BeyondAlpha

Professional online community for independent financial advisors

[BeyondAlpha @beyondalpha]

@issielapowsky Pitching a Reg A+ financing story about http://t.co/gnb2kZLfRa. Here's the press release: http://t.co/hiLsVwyl56

[BeyondAlpha @beyondalpha]

Read what keeps Access ETF Solutions manager Dan Weiskopf awake at night: https://t.co/UGKDRwPO5v

[BeyondAlpha @beyondalpha]

BeyondAlpha merging with Envestnet Institute:
https://t.co/bGoNwtjJNZ

[BeyondAlpha @beyondalpha]

Seven ways to reach Gen Y/Gen X clients: https://t.co/4bDbC3xZ7t

[BeyondAlpha @beyondalpha]

Advisors predict 2015 S&P 500 performance: +0-10% 71.7%, +10-20% 18.1%, -10-0% 6.6%, Greater than +20% 3.6% #ETF

[BeyondAlpha @beyondalpha]

Advisors most worried about currency depreciation in Europe - 43.4%, Japan 29.7%, Emerging markets 16.6%. #ETFstrategist

[BeyondAlpha @beyondalpha]

Next 12 mos. 35% of advisors plan to reduce fixed income exposure, shorten FI duration, and allocate more to global FI. #ETFstrategist

[BeyondAlpha @beyondalpha]

Waiting for interest rates to rise is like waiting for Godot - Sean Clark, Clark Capital. #ETFstrategist

[BeyondAlpha @beyondalpha]

Why ETF strategists? Tactical approach/low cost - 41.6%; outcome-oriented - 33.7%; Ability to outsource management - 22.3%. #ETFstrategist

[BeyondAlpha @beyondalpha]

What prevents advisors from ETFs? Happy with mutual funds 41%; investments have low cost basis 31%. #ETFstrategists

[BeyondAlpha @beyondalpha]

Virtual ETF Summit: Advisors want to spend more time in client acquisition (42.3%), meetings (34.5%). Client service 11.4%. #ETFstrategists

[BeyondAlpha @beyondalpha]

The return of the face-to-face meeting:
https://t.co/TVlf674rVy

[BeyondAlpha @beyondalpha]

Getting to the billion-dollar firm:
https://t.co/euPHAs0D2z

[BeyondAlpha @beyondalpha]

On being fanatically curious with your clients: https://t.co/zuk5tiCRoX

[BeyondAlpha @beyondalpha]

In the age of the consumer, technology is king:
https://t.co/AaKgHw6YYB

[BeyondAlpha @beyondalpha]

Michael Kitces is off and running. #SchwabIMPACT #michaelkitces

[BeyondAlpha @beyondalpha]

Somewhere Tony Soprano is getting iced. #SchwabIMPACT

[BeyondAlpha @beyondalpha]

Train: Zeppelin to Loud Reed to Journey. Welcome to the 80s. #SchwabIMPACT The crowd goes wild.

[BeyondAlpha @beyondalpha]

Train. #SchwabIMPACT

[BeyondAlpha @beyondalpha]

W inspired by Winston Churchill to paint. Hired an instructor. Told her there was a Rembrandt in this body. Get it out! #SchwabIMPACT