Financial Planning @finplan
News, analysis, insights and data for financial advisors financial-planning.com Joined February 2009-
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Yes, $630B is now in actively managed ETFs. But it’s really only benefits 10 big industry players. #investing #indexfunds #financialplanning bit.ly/4dtl1NJ
The @FTC ban on noncompete clauses wasn't even a day old before it became the subject of a lawsuit. #financialplanning #advisors #lawsuit bit.ly/3xRbNKE
.@Fidelity just launched a new training hub after hearing advisors were struggling to grow organically. The move follows similar hub launches at LPL Financial and BlackRock the past few months. #financialadvisors #wealthmanagement #Fidelity bit.ly/3QCXv79
Not every financial advisor or tax professional is cut out for starting a podcast. Blake Oliver of @EarmarkCPE explains why you should think twice before buying that fancy new microphone. #financialadvisors #taxpros bit.ly/3WcHRmk
Sit! Stay! Inherit! Estate planning for pets may sound silly, but without it animals can get left high and dry — or end up in the pound. #petplanning #wealthmanagement bit.ly/3JyjJ60
As the great Method Man once said, cash rules everything around me. Here are the 20 biggest money market funds in today’s market. #moneymarkets #investing bit.ly/3Ux9bKP
Layoff fears linger in the current economic client, and for the 40% of Americans who have been laid off or fired at some point in their lives, retirement preparedness can feel out of reach. Is a Roth IRA part of the answer? #RothIRA #retirement bit.ly/4b7HHS5
Net interest income, financial advisor productivity and market appreciation drove a strong first quarter for @ameriprise’s wealth unit. Here’s a look at the main takeaways from its Q1 results. #growthstrategies #recruiting #Ameriprise bit.ly/3W9eNMr
Are you an RIA who’s bewildered by what’s going on in the markets? .@GoldmanSachs wants you to give them a ring. #investment #wealthmanagement #goldman bit.ly/4bclP7z
Supporters of @USDOL’s retirement advice rule include: @AARP, @CFPBoard and @NAPFA. Opponents include: @IRIonline, @FSIwashington and @SIFMA. See 18 industry reactions. #financialadvisors #wealthmanagement bit.ly/3wcS2N9
ChatGPT is still the best-performing large language model, but it’s no longer the only one that’s able to pass the CPA exam, @AccountingToday reports. See the results of a new study. #taxpros #AI #CPAs bit.ly/49UWMF3
Former MassMutual head Mike Fanning is coming out of retirement to lead @Advisor360 as its new CEO; he fell in love with the #wealthtech platform after he put it to work at his previous firm. #wealthmanagement #fintech #financialadvisors bit.ly/3WgxpKz
The @IRSnews and @USTreasury rules aim to increase investment in clean energy technologies by making tax incentives transferable between project developers and investors. #tax #IRS #taxstrategy bit.ly/44jRgdG
Will April hires bring May … strategic growth? That might be what wealthtech platforms COMPLY and TIFIN are hoping for with their CEO and a COO, respectively, both announced on April 24. #wealthmanagement #fintech #wealthtech bit.ly/3UwEyVH
.@Cresset_Capital and @CitizensBank are the latest beneficiaries of the ongoing exodus of ex-First Republic advisors from @jpmorgan. #recruitment #financialadvisor #financialplanning bit.ly/44boD2s
Defrauding bereaved military families seems about as low as one can go. And this ex-Army advisor has admitted to it. #regulation #financialfraud #advisors bit.ly/3w74vSw
Advisor attrition has multiple drivers, but depriving planners of the technology they need to efficiently serve clients is a major one, says Jeff Schwantz of @Advisor360. #fintech #technology #retention bit.ly/3QhWPUg
Include your dog in your will? It’s not just for crazy heiresses. Here’s why #estateplanning for pets is important, and how #financialadvisors can help. bit.ly/3JyjJ60
Profits are up 9%. AUM is up 19%. It’s been a good quarter for Raymond James’ Private Client Group, the firm’s wealth management unit. #RaymondJames #earnings bit.ly/49RY17R
While IRA beneficiaries got another year of possible tax-free growth and compounding from @IRSnews, they may want to start RMDs anyway under certain circumstances. Here’s why. #tax #estateplanning #financialplanning bit.ly/3wank7n
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 378 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
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
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.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 789 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated 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 advice
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
WealthManagement.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.
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
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
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.
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
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.
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
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 💕
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Hallmark Ventures (HL.. @HLLK_Stock
1 Followers 88 Following A penny stock that is ready to take off.
Fahd Amraoui @fahd_amrao41815
3 Followers 356 Following
Kyle Lottman, CFA, CP.. @KyleLottman
57 Followers 155 Following Helping clients navigate markets and taxes, Fee-only #RIA Tweets are my own and not investment recommendations
RJ @RJ5163573610078
0 Followers 147 Following
Andrew Herzog, CFP® @andrevhertzog
584 Followers 261 Following Financial Planning with true diversification - AMDG
Aldego @AldegoDe
10 Followers 146 Following
Kyle tetreault @Kyletetreault5
61 Followers 76 Following
Hazel Zoe @ZoeHazel82969
34 Followers 267 Following professional gold trader with more than 8years experience, provide free signals and manage account, telegram group 👇🏻
Brandon Lee @Brandon1369888
4 Followers 26 Following
Connor Jackson @ConnorJ74979806
81 Followers 339 Following
Rachel DeVries @RachelDevries
0 Followers 5 Following
Enzo @LorenzoMan46967
41 Followers 197 Following
Bruce Peck @BrucePeck
2K Followers 139 Following Recruiter by day. Give thanks. Be grateful. Hold the door for the person behind you. Boston you're my home, love that dirty water. Can't find me? Try the beach.
rht @rht60622965
56 Followers 160 Following
MacroGlide @MacroGlide
0 Followers 5 Following "MacroGlide: Navigate Market Rhythms, Shape Strategies, and Forecast with Precision based on Macroeconomic Data"
Bill3387 @bill3387
127 Followers 47 Following
Scarlett @scarlet1020445
208 Followers 123 Following Sassy, classy ,and a bit smart -asst✌️ 👩🏼💻puppy lover 🐶#travel✈️✈️✈️#swimming#diving#hiking #golf ⛳️
Jairaghuram Financial.. @JairaghuramFS
0 Followers 6 Following
Justin McGuire @unclejustina
0 Followers 617 Following
Lenier Gonzalez @leniergonzalez
96 Followers 59 Following Sales strategist | Closing deals | Exceeding targets | Passionate about building lasting client relationships |Helping businesses grow and thrive | Lets connect
FinanceFrontierAI @FinFrontierAI
153 Followers 414 Following Exploring finance & AI in a podcast with Max & Sophia. Weekly dives into global finance news & in-depth analysis. #Podcast #US
Lateef Muraina @LateefMura99148
270 Followers 3K Following I am enthusiastic about personal development and contributing to the society at large.@FYN #FYN $RCADE
Zax Collectibles @zacharygilula
192 Followers 772 Following Consumer of words, Technology Junkie, Enterprise Seller, Entrepreneur, Investor, SaaS Junkie, Contrarian, US Soccer Fanatic
Joyce Perez @JoycePerez81624
0 Followers 5 Following
Shawn @Icon2media
74 Followers 168 Following
HB Smart Factory @SFPsmartfactory
12 Followers 188 Following New, Innovative & fast production line planning. Real Data monitoring, Auto Task Assign, AI Production analysis, 3D management Dashboard
Charlie @Charlie114068
35 Followers 413 Following
Tim Cheatham @TimCheatham1970
3 Followers 152 Following
DeAnna XoXo Shipman @MsDeAnnaShipman
78 Followers 188 Following ⏚ Create | Learn | Grow | Develop | Live ⏚ #WHO🚫‼️ #Str8💯❤️🔥⏚ Not adhering to the establishment is purity!🔥❣️🔥 Stay ⏚ Tuned … Grounded!❣️🔥❣️
ioaffitto.it @ioaffitto
644 Followers 3K Following https://t.co/h31FHIDgO7 è Il portale immobiliare ideale per trovare case, stanze, uffici, negozi in affitto, affitto breve, o vendita.
Matt @MattGrady33
879 Followers 3K Following Currently, Athletic Director @ Cardinal Hayes HS & previous 20 years as a Division I College Basketball coach - Father, Husband, and love anything Golf
Tom Cramer @tecramer
252 Followers 311 Following Computational Growth, Digital Product nerd @ProtivitiDigi, baseball lover, Dad joker, sharer of insight and joy. Opinions are mine, occasionally useful.
Maxamed Maxamed @MaxamedMax57162
97 Followers 226 Following
Connor @cac2174
4 Followers 49 Following
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. 📈💰✨
MK @jrny2grtnss
0 Followers 6 Following
Tyler Bond @TylerBond528537
14 Followers 21 Following
Kabelo LOungin' ✨ @KayibizaLOunge
594 Followers 365 Following Personal Financial Advisor @OldMutual | Coupla music bylines in them magazines
Maslow Wealth Advisor.. @Maslow_Wealth
9 Followers 67 Following
jian zhang @jianzhang411
0 Followers 75 Following
Ashley Quamme, LMFT, .. @bamconsults
842 Followers 416 Following Financial Behavior Specialist 👩🏼💼 | Financial Therapist 🛋️ | Speaker 🎤
Arun Kumar P @Aruntweetsweet
14 Followers 156 Following
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
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
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.
WealthManagement.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.
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
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.
Carolyn McClanahan @CarolynMcC
18K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @BarronsOnline @Forbes
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Jude Boudreaux CFP® @HJudeBoudreaux
9K Followers 4K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Marie 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/FsnhHa1Al6
Dr. Brad Klontz @DrBradKlontz
8K Followers 959 Following Financial Psychologist 🧠| Professor @CreightonBiz 🤓| 1.3M social media followers 🕺| Went from POOR to RICH
LPL 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/0fRATJzMtL
InvestmentNews @investmentnews
87K Followers 1K Following InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
Jonathan Clements @ClementsMoney
18K Followers 251 Following Editor of HumbleDollar, contributor to "My Money Journey" and author of "How to Think About Money."
Victoria Zhuang @vazhuang
546 Followers 614 Following Business journalist. Words in @ThinkAdvisor, @FinPlan, @AmerBanker, @BostonGlobe. M.S. @columbiajourn '22, @aaja, @djnf, @SABEW she/her. RT’s not endorsement.
Lynnley Browning @BrowningLynnley
2K Followers 4K Following Award-winning business editor and writer. Priors: @business @nytimes @Reuters in Moscow.
Justin L. Mack @justinlmack
5K Followers 2K Following Reporter for Axios Indianapolis. Formerly @finplan, @indystar @jconline @usatoday network ~ FGC jobber and pro wrestling lover ~ CLE native, Boilermaker4Life
Employee Benefit News @EBNbenefitnews
16K Followers 1K Following Employee Benefit News, an @arizent_co brand, is the information resource for employee benefit pros.
Ameriprise Financial @ameriprise
7K Followers 493 Following At Ameriprise Financial, we have helped our clients feel confident about their financial futures for more than 125 years.
Kamila Elliott, CFP(R.. @kamila_elliott
812 Followers 471 Following CFP Board Chair -2022, CNBC Advisor Council, Dedicated to closing the wealth gap, Advocate for financial independence!
Financial Therapy @FinTherapyAssoc
2K Followers 512 Following To share a vision of financial therapy-i.e. the integration of cognitive, emotional, behavioral, relational, and economic aspects that promote financial health.
Daniel P Wiener @DPWienerAdviser
1K Followers 257 Following Chairman at @adviser_invest. Advocate for individual investors and independent expert on Vanguard mutual funds.
Melanie Waddell @Think_MelanieW
2K Followers 2K Following Senior Editor and Washington Bureau Chief | The Playing Field column | Boys' Mom | [email protected]
Diana Britton @Diana_Britton
7K Followers 3K Following Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healing
Sallie Krawcheck @SallieKrawcheck
68K Followers 2K Following CEO and co-founder @Ellevest. Past head of Merrill Lynch & Smith Barney, CFO of Citi, research analyst. Rabid UNC basketball fan. Author of Own It. Mom.
Connexien @connexien
118 Followers 150 Following Connecting financial service firms with a network of top industry service providers, consultants and experts on demand.
USGS @USGS
799K Followers 83 Following Science is only a tweet away. Tweets do not = endorsement: https://t.co/VoRuucTNuK
Prof. Simon Carn @simoncarn
7K Followers 832 Following Volcanologist @michigantech. Satellite-powered analysis of global #volcanic activity. #GreatLakes silent sports 🏃🏻♂️🚵🏻♂️⛷. Often buried in snow. 🇬🇧/🇺🇸
Micah Hauptman @MicahHauptman
1K Followers 2K Following Director of Investor Protection at Consumer Federation of America (CFA). Formerly SEC, CFA, Public Citizen. All tweets are my own
Kate Dore, CFP® @katedore
10K Followers 2K Following Personal finance reporter @CNBC. CERTIFIED FINANCIAL PLANNER™. Expert snacker. Bi. 🏳️🌈 [email protected]
Annalyn Kurtz @AnnalynKurtz
9K Followers 6K Following Business journalist. Adjunct at @NYU_Journalism. MBA from @Columbia_Biz
Megan Carpenter @megan_ficomm
3K Followers 1K Following CEO @FiCommPartners. Here to help you win more business by creating meaningful connections. Passionate about all things New Skool.
Roy Peter Clark @RoyPeterClark
15K Followers 3K Following Teach writing at Poynter. Author: Writing Tools, Glamour of Grammar, Help! For Writers, How to Write Short, Art of X-Ray Reading, Murder Your Darlings. Rocker!
Jim Pavia @jimpavia
8K Followers 1K Following Senior editor, personal finance @CNBC. Supporter of the Fourth Estate who likes dogs more than most people. Go @NYRangers @Yankees @SpringNuts_
Wystman @WenWyst
170 Followers 270 Following
Tobias Salinger @TobySalFP
3K Followers 5K Following Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. [email protected]
AndrewShilling @AndrewWShilling
757 Followers 260 Following Commerce Editor at @MarketWatch. Previously with @arizent, @finplan, @queensledger and @patchtweet. @VCU alum. DM with tips. RT/follow/likes≤endorsement
Chelsea Emery @chelsea_emery
2K Followers 1K Following Executive editor at @SIADailyNews. Formerly @Finplan, @BBC_Capital, @Reuters, @Bloomberg. Rabid reader. Always editing.
Sam Steinberger @slsteinberger
1K Followers 2K Following I write about fintech, business and beverages
SourceMedia Research @SMResearchTeam
316 Followers 29 Following SourceMedia Research: Strategic decision-support + content creation. Expertise in banking, payments, mortgage, accounting, benefits, wealth mgmt, healthcare, IT
DigitalLendInvest @DigitalLending
495 Followers 186 Following Lenders, investors + banks coming together to discuss the rapid growth and evolution of consumer finance through technology & data
Behavioral Finance @victorricciardi
69K Followers 78K Following Behavioral Finance & Risk Expert, Finance Professor, SSRN Editor, Radio Guest, Author, Speaker. Victor Ricciardi posts #behavioralfinance news.
NAPFA Genesis @NAPFAGenesis
3K Followers 711 Following NAPFA Genesis is a group aimed at helping NAPFA members under age 34 understand how to move up the career track at their current & future employers.
Ali Malito @malito_ali
7K Followers 3K Following Retirement reporter @MarketWatch. ChFC®. I love cooking, crafting & talking about your 401(k). We're all always learning. RT≠endorsement. Coffee=life. 🇺🇸🇮🇹
kevincimring @kevincimring
3K Followers 3K Following Fintech founder. Making financial wellbeing more accessible at https://t.co/jc9zGOOhje.
In|Vest 2020 @InVest_Event
1K Followers 575 Following Bringing together the wealth management community to talk digital disruptions in investing, saving, and advice - June 18-19, 2020 in New York City.
Suleman Din @sulemandn
1K Followers 533 Following Advisor Intelligence Lead @advisorengine // Ph: (919) 839-3947 Em: [email protected] Opinions expressed are my own.
Liz Skinner @skinnerliz
7K Followers 761 Following Director, Advisor Growth Marketing @hightoweradvisors Tweets to help advisors grow and strengthen client relationships | lover of paddleboarding & 🐶s
SABEW @SABEW
5K Followers 2K Following Society for Advancing Business Editing and Writing ... The association for business journalists
Ron A. Rhoades, JD, C.. @280lmtd
3K Followers 900 Following Financial Advisor/Principal, Scholar Financial, LLC. Director of the Personal Financial Planning Program at Western Kentucky University, Assoc. Prof. of Finance
maddy perkins @perkedit
1K Followers 811 Following em dash enthusiast, managing editor @financialbrand👩💻; @newmarkjschool '14; east coaster; +tweets bravo, sports, music & #alfiecat. opinions mine. she/her
Sophia Bera Daigle, C.. @sophiabera
10K Followers 3K Following Founder of Gen Y Planning. Entrepreneur. Wife & Mama. Theatre kid at heart. Lover of breakfast tacos and karaoke.
Dan Jamieson @dvjamieson
2K Followers 416 Following Retired S. Calif. biz journalist. Hacking up tennis cts, chasing fish on the fly, restoring CA native plants, rethinking macroecon, ?ing media. Wisc. native.
Sophia Amoruso 3.0 @sophiaamoruso
104K Followers 4K Following Investor @TrustFundVC. Teaching at Business Class. NYT Bestselling Author. Founded Nasty Gal. Returned the dress I wore on the cover of Forbes. Pitch us ↓
Neuberger Berman @neubergerberman
17K Followers 227 Following Neuberger Berman is a private, independent, employee-owned investment manager. Visit https://t.co/G0GNZilRBO and click below for important disclosures.
Jamie McIntyre @Jamie_McI
465 Followers 540 Following Founder, Investor, Author, Creator, Crowd-sourcer, Rewirer
The Advisor Center @TheAdvisorCentr
557 Followers 400 Following The Advisor Center is the first online community linking advisors discreetly considering a career move with financial services providers seeking their talents.
Wealthbox CRM @Wealthbox
5K Followers 4K Following Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC.
Michael Zeuner @zeunerm
920 Followers 113 Following Managing Partner, Co-Founder WE Family Offices, UHNW, Fee-Only, Independent, RIA, Family Wealth Advisory, Wealth Management
Wayne Bloom @waynebloom
1K Followers 100 Following
Check out the article by our CRO @jeff_schwantz in @finplan about the connection between technology and advisor retention. Give it a read here: financial-planning.com/opinion/is-you… #FinTech #WealthManagement #Technology
@ChrisShuba, our CEO, weighs in on the rise of advisor hubs with advanced tools. He emphasizes the need for these innovations to streamline processes, not add to workload. Read more of his insights in this article by @RachelWitkowski for @finplan: bit.ly/3JxUVey
The recent #GoldenBachelor breakup has a lot of people wondering how #divorce can affect #retirement. Our Managing Member Travis Anderson joined @NathPlace to discuss how divorce can impact your financial plan. Read the full article via @finplan: financial-planning.com/news/gray-divo…
Big news at FP: @justinlmack just won an Azbee award from @ASBPE for his outstanding technology and innovation reporting. Congrats, Justin! Read all his coverage at FP now. #reporting #wealthtech #awardwinning bit.ly/3xHIVo8
Great advice from @KimberlyFossCFP: "Transitioning to a place where you can distance yourself from the firm you've built sufficiently to understand the other party's viewpoint is necessary if you want to make this 'new marriage' work." @finplan financial-planning.com/opinion/i-sold…
"The rise of technology, particularly generative AI, will continue to be a talking point throughout 2024 as many leaders in wealth management are increasingly open to the idea of utilizing these tools in their own practices." @finplan financial-planning.com/list/how-ai-bo…
(2/2) Read @TobySalFP's recent @finplan article featuring Avantax VP of Planning & Growth Solutions Andy Watts CFP®: bit.ly/3W4VFiM
Financial advisors need to help people understand that they shouldn’t be anchoring on the last 10 to 15 years of returns as normal. In a recent interview with @finplan, I talk about what advisors should be telling their clients now. financial-planning.com/news/retiremen…
“It's about being a better listener, someone who understands the client.” @ZachConwaySeeds on creating lasting client relationships. #fintech #financialadvisor #wealthmanagement bit.ly/3TA3P0I
ICYMI here’s my article on pro-personal, relationship marketing via @finplan
In the AI era of 100x marketing, it’s time for financial advisors to double down on human connections, writes @marieswift of @ImpactMarComPR. #marketing #wealthmanagement #professionaldevelopment bit.ly/4cfpX8i
Not sure how to start when it comes to building a strong brand? Melissa Thomas, President of ABB says to focus on boldness, uniqueness, and client loyalty. Discover more insights on brand building in this article from @FinancialDan2 for @finplan: bit.ly/3vk2qCe
WIN Chair Nancy A. Kistner, CFP® & Karen P. Schaeffer, CFP® share the progress CFP Board’s Women’s Initiative has made in increasing the number of women in the #FinancialPlanning profession in this @finplan article: financial-planning.com/opinion/the-ri… #CFPpro #WomensHistoryMonth
It's no longer enough to just offer investment advice— savvy advisors need to act as a #tax resource to clients. More from @AAltfest and @finplan: hubs.la/Q02q7FqY0 @TobySalFP @BrianWallheimer @BradFrey2 @IanFinn9 @suzsiracuse @FinTechie
Tax software training needs to be treated as an interactive, ongoing process with timely content delivery, as opposed to a finite exercise, Krishna Dunthoori of Apty writes in @AccountingToday. #practicemanagement #tax #financialplanning bit.ly/48UQZyB
Nice recap of the latest T3/Inside Information Software Survey by @finplan. I love pouring over the report every year! financial-planning.com/list/a-buyers-…
Thank you @NathPlac and @finplan for including my comments in your article. All aboard this Goldilocks economy!
CIO @GeneGoldman recently spoke with @NathPlac for an article in @finplan to discuss why he believes the #Fed is expecting a “Goldilocks economy,” featuring slowed inflation and a resilient economy. Read the full article: ow.ly/69z650R10Er
The constantly changing numerical definition of "rich" carries direct implications for taxes and planning, and this year's presidential election offers a choice between competing criteria, writes Toby Salinger @TobySalFP of Financial Planning @finplan. trib.al/AhXBNDo
In the AI era of 100x marketing, it’s time for financial advisors to double down on human connections, writes @marieswift of @ImpactMarComPR. #marketing #wealthmanagement #professionaldevelopment bit.ly/4cfpX8i
Artificial intelligence is already helping tax-focused financial advisors conduct research and analyze returns for potential opportunities, writes Toby Saliger @TobySalFP of Financial Planning @finplan. trib.al/dWrehZB
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