Disrupt | Advice

Disrupt | Advice (by @finplan) is the successor to the @WAFSeries. Wealth management is changing. We'll help you embrace, prepare for & adapt to the future!

[Disrupt | Advice @DisruptAdvice]

Thank you to all the fantastic speakers, sponsors and attendees who made Disrupt Advice 2017 such a hit, you were all great!

[Scott Wenger @ScottWengerNYC]

“If you don’t have health, why talk about money?” asks @CarolynMcC @DisruptAdvice https://t.co/dCZP6OzuY3

[Financial Planning @finplan]

Investors can make $ and do good in the world, Teresa Orsolini of @swellinvesting said @DisruptAdvice conference https://t.co/gsTyxs3loL

[Financial Planning @finplan]

Almost half a million HNW investors under 40 look for real advice, says Seb Dovey. @whatwealthneeds @DisruptAdvice https://t.co/gyJvozjOkl

[Financial Planning @finplan]

Bottom line on digital platforms? More investments, lower fees for clients, say speakers at @DisruptAdvice https://t.co/mDfCk6zf0j

[Financial Planning @finplan]

“Are we realizing we can get to clients earlier?” says Seb Dovey. @whatwealthneeds @DisruptAdvice https://t.co/5g3Mnw3FcW

[Jason Gordo @Jason_Gordo]

Thank you @DisruptAdvice for putting on a great conference and giving me the opportunity to speak about #FinLifePartners.

[Tina Powell @tinacpowell]

Today's the day @AaronKlein and I kicking it off with the Town Hall! Don't miss it @DisruptAdvice https://t.co/xLsnnMg8U4

[Tina Powell @tinacpowell]

Editor-in-Chief @finplan @chelsea_emery is ready to disrupt the future of financial advice @DisruptAdvice

[Victor Gaxiola @VictorGaxiola]

So happy to be @DisruptAdvice in NYC and looking forward to tomorrow's panel with @DGNewson @megan_ficomm and @chelsea_emery #finserv

[Chelsea Emery @chelsea_emery]

If there were to be an SEC fiduciary rule, it would prob be easier to work with than the DoL's rule, says @AaronKlein @DisruptAdvice

[Chelsea Emery @chelsea_emery]

35% @DisruptAdvice session attendees have Alexa. Will AMZN introduce robo advising thru it? @Riskalyze @AaronKlein says not anytime soon.

[eMoney Advisor @eMoneyAdvisor]

All set up and ready to connect with advisors at @DisruptAdvice! #DisruptAdvice

[Chelsea Emery @chelsea_emery]

"Everyone in this room will have a robo allocator at the end of the next 5-10 years," Alan Moore, co-founder @XYPlanning @DisruptAdvice

[David B. Armstrong, CFA @DavidBArmstrong]

@megan_ficomm @R_Alan_Moore @DisruptAdvice This is so true. And huge legacy firms either don't get it or can't afford to change their tech leaving small RIAs at a huge advantage

[Carolyn McClanahan @CarolynMcC]

So excited. I got a flight out of #Jacksonville and look forward speaking about health in planning @DisruptAdvice tomorrow. Yay!!!

[Victor Gaxiola @VictorGaxiola]

Guidance in the Age of Vanguard with @DuranMoney @DisruptAdvice #disruptadvice

[Margaret Payne @margaret_mpayne]

.@DuranMoney taking the stage at @DisruptAdvice

[Margaret Payne @margaret_mpayne]

9 out of 10 dollars invested in US mutual funds and #etfs was absorbed by Vanguard, notes @DuranMoney at @DisruptAdvice

[Margaret Payne @margaret_mpayne]

Vanguard democratized #investing and now they're coming for #WealthManagement - @DuranMoney @DisruptAdvice