Interesting @NewPlnrRec data - nearly half of new advisors coming into the profession don't want client- (or prospect-)facing roles at all. They want to start in paraplanning or operations and work their way up...
"Career Satisfaction Research Survey" https://t.co/5bY8UOvg7c
📢Exciting news today as @NickRiceTweets of @BrunswickGroup and I announce our upcoming book on #WealthManagement#Wealthtech for the 21st Century
Excited to be collaborating once again, this time with @WileyGlobal for our book! (thank you @NicoleCasperson)
If you are a #WealthManagement professional #financialadvisor and have some good stories to share, please be in touch #familyoffice #RIA #bank
"The instability and uncertainty of recent years demonstrate how vital it is to look beyond traditional securities and embrace a flexible mindset," @TheRudinGroup writes. "For #WealthManagement , #alternativeinvestments are ripe with opportunity."
https://t.co/FKTdWyuwlF
Be Yourself. Everyone Else Is Taken. No More Stock Photos In Wealth Management Marketing via @Forbes https://t.co/iHErPgnxF9 #WealthManagement#Marketing
Today, @TIFINfintech announces the spin-off of TIFIN AG, our #AI-powered venture for asset growth in wealth management. We also welcome industry veterans Rajini Kodialam and Brian Carlin to the board.
Full release - https://t.co/BJnExriQ4m
#Fintechnews@DrVinayNair
Liebe @COMPUTERBILD, bitte recherchiert mal genau. Neben Evergreen gibt es @Vividam_VV seit über 5 Jahren als ausschließlich nachhaltigen #roboadvisor.
https://t.co/9xLguaFv4m
Hear Founder and CEO @DrVinayNair as he speaks with @whartonfintech about his career and how TIFIN is impacting the world of wealth through the application of AI.
Tune in below:
Spotify https://t.co/aIMjr4Ya56
Apple https://t.co/UeqjunF8yO
Soundcloud https://t.co/wmIiFDBNLb
Announcing our new partnership with @FTI_US to introduce a new financial wellness solution for employees. TIFIN @ Work offers a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits. #fintech
https://t.co/sp4wUwpieN
Can machine learning authenticate luxury goods? Entrupy claims to use machine learning to identify which handbags and sneakers are fakes, versus which ones are real. Here's how it works: https://t.co/hUCM0ZcNMQ
I love the redesigned website from @TheRudinGroup
You can see why they're the leading provider of marketing strategy in #wealthmanagement
They have Chutzpah!
Calling all start-ups! Don't miss out on #AFF2024's InnoVenture Salon, a platform to showcase your ideas, pitch to potential investors, and receive expert advice. Enjoy early bird offer and secure your spot now for global opportunities: https://t.co/jCZaYdBF4L
A tractor-trailer carrying lemons overturned on a New Jersey highway, giving new meaning to the phrase "when life gives you lemons." https://t.co/VkmzcsVOl2