Risk Today

Top-notch insight and advice for the modern advisor. 📊#CFP #AIF #RiskManagement #WealthManagement #MarketRisk

[StratiFi @trystratifi]

Are you planning to focus on a specific kind of client? According to CEG Worldwide, 70% of financial advisors with at least $1 million in net income target a particular niche. #PracticeManagement #FinancialAdvisors

[Interactive Brokers @IBKR]

Usually more costly than your Netflix account. #WordsWithAlex https://t.co/hIKqvTbjKF

[NaviPlan by InvestCloud @NaviPlan]

An inefficient #FinTech stack not only causes headaches for users and stakeholders throughout a firm but can also result in revenue losses of up to 30 percent each year.

Key considerations to make when evaluating the efficiency of your firm's tech stack: https://t.co/bl0aOHUYUR

[Barron's @barronsonline]

Business-Software Companies Are in a Sweet Spot, Analyst Says https://t.co/ns2ZpL8qrm

[Maneoi @Maneoi_]

This market risk could prevent another monster surge https://t.co/wyzfJtzONh

[RSS INDEXER @richardcmcbride]

Markets face volatility ahead of Q4 earnings season, Lok Sabha elections https://t.co/EymgPFhPdD

[StratiFi @trystratifi]

The Advisor Dashboard provides a comfortable, visually-engaging way to manage risk and create tailored proposals for prospects and clients. Take a closer look here https://t.co/3D3fLtlPsq #RiskManagement #WealthManagement

[Patrick Dempsey @Patrickdempse53]

What does it take to get into an #IvyLeague school? For An Edge In Ivy League #Admissions, Grab An Oar And Row #FAmagazine #golf #crew #scholarship https://t.co/1wxaBYrhVL

[Citywire RIA @CitywireRIA]

.@Betterment is preparing to add a suite of Dimensional Fund Advisors (DFA) #mutualfunds to its platform for #RIAs, @Better4Advisors.

~ @IanWenik spoke to @JonStein to get the details:

#RIAs #wealthmanagement #fintech #wealthtech #ETF #ETFs
https://t.co/1VGPNNQhFD

[Risk Today @risktoday]

How Advisors Can Use Social Media to Gain Influence and Clients https://t.co/IZT41FBQ1u #FinancialAdvisor #RiskManagement #GrowthHacking

[Risk Today @risktoday]

Regulators May Update Indexed Annuity Capital Thermometer https://t.co/ashJw7zxk9

[Risk Today @risktoday]

3 Simple Ways to Improve Opportunities for Female Advisors https://t.co/RrJJ3QkGf7

[Risk Today @risktoday]

Steven M. Sears: “As Long As Money Is Cheap, People Are Going to Go Further Out On The Risk Curve” https://t.co/MtBCmCF6LX #RiskManagement #MarketRisk

[Risk Today @risktoday]

10 Dumbest States for Financial Literacy: 2019 https://t.co/mrtPKgB0ED

[Risk Today @risktoday]

Tax-efficient funds with best 10-year returns https://t.co/7woUd4rbiM

[Risk Today @risktoday]

Top Women in Asset Management Award winners announced https://t.co/5t0sM8syCV

[Risk Today @risktoday]

Has your client’s retirement mindset shifted? https://t.co/e7TWeEiYRX #FinancialPlanning

[Risk Today @risktoday]

Creating Client Personas For Your Practice - A Five-Step Guide https://t.co/rYmPqdHM2K #FinancialAdvisor #WealthManagement

[StratiFi @trystratifi]

Learn the essentials of a solid digital strategy for your advisory firm - Visit our blog https://t.co/qIEf7EZ6IX