Arielle Shternfeld

People-Person / Photographer / NYT Spelling Bee Enthusiast | Audience Development @CitywireRIA |

[Arielle Shternfeld @a_shternfeld]

My latest installment of My Model Portfolio! Always great to speak with the @meritfinadvisor team.

[Citywire RIA @CitywireRIA]

My Model Portfolio: @meritfinadvisor CIO Brian Andrew talks Citywire through a 60/40 portfolio differentiated for the modern market.

https://t.co/MALZhdRzL9

[Citywire RIA @CitywireRIA]

My Model Portfolio: @meritfinadvisor CIO Brian Andrew talks Citywire through a 60/40 portfolio differentiated for the modern market.

https://t.co/MALZhdRzL9

[Arielle Shternfeld @a_shternfeld]

We’re at #FISummit! Pay our team’s booth a visit if you’re here in Miami :)

[Ian Wenik @IanWenik]

Exclusive for @CitywireRIA — $245bn Creative Planning has purchased a $1bn Philly-area RIA. The deal marks Creative Planning's first transaction since it revealed its agreement to acquire Goldman Sachs Personal Financial Management: https://t.co/7biC3Mu38X

[Citywire RIA @CitywireRIA]

Join Citywire RIA’s AD team as they walk you through their experience at Future Proof Festival, and take @Downtown's advice: subscribe for the most comprehensive coverage of the industry you love! https://t.co/ZVRR6kZbaX

https://t.co/A2IODFkjkN

[Courtney McQuade @CourtMcQuade]

The @CitywireRIA team is getting the best interviews here at @FutureProofAC - keep an eye out for the interview with @joemclean15 & @RealJayWilliams & @a_shternfeld

#FutureProofAC

[Arielle Shternfeld @a_shternfeld]

@elenaspeaking @CourtMcQuade @CitywireRIA @StreetCred_PR @FutureProofAC Always so good to see you both ❤️

[Citywire RIA @CitywireRIA]

What’s next for the RIA industry? @AdvisorGrowth predicts a “doubling down on the fiduciary side of things” and “the advent of very, very large national RIAs.” Is bigger always better? With @a_shternfeld

#FutureProofAC

[Courtney McQuade @CourtMcQuade]

Reunited with the best in the biz - the @CitywireRIA team 💞💪🏻🥂

#FutureProofAC

[Amelia Holland @Garlandgoeswest]

The @CitywireRIA audience development team has arrived at @FutureProofAC!

Follow @a_shternfeld and @darrah_reagan to see which RIAs they’re interviewing on the state of the industry.

#CitywireRIA #FutureProof #RIAs

[Ian Wenik @IanWenik]

Exclusive for @CitywireRIA — Captrust, a mega-RIA with roughly $715bn in wealth and retirement plan assets, is pursuing a capital raise, according to sources with knowledge of the situation: https://t.co/0s8WjyxgEC

[Ian Wenik @IanWenik]

Big scoop today for @CitywireRIA — Portfolio management software company Vestmark is pursuing a sale in hopes of attaining a valuation of at least $1bn, according to sources with knowledge of the situation: https://t.co/u6LKnCAxNV

[Arielle Shternfeld @a_shternfeld]

🤔🤔

[Ian Wenik @IanWenik]

Very proud of this @CitywireRIA analysis piece on the death knell for the RIA IPO fantasy: https://t.co/7sfXW7WNGS

[Arielle Shternfeld @a_shternfeld]

Check out this week’s installment of RIA Readers React!

If you or someone you know wants to share a ‘reaction’ in an upcoming feature, shoot me a message!

[Citywire RIA @CitywireRIA]

Citywire RIA's readers open up on how their firms are planning to transition ownership and give employees equity.

By @a_shternfeld & @LaraInNYC: https://t.co/glxJPnhv6L

[Arielle Shternfeld @a_shternfeld]

@elenaspeaking better yet, see you on the 'otter side' ;)

[Ian Wenik @IanWenik]

Breaking for @CitywireRIA — $48bn RIA giant Mercer Advisors has sold a stake in itself to Canadian private equity firm Altas Partners: https://t.co/elhioPfMIV

[Ian Wenik @IanWenik]

Breaking for @CitywireRIA — $246bn Edelman Financial Engines, one of the largest RIAs in the country, is changing CEOs: https://t.co/5HkXlKsYea

[Ian Wenik @IanWenik]

Exclusive for @CitywireRIA — $17bn RIA EP Wealth is changing CEOs and has tapped former Edelman Financial Services CEO Ryan Parker to take on the top job, according to sources with knowledge of the situation: https://t.co/5k35Lsun3v

[Ian Wenik @IanWenik]

Exclusive for @CitywireRIA — Cetera Holdings, the parent of $446bn independent broker-dealer @CeteraFinancial, will name former Fidelity institutional head Michael Durbin as its CEO, according to a source with knowledge of the situation: https://t.co/xflZdtZBs3