BeyondAlpha @beyondalpha
Professional online community for independent financial advisors beyondalpha.com Wellesley, MA Joined November 2013-
Tweets924
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Followers527
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Following1K
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Likes9
Read what keeps Access ETF Solutions manager Dan Weiskopf awake at night: beyondalpha.com/articles/847
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BeyondAlpha merging with Envestnet Institute: beyondalpha.com/articles/824
Seven ways to reach Gen Y/Gen X clients: beyondalpha.com/articles/773
Advisors predict 2015 S&P 500 performance: +0-10% 71.7%, +10-20% 18.1%, -10-0% 6.6%, Greater than +20% 3.6% #ETF
Advisors most worried about currency depreciation in Europe - 43.4%, Japan 29.7%, Emerging markets 16.6%. #ETFstrategist
Next 12 mos. 35% of advisors plan to reduce fixed income exposure, shorten FI duration, and allocate more to global FI. #ETFstrategist
Waiting for interest rates to rise is like waiting for Godot - Sean Clark, Clark Capital. #ETFstrategist
Why ETF strategists? Tactical approach/low cost - 41.6%; outcome-oriented - 33.7%; Ability to outsource management - 22.3%. #ETFstrategist
What prevents advisors from ETFs? Happy with mutual funds 41%; investments have low cost basis 31%. #ETFstrategists
Virtual ETF Summit: Advisors want to spend more time in client acquisition (42.3%), meetings (34.5%). Client service 11.4%. #ETFstrategists
The return of the face-to-face meeting: beyondalpha.com/articles/757
Getting to the billion-dollar firm: beyondalpha.com/articles/755
On being fanatically curious with your clients: beyondalpha.com/articles/753
In the age of the consumer, technology is king: beyondalpha.com/articles/749
Michael Kitces is off and running. #SchwabIMPACT #michaelkitces
Somewhere Tony Soprano is getting iced. #SchwabIMPACT
Train: Zeppelin to Loud Reed to Journey. Welcome to the 80s. #SchwabIMPACT The crowd goes wild.
W inspired by Winston Churchill to paint. Hired an instructor. Told her there was a Rembrandt in this body. Get it out! #SchwabIMPACT
W: take the heat, share credit, learn to laugh. #SchwabIMPACT
Eric Balchunas @EricBalchunas
370K 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.
Tom Lydon @TomLydon
12K Followers 5K Following Strategic Investor | Ret. Vice Chair @Vetta_Fi | CEO Global Trends Investments | Independent Board Member Guggenheim Funds and Goldman Sachs ETF Accelerator
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Serwie @Serwie1761864
24 Followers 1K Following
Arquoawroug @Arquoawroug114
15 Followers 1K Following
Eatruval @Eatruval010
19 Followers 1K Following
Misty Mante @ManteMisty27412
121 Followers 4K Following
Roy Muller @RMuller57593
150 Followers 5K Following
Myrtle Johnston @JohnstonMy11746
131 Followers 5K Following
Lavendelfeld @Rerral2385
34 Followers 1K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Tomasa O'Connell @TomasaO64815
31 Followers 3K Following
MidCapMomentum🇺�... @Oupeqe3336456
50 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Dion farmer @dion_farme96545
617 Followers 7K Following I'm a $202 mega million lottery winner in Edison,NJ I'm so blessed so I'll be giving away $5000 to my first 2.5k followers 💯 Greatful & blessed! 🙏
Sorshofr @SorshofrOF7erz
4 Followers 471 Following
Whotee @WhoteeDLnAx
0 Followers 470 Following
Tharet @TharetNM5
37 Followers 862 Following
Tairpoot @TairpootfGTDem
27 Followers 965 Following
Yesim @smouphut85844
8 Followers 469 Following
MirabelleJenny @N7HF8rtJz185Z34
65 Followers 7K Following
Creauez @CreauezgM20Ev
42 Followers 5K Following
Phoaquis @phoaquis45275
66 Followers 7K Following
EmilyRhys @8pC980b2N8oPaz
67 Followers 7K Following
TessBentham @aaZMhfmdB9eXS9
76 Followers 7K Following
Blareski @BlareskiLOH9a
49 Followers 4K Following
Teyshesh @teyshesh73861
76 Followers 7K Following
McSisoo @McSisooHNsa
43 Followers 4K Following
Baresare @BaresareRO7Bc
40 Followers 4K Following
Sheblearsh @SheblearshM14V
33 Followers 3K Following
Slotheigh @Slotheighds7c_
40 Followers 4K Following
Dreysare @Dreysareu3ev
44 Followers 4K Following
Lifetruth @Lifetruth149220
49 Followers 4K Following
Smesthe @SmestheuZdlSSM
44 Followers 4K Following
Dousmorer @DousmorerLIf
58 Followers 5K Following
MarthaAttlee @9Tyd2dL3q7KKIOc
60 Followers 7K Following
Slewthert @Slewthert9jU
36 Followers 3K Following
ViolaWheeler @bGW4yPz1H3kRqu3
66 Followers 7K Following
McLalete @MLalete6330
86 Followers 7K Following A strong woman is one who is determined to do what others are determined not to do.
CarolineChurch @s0bT8f37xZVNv
66 Followers 7K Following
TracyObadiah @P591f4k5rQpbs
92 Followers 7K Following
WinifredCarrie @J7jJ4bFPW29dO
79 Followers 7K Following
DaleStowe @k8JBhx413AZi4
17 Followers 2K Following
Octavia @kidayuka129230
74 Followers 6K Following
Make money easily @cnU8ZQf27R3DVpy
15 Followers 461 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Smeelea @Smeelea110393
89 Followers 1K Following Mong bạn của bạn nói câu chúc bạn ngủ ngon , Tôi ở một mình không cảm thấy cô đơn
Active Digital Asset ... @adigital123
273 Followers 1K Following Active Digital is a cutting-edge crypto firm specializing in quantitative trading.
Minda Henderson @mindahenfx
100 Followers 400 Following Investor | mentor | Coach | Educator Founder 🏅litecoin,Bitcoin Agent 🏆forex,Binary Ex 8 years trading experience invest now and prove your fear wrong
Fiduciary @feeonly77
2K Followers 5K Following Fascinated with world news, politics & WON technical stock charting 🗽Save the children @realDonaldTrump #DOGE Take mRna out of our foods & vaccines #MAGA
Steve Pierce @piercefinancial
235 Followers 399 Following Investment Manager Since 1994 https://t.co/oHXimhzWmi [email protected] Classical Tenor https://t.co/Kk3FIQFpYU [email protected]
Insider Monkey @insidermonkey
21K Followers 2K Following Finance website following hedge funds and insiders. Our monthly newsletter's stock picks beat the S&P 500 by 66 percentage points in 3.5 years. See the link:
FinancialServicesLead... @MyLeadGenius007
97 Followers 1K Following We bring Financial Service Professionals the hottest in Lead Generation Marketing tools on the market! Keep a lookout for the Best of the Best coming soon!
Emmy @elharper13
85 Followers 918 Following
UpTick Recruiting @uptickstaffing
180 Followers 1K Following At UpTick Financial, we are dedicated to developing relationships with our clients and addressing their hiring needs. 👋contact us today! marc@uptickrecruiting
Barry Ritholtz @Ritholtz
237K Followers 3K Following Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Cognitive Dissonance
Todd Rosenbluth @ToddRosenbluth
12K Followers 750 Following Head of Research at @Vetta_Fi Please note: retweets are not endorsements.
MichaelKitces @MichaelKitces
93K Followers 461 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
Christine Benz @christine_benz
36K Followers 981 Following Director of personal finance and retirement planning for Morningstar. Author of the bestselling book "How to Retire." https://t.co/keI2Q2bpla
Rick Ferri, CFA @Rick_Ferri
31K Followers 614 Following "Bogleheads on Investing” podcast host; advice-only financial adviser; authored six books on index funds, ETFs & asset allocation; retired Marine fighter pilot.
Eric Balchunas @EricBalchunas
370K 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.
Reuters Business @ReutersBiz
2.9M Followers 238 Following The latest business and financial news from around the 🌍 with insights from @breakingviews. Our new daily podcast is here: https://t.co/WoRUGLyyeH
Dave Nadig @DaveNadig
22K Followers 707 Following Prez/DoR https://t.co/fDtxosIODc. Money=Power. All humans deserve respect. Integrity beats Everything. "I Don't Know" are magic words spoken by wizards.
WealthManagement.com @wealth_mgmt
59K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Joe Anthony ~ Financi... @joeanthony
3K Followers 4K Following President @GregoryFCA helping finserv brands grow their marketplace visibility through PR, digital marketing, social media, savvy content, etc.
Tom Lydon @TomLydon
12K Followers 5K Following Strategic Investor | Ret. Vice Chair @Vetta_Fi | CEO Global Trends Investments | Independent Board Member Guggenheim Funds and Goldman Sachs ETF Accelerator
Fidelity Investments @Fidelity
392K Followers 8 Following Welcome to the Fidelity Investments X account. Have questions? We’re here with personalized support. Just @ us. Disclosures: https://t.co/1kX2r3LJui
RIABiz @RIABiz
14K Followers 418 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
Brian Wesbury @wesbury
65K Followers 915 Following Chief Economist, First Trust LP. The Antidote to Conventional Wisdom. Eagle Scout. Former Chief Economist, Joint Economic Committee of the US Congress.
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Sam H. Fawaz @shfawaz
209 Followers 295 Following Fee-only Personal Financial Planner, gadget freak, & father of two; follow me on https://t.co/UIA8koQGyr
Envestnet @Envestnet_
4K Followers 619 Following A Better Way to Manage Wealth. Privacy statement: https://t.co/ylAAZ7QoTx. Social media disclosure: https://t.co/79xJvwWlye.
Christopher Steiner @steinerwriter
2K Followers 188 Following skier, writer, coder. nytimes bestselling book on algorithms, wrote it. better snow, better skiing: https://t.co/A49053YZTD smarter people: https://t.co/gKJS9cNtYV
Casey Bond @CaseyLynnBond
11K Followers 5K Following #PersonalFinance nerd, beer snob, angry feminist, horror movie connoisseur. Will jump out of a moving vehicle to pet a dog. She/her.
Scott Martin | Ground... @ScottAdamMartin
11K Followers 3K Following Creating Waves Making Impact | @Groundswell_O rigins™ The epic center of Sustainable Growth Marketing & Author of Groundswell: The Unseen Wave of Business
Ryan Shanks @ryanshanks
24K Followers 7K Following Chief Growth Officer of @ApollonWealth | Proud Father | Platform Tennis Addict | 🤘🏼 #Inspire #Empower #Lead #WealthManagement #Fintwit #HookEm
Michael Scott @LiquidPixelsBDM
2K Followers 2K Following #CreativeDirector | #UXDesigner | #Author. CEO & Founder of Liquid Pixels BDM & Business Partner to many. I deliver scalable/practical client focused solutions.
Marketing Bees @Marketing_Bees
7K Followers 644 Following Marketing Bees - Putting the Buzz into your Marketing
Bryan Stolle @bdstolle
19K Followers 354 Following Reformed MXer & bike wrencher. #Startups #VC @WildcatVC. #Entrepreneur, started a few companies, couple IPO'd. Interested in focused chaos. Mostly.
Real SMM @RealSMM_US
2K Followers 2K Following A Social Media Management service managed by real people for real companies that want real results!
Eoin Rodgers @eoinrodgers
1K Followers 697 Following Busy agency marketing guy at DirectionGroup, listening in and sharing info on lead generation, direct marketing, digital, content and social media
Bill LaChance @Bill_LaChance
71 Followers 326 Following Independent Financial Planner serving clients in New Jersey and Minnesota
Wellfleet Shellfish @WellfleetSPAT
434 Followers 430 Following WellfleetSPAT is a nonprofit organization devoted to sustaining Wellfleet's shellfishing and aquaculture industries. SPAT produces the #WellfleetOysterFest.
Micah @micahspruill
10K Followers 2K Following MP & CIO at @s2f_cap - Quant directional, HFT, MFT | Founder @ms2capital | Trading magic internet money since 2014. Triathlete (IRONMAN).
Arista Wealth @AristaWealth
224 Followers 365 Following Arista Wealth Management is founded on three core principles: Independent Advice, Concentrated investment expertise & The value of partnership
Ted Kemp @TedWKemp
3K Followers 564 Following Chief Content Officer, Khaleej Times. Author, "The Ragged Edge: A U.S. Marine’s Account of Leading the Iraqi Army 5th Battalion." Geopolitics analyst. Ex-CNBC.
Della Parola @dellaparola
12 Followers 21 Following Investment management at the nexus of academic theory, technology and risk mitigation techniques.
Model Capital Mgmt @ModelCap
3K Followers 64 Following Fundamental, forward-looking approach to asset management. Tweets are opinions only, not advice.
David Spence, CPA, CF... @palladiumdave
635 Followers 2K Following Tax Planning Services Coach. Investment Advice through Palladium Wealth Management, LLC, RIA. Securities offered through PKS Investments, Member SIPC, FINRA
Michael Schwartz, CEP... @investdrhere
327 Followers 439 Following Securities and advisory services through Independent Financial Group, LLC, a registered investment adviser. Member FINRA/SIPC.
James Lee, CFP®, CRP... @leemanagement
447 Followers 630 Following Independent financial planner and registered investment advisor. Financial planning is "the most important profession of the 21st century." Richard Wagner
Chris Benson CPA/PFS @ChrisBensonCPA
765 Followers 1K Following CPA, Financial Planner, O’s/Ravens/Terps fan
Lee Rawiszer @LeeRawiszer
605 Followers 1K Following Securities offered through LPL Financial, Member SIPC https://t.co/rFJKXbXslD
Eric Billimoria CFP® @EBillimoriaCFP
4K Followers 4K Following University of Illinois Alum l Chicago Sports Fan l Pickleball Player
Mike Mask @ContrarianVille
2K Followers 2K Following Contrarian Value Investing & Behavioral Economics. |Millennial Entrepreneur|Renaissance Man|Zen|Libertarian|Researcher|Musician| Not investing advice.
Greg Blake @gregoryblake
807 Followers 2K Following Father. Husband. #WealthAdvisor. Grower of Businesses. #Entrepreneur
Aaron Hatch @AaronRHatch
648 Followers 2K Following Father & Husband. Financial Planner & Co-Founder of Woven Capital. AirBnB Host. Wannabe Farmer. Traveler. TEDx Organizer. @WovenCapital
Vern Sumnicht @VernSumnicht
379 Followers 391 Following CEO @iSectors - #ETF Investment Allocation Models/Strategies + Sumnicht & Associates - Financial, #Investment/Estate Planning, #WealthMgmt.
〽️Melissa Joy, CF... @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Bill Sullivan @WFSULLIVAN3
23K Followers 948 Following #RealEstate #Conversations #Wealth #Fintech #Banking #FamilyOffice #Insurance . EVP Growth @KCMCREW. @Capgemini, @FOXExchange alum Avid golfer
Neil K Piper @PiperAdvisor
516 Followers 2K Following Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/Ewb0ZEwlcR https://t.co/0ZqgzC0sI8
Epic Capital @EpicCapital
2K Followers 2K Following A plan driven financial and investment management firm in Charlotte, NC. Securities offered through LPL Financial, Member SIPC.
Bryan Mills @bryan_mills
393 Followers 710 Following innov8’r in search of bleeding edge technology that converges traditional practicalities with the everyday user
Ian McKenna @ianmckennaftrc
3K Followers 2K Following Winner UK #LifeInsurance Leader of the year 2022 #FinTech #Futurist, #WealthTech analyst influencer. Ex Spurs Fan, rock music & musical lover esp Rent
Al Zdenek @AlZdenek
1K Followers 849 Following @ForbesBooks Author, Speaker, Wealth Advisor. Thought Leader, Political & Life Philosopher. A very lucky and fortunate husband, father and friend.
Chuck Hammond @the401ksg
1K Followers 1K Following Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC .
Andrew Tate @Cobrafata
114K Followers 115K Following Human Trafficker because I told friends how to post on TikTok. Rapist because some girl remembered from 15 years ago once I became rich.
Lance F @LFahrenholz
156 Followers 337 Following CFA | U of NEB Huskers | Wannabe wine sommelier | Husband, father and a hound keeper | Proud Publishers Clearing House Contestant | Gas stove owner
Mark A. Sterley, CFP�... @MarkSterley
280 Followers 1K Following CERTIFIED FINANCIAL PLANNER™ professional by day, soccer player by night. I am currently working remotely in an RV. See https://t.co/zIUyOf4VOx for full disclosures.
Steve Martin, CFP @feeonlycolorado
279 Followers 441 Following Helping you merge your money and your life.
Ladenburg Asset Manag... @LTAssetMgmt
731 Followers 727 Following SEC Registered Investment Advisor providing Investment Management Services. See website for full disclosures: https://t.co/oWRJa9XFUR https://t.co/6Fk75IMdGc
Paladin Registry @PaladinRegistry
2K Followers 3K Following Secure your retirement goals today with the right financial advisor. Helping investors since 2003. #financialadvisor #invest #retirement #financialplanning
Zachary Karabell @zacharykarabell
10K Followers 713 Following Author of various books, most recently "Inside Money," investor, commentator, consultant, host of the podcast “What Could Go Right?” + founder of @progressntwrk
Joe Giannone @JosephAGiannone
965 Followers 695 Following A Connecticut Yankee in New Jersey. Opinions are my own, but you already knew that...Trends for United States
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