Osaic @osaic_inc
Osaic provides the support, resources, and community designed for the future of wealth management. osaic.com Phoenix, AZ Joined March 2012-
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When it comes to improving #FinancialLiteracy, starting at a young age is key. #FinancialLiteracyMonth #TeachChildrenToSaveDay
Whether you’ve been through a transition before, are ready to be independent, or are simply looking for the right culture, we're here to support every phase of your journey. #TeamOsaic ow.ly/ZUt550RmzVq
Husband and father of two (plus a dog dad!), financial advisor Shaun Jensen was looking for the opportunity to better serve his clients while having true independence. We're grateful Shaun found the right mix of independence and support with Osaic! ow.ly/KFyf50RemIn
Osaic Chief Market Strategist @philblancato joins @juleshyman and @YahooFinance to give insight into the upcoming week of tech earnings and what investors need to keep in mind when buying into the sector. ow.ly/GkiN50Rnvf0
Unable to attend #NXT2024 in person? Craving flexibility for on-the-go viewing? View NXT sessions at no cost whenever and wherever with our mobile-friendly interface. Sign up to watch keynotes, general sessions and a curated array of breakouts. ow.ly/W19T50Rn34o
Is the dollar losing its strength? 💵💪 @philblancato and special guest Fred Boy answer that question on our #WeeklyMarketImpact podcast. ow.ly/m89l50RmaVr
Please join us in welcoming financial advisor Steve Stoimenoff to #TeamOsaic! 👋 "I was impressed by the overall professionalism of the entire team and particularly attracted to the marketing support," Stoimenoff said. Learn more: ow.ly/9Ii350ReiMW
Are you looking for an all-in-one platform for investment research and client communication? Lauck Olson, VP of Enterprise Sales at @ycharts, joins the Osaic Technology Podcast to discuss key features of YCharts that could help your practice flourish. 🎧: ow.ly/YjAQ50RjlcO
The #NXT2024 lineup keeps getting better! As co-founder and the first CEO of Netflix, @mbrandolph laid much of the groundwork for a service that's grown to over 200M subscribers & fundamentally altered how the world experiences media. Learn more: ow.ly/VwZV50Rkgig
Industry leaders gathered at @advisorhubinc's 2nd annual Women's Summit to discuss practice management, investment planning and growth. Kristen Kimmell shared insights on unleashing your power through clear vision. #OsaicWomen
Thank you to the members of #TeamOsaic for working to make #FinancialLiteracy accessible to all. #FinancialLiteracyMonth
With over 30 years of industry experience, we're excited to welcome Omaha-based financial advisor, Jeffrey Breeling to #TeamOsaic! Jeffrey made the move to Osaic to have access to better technology and support, and we're excited to be his chosen partner. ow.ly/ougL50RebQO
📗@WSJ bestselling author 🎙️Top podcast host 👥@X influencer 🧠Top 50 business thinker in the world We're so excited to welcome @Tiffani_Bova to #NXT2024! Give her a follow. Learn more: ow.ly/Y2cm50Riq48
.@jonathanbrill is an expert on strategic foresight and technology innovation. He advises startups, the Fortune 50 and the Secret Service on how to take advantage of uncertainty. We're thrilled that Jonathan will join us at #NXT2024! Register here: ow.ly/JvYE50Rip1T
We've been busy the past couple months! In addition to holiday celebrations and industry recognition, we've formed many new partnerships and welcomed experienced Financial Professionals to #TeamOsaic throughout February and March. ow.ly/WwPu50Rhj7Z
Global tensions heighten the risks we see in the markets, however, geopolitical risks that don't involve the US tend to strengthen the dollar. Mike Meechan joins @philblancato to discuss implications of the Iran-Israel conflict. #WeeklyMarketImpact ow.ly/JpTK50Rh0V7
Erica Fendlay specializes in developing relationships with her clients to help guide them through the investment process. We're grateful that Erika has chosen to partner with Osaic and Affiliated Advisors to help her clients reach their financial goals. ow.ly/NUIs50ReakX
Are you ready to level up your #NXT2024 experience?! Let us know which Breakouts you're most excited for in the comments👇 Register for Breakouts here: ow.ly/t8SH50Rf643
When Andrew Foshee & Matt Wilson were searching for a partner that would allow them to focus on their clients, they found a home in Osaic. "From the first conversation we felt valued & we believe that will translate to better service for our clients." ow.ly/26MG50QXzuN
Philip S. Blancato @philblancato
2K Followers 461 Following CEO, Ladenburg Thalmann Asset Management. Please see Ladenburg’s website for full disclosures. https://t.co/xswzn0Sj9x
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
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
Gene Goldman, CFA @GeneGoldman
2K Followers 1K Following Gene Goldman is Chief Investment Officer for Cetera Investment Management (CIM) (@CeteraIM). CIM is owned by @CeteraFinancial. Boston native.
Ladenburg Asset Manag.. @LTAssetMgmt
667 Followers 748 Following SEC Registered Investment Advisor providing Investment Management Services. See website for full disclosures: https://t.co/oWRJa9XFUR https://t.co/aCPImCVdWj
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
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.
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
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
Jeffrey Vivacqua @JeffVivacqua
413 Followers 351 Following President, Growth and Development, Cambridge Investment Research, Inc.
AlvaHubbard @mn148veG26glp68
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Andre Daniel @dreday3232
62 Followers 226 Following
Linking knowledge to .. @Opportunity_Toe
56 Followers 439 Following Codes to organize Behavior with Knowledge. If they push this 🔴 U Reach & push 💙💚💛🧡💜
McMike77 @Mike77Mc
29 Followers 156 Following
ME @mtdiesel40
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Ned Vinson @nedvinson
556 Followers 958 Following Investment Wholesaler of niche asset Managers; RMBS, Biotech, Private Debt/Equity & more. GoHerd, GoHeels, GoNationals, GoBengals
Matt K @mattkriv
58 Followers 153 Following
Jarrod McKee @jarrodmckee
609 Followers 667 Following Passionate father of 3. Fiercely optimistic. On a mission to add tomorrow’s for those with Cystic Fibrosis(my son) #cysticfibrosis #Dadvocate
Joel Mischley @mischleyj
1 Followers 22 Following
Dominic Jenkins @dominic33888
7 Followers 189 Following Advisors come to us when they want to partner with CPAs.
Bill Good Marketing @BGM_tweets
0 Followers 20 Following Helping Financial Advisors Double Production or Work Half as Much Since 1977
Sebareme Miche @SebaremeM
207 Followers 709 Following
Logan Galli @LoganGalli
69 Followers 548 Following Securities offered through LPL Financial, Member SIPC. https://t.co/0ZqgzC0sI8
Cathy Willhoite @WillhoiteCathy
0 Followers 5 Following
Emogene Rastogi @EmogeRast
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Christine @Christi91734668
121 Followers 90 Following Love of animals, especially dogs, and heavy metal music
Chad Briggs @CBriggs54028
96 Followers 254 Following Christian, Husband, Father of Two and U.S. Army Veteran.
Tazz @TazzWinds
188 Followers 372 Following
Mott Gibson @MottGibson
847 Followers 2K Following wanderlust, anglophile, Rocky Mountains junkie, hiker 🥾lover of nature. Interest in economy, markets, gardening, interior design, antiques. Harbor no ill will…
Bernadette's Pay Solu.. @BernadettePay
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David Ulm @dulm10
128 Followers 2K Following
Marquetta Lafountaine @MarquettaL96518
29 Followers 5K Following
Khali Rossmann @KhaliRossm
56 Followers 5K Following
Arla Shackley @shackle_ar
62 Followers 5K Following
Hank Wisniewski @HankW130
10 Followers 38 Following
David Armstrong @Daveavb59
31 Followers 104 Following
Rob Burgess @robaburg
918 Followers 1K Following 31-time award-winning journalist | Technology Reporter @wealth_mgmt
Lori Ayala @kcfanlr
23 Followers 99 Following
Sue Hutchings Hazen @suehazen
51 Followers 581 Following
Muscle Up Fitness Bar.. @up_bars
58 Followers 355 Following Natural Ingredients - Balanced Macros - Peak Performance
Debra E Sargent @SargentDeb86089
0 Followers 1 Following
Dave Huffcutt @UncleRico1032
35 Followers 26 Following
Rich Ferraro @Richf05
2 Followers 21 Following
Peter O'Toole @potoole9
76 Followers 253 Following
LunaLoom @LunaLoom168416
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mohosin hossain @mohosinhos84641
57 Followers 407 Following I am a Digital Marketer, Social Media Marketer, and YouTube Expert with a passion for creating dynamic, data-driven strategies that deliver exceptional results
Chase Buchanan @chase_buck12
214 Followers 192 Following
Chris Corneilson @ChrisCorneilson
124 Followers 340 Following Enjoys cheerful cynicism and dark jokes. It’s NEVER too soon. Financial Advisor, outdoor enthusiast, and freedom loving libertarian.
Bryan Duhon @BryanDuhon89999
10 Followers 28 Following Dad, Golfer, Sports Fan,Technology Investor, Former VP USA/LAM Thermon Group Holdings, LLC
Christian Amsberry @Camsberry
101 Followers 554 Following
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Philip S. Blancato @philblancato
2K Followers 461 Following CEO, Ladenburg Thalmann Asset Management. Please see Ladenburg’s website for full disclosures. https://t.co/xswzn0Sj9x
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
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
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Gene Goldman, CFA @GeneGoldman
2K Followers 1K Following Gene Goldman is Chief Investment Officer for Cetera Investment Management (CIM) (@CeteraIM). CIM is owned by @CeteraFinancial. Boston native.
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.
Mary Beth Franklin @MBFretirepro
5K Followers 523 Following Contributing Columnist at InvestmentNews; former senior editor at Kiplinger's magazine; public speaker on Social Security & retirement; ebook author; CFP.
Ladenburg Asset Manag.. @LTAssetMgmt
667 Followers 748 Following SEC Registered Investment Advisor providing Investment Management Services. See website for full disclosures: https://t.co/oWRJa9XFUR https://t.co/aCPImCVdWj
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
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.
Joel Bruckenstein @FinTechie
14K Followers 542 Following Financial Services Technology Journalist and Consultant
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
Tiffani Bova @Tiffani_Bova
44K Followers 3K Following Growth Evangelist | 2x WSJ Bestselling Author | Strategist | Executive Advisor | Keynote Speaker | 3x Thinkers50 | Hawaii Native
The Wall Street Journ.. @WSJ
20.6M Followers 1K Following Sign up for our newsletters and alerts: https://t.co/QevH0DLisA | Got a tip? https://t.co/iXIigdOLPr | For WSJ customer support: https://t.co/DZgH9n4vAI
coxcapitalpartners @coxcapitalptnrs
199 Followers 555 Following We provide secondary liquidity for non-traded alternative investments. Tweets do not constitute investment advice.
RetireReady Solutions @RetireReadySol
314 Followers 211 Following Answers for healthier retirements. Retirement planning software for Financial Advisors. 503-831-1111
Kiliaen Ludlow @KvRL2014
27 Followers 64 Following
Joshua Graeff @Semperfinance
472 Followers 4K Following USMC. Expeditionary. Infantry. Econ, Finance & Tech Geek. Captivated by ancient, artistic, econ, geopolitic. Opinions my own. Not advice.
Ryan Shanks @ryanshanks
25K Followers 7K Following CEO of @FAMatch | Proud Father | Platform Tennis Addict | Tequila Connoisseur | GIF game is 🔥 | 🤘🏼 #Inspire #Empower #Lead #WealthManagement #Fintwit #HookEm
Rob Schultz, CFP®, C.. @rschultzwealth
154 Followers 387 Following For over 20 years my passion has been working with physicians throughout the country to provide financial advice and services; From Residency through Retirement
Jeff Murphy @Murph_Cap
312 Followers 598 Following Financial Advisor 👨💻 In-Person/Remote ⛳️ Retirement Income Planner 📈 Portfolio Manager 🇺🇸 Former USAF Nav ✈️ See website for full disclosures. 🚫No DMs
Thomas Aviles @thomasjaviles
198 Followers 386 Following VP, Advisor Client Experience @MorningstarInc. Markets 📈, Planning 📝, Board Games 🎲, Books 📖 and some Sports 🏀🥊🏁(@Bucks, Boxing, and @23XIRacing)
Ed Slott and Company @theslottreport
13K Followers 2K Following America's #IRA Experts. We educate #financial advisors and consumers on how to win the second half of the #retirement game: the distribution phase.
Wealthbox CRM @Wealthbox
5K Followers 4K Following Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC.
Kevin Mahn @kmahnhw
1K Followers 688 Following President and Chief Investment Officer of Hennion & Walsh Asset Management
Charles V Payne @cvpayne
919K Followers 18K Following Trying to make sense of this world while becoming the man my mother raised- I give a damn, love my family and country...and making people $$$$
Sue Hutchings Hazen @suehazen
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Chris Corneilson @ChrisCorneilson
124 Followers 340 Following Enjoys cheerful cynicism and dark jokes. It’s NEVER too soon. Financial Advisor, outdoor enthusiast, and freedom loving libertarian.
Asset TV U.S. @AssetTVUS
11K Followers 5K Following The leading video platform for financial services professionals. Asset TV is a free research learning library of content sourced from industry experts.
matt brotherton @1752Financial
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Brian Hartman, CFP® @brianhartmancfp
25 Followers 100 Following A financial planner that loves doughnuts, bowls of pho and craft beer...in no particular order.
FA Magazine @FAMagazine
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FOX Business @FoxBusiness
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BK Capital, LLC @bkcapitalwealth
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3K Followers 663 Following Invest in Others is the premier non-profit that objectively recognizes philanthropy and facilitates charitable involvement in the financial services industry.
Brandon Kawal @BKawal_AGS
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Frank A. Zimbaro @FAZimbaro
328 Followers 1K Following Always trying to improve. Onward & forward. Helping people make better and more confident decisons.
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Ross Sinclaire & Asso.. @RossSinclaire
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Plan One Financial Gr.. @PlanOneFG
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Chris Bordner @chris_bordner
793 Followers 2K Following Securities offered through LPL Financial, Member SIPC https://t.co/s9rROmMMdU
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2K Followers 4K Following Senior editor at Financial Advisor Magazine https://t.co/XJPLMCMNFe. Husband of Cheryl. Born in Newton, NJ, grew up in Lexington, KY and now lives in Neptune, NJ.
Shayne Doty @ShayneDoty
65 Followers 74 Following Husband & Father. Financial Adviser. Enjoys flyfishing and golf.
Lori Barone CFP® @LoriBaroneCFP
50 Followers 124 Following Securities through Securities America,Inc.Advisory through SecuritiesAmericaAdvisors,https://t.co/U2FhsDapxG in:AZ,FL,GA,HI,IL,IN,LA,MI,MO,MS,NC,NM,OH,TN,TX,WA,WI
Mark W. Friedman @markwfriedman
260 Followers 588 Following Financial Advisor/CPA, Mtn Biking, Sailing, Paddle Boarding, Travel, Trop Rock Music..... In no particular order. Business: @FriedmanLLC
Premier Trust @PremierTrust
5K Followers 5K Following NV Chartered #Trust Company. We do not manage investments. Settlement and #administration of trusts and #estates. Custodian for #SelfDirectedIRAs.
PowerWomenInvesting @PwrWmnInvesting
19 Followers 23 Following Securities offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Other entities listed are not affiliated. See website for important disclosures
Triad Advisors @TriadAdvisors
634 Followers 259 Following The Hybrid RIA Leader: Perfecting What We Started. Third-party comments may not be representative of all customer experiences. See website for full disclosures.
CoreyNormanCFP @CoreyNormanCFP
37 Followers 122 Following CERTIFIED FINANCIAL PLANNER™ at MarketShare Financial. Securities & investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC.
Securities America @SecuritiesAm
957 Followers 179 Following Third-party comments may not be representative of all customer experiences. Please see website for full disclosures.
🎙️Our very own Lauck Olson recently joined @osaic_inc’s Technology Podcast to discuss how YCharts serves as the ultimate solution for advisors seeking time-saving tools to boost AUM & transform client communication. 👇
Is the dollar losing its strength? 💵💪 @philblancato and special guest Fred Boy answer that question on our #WeeklyMarketImpact podcast. ow.ly/m89l50RmaVr
Is the dollar losing its strength? 💵💪 @philblancato and special guest Fred Boy answer that question on our #WeeklyMarketImpact podcast. ow.ly/m89l50RmaVr
Thank you for having us @osaic_inc🎙️🔥 Get the inside scoop on our partnership with Osaic, and learn about our powerful platform tools saving advisors time, helping them dedicate their focus toward strengthening client communication and driving AUM growth! 👇
Are you looking for an all-in-one platform for investment research and client communication? Lauck Olson, VP of Enterprise Sales at @ycharts, joins the Osaic Technology Podcast to discuss key features of YCharts that could help your practice flourish. 🎧: ow.ly/YjAQ50RjlcO
LEI continues to be weaken but not as effective as it once was on predicting a recession. Focus on the facts, economy still good.
The American Portfolios twitter account will no longer be active after June 6. Please follow @osaic_inc for all news and annoucements.
Global tensions heighten the risks we see in the markets, however, geopolitical risks that don't involve the US tend to strengthen the dollar. Mike Meechan joins @philblancato to discuss implications of the Iran-Israel conflict. #WeeklyMarketImpact ow.ly/JpTK50Rh0V7
Global tensions heighten the risks we see in the markets, however, geopolitical risks that don't involve the US tend to strengthen the dollar. Mike Meechan joins @philblancato to discuss implications of the Iran-Israel conflict. #WeeklyMarketImpact ow.ly/JpTK50Rh0V7
Tax day! Did you know down years in the markets, generate the most tax revenue for the government? Don’t panic, headlines and down markets are not a catalyst to sell, keep to the facts!
With so many office buildings empty, commercial real estate is a hot topic for investors. Special guest Matt Crosby joins the #WeeklyMarketImpact podcast to discuss how the economy can hold up, despite the vacancies. ow.ly/qZW150RbfMr
With so many office buildings empty, commercial real estate is a hot topic for investors. Special guest Matt Crosby joins the #WeeklyMarketImpact podcast to discuss how the economy can hold up, despite the vacancies. ow.ly/qZW150RbfMr
Chief Market Strategist @philblancato wraps up the first quarter on the latest #WeeklyMarketImpact podcast. Listen here or download wherever you get your podcasts! ow.ly/F9hI50R64SO
Join Phil Blancato, on Fox Business right now.
Short week for markets. Market momentum seems to be turning down. Earnings season should be volatile.
‼️ Tune in to a new episode of our #WeeklyMarketImpact podcast to hear from special guest, Joe Bell, CIO of @MeederIM! Phil and Joe discuss interest rate cuts, equity valuations and bond market implications. Listen to the episode here 👉 ow.ly/3Sl850R22si
Yesterday was the first time all three major US equity markets closed at an all time together since November of 2021.
It's Fed week! On our #WeeklyMarketImpact podcast, Chief Market Strategist @philblancato talks about our expectations for #inflation, risks in the marketplace and how you should be positioned. Listen to the episode here: ow.ly/TW3m50QWxFM
More Federal Reserve talk this week. With inflation staying high, I wouldn’t expect any relief for interest rates from their comments.
PPI came in higher than expected due to significant energy costs, but services showing improvement. That’s a good sign ultimately.
PPI came in higher than expected due to significant energy costs, but services showing improvement. That’s a good sign ultimately.
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