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Happy Monday - we're looking forward to a great week! On Wednesday, Doug Fritz will moderate a discussion with Shannon Larson and Michael Liersch on portfolio personalization at Money Management Institute. #wealthmanagement #fintwit

“There's repapering and then there's repapering,” according to @DougoFritz. “As long as the client doesn't have to re-open and transfer assets …everything else is fairly easy repapering wise.” Via @breen, RIABiz #fintwit riabiz.com/a/2022/10/13/s…

• Liz Fritz, co-founder and CCO at F2Strategy not only talks the talk, but walks the walk. She's proof that companies can build a culture of space, tolerance, and capacity for women to perform at their best as caregivers and business leaders.

NEW! Our latest research indicates #directindexing is growing in popularity among #wealthmanagement firms and the main reason why is #taxoptimization. Read all the trends: f2strategy.com/insight/direct…

F2 Strategy’s team is an experienced and talented group of #wealthtech professionals with diverse skills sets. Get to know them with our employee spotlight series. Today meet Senior Manager, Consulting Services Samir Maniar! Read his full bio: f2strategy.com/team/samir-man…

The challenges our clients bring us are complex, but not uncommon. Pam Turner explains why we built a library of short case studies that help you understand the client problem, our process, the value of that work and its business outcomes in minutes: f2strategy.com/insight/go-ins…

Wishing our community a happy and prosperous Diwali from F2 Strategy! May this time bring in your life joy and health for you and your loved ones.

In our new Insight series, "What I've Seen" our Executives in Residence get to share their insights. Today, Mike Zebrowski speaks to driving change through the evolution of data standardization and integration and the need for an industry data exchange. f2strategy.com/insight/what-i…

Our CCO Liz Fritz believes that “if you're successful, find another woman or person of color or somebody that may not have those opportunities, grab one with each hand to bring them along with you." Via Justin L. Mack, Financial Planning #DEI financial-planning.com/news/why-wealt…

Earlier this year, we released a report on trends related to tech talent in #wealthmanagement and we want to hear from you! What is your firm doing to retain talent? (If all of the above or something else, tweet us!)

The RFP process is a crucial step for informed decision making when it comes to technology implemention, but it can be time consuming. Here’s how to do it efficiently and effectively: f2strategy.com/insight/why-wh… #fintwit #wealthtech

We're proud to welcome Jessica Brar to the F2 Strategy family! f2strategy.com/insight/press-… #wealthtech

Our latest survey explored whether firms are using or plan to use direct-indexing strategies around portfolio customization. Via Anthony Rifilato, FundFire fundfire.com/c/3805034/4918… #directindexing #wealthtech

Hey #wealthtech, #fintwit friends! Have you joined us on LinkedIn yet? Follow our company page: linkedin.com/company/f2-str…

Thank you Justin Mack for the amazing job delivering practical, useful guidance to the industry on tech! lnkd.in/g6M7mgUu

Happy Thanksgiving to all! lnkd.in/g8-yR6Xz

This Thursday, join Doug Fritz to understand the value a CTO brings to an RIA firm. Register here: lnkd.in/eA8xdjY8