📣Hot off the press! Check out our big announcement around our refreshed branding, platform updates, and strategic new hires here: https://t.co/fohzOP3WCX
Live conferences are back in part thanks to @Orion_OAS! See you all at #OrionAscent 2021 in Scottsdale, AZ next week August 30th-Sept 1st for some face-to-face networking. Register now to join us: https://t.co/mTtOc1I1oT #wealthtech#electronictrading#connectivity
Fill out this confidential 5-minute #FixedIncome#survey and receive a free bench-marketing report on how your trading workflow measures up against the competition. Click survey link https://t.co/9q1EMbxXB7 #RIA#WealthManagement#volatility
We are looking to poll advisors on Fixed Income. Can you spare 5 minutes to take our survey? See link below...
https://t.co/aipSZFQElh
#fixedincome#wealthadvisor#rias
Zillow pessimistic scenario; home prices down almost 4% this time next year; optimistic scenario has prices up 2% for the same period.
Let's wait and see when they turn on offers again and we'll know what the true conviction is.
https://t.co/8iaQ2O0FtT
Holly cow my scheduling game just went to level 50. Did you know you could add a secondary time zone in Google Calendar? If so, you should have told me waaaaay sooner
Shoring up your trading infrastructure now will ensure you and your clients are reacting nimbly to market fluctuations. Check out our latest blog post for other helpful tips
https://t.co/id3iPRaX5f
#WealthManagement#FIXTrading#trading
Lack of proper trading infrastructure has been a WAKE UP CALL for #WealthManagement#Advisors during the #COVID19 crisis. Learn how executing trades efficiently and accurately can lead to significant savings for clients. https://t.co/exNWBrkqt0 #RIA#FIXTrading#OMS#WealthTech
Timely article on impact of block trading during crisis with data and insight from @TDAmeritrade @CharlesSchwab @IBKR and Flyer whose OMS & trading network in March saw 100% yr-over-yr increase in block trades over 25,000 shares. https://t.co/Nwf6eNeOl9
Our guest blogger Peter Chiappinelli, CFA, CAIA, Portfolio Manager, GMO Investment Management highlights #FixedIncome opportunity during #COVID19. Flyer fast-tracking addition of fixed income to our equities and mutual fund trading platform. https://t.co/uWszm9lXjE #RIA#OMS
Shout out to the nurses and other front line folks.
You give me so much strength to know that each day, you wake up and willing head into battle, fighting for all of us.
Thank you, from the bottom of my heart.
In 2009 the median RIA was 130% less efficiency than it is today, based on revenue per employee. And I'll bet a lot of you come in with much more impressive numbers than that. I thank your perseverance through pressing times like these, keep your heads up
@JimboTweet@ReformedBroker Highly recommend this read, I would re title it though, applies to all sales https://t.co/EAMPNvFkdq Making the prospect the hero of the story is how you win in sales. If you have to 'check in' you've failed already, think that's what @ReformedBroker is getting at