Top Tweets for #advisorperspectives
The best-performing strategy is only as strong as the story behind it. That’s exactly the point Paul Kenney of @SyntaxData makes in his latest piece for #AdvisorPerspectives by @Vetta_Fi. Read more here: https://t.co/lWKisnjp0O
My latest @AdvPerspectives article on #IPOs and new evidence for their performance is available now.
https://t.co/BwUVxqeBm5
#AdvisorPerspectives
#EvidenceDriven
Before firms begin a CRM implementation, it’s important to plan and have a blueprint says Skientist Greg Starr. After all, you wouldn’t build a house without a reference point. @Vetta_Fi #AdvisorPerspectives #SkienceBlueprint
Skience EVP of @salesforce Services Greg Starr tells @Vetta_Fi #AdvisorPerspectives why successful advisors need to create a comprehensive #fintech blueprint before they add to their #techstack. #CRM #SkienceBlueprint
https://t.co/gzf06izOJ8
"See beyond the current reality and move towards what your company wants to be in two years.” In this article for @Vetta_Fi's #AdvisorPerspectives, our COO Marc Butler shares his guiding principles to make your business future-ready.
https://t.co/YigbyhvSfO
And who better than veteran financial planners to help you? So, starting today, I've lined up in-depth, longer episodes (40mins+) with advisors. Last Monday of every month. #paisavaisa #AdvisorPerspectives @IVMPodcasts
Our very own Kevin Pallotti, Video Producer & Editor, was just published in Advisor Perspectives. Read this brief article to learn why Financial Advisors should incorporate video into their marketing strategies.
https://t.co/xQeabwK6Cp
#marketingplan #video #advisorperspectives
.@Hevensky on market prediction: “It certainly sells books, and it generates lots of commissions. But the fallacy is that it has never been successful.”
Read the @BobVeres interview on #AdvisorPerspectives: https://t.co/bMFGZvRSpq
#retirement #retirementplanning #investment
Really enjoyed this conversation with #AdvisorPerspectives on why #SPAC Arbitrage is a #SmartAlternativeToCash
https://t.co/VWsdwyDTdo
“Income distribution is the most complex aspect of the retirement puzzle...For an advisor, this is one of the greatest ways to add value.
https://t.co/Q1DU9IAicX
#retirementincome #retirementplanning #fintech #financialplanning #finance #financialadvisors #advisorperspectives
The state of monetary policy explains why so many people are falling behind and why wealth inequality is at levels last seen almost 100 years ago.
@michaellebowitz shares more on #AdvisorPerspectives here: https://t.co/3bXNS4C8v9
In case you missed it: Understanding the Great Repo Fiasco with @michaellebowitz on #AdvisorPerspectives
https://t.co/8PB5OjOxO5
Glad to see #AdvisorPerspectives still has available my tribute to the late-great Marty Zweig which I wrote following his passing
https://t.co/XJOEXcOm5j
Does the “Bucket Approach” Destroy Wealth? @larryswedroe offers his insight on this topic today on #AdvisorPerspectives https://t.co/xBeAnvHYva
2019 Market Outlook: U.S. Stocks and Economy with @LizAnnSonders of @CharlesSchwab on #AdvisorPerspectives https://t.co/EMMGFhAjJE
Researchers who failed to compare active versus passive funds on an apples-to-apples basis reached a surprising conclusion. @larryswedroe on #AdvisorPerspectives
https://t.co/kjWjt9kfWf
Five Questions to Ask About Your Technology Infrastructure with Co-Found and COO of @pfiadvisors today on #AdvisorPerspectives https://t.co/p4xvNz8peT
Intriguing piece by @LizAnnSonders on #AdvisorPerspectives. Read along for Benefits of Rebalancing You May Not Be Considering https://t.co/OPd0HE7Iau
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