Davyde

future of financial advice and wealthtech @responsiveai

[Davyde @davyde]

@cgledhill ok

[Davyde @davyde]

@Noahpinion What’s next? Eating green leafy vegetables and going for a 15 minute walk? Helping the elderly cross the street? smh

[Davyde @davyde]

love these guys

[Davyde @davyde]

@Noahpinion yeah

[Davyde @davyde]

@danielle_fava jeleel backflips

[Koen Vanderhoydonk @KVanderhoydonk]

Fidel API to Enable Programmable Payments for Visa Clients and Partners #Payments,Fintech https://t.co/2GB9pvV3Sx #regtech

[Responsive.AI @responsiveai]

Use data-driven insights to provide better #advice, moving from system-centric #data to human-centric data, from products to journeys and from selling to advising.

Read: Rethinking #FinancialServices with #AI Tools
https://t.co/XyktAUrhhZ
by @Davyde Wachell
#wealthtech

[Davyde @davyde]

@jasonpereira @MGenyk @AdvancedPlanner the zombies that say advice but mean fees, I mean brains

[MichaelKitces @MichaelKitces]

Offering Student Loan Planning As Part Of An Advisory Firm Business Model https://t.co/VGimR7Qwx6

[Davyde @davyde]

@gspitzner the GOAT

[Davyde @davyde]

@ThrivosLLC HUGE IF TRUE!

[Carl Richards @behaviorgap]

Running a business is a spiritual practice.

[Davyde @davyde]

Data protection needs to be part of service and product design, not an afterthought

[Andrew Welsch @AndrewWelsch]

SEC Penalizes Morgan Stanley Over ‘Astonishing’ Data-Protection Failures https://t.co/Sxapn0ovLl via @barronsadvisor

[bun.bun.🐽 @ds_bun_]

The case for building a data-sharing culture in your company https://t.co/D5iX4QYTru

[Davyde @davyde]

@cgledhill @luigiwewege feel old yet? 😂🤣😭🥲

[Davyde @davyde]

Looks to be competitive with @AssetMapLLC

[Wealth Management @wealth_mgmt]

After successfully launching their Snapshot feature in the spring, @RightCapitalHQ introduces a fall follow-up in the form of Blueprint, an interactive and customizable tool for visualizing and organizing a prospect or client’s household financial data.
https://t.co/9x0IRKVPMK

[Stephanie Bogan @Steph_Bogan]

Great financial advisors don’t create plans for clients, they create plans with them.

[Davyde @davyde]

Great roundup of @Finovate NY from @AlexH_Johnson https://t.co/Ijk842YzX0