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SP Cunniff
@SPCunniff1
Joined October 2012
331
Following
49
Followers
17
Posts
SP Cunniff
@SPCunniff1
over 9 years ago
@DELTA
left my kindle in seat 1A on flight 2588 last night. MSP-BOS How can I contact BOS lost and found?
SP Cunniff
@SPCunniff1
about 11 years ago
@FCreighton
Agree!
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@DeloitteFinSvcs
Yes - the Financial industry has the resouces and people to solve the savings challenge
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@DeloitteFinSvcs
A6 Data & analytics can turn a one-size-fits-all education platform into a personalized tool
#RetirementSolutions
Who to follow
The Knowledge Group
@KnowGroupCLECPE
The Knowledge Group produces Live and Recorded CLE & CPE Webcasts in the Legal, Tax, Finance, Risk, Compliance and Human Resources Industries. #KnowLeadSucceed
Juan Ramรณn Carcaรฑo
@juracalo
MexIcan ๐ฒ๐ฝ ๐พโฝ๐ท๐ฒโณ #Fintech
Urval Goradia
@Urval
Here for insight on investing, politics and foreign policy. And the memes ofc!
SP Cunniff
@SPCunniff1
about 11 years ago
@SamOnInsurance
A4. At the end of the day, though, it really does come down to a mix of technology and human advisors.
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@Tech_Sharer
A5.
#FSIs
should be able to offer a
#digital
#mobile
experience via direct messg & text and video calls.
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@RachelFSI Technology makes delivering holistic advice & planning offerings to a mass affluent client base viable.
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@SPCunniff1
Also look into planning and execution aids such as savings reminders via text
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@FCreighton
Auto save, Auto increase, Auto invest, it all makes a difference...
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@ValSrinivas
Only 20% of people trust the financial services indsutry in general
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@SPCunniff1
the propsed regualtions will require significant operational and reporting changes
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@SPCunniff1
The definition of Advice is greatly expanded and more advisors will be fiduciaries
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@DCStockExchange
If the regs go through as proposed they could change the game
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@ValSrinivas
Yes - and 78% of those surveyed find their primary financial professional very trustworthy
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@FCreighton
Agree, save early and often!
#RetirementSolutions
SP Cunniff
@SPCunniff1
about 11 years ago
@DCStockExchange
Great Question - data shows younger generations are saving more than prior generations
#RetirementSolutions
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