading platform for processing payments and overseeing compliance of fee-for-service financial planning. Founded by @R_Alan_Moore and @MichaelKitces.
Rick Williamson @RickyRedtail
831 Followers 462 Following Director of Training for Redtail Technology. Traveler. Speaker. Joker. Lover of movies. Master of GIFs. @ThePopcornDiet co-host. All thoughts are my own.
ARQA @ARQA_AI
32 Followers 38 Following Next-level wealth management for RIAs, family offices, and HNW individuals.
It's the perfect little luxury. Read more: bit.ly/4dbXUH0
Happy Birthday to my amazing son Dave ❤️🎂🙏 what a blessing you are to my life and to everyone that knows you…you’re truly one of a kind. I’m so happy your life is blessed by an incredible beautiful wife and soon a precious baby girl 💓. So much to look forward to. I love you…
It's Friday. So, naturally, Winnie likes to let loose a bit
The moment everything changed for @cdejean23 🎥: @GOATfarmmedia
Great angle - congrats to the @wealth_mgmt edit team @PatDonachie @alihibbs @Diana_Britton @robaburg @michaelhsamuels @ddjanowski Best News Coverage @SIIA #nealawards
Fly, Coop Fly. 🦅 @cdejean23 ➡️ @Eagles #NFLHawks x #NFLDraft
The Goat Chain is BACK! And it has the Aussie fans pumped up! 🐐👏 @livgolf_league #LIVAdelaide
🎉 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
#WealthStack Roundup Jeannette Kuda has been named chief operating officer of @TIFINfintech’s artificial intelligence platform, @TIFIN_AG. spr.ly/6012bIFHs
Are you ready to ride into the future of financial advice? @ShannonRosic, Director of WealthStack Content and Solutions sheds some light into what you can expect at this year's event! Find out more here: spr.ly/6015bWcNh
Seeing Cubs win in Chicago - priceless.
Connect with @mobileassistCEO at #WMEDGE2024. ☀️ ELEVATE your #WealthManagementEDGE experience with 1:1 meetings scheduled through the ConnectMe event app. 📲 Learn more: informaconnect.com/edge/networkin… #FinTech #WMEDGE
Legacy Now Spring 2024 is a wrap, and we'd like to send a huge thanks to all of our attendees and speakers. We hope everyone came away with new ideas and best practices for delivering more client value than ever in 2024. Watch the complete event here: ow.ly/zY1y50Rp6oL
Pretty sure he’s firing me today. 🤷🏼♀️
Hometown friend explaining their essential oils business isn’t a pyramid scheme.
🚨🚨WILD FOOTAGE🚨🚨 #Falcons GM Terry Fontenot trying to explain himself to owner Arthur Blank on why they selected Michael Penix Jr. 😳😳😳
Q: What makes the price of an asset fall? A: When there are more sellers than buyers. Q: How could we make the valuation of companies fall really quickly? A: Tax the unrealized gains of founders, forcing them to sell 25% of their stake every year. Q: Who owns the rest of those…
My 8 yr old pitched his first 2 innings in Little League tonight My heart has not beat that fast in a loooong time Parents-What is it about watching your kid put themselves out there & take a risk publicly that just GETS you? I can speak in front of 1000s-but this? NAIL BITING
Today, I'm humbled to announce our new strategic relationship with @LPL ! Through LPL's Affinity Vendor Program, more than 22,000+ financial advisors will now have access to our trusted estate planning solution; empowering advisors to deliver more comprehensive planning and…
Speed is the name of the game for @TorqueGC_ 🏎️💨 An incredible track @thebend_msp 🤝 #LIVGolf #SeeSouthAustralia
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