✨ With 20% more advisors than last year, #OrionAscent 2025 was the largest on record.
Natalie Wolfsen, Chief Executive Officer of @orionwealthtech, spoke with our Marketing Manager @elenaspeaking about the exciting platform updates Orion announced this week, including new #AI capabilities, enhancements to advisor trading and more.
They also talk about the strong emphasis on community at the event, and how Orion is building a more connected ecosystem.
#AllIn #PRessPlayLive
Thank you for welcoming me into your homes over the last 35 years. What an incredible journey it has been! I’ll be retiring at the end of February, but you can still catch my daily updates on my YouTube channel. Stay tuned!
https://t.co/bjrbyHOJvs via @YouTube
❤️🩹 Recent scenes from across the Los Angeles region are devastating. Fierce wildfires are displacing families, upending livelihoods and leaving many unsure of what comes next. But if there’s one thing we are sure of, it’s that this corner of the financial services community is built on resilience, generosity and the willingness to rally when it matters most.
It is in the spirit of support and solidarity that StreetCred PR felt moved to set up this fundraiser to support those impacted by this devastating natural disaster. All funds will be donated to the @calfund Wildfire Recovery Fund, aimed at aiding critical recovery efforts. This organization provides grants to rebuild homes and restore belongings, provide mental health and financial services, strengthen infrastructure and much more.
Any donation amount, large or small, is greatly appreciated. Thank you for showing up for those in need – and at the same time, showing what makes our financial services community so special. 🙏🏻
➡️ Make a donation or share our fundraiser with your network here: https://t.co/tcdSZfqkGn
#wildfires #donation #communitysupport #financialservices
🚀 Bitcoin has surged past $90K, reigniting many investor’s curiosity about crypto. Kristen Mirabella, head of partnerships at @eaglebrook, joined @HenaDoba at @NewsNation over the weekend to explain what investors need to know.
https://t.co/ceClo15edA
🔥NEWS: M&A🔥
@MercerAdvisors has acquired Waypoint Capital Advisors (Waypoint), an investment advisory and financial planning firm based in Minneapolis that manages nearly $1 billion in client assets for UHNW individuals and families.
https://t.co/mCDB2lW0f4
▶️ Press play and start your Saturday right!
In this episode of PRess Play, @brunz99 joins hosts @elenaspeaking and @jimmymoock for a rich discussion about how the financial media landscape has evolved over the course of his career.
🎧: https://t.co/krqFKXOpbC
Behold! We’ve made it to Chicago. @StreetCred_PR’s inaugural company wide retreat begins now. So pumped to have the entire firm here to break bread, have a few drinks, do some training and co-working.
LFG!!!
🏖️ We're still basking in the vibes from #FutureProofFestival!
Congratulations to @MattMiddleton__ & the @FutureProof_HQ team for achieving another milestone as you pioneer the new era of finance events. We appreciate your partnership! 🚀
💥 Next stop...Future Proof Citywide!
Exciting news! EFS Group Wealth Management has joined forces with WealthPlan Group, expanding WealthPlan's reach into Northwest Iowa.
Alaris Acquisitions is proud to have supported this transaction with our Deal Advocacy approach.
https://t.co/TGYthLzIsP
According to @Integrated4FAs founder & CEO @PaulSaganey, savvy registered investment advisor firms would do well to take notice of a $418 million settlement by the National Association of Realtors. Read Paul's latest thoughts in @barronsadvisor: https://t.co/lahh9LUyvp.
And that’s a wrap! 🤩
Thank you to the entire @FutureProof_HQ team for putting on an event that the industry will never forget. This year was truly bigger and better than ever.
Can’t wait to see you back on the beach in 2025 #FutureProofFestival! ✨🩷 ☀️