Lindsay

Financial PR | Source requests, memes and book recommendations accepted here: [email protected]

[Hardika Singh @HardikaInvests]

A three-decade high in inflation has broken gold from its long 2021 rut, a sign investors are seeking greater protection from the prospect of lingering consumer-price increases.

https://t.co/t4raWmUJjs

[Lindsay @lindsayfitz_]

@keywordkelly Happy birthday!!! 🍾💃

[Lindsay @lindsayfitz_]

@Diana_Britton @wealth_mgmt @ddjanowski @djamesarmstrong @michaelhsamuels Congrats, Diana! 👏👏

[Lindsay @lindsayfitz_]

How should long-term investors think about portfolio allocation?

@monetagroup CIO @AoifinnDevitt breaks it down on @TDANetwork with @NPetallides NOW!

https://t.co/3NAkzTtaaa

[Lindsay @lindsayfitz_]

Congratulations to @ExencialWealth and @FirstUnitedBank!

Learn more about their strategic partnership in @IanWenik's write-up ⬇

[Citywire RIA @CitywireRIA]

First United Bank is taking a minority stake in Exencial Wealth Advisors, which manages $4bn: https://t.co/MzgmsrpIrY

[Lindsay @lindsayfitz_]

What's the difference between extended and guaranteed replacement cost coverage? Nancy Albanese at @BrynMawrTrust explains and outlines key considerations for selecting homeowners insurance.

[Money @Money]

Catastrophes Are Increasing. Rebuilding is Costing More. Your Insurance May Need an Upgrade. https://t.co/yk6qMl8gpP

[Citywire RIA @CitywireRIA]

Former United Capital CIO Kara Murphy is joining Kestra (full story by @AndrewFoerch): https://t.co/ffMWTjS7RJ

[Lindsay @lindsayfitz_]

Exciting news from Kestra Holdings today! Welcome to the team, @MoneyWithMurphy!

[Kestra Financial @kestrafinancial]

We are pleased to welcome highly accomplished industry executive, @MoneyWithMurphy, to our team as Chief Investment Officer of Kestra Holdings. Learn more about Kara's 20-year background and new role here: https://t.co/AYUm3PNSQu

[Jill T. Fritz @jill_tat]

I know that guy! @GregKingOsprey of @OspreyFunds joined @Varneyco to talk $OBTC, recent bitcoin moves and where else he sees opportunity in the crypto space.

[Ubiquity Retirement + Savings @ubiquitysavings]

States across the the country are beginning to implement legislation to address the lack of retirement plan options offered to small business workers.

Join us as we deep dive with @Benefits_PRO into the world of state-sponsored retirement programs.

https://t.co/BTFDDJxb2Q

[Leah Pappas @LeahKatsanis]

It's a good day when you've got @ETFEdgeCNBC to look forward to featuring @GregKingOsprey and @BobPisani...don't miss it!

[GuideStone Funds @GuideStoneFunds]

Differentiate your fixed income allocation with GuideStone Funds®. https://t.co/zMv4KCP58w

[Lindsay @lindsayfitz_]

"I'm not hitting the panic button yet because these proposals have a long way to go in terms of becoming actual legislation." — Michael Roberts, President of Arden Trust Company

Michael breaks down the initiatives with the greatest potential to impact estate planning.

[Hayley Cuccinello @HCuccinello]

The rich have been panicking about potential tax hikes since well before Biden was elected. Now, some of their worst fears might come true.

https://t.co/y9J52A2YG4

[Lindsay @lindsayfitz_]

Tune into @Diana_Britton's latest episode of @wealth_mgmt's Transparency with Diana B. to hear CEO Rob Bartenstein's story of resilience and path to establishing @KestraPWS. 🎙

[Diana Britton @Diana_Britton]

On the latest Transparency with Diana B. podcast, @KestraPWS CEO Rob Bartenstein opens up about the emotional and physical abuse and financial hardships of his childhood. It developed a resiliency he carries with him in his life. Listen to his story:

https://t.co/htSfeSo0CU

[Lindsay @lindsayfitz_]

.@EmkMP_Moneta spoke with @Diana_Britton about why @monetagroup launched its own trust company and how the industry is responding to the growing demand for trust services.

[Wealth Management @wealth_mgmt]

Moneta, a $27 billion RIA in Kansas City, is the latest firm to bring trust company services in-house.

https://t.co/G90NVooSHj

[Lindsay @lindsayfitz_]

Land a coveted @CNBC slot? My @GregoryFCA colleague @MelanieYuill shows you exactly how to nail your next appearance in this vlog. https://t.co/tTUOdWT1FB

[Joe Anthony ~ Financial PR Agency Leader @joeanthony]

"Our clients are changing the world, we make sure the world knows it." Proud to be supporting LGBTQ Loyalty & ProcureAM as they debut $LGBT today - - the #ETF way to invest in #inclusion https://t.co/upCb4XU2qp

[Leah Pappas @LeahKatsanis]

$27B RIA @monetagroup has increased its AUM by 70% in five years. Learn more about their model via this @barronsonline Q&A with CEO Eric Kittner: https://t.co/Tjd22LV1jL

[Lindsay @lindsayfitz_]

“Young savers are the best savers because they’ve got the one thing every other saver wants: time.” — Andrew Meadows, @ubiquitysavings SVP

Check out Andrew's retirement-saving tips for new #grads in @lizgravier_'s latest @CNBCMakeIt article.
https://t.co/yqq19DxQyd

[Lindsay @lindsayfitz_]

ICYMI: @monetagroup created its own trust company! @RossSnel has the story on #MonetaTrust via @barronsadvisor: https://t.co/V6NODVFAof