VettaFi @Vetta_Fi
VettaFi is a provider of indexing, data & analytics, industry leading conferences, and digital distribution services to ETF issuers and fund managers. vettafi.com New York, NY Joined January 2009-
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Morgan Stanley Private Wealth Advisor @GillianYuMSPWM is one of Barron’s Top 100 Women Financial Advisors. She believes understanding her clients on a deeper level sets her apart. “More than just speaking the same language, though, I feel I understand the cultures of my…
🎧 Podcast: Advisor Behavioral Trends, Strategas Macro Momentum ETF Featuring @Vetta_Fi's Saleem Khan and @StrategasRP's @verrone_chris open.spotify.com/episode/09vyf0…
What's going on with Dr. Copper and copper #ETFs ? etftrends.com/gold-silver-in… @Vetta_Fi #copper
Marketing strategies and tactics are always evolving. Understanding the new terms of engagement is critical to growing your prospects and getting your products in front of interested investors. Learn how we can build your next product campaign: vettafi.com/issuer-service……
Kwanti's Josh Schwaber penned this article for Advisor Perspectives by @Vetta_Fi, discussing the importance of customizing model portfolios in order to address each client's unique needs - and how advisors can use tech to efficiently do so. Read more: advisorperspectives.com/articles/2024/…
For #FinancialAdvisors, the economic landscape is rife with uncertainty. Are tech stocks poised for a comeback or facing a downturn? What are the ripple effects of @Meta's debut dividend? And should you be increasing allocations to international markets? Gain clarity on these…
What are the trends in #investor behavioral intelligence data? For the latest @ETFPrime, @Vetta_Fi's Saleem Khan reveals which asset classes investors embraced in March. Take a deep dive under the hood on all things data, and don't miss @StrategasRP's @verrone_chris discussing…
Matt Matrisian, SVP and Head of Client Growth, joined @Vetta_Fi’s ‘Gaining Perspectives’ podcast to discuss the transition to the next generation of #financialadvisors and clients. Listen to the episode here: bit.ly/44hL1HC #AssetMark #SuccessionPlanning
New Podcast! Advisor Behavioral Trends, Strategas Macro Momentum ETF @Vetta_Fi's Saleem Khan dives into the latest behavioral intelligence data, highlighting key investing trends among advisors. @StrategasRP's @verrone_chris talks macro and momentum. podcasts.apple.com/us/podcast/adv…
⏰FINAL CALL! Tomorrow @ 2PM ET / 1PM CT, YCharts and @Vetta_Fi’s @LaraCrigger uncover: 📈 Top and bottom-performing mutual fund & #ETF categories 💡 Insights into fund flow data for supercharged sales strategies 🚀 How distribution teams use YCharts Fund Flow Reports to bolster…
TMX @Vetta_Fi is pleased to announce Michael Murray has joined VettaFi to lead sales efforts for analytics, digital distribution and its industry leading financial advisor conference, @exchangeETF. As Head of Sales, Analytics, Digital Distribution and Events, Michael will be…
Uncertainty in Fed policy, lingering #inflation concerns, and looming fiscal deficits could drive yields higher. While these factors may seem challenging, they may favor allocations to floating-rate notes. Join @MorganStanley's Jake Lemle, CFA to explore this asset class, its…
🎙️ New Podcast! Advisor Behavioral Trends, Strategas Macro Momentum ETF Featuring @Vetta_Fi's Saleem Khan and @StrategasRP's @verrone_chris etfstore.com/advisor-behavi…
How are indexes innovating for a greener future? 🌱 How can you embrace the energy revolution through targeted exposure? The global energy landscape is in flux, with the urgent need for secure, affordable, and low-carbon solutions. Yet, traditional investment products often…
Check out our CEO's latest article for @Vetta_Fi /Advisor Perspectives to learn what #HNWI clients want (and expect) from their #FinancialAdvisors 📰 advisorperspectives.com/articles/2024/… @chris_simone
Bank volatility has @ToddRosenbluth looking to insurance for steadier financial sector exposure. These companies have reliable earnings. They also have robust balance sheets. Could they be a safer bet? Tune in for Todd's fund-reveal below. Episode recap here:…
How many rate cuts in '24? @Vetta_Fi talked to #advisors and #ETF experts last week. etftrends.com/how-many-rate-…
Is #robotics set for a comeback after a challenging year? @Vetta_Fi's @Zenomercer joined @SchwabNetwork to share insights on investing in the space! 🤖 Discover why he sees a rising tide lifting all boats, why Apple stood strong amidst last week's mega-cap drop-off, and which…
TMX VettaFi is pleased to announce @kirstenchang16, has joined VettaFi as its newest ‘VettaFi Voice’, helping to build awareness of the brand and its products, and to foster even greater connectivity across the financial advisor community. In her role as Senior Industry Analyst,…
Where to take on credit risk? @Vetta_Fi has you covered thanks to #ETF experts. etftrends.com/core-strategie…
Eric Balchunas @EricBalchunas
266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Nate Geraci @NateGeraci
32K Followers 435 Following President @ETFStore, Host @ETFPrime, Co-Founder @ETF_Institute
Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Todd Rosenbluth @ToddRosenbluth
12K Followers 772 Following Head of Research at @Vetta_Fi Please note: retweets are not endorsements.
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
Phil Bak 🎩 @philbak1
26K Followers 4K Following ceo armada: quant reit investing. narratives drive flows. weekends are for memes. ✌️
Ben Johnson, CFA @MstarBenJohnson
20K Followers 573 Following Head of Client Solutions, Asset Management, Morningstar. "All I know is that I don't know nothing. And that's fine." Opinions mine.
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
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.
Michael 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]
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Sam Ro 📈 @SamRo
66K Followers 3K Following Award-winning writer of @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 25k+ subs. Long-term optimist. Short-term cautious optimist.
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
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 lover
Tom Lydon @TomLydon
12K Followers 5K Following Vice Chairman of @Vetta_Fi | Investment Advisor & Author📊 ‘ETF of the Week’ podcast now streaming: https://t.co/oGbMRC112d
McNoushe @NousheMc47095
1 Followers 100 Following
Celetud @celetud41454
31 Followers 2K Following
Gabriel Perez @Perez47v8gabri
20 Followers 265 Following
ealpar @eddoganci
15 Followers 143 Following
Rhombus Records @RhombusRecords
1K Followers 4K Following Rhombus Records was created in 1986 to release keyboardist Thom Teresi's own music, and since then they have released over 400 Vinyl Albums and CDs.
Rocky @Rocky_Pharaoh
232 Followers 645 Following
Nitya Vootla @NityaGritty
2 Followers 21 Following
Cezar Dantas @CzrCyber
106 Followers 445 Following
Fredo Rivera @YourFriendFredo
77 Followers 289 Following CEO/Founder of RDT Mortgage- Unofficial Mayor of San Diego/Austin- Epic Father/husband/Faith +Coffee is my jam #BOOM
Lateef Muraina @LateefMura99148
271 Followers 3K Following I am enthusiastic about personal development and contributing to the society at large.@FYN #FYN $RCADE
WallStreet 🇨🇦 @WallStreetCan
44 Followers 84 Following
Jeff @Jeff_47_74
189 Followers 733 Following
💯Ahmed ok @tekah2013
9K Followers 3K Following #لغز وضحك وشوية بورصة💯#مفاوض حاصل علي شهادة وعضويه الاحترافيه #Nasdaq #citibank #HSBC #CISI #cpd 🌹🤝
Alex Joosten @joosteninvestor
3K Followers 509 Following Chief Investment Officer at Joosten Capital.
Michael Charles Borre.. @MichaelBorrel17
993 Followers 6K Following Professional Services: AI assurance services for firms subject to the upcoming European Union Artificial Intelligence Act.
Ben Gothard @BenPGothard
9K Followers 1K Following 🐦⬛ Co-Founder @NexusLabsGG 🎮 Co-Founder @NeoTokyoCode Syndicate 🎙️ Co-Lead & Host Neo Tokyo AMA/Pod ⌛ Ex: @DappRadar @DecentralGames @CryptoGamingI
Shanti @shanti_leon
0 Followers 53 Following
Graham Wealth Managem.. @GrahamWealthMgt
84 Followers 270 Following We Value and Guide Our Clients Toward #FinancialFreedom #FinancialAdvisor #Investments #Insurance #Retirement #Wealth
Hammed Fofana @medsanity01
115 Followers 384 Following Glory to God the most high and most merciful🙏🏾. On a mission to create sustainability.
Yaqoobkhan Sameen @Yaqoobkhan66622
36 Followers 658 Following
Dr. George MBA PhD FR.. @DrGeorgeMBA
401 Followers 6K Following Founder, CEO and CIO Dynamic Portfolio Manager for disruptive innovation, Corporate Credit Rating, Risk Capital Allocation, AI, ML, Regulation and Banking
Jonathan Chiang @JonChiang7
39 Followers 3K Following
Arthur Werner Rothea @ArthurRothea
24 Followers 85 Following
Arthur Benta @ArthurBenta
13K Followers 4K Following Welcome for Micro and Macro Economic News. Financial Markets Investment since 1995. Stock Markets, ETFs, Commodities, Bonds and Currencies.
Hedy @HedyyyxN
969 Followers 468 Following ❤️🐘 Past: Macro economy analyst in FO, $LSK, $OKT, $BNB, $ARB, @PANONY Storytelling, Attention Economy #Openinnovation #Infinitegames Opinions are my own
Jron @Jron73074698
361 Followers 647 Following
Touckout @touckout66590
31 Followers 2K Following
Mehdi @Mehdii19941
16 Followers 356 Following
Brian Bodor @Bodog96
691 Followers 4K Following Gonna tell you how much I 💕 you. Though you think you already know. Gonna SHOW you how much I 💕 you. THEN you will finally know.
📈 Chart Champ 👑 @realchartchamp
2K Followers 238 Following Skilled Trader & Investor 📈 TrendSpider Platform Ambassador 🕸️ ClearValueInvesting Analyst 📶 Chart Champ Trades 👑 Chart Champ Trades Academy 📚 NFA
kathleen p.Grantham @rahim_gul4669
6 Followers 127 Following
Sajad @Sajad1193118
49 Followers 92 Following
AllianceBernstein (AB.. @AB_insights
23K Followers 812 Following AllianceBernstein LP (AB) is a leading global investment-management and research firm.
Z @z382618314
32 Followers 660 Following
Z @ZCrypto15
47 Followers 448 Following
TM @TM5375311877121
110 Followers 500 Following
nskd6rei45iylyyd @hp21m9m7luww
19 Followers 1K 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
刀疤吉 @CHLin1982
5 Followers 35 Following
Guy Guy @abc6574
0 Followers 70 Following
Eric Balchunas @EricBalchunas
266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Nate Geraci @NateGeraci
32K Followers 435 Following President @ETFStore, Host @ETFPrime, Co-Founder @ETF_Institute
Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
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
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Ben Carlson @awealthofcs
256K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Todd Rosenbluth @ToddRosenbluth
12K Followers 772 Following Head of Research at @Vetta_Fi Please note: retweets are not endorsements.
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
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Phil Bak 🎩 @philbak1
26K Followers 4K Following ceo armada: quant reit investing. narratives drive flows. weekends are for memes. ✌️
Ben Johnson, CFA @MstarBenJohnson
20K Followers 573 Following Head of Client Solutions, Asset Management, Morningstar. "All I know is that I don't know nothing. And that's fine." Opinions mine.
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
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
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
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.
Michael 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]
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Chris Verrone @verrone_chris
22K Followers 2K Following Head of Technical & Macro Research at Strategas // Top Ranked I.I. Analyst // Frequent Contributor CNBC, Bloomberg, & Fox // Dad to Maggie, Reagan, & Connor
Strategas @StrategasRP
14K Followers 7 Following Strategas is a leading institutional brokerage firm providing macro research, advisory and capital markets services. A Baird company.
Aristotle @AristotleCap
124 Followers 35 Following Aristotle is an employee-owned investment management organization which provides equity and fixed income management expertise across a unified platform.
Kirsten Chang @kirstenchang16
731 Followers 498 Following VettaFi Senior Industry Analyst, fmr. @CNBC Markets Producer, NYU econ grad, aspiring market maven, seasoned traveler and lover of all things catlike.
Gillian Yu @GillianYuMSPWM
79 Followers 60 Following Managing Director, Private Wealth Advisor, Morgan Stanley PWM NMLS#1447640 For more information please visit my website.
Wall Street Horizon @WallStHorizon
3K Followers 354 Following Providing institutional traders with accurate forward-looking corporate event data. Earnings | Dividends | Investor Conferences. Now part of TMX Group.
Capital Group @CapitalGroup
134K Followers 188 Following Capital Group, home of American Funds®, has focused on providing superior long-term investment results since 1931. Important information: https://t.co/WoXpshbREc
TCWETFs @tcwetfs
27 Followers 38 Following
Troop @troopnow
848 Followers 844 Following Creating custom voting policy should be easy and intuitive.
Commonwealth @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/IX6ZEVZzru
Matthews Asia @MatthewsAsia
6K Followers 288 Following Privately owned investment specialist focused on providing Asia- and emerging market-focused investment solutions.
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Tony Finau Golf @tonyfinaugolf
252K Followers 410 Following The Official Twitter Account of Tony Finau
Montréal Exchange @MtlExchange
4K Followers 386 Following Canada's derivatives exchange brings innovation and frictionless trading. Bourse des instruments dérivés canadiens offre innovations et négociation ordonnée.
Trayport @Trayport
870 Followers 176 Following Powering trading markets, providing solutions that support the growth of our clients in Europe and around the world.
Bryan Hinmon, CFA @BryanHinmon
3K Followers 875 Following Husband. Father. Christian. Nerd. CIO and PM at MFAM. Views are my own. Let's talk stocks...
Sammy Azzouz @samazzouz
696 Followers 339 Following President & CEO @Heritagefin | Author of Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital | Host of Wealthy Behavior podcast | Blogger
Jensen Investment Man.. @Jensen_IM
52 Followers 52 Following Guiding Financial Excellence | Crafting Intelligent Strategies | Focused On Long-Term Success
Ben Harburg @BenHarburg
5K Followers 749 Following PM $CGRO @MSACapital Co-owner @cadiz_cf Disclosures https://t.co/tr56O5ZDp3
Zhang Financial @ZhangFinancial
91 Followers 2 Following
Salvador Robles-Lucia.. @LucianoSarobles
1 Followers 0 Following
Kurv Investment Manag.. @kurvinvest
134 Followers 121 Following Invest ahead https://t.co/3vbguC6jYW
Yang Tang @yangtang
630 Followers 261 Following Co-Founder | CEO @archindices | PM $VWI ETF .. Optimized Portfolios: maximize income, minimize volatility .. Macro Solutions Sales in former life
Bain & 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.
Jack Vogel @jvogs02
5K Followers 495 Following Alpha Architect team member, Philadelphia sports fan, father of 3 daughters
Ross Marino, CFP®, C.. @Ross__Marino
3K Followers 2K Following Shift: Human-First Financial Guidance| CEO of @advisor2x | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advice
BlackNorthBEGIN @BlackNorthBEGIN
1 Followers 1 Following Empowering Black entrepreneurs throughout their entrepreneurial journey
BlackNorth Initiative @BlackNorthCA
4K Followers 203 Following Strength(In) Diversity Committed to the removal of anti-Black systemic barriers negatively affecting the lives of Black Canadians.
FPA NexGen @FPANexGen
5K Followers 624 Following FPA NexGen is an FPA community of young #financialplanners dedicated to ensuring the transference of wisdom, tradition and integrity to the next generation.
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 •
Jorrell Bland @JReLLz35
625 Followers 515 Following Associate Wealth Advisor @MitlinFinancial Editorial Advisory Board Member @FPANexGen 🏈 @WVUAlumniAssoc
Jeff Thomas, Host of .. @InvMasterminds
313 Followers 1K Following Creator and Host of the Investment Masterminds web-series featuring talent from across the financial services industry and beyond.
GeorgeAcheampong Jr |.. @gacheampongjr
2K Followers 701 Following Decreasing the Wealth Gap by $100 Billion through a Generational Wealth infrastructure of Tech, Media, Education, and Equity. Founder of Melanin Money
SurfriderMiami @SurfriderMiami
1K Followers 1K Following We're the Miami Chapter of The @Surfrider Foundation a non-profit org. dedicated to the protection and enjoyment of our world’s oceans, waves and beaches.
LSEG (London Stock Ex.. @LSEGplc
30K Followers 162 Following At #LSEG, our open, flexible philosophy helps you fund innovation, create jobs, raise capital and manage your risk. #OpenMakesMorePossible
Jack Fischer @JackRFischer
529 Followers 765 Following Based in Chicago, Wake Forest University grad, former professional baseball player. Senior Research Analyst, @LSEGplc Lipper. Member of CIFSC.
Galaxy @galaxyhq
32K Followers 4 Following Official Galaxy X account. Digital asset and blockchain leader providing access to the growing digital economy. Disclaimer: https://t.co/D9SHvfhCVF
Mike Durso @MDurso84
474 Followers 3K Following “The core of mans' spirit comes from new experiences.” -Jon Krakauer, Into the Wild.
TCW Group @TCWGroup
993 Followers 29 Following TCW is a global asset manager offering equity and fixed income mutual funds and strategies through the TCW and MetWest brands. For disclosures click here:
Jason Pereira @jasonpereira
7K Followers 1K Following Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
ERShares @ERShares
6K Followers 612 Following Investing in Entrepreneurial Stocks Globally through our ETFs and Mutual Funds. (aka EntrepreneurShares) Disclosures: https://t.co/8Cv0uzqNG1
Academy Asset Managem.. @AcademyAMGT
10 Followers 3 Following Academy Asset Management is Veteran owned and operated Asset Manager specializing in trading and managing Fixed Income portfolios for Institutional clients.
CI Global Asset Manag.. @CIGlobalAsset
10K Followers 2 Following Innovative wealth solutions // Des solutions innovantes en matière de patrimoine
FA Magazine @FAMagazine
195 Followers 105 Following Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq🎧 Podcast: Advisor Behavioral Trends, Strategas Macro Momentum ETF Featuring @Vetta_Fi's Saleem Khan and @StrategasRP's @verrone_chris open.spotify.com/episode/09vyf0…
Actively managed #ETFs use a variety of strategies (market timing, sector rotation, short selling and buying on margin, etc.) that overlay index-based #ETF management. So, even actively managed ETFs rely on an underlying index. #investing #investments
What's going on with Dr. Copper and copper #ETFs ? etftrends.com/gold-silver-in… @Vetta_Fi #copper
Getting fit for spring? Good for you. Now do the same for your portfolio. Examine what it holds. If your #investments aren’t delivering value for their MERs, learn about resilient, low-cost, #tax-efficient #ETFs. cetfa.ca
Personal income (e transfer receipts) rose 0.6% in March and is up 5.0% compared to one year ago. However, when adjusted for #inflation using the #PCEPriceIndex, real personal income (ex transfer receipts) was up 0.2% MoM and 2.3% YoY. advisorperspectives.com/dshort/updates…
Anyone who knows @MeghaanL knows her brilliant mind and amazing teaching. Bringing her on to the @shapingwealth team as we hit a major growth inflection point was a no brainer. Appropriately enough for NFL Draft day, we went "best available athlete" and I am stoked. Game on.
📢 Breaking News: Today we announce the appointment of Dr. Meghaan Lurtz as Partner! @MeghaanL joins the team as learning & development specialist to help advance our vision to enable funded contentment. Get the full story here: bwnews.pr/3QnnGOP #BreakingNews #HumanFirst
Seeing Cubs win in Chicago - priceless.
Kwanti's Josh Schwaber penned this article for Advisor Perspectives by @Vetta_Fi, discussing the importance of customizing model portfolios in order to address each client's unique needs - and how advisors can use tech to efficiently do so. Read more: advisorperspectives.com/articles/2024/…
Thanks to @StateStreetGA for partnering with firms like @NFABoston to create content that supports the #ETF and #FinancialAdvisor communities! 🙌
We sat down with Robert Michaud from @NFABoston during @exchangeETF this February to learn about balancing risk and reward as you build a robust portfolio. Check out the interview recap at the link below to learn all about how @NFABoston was an early ETF adopter and Robert’s…
@STANDUP_Today Agree entirely. Thanks for sharing those positive thoughts. #FinancialLiteracy is an asset everyone should have and everyone can benefit from.
We’re excited to rank #10 on @Vetta_Fi's Top 25 Venerated Voices™ Q1 2024! Congrats @camharvey & Chris Brightman for placing #8 and #10 among authors. [Disclosures: bit.ly/3hT1PuD] Check out the full rankings: advisorperspectives.com/articles/2024/… #VeneratedVoices #RAInsights
@Vetta_Fi @NateGeraci @ETFPrime @StrategasRP @verrone_chris @AB_insights Good convo on the data behind investor behavior! 👏🏼
@lady__bost @Vetta_Fi @ETFPrime @StrategasRP @verrone_chris @AB_insights Thank you - thought Saleem did a great job!
Full episode below 👇
Is #robotics set for a comeback after a challenging year? @Vetta_Fi's @Zenomercer joined @SchwabNetwork to share insights on investing in the space! 🤖 Discover why he sees a rising tide lifting all boats, why Apple stood strong amidst last week's mega-cap drop-off, and which…
Matt Matrisian, SVP and Head of Client Growth, joined @Vetta_Fi’s ‘Gaining Perspectives’ podcast to discuss the transition to the next generation of #financialadvisors and clients. Listen to the episode here: bit.ly/44hL1HC #AssetMark #SuccessionPlanning
New Podcast! Advisor Behavioral Trends, Strategas Macro Momentum ETF @Vetta_Fi's Saleem Khan dives into the latest behavioral intelligence data, highlighting key investing trends among advisors. @StrategasRP's @verrone_chris talks macro and momentum. podcasts.apple.com/us/podcast/adv…
⏰FINAL CALL! Tomorrow @ 2PM ET / 1PM CT, YCharts and @Vetta_Fi’s @LaraCrigger uncover: 📈 Top and bottom-performing mutual fund & #ETF categories 💡 Insights into fund flow data for supercharged sales strategies 🚀 How distribution teams use YCharts Fund Flow Reports to bolster…
Only at @exchangeETF, can #advisors hear the latest thinking from top asset managers. Dive into highlights from #ExchangeETF: etftrends.com/model-portfoli… #FixedIncome #Investing
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