InvestmentsDesigner @InvestDesigner

Niche graphic design for all members of the investments industry, from a graphic designer who understands the investments industry. https://t.co/2y63m3r3cD Joined April 2020

Tweets

32
Followers

17
Following

118
Likes

9

MichaelKitces @MichaelKitces

4 years ago

Not surprising that it happened, was only a matter of time. But increases the focus on "how, exactly, does Schwab decide which RIAs on its platform will have access to these referral leads?"

Michael Thrasher @Mike_Thrasher

4 years ago

Not surprising that it happened, was only a matter of time. But increases the focus on "how, exactly, does Schwab decide which RIAs on its platform will have access to these referral leads?"

1 1 5 0 0

6 2 8 0 1

The U.S. took the saying "America First" literally in its Covid-19 vaccination strategy. Data from @Airfinity shows that out of the 164 million vaccines the U.S. produced, none were exported. By contrast, the EU exported 42% of the 110 million produced. statista.com/chart/24555/va…

3 18 34 0 3

Download Image

Douglas A. Boneparth @dougboneparth

4 years ago

Making $75,000 and spending $60,000 will provide more happiness than making $200,000 and spending $250,000.

99 169 3K 0 38

MichaelKitces @MichaelKitces

5 years ago

Making Financial Planning More Tangible Using (Turnkey) Deliverables For Clients - bit.ly/3qynFZg

0 2 11 0 2

Download Image

MichaelKitces @MichaelKitces

5 years ago

6 Key Value Propositions A Good Financial Planner Can Provide - bit.ly/1mmDQrc

2 4 31 0 12

Download Image

MichaelKitces @MichaelKitces

5 years ago

Good reminder from @ThomasGiachetti - now that NY has passed its own IAR registration rules, RIAs need to check if they should be registering there. De minimis is only 5 NY clients... "Latest Registration Rules in New York May Have Far-Reaching Impact" bit.ly/3bL9jPl

0 1 4 0 0

MichaelKitces @MichaelKitces

5 years ago

Kitces & Carl Ep 54: Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: bit.ly/3qYTbjy

0 1 0 0 0

Download Image

Brendan Frazier @jbrendanfrazier

5 years ago

Financial Advisors... Use this thread to list your best or favorite question you ask in a first meeting. 👇🏽👇🏽

68 19 136 0 74

Blackstone Independent Financial Advisor-Midlands @BlackstoneIFA

5 years ago

One of the most commonly asked questions we get is if I am paying enough into my Pension and our reply is nearly always no. First people need to fully understand where they are heading with their current funding. See how we can help. #financialplanning thetimes.co.uk/article/why-yo…

0 4 2 0 0

MichaelKitces @MichaelKitces

5 years ago

How To Build An Online Brand Using Social Media & other "Weekend Reading for Financial Planners (Feb 20-21)" - bit.ly/3k5ankF

0 2 3 0 0

Download Image

MichaelKitces @MichaelKitces

5 years ago

LPL updates branding message - "Your Greatness Is Our Goal" What do you think? Good advisor-centric message? Or too over the top? bit.ly/2NcXHMT

12 1 5 0 0

Sam Osborne @SamOFinancial

5 years ago

Many aspects of the U.S. economy were negatively impacted by the pandemic, but the housing market was not one of them. Bill Geis, head of private client banking at Raymond James Bank, joins For What It's Worth to discuss why. Click to listen: go.rjf.com/3qwoGRV

0 1 1 0 0

Download Video

MichaelKitces @MichaelKitces

5 years ago

#FASuccess Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise, With Jason Zweig: bit.ly/3u66von

2 2 10 0 1

Download Image

MichaelKitces @MichaelKitces

5 years ago

#FASuccess Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise, With Jason Zweig bit.ly/3u66von

0 1 2 0 2

Download Image

Clint Allen @ClintJAllen

5 years ago

U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers. newsroom.ameriprise.com/news/us-equiti…

0 1 1 0 0

HowMuch.net 💵 @howmuch_net

5 years ago

Charting 2020 Stock Market Ups and Downs: Banking & Finances See how the other stocks recovered during 2020👇howmuch.net/articles/stock… via @howmuch_net #HowMuchDataViz #stockmarket #stocks #finance #covid19

0 2 2 0 0

Download Image

Advisorpedia @advisorpedia

5 years ago

Email Can Still Be the Most Powerful Communication Channel for Financial Advisors ow.ly/LbuW50DtBhX @DonConnelly #marketing #financialadvisors

0 1 0 0 0

ThinkAdvisor @ThinkAdvisor

5 years ago

9 Ways to Get Clients Thinking About the Future ift.tt/3tDoMZV

0 1 1 0 0

HowMuch.net 💵 @howmuch_net

5 years ago

Visualizing the Sharp Decline in Credit Card Debt 💳howmuch.net/articles/avera… via @howmuch_net #HowMuchDataViz #debt #creditcard #USA #map

0 3 3 0 1

Download Image

Statista @StatistaCharts

5 years ago

Will Super Bowl LV be another win for the legendary Tom Brady, or the next step towards a dynasty for Patrick Mahomes? A survey from @MorningConsult shows that 41% expect the Chiefs to beat the Bucs. statista.com/chart/24081/su…