Top Tweets for #ThinkAdvisorTech
.@ricedelman's RIA Digital Assets Council is an education source for financial advisors. Here are some of the group’s predictions for digital assets for 2021. | #ThinkAdvisorTech @RIA_DAC
https://t.co/cVtYFJRrAw
FINRA is warning member firms to avoid a phishing email that is requesting broker-dealers to fill out a fraudulent FINRA study. | #ThinkAdvisorTech
https://t.co/kUupLf3BJL
During this “new normal,” a detailed financial plan that can be updated in accordance with changes in circumstances and goals is even more important for helping clients navigate this period. | #ThinkAdvisorTech
https://t.co/u4LwuGyRXh
The @FCATalyst partnered with Amazon’s Quantum Solutions Lab to build a proof of concept for a “potential asset management use case”: a hybrid quantum-to-quantum algorithm that mimics the behavior of a market index. | #ThinkAdvisorTech
https://t.co/o2CdZwBIhI
Advisors stand to yield a lot more success from their marketing initiatives if they apply data, enhance their email engagement tactics & change their campaigns each month or more often, according to @SnappyKraken CEO @robertsofia. | #ThinkAdvisorTech
https://t.co/7QpJNkIdcH
The pandemic is “making the future get here faster than anyone expected, which I suppose is ironic because right now it feels like April lasted about 183 days,” @MichaelKitces joked. | #ThinkAdvisorTech
https://t.co/gZVoBhAqhk
.@HightowerAdvsor launched Engage, a marketing platform that the RIA firm said Wed. was designed to help its advisors “maximize their reach, enhance client engagement and jumpstart growth.” | @AbbySalameh #ThinkAdvisorTech
https://t.co/bzRfyifs0V
Document Management and Tools to Enhance Productivity Survey
Take this short survey on how #technology professionals use document management software to manage productivity and plan for the future.
https://t.co/Jjy2KQlU0I | #ThinkAdvisorTech #legaltech
.@HearsaySystems launched what it called the “first and only” automated compliance supervision solution specifically for text messaging to proactively protect companies from financial service & telecommunication industry requirements. | #ThinkAdvisorTech
https://t.co/LEcXRPzEEG
Hearsay Compliance Advisory Services aims to help financial services firms comply with rules like Reg BI & FINRA's new advertising rule. | #thinkadvisortech @HearsaySystems
https://t.co/pIWYZfkXfK
Best Practices: 3 Ways Advisors Can Produce Better Webinars—Done right, a webinar can provide value for your audience while teaching you a lot about them. —By Jud Mackrill chief marketing officer of Carson Group | #ThinkAdvisorTech
https://t.co/KtJqjj2ssk
The SEC’s plan to modernize its outdated advertising rules will help advisors reach prospective clients, as “more and more people are not engaging” with traditional media that advisors currently use. —Clara Shih, CEO of @HearsaySystems | #ThinkAdvisorTech
https://t.co/tryoOqqq7l
3 new members with strong industry experience & accomplishments have been named to the board of directors of @SnappyKraken, a marketing technology firm that helps advisors automate their marketing & business processes. | #ThinkAdvisorTech
https://t.co/HJ66bHwZrR
.@HearsaySystems added biometric & PIN-based security features to its Hearsay Relate communications app for the financial services industry, the San Francisco technology firm said Thursday. | #ThinkAdvisorTech
https://t.co/ot80ZDGyie
The acquisition of Fi360 by Broadridge is the latest example of the consolidation wave that’s taking place in the #fintech sector & we can likely expect much more of the same for the foreseeable future, according to fintech experts. | #ThinkAdvisorTech
https://t.co/e9b4BFE8of
Recent research commissioned by @MarkLogic, a software business, finds that the financial services industry continues to struggle with general data & information management. | #ThinkAdvisorTech
https://t.co/ZeZhgKYIT2
Portfolio Products: Vanguard expanded its actively managed offerings with the new Vanguard International Core Stock Fund (VWICX), managed by Wellington Management; Also, @CharlesSchwab to launch 3 new fixed income ETFs | #ThinkAdvisorTech @Vanguard_FA
https://t.co/GceifzMqGg
Envestnet MoneyGuide continued to widen its MyBlocks financial wellness ecosystem Wednesday, this time introducing a Risk Number block that’s part of the firm’s expanded partnership with the fintech firm Riskalyze. | #ThinkAdvisorTech
https://t.co/72FPnHKGYi
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