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This Twitter profile has been retired. You'll now find all events, audience development & editorial / news in @CitywireRIA & @CitywireProBuy

[-- @CitywireUSA]

This Twitter profile has been retired.

You'll now find all events, audience development & editorial / news in one place, for their respective channels: either @CitywireRIA or @CitywireProBuy - please follow us there - hope to tweet you soon!

[Amelia Holland @Garlandgoeswest]

It’s not every day your industry icon asks you to be on his podcast. Thanks so much @ReformedBroker and @michaelbatnick for having me as a guest on @TheCompoundNews.

And thank you for letting me sing @norahjones again. I think I finally hit the note.

🎧https://t.co/3GpCtGZWlD

[Amelia Holland @Garlandgoeswest]

Exciting podcast drop coming tomorrow with @JeremyDSchwartz, @ReformedBroker & @michaelbatnick on @TheCompoundNews.

Stay tuned on the link below!

https://t.co/kD6FV8NV2M

[Ian Wenik @IanWenik]

Exclusive for @CitywireRIA — @CasadeArmitage is leaving Echelon Partners to join Thrivent's RIA platform: https://t.co/PzJfXiUsHj

[Citywire Pro Buyer @CitywireProBuy]

Just 2% of all funds in the US are run solely by a woman or a team of women, but it's not for lack of talent, as our list of the 20 top female fund managers highlights.

Check out our list of the 20 top female portfolio managers in the US:

https://t.co/Ob2xbMNK0i

[Citywire Pro Buyer @CitywireProBuy]

@BaillieGifford @JPMorganAM @pgim @johnhancockusa @ImpaxAM @Fidelity @MorganStanley @TIAA @ASInvestmentsUS @AzzadFunds @AmBeacon @LoomisSayles @TrilliumAM @AlgerInvest

[Citywire Pro Buyer @CitywireProBuy]

Rupal Bhansali, international CIO at Ariel Investments, tells @JCoumarianos where she sees opportunity, her views on the recent value rally, and what the industry must do better to improve diversity.

https://t.co/CVjMR5AkHY

[Citywire RIA @CitywireRIA]

Ric Edelman opened up to @AndrewFoerch about his decision to step back from Edelman Financial Engines: https://t.co/kBK8b08OSE

[Citywire RIA @CitywireRIA]

Regrets? He's had a few!

@RicEdelman reflects on raiding his first retirement account, not buying bitcoin sooner, and the importance of being a shareholder - in the latest episode of Mistakes Were Made, with @AlexJSteger & @TalktoFrankieT.

https://t.co/FmPXJD4BLN

[Ian Wenik @IanWenik]

Ric Edelman, perhaps the country's best-known independent financial advisor, is planning on stepping back from $270bn Edelman Financial Engines. Story for @CitywireRIA here: https://t.co/Ow9hM9tZYE

[Larry Sprung, CFP®, CEPA® @Lawrence_Sprung]

Congrats again Jamie @RetirementRisks
It's in @CitywireUSA so it must be official :)

https://t.co/0wafQk1bfZ

[Citywire RIA @CitywireRIA]

Carson Group's retirement guru @RetirementRisks has gotten a promotion: https://t.co/iKepzWMyfA

[Alex Steger @alexjsteger]

Some weekend reading / listening via @CitywireRIA:

🧑‍🎓How a Texas RIA turns grads into skilled advisors (https://t.co/DvSONDDuhs)

🍨Scoop! PE takes stake in $5bn RIA (https://t.co/l02DGuP5wC)

🤦‍♂️Ric Edelman shares his biggest investment errors (https://t.co/Sk3d5Q173K)

[Ian Wenik @IanWenik]

First on @CitywireRIA — private equity firm Cynosure Group has taken a roughly 28% stake in $5bn Plancorp. Full story here: https://t.co/yA1VCYkPuT

[Citywire Pro Buyer @CitywireProBuy]

This month, @Garlandgoeswest and @hayleyhanafee asked gatekeepers to share the diversity questions they’re asking managers and which themes they’re focusing on for the rest of the year.

https://t.co/TfkXBZnHBM

[Citywire Pro Buyer @CitywireProBuy]

Just 2% of all funds in the US are run solely by a woman or a team of women, but it's not for lack of talent, as our list of the 20 top female fund managers highlights.

https://t.co/Ob2xbN5loS

[Citywire Pro Buyer @CitywireProBuy]

In issue 84 of Pro Buyer, four top gatekeepers tell us how they are putting pressure on asset managers to improve diversity.

We also reveal the top 20 female fund managers, catch up with Ariel Investments International CIO Rupal Bhansali, and more:

https://t.co/b4uTWx2wCH

[Ian Wenik @IanWenik]

Scoop for @CitywireRIA — veteran strategy executive Lincoln Ross has left Envestnet: https://t.co/UJMYrtyc0y

[-- @CitywireUSA]

‘Managers never want to talk about it’

@BostonPrivate CIO @ShannonSaccocia tells us about the dangers of being too early an investor with a startup asset manager.

https://t.co/ZkqXlSdPxk

[Citywire Pro Buyer @CitywireProBuy]

.@BostonPrivate CIO @ShannonSaccocia spoke to @AlexJSteger & @TalktoFrankieT about the dangers of being too early an investor with a startup asset manager, on the latest Mistakes Were Made.

(plus a shout out to @DanielCrosby)

🎧 Get the juicy bits: https://t.co/CIKpwLOWVS