Scott

Director- Advice Relationships @cerulli_assoc- all views my own- no endorsements or testimonials implied

[Ignites @Ignites]

Merrill Lynch plans to triple the number of active ETFs on its platform, including ETF versions of pre-existing mutual funds.
https://t.co/FwFx7wnVCU

[Cerulli Associates @cerulli_assoc]

Learn how #wealthmanagement consolidation will impact your business strategy, technology adoption, and product development roadmap. Download our white paper at https://t.co/v7C6ent7JB for valuable insights and informed decision-making.

[Scott @Cerulli_Scott]

@josh_levin @byjoelanderson @BenMathisLilley Before there was Gohlke, this guy looked like he was headed for life insurance sales - until … https://t.co/9JHPdfPvxo

[SIFMA @SIFMA]

We sat down with @Cerulli_Scott to discuss the future advisor-client relationship. "It’s all about collaboration using clients, advisors, and technology altogether," he says.

Dive into the full video series on the Future of Wealth Management: https://t.co/m77XKUQwvu #SIFMAPCWM

[Cerulli Associates @cerulli_assoc]

Affluent #investors remain confident of the safety of their own assets but wary of the #banking segment overall. Find out more in our latest Cerulli Edge—U.S. Retail Investor Edition: https://t.co/1KGpWiWkdz @Cerulli_Scott

[Scott @Cerulli_Scott]

@david_j_roth Thank you for this article - after I used maps to get a feel for layout and position of Byrne - I now get ads for this mall every time I open YouTube - which is nice

[SIFMA @SIFMA]

There is a significant amount of data available today, but can it be overwhelming? @Cerulli_Scott described to us the critical role financial advisors play by turning information into advice, and the factors rated extremely important when choosing a financial advisor. #SIFMAPCWM

[Scott @Cerulli_Scott]

“By using AI to leverage natural language processing, the technology will create a path of least resistance to the best answers in the shortest time, likely lowering barriers to adoption across the firm,” Smith added. @cerulli_assoc https://t.co/d4Tag3PAEU

[Cerulli Associates @cerulli_assoc]

We’ve gone from having zero interest rates to having rates in general, and that’s bumped up these companies’ revenue significantly over the last 12-18 months, says @Cerulli_Scott our director of advice relationships. Read more: https://t.co/6195DwzVo0 @wealth_mgmt @Diana_Britton

[Cerulli Associates @cerulli_assoc]

@Cerulli_Scott is pleased to serve as a moderator at @NICSAnews 2023 Strategic Leadership Forum. Register today to hear from asset managers, wealth managers, broker dealers, and professional service firms address strategic business planning for 2023: https://t.co/NadpldUMdL

[Cerulli Associates @cerulli_assoc]

We’re expecting that with #equity and fixed-income markets dropping off significantly, we will have a pullback on overall net worth across age groups at this point, says our director, @Cerulli_Scott. Read more: https://t.co/RTkgaTxd7O @Vetta_Fi @DanMikaTweets

[Scott @Cerulli_Scott]

@ryanWneal Letterkenny MarioKart - Legen-Dary.

[Scott @Cerulli_Scott]

I think recreating the benefit of ad hoc in-person collaborations in the learning process is the biggest challenge. Definitely learned more important lessons from aisle conversations and debates than in formal classes. @cerulli_assoc

[Megan Morrone @meganmorrone]

Leaders are getting smarter about the push back to the office. "Often we learn together better, but work better alone," says Scott Smith (@Cerulli_Scott) of @cerulli_assoc.

[Scott @Cerulli_Scott]

Wonderful reminder to live gratitude by @nikir1

[Nicole Boyson @nikir1]

This summer, I said I’d donate $ from sub. teaching to @nokidhungry. Let’s go bigger-I’ll match your gifts up to an aggregate of $5k. Let’s get to $10k together❤️. Respond (or DM if modest). Thanks @TR401, @DaveNadig, @brianportnoy for making me comfortable doing this publicly!

[Scott @Cerulli_Scott]

@nikir1 Usually a floor value, often initial investment or annual-step ups. Also very low rate of uptake on traditional annuitization - investors reluctant to cede assets for guaranteed income that ends with their life more often systemic withdrawals or GM riders for worst case avoidance

[Cerulli Associates @cerulli_assoc]

While each employee is already a stakeholder in the firm’s success attributable to their employment status, stock ownership can further this connection in that each now becomes a literal partial owner of the firm, says @Cerulli_Scott. Read more: https://t.co/crHVv7LO3U

[Scott @Cerulli_Scott]

hmmmm.... perhaps we need to create and market the "Daily Dram Dispenser"

[Oisín @Breen]

Gotta say, I love this line from @Cerulli_Scott for @RIABiz' latest story, discussing a life insurance-style product that pays out more the more of your cohort of investors die.

#fintwit #fintech #RIA #insurance

[Scott @Cerulli_Scott]

@TheTylerHetu @scottzolak Will Nick and Dante combine for 300+ yards? Take Feehan

[Scott @Cerulli_Scott]

@TheTylerHetu Our championship midfield averaging 10+ TDs per week - Greg #89, Nate #57, Nick #54

[Scott @Cerulli_Scott]

@robertholmes630 Next to a 6’5” bearded guy?