Top Tweets for #WealthStack
In this episode of The WealthStack Podcast, Brooke Cecil, VP of client relations and talent at BELAY, unpacks why operational support, delegation and consistency are becoming critical pieces of the modern advisory firm.
https://t.co/At9lCQZdHa
#WealthManagement #WealthStack
WealthStack Roundup: Wells Fargo Unveils Advisor Gateway. Plus, Smarsh rolls out AI compliance tools, Merit approves Advisor360°, RedBlack integrates with CAIS; InspereX debuts Aria Insights Hub.
https://t.co/j3WL9V5Cck
#WealthManagement #WealthStack
#WealthStack Roundup
Bill Crager's iAlta Acquires Precept.
The private markets startup makes another acquisition, with more news from OneVest, Jump, DeepVest and Advisor CRM. https://t.co/i6ncDpKaWR
#WealthStack Roundup
Flourish Launches Mortgage Platform +
Subatomic debuts an AI chief of staff, Nitrogen earns ISO certification, Zocks enters life insurance and WealthFeed adds warm introductions for prospecting. https://t.co/uhCihkWBlG
Wealth managers juggle portfolios, planning, and compliance. A CRM that doesn't integrate with your full stack isn’t saving time, it’s costing it: #hedgefund #crm #workflows #wealthstack #financialmarketing
That’s why I test AI tools like investments:
with a repeatable framework, not vibes.
No hype.
No blind trust.
Only evidence.
Here’s the framework 👇
#WealthStack #SystematicInvesting #AItools
18/20: Moon math: 20% CAGR? HBAR $0.26, XRP $6, XDC $0.10, ZBCN $0.01 by 2030. But catalysts? ETF floods, CBDC ties, RWA boom. $5B XRP AUM alone? Price warp. DYOR, but these? Asymmetric bets. https://t.co/AfEfGGJN1z #WealthStack
What's In My #WealthStack
Stan Gregor, the CEO of Summit Financial, discusses his attempt to right the wrongs of past tech stacks with a full plate of offerings for the firm's advisors. https://t.co/KXB3d1LiLI
New on the #WealthStack podcast 🎧
I sat down with James Cantwell of @WealthTechSlct to talk:
🤯 Why advisors freeze on tech choices
🧭 How to cut through noise with data + benchmarking
🛠️ Why implementation—not tools—is the real issue
Listen in: https://t.co/ABemltIW7X
💥 40+ AI initiatives. @AllworthRetire isn’t just testing AI—they’re scaling with it. On the next #WealthStack pod, I chat with CEO John Bunch about:
🤖 Why they launched an AI Council
📈 How to scale AI without losing ROI
🧠 Embedding AI into every part of the RIA
Got a Q? Drop it for our AMA! Recording 8/19.
🚨 New #WealthStack episode!🚨
I spoke with @parkerence, CEO of @JumpAdvisorAI, about revolutionizing financial advisor workflows.
Their AI assistant saves advisors 1-3 hours daily w/ compliant automation that goes way beyond basic note-taking. Fascinating insights from 11,000+ advisor-client conversations!
🎧 Listen now! https://t.co/Y4SKhWyzgx
🎙️ Flipping the script on the next #WealthStack podcast!
Instead of tech vendors, I'm talking with @RaniszeskiJ, who built @CarnegiePW's tech stack from scratch.
What Qs do you have about building a tech stack for a new advisory firm?
Recording 7/22 - get your Qs in now!
Zeplyn's Era Jain details how the firm builds AI-native workflows that free up advisors’ time while structuring human conversations into powerful, actionable data.
https://t.co/IuXNWYroVM
#WealthManagement #WealthTech #WealthStack
What's In My #WealthStack
Montis Financial CEO John Yanchek and Chief Operating Officer Judy Weeden discuss revamping the wealthstack for a 30-year-old RIA. https://t.co/Cmq9uIOCaY
Composable wealth portfolios are now drag-and-drop. Investors mix DeFi, equities, real estate, and bonds in a single dashboard—with real-time rebalancing and tax previews.
\#WealthStack #SmartPortfolios
Unlocking Private Markets with @AssetMark CEO Michael Kim
Join us on the #WealthStack podcast as we explore:
• How advisors can navigate private market investments • Key criteria for recommending alternatives to clients
• Tech innovations enhancing client conversations
📣 Questions? Reply below for our "Ask Us Anything" segment! We're recording TOMORROW!
The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto's Jeff Coyle
https://t.co/y41XDKJbgA
#WealthManagement #WealthStack #WealthTech #PodcastRecommendation
Advisors: How much of your client insight is trapped in forgotten meeting notes? I'm talking to Era Jain of @zeplynai on 5/20 on the #WealthStack podcast about turning convos into action w/ AI. Got Qs about automation, client intel, or AI notetakers? Drop them 👇
The WealthStack Podcast 🎙️
In this episode of the #WealthStack podcast, host @ShannonRosic chats with Lauren Clough, co-founder and CEO of bQuest.
Listen to the full podcast 👉 https://t.co/8kSmyTFzCa
Advisors: Are you avoiding the “messy middle” of wealth planning?
👵 Aging. 🏡 Home transitions. ❤️ End-of-life care.
In my latest #WealthStack podcast, I chat w/ Lauren Clough of @thebQuest about bridging financial advice + elder care with tech and AI.
🎧 Listen: https://t.co/ZavtoUSxzE
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