Devon

Founder of DFD Partners, the data driven, distribution platform for asset managers

[Devon @DevonDFD]

An interesting trend in the financial advisor space. Per sec filings, over 162 new independent RIA firms were created in in Q4, from advisors leaving the big 4 (Merrill, Morgan, UBS, Wells)

[Devon @DevonDFD]

Filled with gratitude @Assetlink_

[Wealth Management @wealth_mgmt]

In this Inside ETFs Podcast episode, @NabiaJenkinsJ is joined by @KraneShares' @ahern_brendan, ProShares' Simeon Hyman, and @DevonDFD as they explore the evolving landscape of investment with insights into tech, AI and emerging asset classes.

LISTEN | https://t.co/iB2DSChKK6

[Devon @DevonDFD]

Guess who @BilalSLittle and I ran into at Art Basel… @DanaDisrupts

[Devon @DevonDFD]

Who’s ready to Art Basel with @dfdpartners ?

[Devon @DevonDFD]

@FutureProofAC 💪🏽

[Assetlink @Assetlinkai]

"There is this disconnect between younger investors from the behavior standpoint and what advisors know".

Marc Nichols speaking at our recent webinar on leveraging next-era investment solutions to attract the next-gen investor.

#nextgeneration #webinarseries #webinarreplay

[Devon @DevonDFD]

How am I just hearing about the show Hijack?!?

[Assetlink @Assetlinkai]

What's in #DiligenceDigest? Fresh finance insights, trend analysis, & innovative strategies. Subscribe now! #DFD #FinanceFuture

https://t.co/y5C4SvsuLG

[Devon @DevonDFD]

Pickle ball has its own official shoe? I know it’s been gaining in popularity but dam! Good for them

[Devon @DevonDFD]

The best part of going to conferences is the genuine friendship that comes from pure hearted folks that genuinely want to see each other win

@wealth_mgmt

@DrPrestonCherry @TR401 @MacGardner_CFP

[Sam (Marinelli) Walker @sam_marinelli]

Starting this morning @Wealth__Edge with a 2 for 1 client special!

@dfdpartners @CNIC_energy talking about the next era of investment solutions for the next Gen investor with @TR401 @arbor_digital

[Mac Gardner @MacGardner_]

Yes…we are moving the needle!

@TR401 @DrPrestonCherry @DevonDFD

#WMEdge #WealthStack #RIAEdge

[Devon @DevonDFD]

@wealth_mgmt 💪🏽

[Caitlyn Kardish @CaitlynMFoster]

First session at #WealthManagementEDGE on building an #alternative investment portfolio with @DavidBodamer, Dan Ziznewski of @HomrichBerg, @DevonDFD of @dfdpartners, and John Norris of @CrowdStreet @wealth_mgmt @InsideETFs

[Devon @DevonDFD]

We got our first cease and desist letter this week. We must be starting to ruffle some feathers ����

[Assetlink @Assetlinkai]

We are thrilled to announce that DFDPartners have been named an Outstanding Practice Winner by @investmentnews for '23!

With @FinityGroup & @NorthernTrust, we are honored to be recognized for our commitment to fostering diversity within our firm, our clients & our communities

[Mac Gardner @MacGardner_]

@DrPrestonCherry @TR401 @DevonDFD … So proud of what these brothers do and symbolize in our industry! 👏🏽👏🏽👏🏽

The journey continues…

[Devon @DevonDFD]

Chicago bound. Who’s in town for Morningstar?

[Assetlink @Assetlinkai]

As an #AI-powered platform, we’re excited to be a finalist for the 2023 @investmentnews competition for DEI! Our innovative approach enables us to match clients with diverse advisors based on preferences for the optimal alignment of vision and strategy.

https://t.co/2LLgfXIH7D

[Assetlink @Assetlinkai]

Join our CEO/CIO @DevonDFD live on @Nasdaq #tradetalks tomorrow at 1:15 PM (EST).