Top Tweets for #WMIT2020
That's a wrap! Thank you to ALL of our attendees, speakers & sponsors who made our 2-day virtual Wealth Management in Transition Executive Forum (#WMIT2020) such a success. So many excellent discussions over the past two days! #wealthmanagement #financialplanning #virtualevents
So much to know and learn about #financialwellness..a really important discussion chaired by @SophieLSchmitt #WMIT2020
We're back! @AiteGroup's @SophieLSchmitt kicks off the afternoon with a rockstar lineup of esteemed panelists, Judy Dougherty @Prudential, Anton Honikman @MyVestCo, Andrew Lendnal @MorganStanley, and Fahd Rachidy @My_Abaka to discuss #financialwellness at #WMIT2020
Home stretch. @AiteGroup's @dgallantaite leads our final session of the day at #WMIT2020 on 'Retooling the Advisor’s Value Proposition and Practice' with Tom Burmeister @Advicent, Neal Maglaque @ameriprise, and Mike Orr @Grapevine_6 Excellent discussion so far!
We're back! @AiteGroup's @SophieLSchmitt kicks off the afternoon with a rockstar lineup of esteemed panelists, Judy Dougherty @Prudential, Anton Honikman @MyVestCo, Andrew Lendnal @MorganStanley, and Fahd Rachidy @My_Abaka to discuss #financialwellness at #WMIT2020
We're taking a brief networking break at #WMIT2020. Please visit our Sponsor Showcase to meet our event partners and for a chance to win some great prizes! @Accenture @My_Abaka @Addepar @Grapevine_6 @InvestCloud @MoneyGuidePro @MyVestCo @Advicent @orionadvisor @OrtecFinance
@AiteGroup's @dgallantaite leads our first panel on Day 2 at #WMIT2020 - 'Increasing Emphasis on Advice and Financial Planning' with Tony Leal @MoneyGuidePro,
Michael Liersch @WellsFargo, and Richard Owen @OrtecFinance #wealthmanagement #financialplanning #wealthtech
On Aite Group #WMIT2020 fireside chat, Merrill Lynch President @andy_sieg references the story about the two people behind him - Steve Jobs and Andy Warhol, and how Andy resisted technology but came around to it after meeting with Jobs, when he recognized…https://t.co/kYTN46nU32
Great to be a part of this interesting and timely panel discussion on Eliminating Inefficiencies: Getting Digital and Strategic Transformation Right, with @MeghnaMukerjee @AiteGroup, Lyndon Subroyen @Investec and Ian Woodhouse @Orbium
#WMIT2020
Great discussions at #WMIT2020 on digital adoption in wealth management with @aitegroup analyst @MeghnaMukerjee Lyndon Subroyen @Investec
Mark Trousdale @InvestCloud Ian Woodhouse @Orbium
So much to think about around #ESG investing from awareness to intentionality to #wealthpreservation and much more.. Great last panel of the day ongoing here at #WMIT2020 #NextGen #WealthManagement
@AiteGroup senior analyst Wally Okby leads our final panel of the day at #WMIT2020: 'Mastering Next-Generation Client Engagement Through Sustainability' with Dr Jan Amrit Poser Bank @jsafrasarasin, Jason Ulrich @UnionBancaire and Anders Zachrisson @formue
Fascinating conversation on #sustainable investing at @AiteGroup #WMIT2020 with Dr. Jan Amrit Poser @jsafrasarasin , Jason Ulrich @UnionBancaire and
Anders Zachrisson @formue #Millennials want their wealth to serve a purpose - #ESG investing options critical for nextgen clients
Fantastic to speak to Lyndon Subroyen from @Investec, Ian Woodhouse of @Orbium @Accenture and Mark Trousdale of @InvestCloudEMEA about eliminating inefficiencies and hear their views on getting #digital and strategic #transformation right. Timely & important discussion! #WMIT2020
We are proud sponsors of @AiteGroup's virtual Wealth Management in Transition Executive Forum. Catch us at our virtual booth to talk to the team!
Register here: https://t.co/1Z78qUk01C
#WMIT2020
Today's the day! Join us at 1PM GMT/8am ET for @AiteGroup's virtual Wealth Management in Transition Executive Forum. Today's theme focuses on Redefining Client Engagement in #Europe. Join us at https://t.co/G4HLYe7QeM #WMIT2020 #wealthtech #wealtmanagement #virtualevent
We’re a proud sponsor of @AiteGroup’s two-day #WealthManagement in Transition Executive Forum! Join us at our virtual booth to hear more from the team.
https://t.co/QRfNBoLulq
#WMIT2020 #European #marketplaces
Great to hear InvestCloud's Chief Growth Officer, @marktrousdale speaking at todays #WMIT2020, speaking on Eliminating Inefficiencies: Getting Digital and Strategic Transformation Right.
Catch us at our virtual booth today and tomorrow!
Great discussions at #WMIT2020 on digital adoption in wealth management with @aitegroup analyst @MeghnaMukerjee Lyndon Subroyen @Investec
Mark Trousdale @InvestCloud Ian Woodhouse @Orbium
Great discussions at #WMIT2020 on digital adoption in wealth management with @aitegroup analyst @MeghnaMukerjee Lyndon Subroyen @Investec
Mark Trousdale @InvestCloud Ian Woodhouse @Orbium
Better, dynamic #segmentation strategies are crucial for effectively doing businesses going forward for wealth managers in Europe but how this be done effectively? Lots of great perspectives here from @caixabank @SocieteGenerale @Schroders @AiteGroup #WMIT2020
@AiteGroup's Alois Pirker leads a great C-suite discussion on 'Redefining the Private Banking Value Proposition' with esteemed senior execs from @caixabank, @Schroders @schroders_pw and @SocieteGenerale Private Banking #WMIT2020 #privatebanking #wealthmanagement
Alois Pirker starting day 1 with key findings from @AiteGroup's latest report 'Strategies to Enhance European Wealth Management in Uncertain Times' #WMIT2020 #privatebanking #wealthmanagement #businessmodels #businessimpact #pandemic
We are officially off and running now as @AiteGroup research director Alois Pirker delivers opening remarks and shares key findings from Aite Group's European focused research https://t.co/xEOwezejA8 #Europe #WMIT2020 #privatebanking #wealthmanagement #DigitalTransformation
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