Top Tweets for #WMToday
"It's either adapt to #digital, or perish, or get snapped up by someone else."
Hear it from Aaron Schumm, founder #Vestwell on #WMToday #podcast
@TrippBraden @fintechie @BillWinterberg @MichaelKitces
https://t.co/olTDdTtqLS
When can we buy #crypto in our #401k ?
Find out what Aaron Schumm of #Vestwell think on #WMToday #podcast
@cherylnash2 @guzmand @mwalno @williamtrout
https://t.co/olTDdTtqLS
How to be human in a world that sees numbers, w/ Rhian Horgan and @getsilvur, via #WMToday.
@marieswift @ChrisGGarrod @jaypalter
https://t.co/MIidg4XIzH
Thanks again to @Sean_YCharts for being on the program!
ICYMI: Not All #Fintech Funding Checks Are Equal, via #WMToday
Watch >>> https://t.co/cVHju97gjl
ICYMI, @LexSokolin on The Growth of Technology Fintechs via #WMToday
@SpirosMargaris @BrianRoemmele @rshevlin @Sunayna
Watch >>> https://t.co/x3l6VkNAMK
What Is United Capitalโs Future at Goldman? With Matt Regan, @WealthcareWay via #WMToday
@davyde @WFSULLIVAN3 @CopytalkMaree
https://t.co/2unPLBo2nA
Of advisors who use behavioral finance, 62% reported adding new clients, which is double those who didnโt use these techniques, via #WMToday
@AndesWealth @rshevlin @leimer
https://t.co/MBB9ArHXNk
Why Are TAMPs Being Forced to Deliver More Tech Solutions?
Ep. 76: Standing on the Edge of a TAMP Revolution, w/ Matt Regan via #WMToday
@TheRudinGroup @dougofritz @helene_wpli
https://t.co/2unPLBo2nA
Latest roundup of top #wealthtech news from #WMToday - @ycharts new equity investment, @LPL
acquires @BlazePortfolio, Envestnet positioning @MoneyGuidePro, Oranj closing
@HashtagForAbbie @ryanshanks @helene_wpli
https://t.co/5694l1gCo1
Nov. 2020 roundup of top #wealthtech news - @ycharts new equity investment, @LPL
acquires @BlazePortfolio, Envestnet positioning @MoneyGuidePro, Oranj closing
Ep. 75: When The Wealthtech Rubber Meets the Road via #WMToday
https://t.co/5694l1gCo1
Behavioral Alpha: How Advisors Can Lead Clients to Positive Action via #WMToday
@efipm @helene_wpli @cgledhill
https://t.co/cJTT9236Ty
Thanks again @LexSokolin for being on the show!
ICYMI: The Growth of Technology FinTechs via #WMToday
Watch >>> https://t.co/x3l6Vl5bEi
"Every AI company is, in a way, dabbling in disruption of the workforce."
#ItzOnWealthTech Ep. 70: Dabbling in Disruption w/ Babu Sivadasan, CEO of @Jiffyai
via #WMToday
@helene_wpli @efipm @WFSULLIVAN3
https://t.co/duYNa78KvX
#ItzOnWealthTech Ep. 70: Dabbling in Disruption w/ Babu Sivadasan, CEO of @Jiffyai
via #WMToday
@jaypalter @cherylnash2 @UrsBolt
https://t.co/SkU2J1E3v7
As wealthtech vendors continue to expand their offerings, financial planning trends are cropping up, and we ought to pay attention.
Q&A: WealthTech at the 2020 Crossroads via #WMToday
@SpirosMargaris @rshevlin @efipm
https://t.co/hpiljXqi5U
The COVID-19 climate has created an interesting situation for tech providers, many of whom will be swept up in a wave of mergers and acquisitions.
Q&A: WealthTech at the 2020 Crossroads via #WMToday
@BrianRoemmele @AlexChalekian @cherylnash2
https://t.co/hpiljXHSXs
Once youโve found a touchpoint with an interested buyer, then the real need to innovate begins.
Q&A: WealthTech at the 2020 Crossroads via #WMToday
@psb_dc @LexSokolin @TheRudinGroup
https://t.co/hpiljXHSXs
1/3 of the #assetmanagenent industry could disappear over the next 5 years according to @InvescoUS.
Q&A: WealthTech at the 2020 Crossroads via #WMToday
@UrsBolt @jaypalter @JimMarous
https://t.co/hpiljXHSXs
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