Sam (Marinelli) Walker

VP PR for financial services firms @Gregory_Agency

[Morning Call @CNBCMorningCall]

“You can pair modern infrastructure with powerful AI,” says @jasonwenk

https://t.co/lDXYsZRXKu

[Bloomberg @business]

Tax planning and wealth management stocks sank Tuesday after financial software provider Altruist launched an AI tool for creating tax strategies, sparking concerns that traditional players could be at risk https://t.co/7kmicKS1Pg

[Gregory @Gregory_Agency]

Gregory FCA is now Gregory — built for what’s next in PR. Get to know us at https://t.co/lRdQJMxQNQ.

[Gregory @Gregory_Agency]

🚨 Big news: Gregory FCA has launched the Gregory Influence Engine.

It’s the first #AI search monitoring and optimization platform created specifically for financial services.

With AI tools like #ChatGPT, #Gemini, #Claude, #Copilot, and #Perplexity reshaping how people search, the firms that adapt will win visibility. The Influence Engine helps make sure your brand shows up in those answers.

📹 Watch the video to learn more.
👉 Request your free demo today: https://t.co/7oa3mGTFMV

[WOLF @WOLF_Financial]

Get ready for our Space on Wednesday at 12 PM EST!

Topic: Trading High Beta Names | ETF Options Strategies

HOST: @WOLF_TradingX

Co-Hosts:
@YieldMaxETFs
@WOLF_Financial

Speakers:
@michael_venuto
@JayPestrichelli
@Michael_Khouw
@acethekid
@ButterStike
@ETF_Inspector1
@randrewcworth
@ambofqwan
@cashflow_king94
@PolliardZ

[Sam (Marinelli) Walker @sam_marinelli]

Happening now: @DasarteYarnway moderating a panel on content creation with AJ Ayers and @PeterLazaroff

@altruist @FutureProof_HQ

Favorite tip for advisors: find an accountability buddy to keep you consistent

[Financial Planning @finplan]

"If you think in first principles, custodians should have, from day one, been built to do fee billing," says @altruist CEO @jasonwenk. #clearing #custody #wealthmanagement
https://t.co/AO1BXrVK1b

[Gregory @Gregory_Agency]

The professionalization of financial advice has led to a growing cadre of #marketing leaders who are already building a community of storytellers and growth catalysts within the industry.

Michelle Panzera, Director of Marketing at @EvenskyKatz, and Michelle Winkles, MBA, Partner and Chief Marketing Officer, at @MissionWealth, join host @JoeAnthony to share what they have learned on their individual journeys and with the recently established CMO Collective.

See the full episode: https://t.co/E24Xn3i8yB

#podcast

[Sam (Marinelli) Walker @sam_marinelli]

@SASchoenfeld @coinbase @MarketVector Congratulations, Steven!

[Sam (Marinelli) Walker @sam_marinelli]

Congratulations to client @MarketVector and @coinbase on the creation of this innovative benchmark!

[Coinbase 🛡️ @coinbase]

Meet the Coinbase 50 Index (COIN50), a whole new way to track the performance of the cryptoeconomy. https://t.co/cFF7G3YXYr

[joey digest @joeydigest]

🎃👻

[Axios Pro @AxiosPro]

Exclusive: Estate planning startup Vanilla raises $35 million https://t.co/PwPomGNDh0

[NYSE 🏛 @NYSE]

Revolutionizing financial advising 🏛 @altruist COO Mazi Bahadori joins @trinitychavez on #TakingStock to talk about how the tech-driven custodial platform is making financial advice more accessible for all. #TSTC

[Sam (Marinelli) Walker @sam_marinelli]

Happy Friday I guess

[The Washington Post @washingtonpost]

Friday briefing:
- Donald Trump accepted his nomination at the Republican National Convention.
- Mass IT outages are hitting businesses across the world this morning.
- A covid summer wave is spreading across the country.

Get caught up to speed:

https://t.co/hpOsqiKpkx

[Sam (Marinelli) Walker @sam_marinelli]

@joeydigest 👀

[Sam (Marinelli) Walker @sam_marinelli]

📺CIO Eric Sterner @ApollonWealth shares his market outlook @TradeTalks ---

[TradeTalks @TradeTalks]

.@pgim @ApollonWealth @PicairnFO & @Nasdaq join @JillMalandrino on @Nasdaq #TradeTalks to discuss why a sustained positive stock-bond correlation regime would be a new investing environment for many market participants. https://t.co/tyQsEHyGCR

[Sam (Marinelli) Walker @sam_marinelli]

Congratulations to @MarketVector on such a huge accomplishment!

[MarketVector Indexes @MarketVector]

Celebrating USD 50 billion in #AUM! We are thrilled to share this major milestone, led by our #semiconductor indexes as #investors look to gain access to the #AI sector and its exciting growth. Thank you to our team for their commitment to #index innovation! https://t.co/ryuxEpCBVL

[Emily Graffeo @emily_graffeo]

New ETF coverage from me and @kgreifeld:

Fidelity is still negotiating with issuers on rev-share plans, and told at least one asset manager that it won’t populate its funds on the firm’s online search unless they agree to a rev share deal
https://t.co/xtHu7h9en5

[Sam (Marinelli) Walker @sam_marinelli]

I might be biased, but this was my favorite session at @Wealth__Edge by far.

Loved hearing from seasoned CMOs what they’re seeing differentiating the great advisors from the good advisors. #WMEdge

[Greg Matusky @GMatusky]

What a ride! With the acquisition of the world-class team at BackBay Communications, Gregory FCA is now the sixth-largest financial public relations firm in the country! I can't wait to visit our people in London!