We are hiring a visual storyteller to create powerful and engaging presentations.
Launch your career with Meradia. Discover our open opportunities: https://t.co/CLFKplSf9d
How could your firm benefit from streamlining the client journey? Join a discussion with Meradia Principal Tim Jager tomorrow, 11/18, at 2 p.m. ET during #TSAM East Coast. https://t.co/RVBmu4djH3
As ESG and direct indexing continue to transform the industry, firms will be prompted to reevaluate client reporting, data management and performance measurement. @Bobsguidedotcom turned to Meradia to learn what operational challenges may lie ahead. https://t.co/hZCBpgqRA6
Adopting investment operations technology shouldn't stop at a new implementation or decision to outsource. It should also include a holistic evaluation of your firm. @BrianLollar96 shares red flags you're missing business transformation opportunities: https://t.co/OdbJ3h0trq
Best Places to Work for Financial Advisers 2021: See the firms that made the list and the benefits and perks they offer https://t.co/4Bv4JRpLdp via https://t.co/HIElySV1A5
Massachusetts RIA managing $625 million merges into Moneta; the principals of Worcester-based Berry Group will join the firm as partners https://t.co/txOtsoFy4R via https://t.co/HIElySV1A5
Thanks to @JamesPoer of @kestrafinancial for appearing on the @finplan podcast to answer our 4 questions on cryptocurrency, regulatory issues and mutual funds: https://t.co/ucTqvi6Csj
Congrats to @monetagroup on expanding their team to the Northeast this week! @IanWenik@CitywireRIA details the firm's strategic national growth: https://t.co/xxDG9Yjjcx
Is it just me or are you getting webinar fatigue? In my latest @GregoryFCA blog post, I share tips and tricks to resuscitate your webinar strategy in 2021. Or as I call it...WebinarMD. ;) https://t.co/ELEZws98Ke
As @joeanthony notes in his latest blog, "Gone are the days when ETFs are bought, not sold."
Learn how the right PR partner can elevate your #ETF business: https://t.co/hP7bmT6OTd
Congrats, @ROBOGlobal, on surpassing $100M in assets for $HTEC! Thrilled to see what's on the horizon for healthcare innovation. https://t.co/xkuSf49cTN