🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

#befi is just “sitting there like a plumb” for advisors to grab, and it will differentiate their service model. But no one is using it Joe Duran Diana Britton WealthManagement.com Wealth Management EDGE

AI will let advisors deliver personalized advice, and unique client scenarios, with “immediacy”, says ⁦Google⁩’s head of banking and wealth management John Froese w/ ⁦Davis Janowski⁩ ⁦WealthManagement.com⁩ ⁦Wealth Management EDGE⁩ ⁦WealthStack⁩

.MichaelKitces talking about the nasty side of VC investment, with founders watching livelihood go up in smoke. Speaking of smoke: wings are like fire now. #wmedge Jason Pereira says eyes are watering now. “That got really real,” Kitces says

Alternative/private investment funds have exploded to $20T - much driven by private wealth, not institutions. Alts coming to RIAs, inside models w/ PPB Cap’s Deshawn Peterson, Asset Link’s Devon Drew, Exchange Cap’s Andrew Stewart WealthManagement.com Wealth Management EDGE #wmedge24

Looking for the “morningstar” of alts investment research for advisors, says Exchange Capital’s Andrew Stewart, with DeShawn Peterson, Devon Drew WealthManagement.com Wealth Management EDGE Inside ETFs+

Seems to be a heavy weight toward Michigan-based RIAs at this conference Wealth Management EDGE - Go Blue!

“True independence requires you to be in charge of your own technology” ⁦Aaron⁩ ⁦Sheila Agasi⁩ w/ ⁦Shannon Rosic⁩ at United Planners #UPconnect24

Half of US GDP growth is fed gov growth. That can’t last says Brian Wesbury - “You don’t beat China by becoming like China.” @ United Planners UPConnect24 conference.

.Brian Wesbury scaring the beejesus out of a room full of financial advisors @ united planners conference.

For the folks I know who can't stop posting memes to The Wire.

wealthmanagement.com/technology/red…

CEOs of some of the largest RIAs speaking about scale and the institutionalization of the industry at #wealthies afternoon sessions Savant Wealth Management Perigon Wealth Management Wealthspire Advisors Sanctuary Wealth David Armstrong

Congratulations to all the finalists and winners, and everyone attending #wealthies who understand the spirit of these awards: Supporting the success of wealth managers and, ultimately, their clients.

RIA Edge West is to a great start. TIFIN's President and CRO Rob Pettman discussed practical application of AI in Wealth Management. spr.ly/6017UYcXf #riaedge #riaedgewest #techforgrowth #wealthstack #WealthManagement #aiforadvisors

⁦@shapingwealth⁩ ⁦Brian Portnoy⁩ and ⁦Jason Pereira⁩: “personalization at scale is here” thanks to tech - in terms of the mechanics of the job. AI can still help up advisor empathy. #riaedgewest #riaedgewest24

“We don’t see technology replacing the intimate connection between advisors and clients” - New CEO Schwab4RIAs Rick Wurster #impact2024

Nice touch #MSUM24 #longtravelday #beer Brian Hamburger Anthony Stich 🏄‍♂️ #MrPurple @RMarcusCNSL Thank you.

“Don’t tweet when you are drunk, tired or upset” - pro tip on crisis communications from Marie Swift #msum24

“Crisis” communication is, more often, reputation management; inevitable for all firms. Prep is key - media training, personalize response, don’t lie, don’t do it again, don’t hide Marie Swift Ray Hennessey Rob Farmer Janet Levaux #msum24

“The only thing that cannot be commoditized is the data the RIA has gathered - what can we do with it to create better offer for client?” Callan Family Office Dan Burke #MSUM24