WealthManagement.com @wealth_mgmt
https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals. wealthmanagement.com New York, NY Joined November 2009-
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Adjusted for Risk Podcast with Ryan Nauman @aamlive's Cliff Corso shares his thoughts on creating an investment #portfolio to withstand sticky inflation and uncertain monetary policies. spr.ly/6012jG0vk
With careful planning, an owner buyout can benefit all parties. By Alicia Chandler contributor for @wealth_mgmt spr.ly/6011jGIc1
Dusty Sternadel pleaded guilty to wire fraud in January in connection with a scheme that stole from at least 10 clients, most of whom were elderly, according to the #DOJ. spr.ly/6011jGxyD
When it comes to saving for their retirement, too many millennials rely on free advice they find on social media. By @BrokeMillennial from @business spr.ly/6018jBNEO
The Related Cos. founder is following the money flowing south by bringing his influence to everything from real estate to schools and health care. By @natalexisw from @business spr.ly/6011jBFBz
TD Ameritrade's automated system to approve customers for options trading missed numerous “red flags,” including when customers would submit multiple applications with differing information, according to a #FINRA settlement. spr.ly/6010jBoNE
Refiling may be necessary under certain circumstances. By @ErskineCompany contributor for @wealth_mgmt spr.ly/6017jBW7f
Seven stages of a life of giving. By John Weeks contributor for @wealth_mgmt spr.ly/6015jBmzt
2 weeks to go! The wealth management industry’s leading advisor event is back in just 2 weeks time. Leaders from the largest RIAs will be at Wealth Management EDGE, featuring over $17T in combined AUM!>> spr.ly/6011bIbEF #WMEDGE
Advisor Ryan Rayburn decided to look for a new broker/dealer when @osaic_inc announced its acquisition of Lincoln. spr.ly/6010jBZJQ
And accelerating #recordkeeper and #advisor consolidation. Weekly column by @401krealtalk spr.ly/6012j6U8w
Celebrity Estates Podcast with @DavidLenok Vanilla co-founder @OpenAdvisor details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider. spr.ly/6010j6oPq
Keeping Up With Regulations: Louis Giannini at @orionwealthtech, discusses the need for enhanced compliance procedures and tools available for advisors to improve their oversight of the reporting process. spr.ly/6014bQ7qi #wealthmanagement #wealthtech
Learn how you can approach estate planning with clients that is both proactive and flexible. Download the new report by @CommonwealthFN. spr.ly/6013bv83U #wealthmanagement
Dr. Daniel Crosby, chief behavioral officer at @orionwealthtech, explains how Orion’s behavioral finance tool, PulseCheck, gives advisors a means to measure client wellness and compare it to their financial wellness. spr.ly/6011bvB6J #wealthmanagement
Jamie Susanin at @orionwealthtech, discusses how advisors can leverage Orion’s integrated custom indexing technology to provide flexible solutions for clients looking to manage their wealth. spr.ly/6012bQ73p #wealthmanagement #wealthtech
🎉 The 70th Annual Jesse H. Neal Awards 🤩 Congratulations to our editorial staff for winning the #NealAward for Best News Coverage with their piece "The Collapse of Silicon Valley Bank Private Wealth"! #wealthmanagement #industryawards #bestnewscoverage
🎉 Well done to @wealth_mgmt for winning the Neal Award for Best News Coverage with their piece "The Collapse of Silicon Valley Bank Private Wealth"! 💼💰
How acclaimed #journalist Josephine Franklin ended up homeless. By Anna Sulkin Stern contributor for @wealth_mgmt spr.ly/6013bQk5t
Diamond Podcast for Financial Advisors with @LouisDiamondDC 🎙️ @CarnegiePW's Angie Ostendarp and Jordan Raniszeski share their journey of why they left @WellsFargo and joined @LPL's Strategic Wealth Services model. spr.ly/6014btOsA
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 blogJeff "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 ownPeter Mallouk @PeterMallouk
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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 + TechRyan 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, RIAJamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgSurgiFi @FiSurgi
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18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.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-AmericanJess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️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 professionalsMax Schatzow @AdviserCounsel
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167 Followers 2K Following Crypto Promoter |DM for promotions,Marketing & Business. Be Honest to everyone,everywhere & Always.Always take stand for right things.Youth Leaders in Weal.. @joinYLWM
8 Followers 21 Following YLWM offers aspiring wealth management professionals a pathway to career success, providing access to industry knowledge and professional networking.Reonna Tise @ReonnaTise23297
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20 Followers 77 Following And whatever you do, in word or deed, do everything in the name of the Lord Jesus, giving thanks to God the Father through him. #TempleUClaire Simpson 📈 @ClaireSimpsonPR
1K Followers 2K Following Head of Growth @HardNumbers | PR Week 30 Under 30 | @Amec_org Rising Star | @CIPR_Global Chartered PR | Skincare addict and film nerd.Am03 @Am031759102
1 Followers 15 Followingboyachandra @boyachandra1
6 Followers 41 FollowingArizona Unique Luxury.. @AzUniqueEstates
71 Followers 298 Following We showcase the most AMAZING & unique Luxury multi-million dollar Estates and land FOR SALE in Arizona! Follow us for what is trending and new in our market.Kelly Jackson @KJackson93620
4 Followers 65 Following "Embarking on adventures in both realms! 🚀🎶 | Explorer of worlds, lover of words. 🌍✨ | Music aficionado 🎶 | Embracing Digital Transformation & Cloud MigratiFinarmony | Personal .. @finarmony
11 Followers 46 Following Empowering personal finance harmony through solutions for tracking, optimizing, and planning. Join us on the journey to financial empowerment and success. 📈💰✨Stock market @Stockmarketmrk
33 Followers 39 FollowingBrandon Lee @Brandon1369888
4 Followers 26 FollowingAJ Greene @AJGreen6143902
0 Followers 6 Following∃ @EcruWhite
2 Followers 243 FollowingAditya Agarwal @AdityaA6628069
2 Followers 147 FollowingCalvin Jacobs, CPWA® @Calvin_JacobsMS
75 Followers 155 Following Certified Private Wealth Advisor®, Financial Advisor at Morgan Stanley. For more information please visit website. NMLS#: 1643902Stuart B. Miner @StuartMiner
778 Followers 2K Following Real Estate in Seattle, Bellevue, Bryant, Ravenna, Wedgwood, Laurelhurst, waterfront, 2nd homes and beyond. I’ll work to make your vision of home a reality.tradeit @whisperbiskit
180 Followers 1K Following Bond trader. There’s no reason to follow me I’m not trying to sell you anything.Bill3387 @bill3387
105 Followers 47 FollowingDanny Meek @dannyemeek
100 Followers 294 FollowingArmand Mato 🇦🇱�.. @ArmandMatos
22 Followers 466 FollowingMichaelKitces @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 blogJeff "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 ownPeter Mallouk @PeterMallouk
43K Followers 378 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling AuthorBen Carlson @awealthofcs
256K Followers 717 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLvSamantha 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 + TechRyan 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, RIACarl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgPENNY 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-AmericanJess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️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/rRz68ARyqVChristine 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.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.Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401FinancialAaron 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.Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerThinkAdvisor @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.Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisorsSheryl 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 💕Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #TagrissoFred Barstein @401krealtalk
280 Followers 21 Following Fred Barstein is Founder and Executive Director of The Retirement Advisor University (TRAU) - previously he was CEO, President and Founder of 401kExchange.Alexandra Zendrian @azendrian
1K Followers 3K Following Editor-in-Chief, Hospitality News. PR and writing hands to several. Comments my own; RTs not endorsements.Hannah Moore, CFP® @thehannahjmoore
3K Followers 799 Following 🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about moneyInforma Plc @InformaPLC
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981 Followers 330 Following ONYX was created to support underrepresented financial advisors in starting and scaling their ideal businesses. Join our newsletter here: https://t.co/EvgYP6FRzkMarsh McLennan Agency @Marsh_MMA
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78 Followers 361 Following Northwest Capital Management, Inc. was founded in 1998 in Portland, Oregon as an independent and privately-held investment advisory firm.MyVest @MyVestCo
216 Followers 347 Following Driven by a vision for client-centric advice, we build enterprise #wealthmanagement technology for the digital age.Diana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemosDaffy @DaffyGiving
3K Followers 449 Following A modern platform & community for charitable giving. Contribute cash, stock/ETFs, or crypto, watch it grow tax-free, and donate to nearly any U.S. charity.Vanilla @getvanilla
230 Followers 212 Following Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanningAssetlink @Assetlinkai
140 Followers 103 Following Assetlink (fka DFD) is a data-driven, wealth tech platform connecting asset managers, wealth managers, and accredited investorsAdvisor Growth @AGS_Wire
360 Followers 329 Following Official page of Advisor Growth Strategies. Leading management consulting and transaction advisory firm for the nation's top advisory firms.Patrick McKenna @patrick_mckenna
1K Followers 407 Following Co-Founder @FacetWealth, Partner @ComebackCapital, Founder @oneamericaworksAdvyzon @advyzon
903 Followers 411 Following Portfolio management/performance reporting, trading & rebalancing, billing, CRM, client portal, and document storage. All-in-one solution for financial advisorsLowe Group @TheLoweGroup
477 Followers 1K Following Financial PR. Get #TheLoweDown on: • Media Relations • Content • Digital Marketing • Crisis Communications • Social Media • Marketing • Media TrainingDr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.David Bodamer @DavidBodamer
641 Followers 1K Following Executive director of content, Wealth Management Real Estate, part of https://t.co/U0rKSzJGyz. Host of the Common Area podcast.Devon @DevonDFD
371 Followers 117 Following Founder of DFD Partners, the data driven, distribution platform for asset managersShirl Penney @shirl_penney
569 Followers 1K Following Living the American Dream! Father (proud Girl Dad x2), Husband, Founder of Dynasty Financial Partners (@DynastyFP), owner of Team Penney Racing.fpPathfinder @FpPathfinder
656 Followers 247 Following Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.Lumiant @Lumiant_io
500 Followers 1K Following Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and financesAdvicePeriod @AdvicePeriod
660 Followers 205 Following At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.WealthSolutionsReport @wealth_report
139 Followers 15 FollowingThe AGC™ @theadvisorgc
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99 Followers 171 Following A leader in real-time investor recordkeeping & servicing software since 1994. Serving IBDs, asset managers, transfer agents, 529 providers & more. #fintechAdvizorStack @AdvizorStack
5 Followers 3 Following Providing an integrated technology stack that drives Financial Advisors’ forward, allowing them to focus on the most valuable piece of business; relationships aHypatia Women CEO ETF @wceoetf
6K Followers 229 Following $WCEO invests in all American public companies with a female CEO, small to mega cap. Managing Partner @Patty_LizarragaRIA Edge (Part of Wea.. @RIA__Edge
177 Followers 20 Following RIA Edge will provide exclusive M&A, marketing and client acquisition strategies from the most influential players in the RIA ecosystem.Pontera @Pontera
845 Followers 666 Following On a mission to help people retire better by enabling financial advisors to securely manage 401(k)s, 403(b)s & more. #RetireBetterPhilipp Hecker @PhilippHecker
195 Followers 214 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.Falcon Wealth Plannin.. @FalconWealthP
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4K Followers 112 Following The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPCElements @Get_Elements
1K Followers 518 Following Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.TIFIN Wealth @TIFIN_wealth
3K Followers 2K Following Easily Generate Personalized Investment ProposalsMary Martin, PhD @mary_martin
2K Followers 1K Following Mindfulness Educator. Futures thinker. Decades-long ethical vegan. Ghostwriter/editor.Wyatt Tarrant & Combs @WyattLLP
515 Followers 385 Following One Firm Dedicated to Client Service. Wyatt is a full service law firm with offices in Kentucky, Indiana and Tennessee. THIS IS AN ADVERTISEMENTTradeTalks @TradeTalks
15K Followers 1K Following Where the voices of the market meet. @JillMalandrino hosts conversations with leaders on markets, technology, financial literacy, digital assets, and more.@skience @Skience
422 Followers 647 Following Integral Salesforce Financial Services Cloud (FSC) Partner. Comprehensive Wealth Management Operating System. Powerful. Flexible. Intuitive.Robertson Stephens @RSWealthAdvisor
143 Followers 157 Following We are a wealth management firm that provides leading investment strategy and comprehensive financial planning to our clients on an innovative digital platform.🎉 Well done to @wealth_mgmt for winning the Neal Award for Best News Coverage with their piece "The Collapse of Silicon Valley Bank Private Wealth"! 💼💰
Lynch Retirement Investment Group brings @WealthEnhance to almost $82 billion and adds a fourth Maryland office. spr.ly/6016btG9O
Roraj Pradhananga, recently appointed co-CIO of @VerisWealth, provides an inside look at the $2.3 billion firm’s model #portfolios and impact investing philosophy. spr.ly/6015bHVIS
JP Pattinson, wealth manager, vice president of #technology and partner at @meritfinadvisor, has helped shape the rapid expansion of the $10-billion-AUM firm through technology. spr.ly/6014wURB6
Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research. spr.ly/6016wUPDu
#Bitcoin use case adoption will determine its long-term trajectory. By @aniketullal contributor for @wealth_mgmt spr.ly/6010woTxo
F.L.Putnam Investment Management Company is bringing #trustservices in-house with a deal to buy New Hampshire-chartered Darwin Trust Company. spr.ly/6019wc209
With more than 25 years of experience developing advisory platforms, Jason Del Col leaves @GoldmanSachs to enhance services at the emerging industry player. spr.ly/6018wiL1Y
Un-rapping Wealth Management EDGE 2024… Get hyped for the only wealth management conference powering investment, productivity and growth, taking place in just 6 weeks time! Register by April 12 to save up to $200 on your booking! >> spr.ly/6013ZZBvN
Such a fun conversation! The "Father of Fiduciary" did not disappoint! Thank you for sharing @wealth_mgmt
Adjusted for Risk with @LkTahoeBadger @DonTrone shares why he believes the #fiduciary framework should no longer be the cornerstone of the financial services profession. spr.ly/6014ZFeAE
#RIA Roundup Advisory Services Network, which rounded $7 billion in #assets in 2024, just added two more teams, while @Avantax_Wealth picked up a couple in Texas and @Sageviewadvisor expanded its leadership team. By @alihibbs for @wealth_mgmt wealthmanagement.com/ria-news/ria-r…
Minneapolis-based @WealthEnhance has passed $79 billion in #assets in the first quarter of the year after closing two deals. spr.ly/6019ZeqnR
Austin-based @kestrafinancial has added a #NewYorkCity firm with more than $600 million in managed assets to its platform of affiliated #advisors. spr.ly/6012Ze5lO
Financial professionals now have access to a wider range of alternative investments, and our own Tony Davidow sat down with @wealth_mgmt to talk about how we are helping advisors navigate these private markets. Listen now: s.frk.com/4cBx0s3
What does the integration between @advyzon and @apexfintech mean for advisors? Hear directly from Apex's Megan Hausmann, who spoke with @ShannonRosic of @wealth_mgmt at the #AdvyzonConference last month in Phoenix. Learn more and watch the interview here: wealthmanagement.com/technology/wha…
Focused on the Future Podcast with @suzsiracuse 🎙️ Re-Envision Wealth @anjiekonte details the importance of speaking on a "human" level to clients. Listen to the full podcast >> wealthmanagement.com/ria-edge/focus…
Your clients deserve better earnings returns on their cash. Give them 5.10% APY with Altruist Cash—a new cash account without the headache of another login. 11x the national average, same-day liquidity, and $0 minimums. Read below in @wealth_mgmt: wealthmanagement.com/technology/alt…
#Advisors that custody with @altruist get access as a feature of the platform, but non-Altruist advisors can join and use it as a standalone product as well. spr.ly/6019ZkToU
@wealth_mgmt connected with Brookfield Oaktree Wealth Solutions CEO John Sweeney to talk about what goes into the firm’s choice of #assets and #investment vehicles and how it works with advisors to bring alternatives to individual investors. spr.ly/6010Z60vr
🎙 RIA Edge Podcast with @djamesarmstrong In this episode of the #RIAEdge Podcast, David Armstrong, editorial director for Informa Connect’s @wealth_mgmt , talks with Craig Robson, founder of @RegentPeak. Full podcast >> wealthmanagement.com/ria-edge/ria-e…