happily ever after. living on the beach. showing our kids the world. busy pr girl, but never too busy to chat over coffee. also tweeting as @AllThingsChic
Pete Hegseth removed Colin Powell’s name from a list of notable Americans, buried at Arlington National Cemetery. Hegseth also removed the names of every person of color and every woman on the same list. Only white men were left in place.
Congratulations Andes Wealth Technologies @AndesWealth, winner of the TECHNOLOGY PROVIDERS: Risk Tolerance / Client Profiling category of the 2023 Wealth Management Industry Awards! #Wealthies
Congratulations @CatchlightAI, winner of the TECHNOLOGY PROVIDERS: Marketing Automation category of the 2022 Wealth Management Industry Awards. #Wealthies
It’s @wealth_mgmt#Wealthies night…who’s joining us in NYC? 🥳🥂🏆 We’re so excited to be part of one of the industry’s biggest events & honored to be nominated for Digital Campaign of the Year for our work with RISA, LLC's Master Class!
Hope to see you there!
🧩NEWS: INTEGRATION🧩
@Pontera and @AssetBook today announced an integration to help advisors using AssetBook’s portfolio management software by giving them the power to monitor and report on 401(k), 403(b) and other held-away accounts.
https://t.co/jYM3Eef5r9
Meet our latest partner: @Pontera enables advisors to employ cohesive rebalancing and tax strategies across 401(k)s, 403(b)s and more. Now, advisors will be able to view, monitor, report and bill on held-away assets in #AssetBook's Pulse Platform. https://t.co/2fNrGVlAMd #Fintech
Sooo I was taking a shower in my big claw foot tub. Heard meowing. Figured it was Valentina. Checked outside the door. Checked under the window. Checked under my tub. There she was! This is not my cat.
My mom’s annual “home for the holidays” email to me and my siblings just dropped. An incredibly thorough, detail-rich look ahead at how it’s possible for me to gain 15 lbs in one week.
For as little as $2.99 per month for up to 10 stocks, myRiskAlert™ will monitor your investments and help give you peace of mind. #investments#stocks#trading https://t.co/SBSWwab3Yi
Hope y'all are ready to sign up as foster parents. It takes about 6 months to get certified, there is already a massive shortage of families and social workers and it's super hard. #probirthisnotenough
We’re jazzed up about our new client, @CatchlightAI. They’re rocking the world of #financialadvisors by providing them with a solution to help them personalize their approach & be more effective in converting leads: https://t.co/9ptHSITD3Y