🗞️NEWS: ANNUITIES🗞️
@osaic_inc has announced the availability of direct billing using select fee-based variable annuities within the Osaic platform, eliminating time-consuming administrative tasks for financial advisors.
https://t.co/42W0inLCqC
What Every Financial Advisor Needs to Know About https://t.co/3NVOf7FugI | Talking Wealth Ep 1🎙️
Today at 11am ET on The Unlock channel, @michaelbatnick will be joined by @WeAreWealth co-founders Tim White and Danny Lohrfink!🔥
⏯️https://t.co/piHvHq38BR
Sponsored by: SS&C’s Black Diamond® Wealth Platform
A new event from @WeAreWealth called The Estate Planning Conference is launching next year. Here's how it could help financial advisors boost their businesses. #financialadvisors#tax#estateplanning https://t.co/Yr4PpfzsLg
🎉 Big News at Jump!🎉
We’re thrilled to announce our $20M in Series A funding, led by @BatteryVentures , with support from @CitiVentures , @SorensonCap , and @Pelion_VP .
This milestone strengthens our commitment to helping financial advisors save time, deliver exceptional client experiences, and elevate their practices with AI-powered solutions.
To our incredible customers: Thank you for trusting Jump to power your workflows. We’re excited to accelerate product innovation and continue building a suite of advisor-specific AI workflows and outputs.
To our investors: We’re grateful for your belief in our vision and partnership as we redefine how advisors work.
This is just the beginning! We’re building a future where advisors can focus on what matters most—creating lasting relationships with clients as they guide them through some of life’s most critical decisions.
Here’s to what’s ahead! 🚀
Read more at: https://t.co/nZZPoyRKWT
🚀 Bitcoin has surged past $90K, reigniting many investor’s curiosity about crypto. Kristen Mirabella, head of partnerships at @eaglebrook, joined @HenaDoba at @NewsNation over the weekend to explain what investors need to know.
https://t.co/ceClo15edA
Bitcoin’s 28% surge since September has reignited advisor and investor interest, with many clients revisiting its role in portfolios.
https://t.co/4W6nIVksiW
Today is the day! Don’t miss TradePMR’s Chief Product Officer Jon Patullo as he discusses “Client-Centric Growth: Scaling Engagement and Satisfaction,” today, October 24, at 9:30 AM on the Level 4 Main Stage!
#FISummit#WealthManagement#FinancialAdvisor#FinTech#RIA