@finplan Financial Planning

Financial Planning posts on X about finance, list, business, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [------] +51%
• [--] Month [------] -11%
• [--] Months [-------] -39%
• [--] Year [-------] -43%

Mentions: [--] #

• [--] Week [---] +93%
• [--] Month [---] +41%
• [--] Months [---] -22%
• [--] Year [-----] -39%

Followers: [------] #

• [--] Week [------] +0.03%
• [--] Month [------] +0.02%
• [--] Months [------] -0.30%
• [--] Year [------] -0.30%

CreatorRank: [---------] #

Social Influence

Social category influence finance 100% stocks 9.52% financial services 3.81%

Social topic influence finance #2959, list 6.67%, business 5.71%, ai 5.71%, money 5.71%, morgan stanley 3.81%, ameriprise 3.81%, ceo 3.81%, insurance 2.86%, more than 2.86%

Top accounts mentioned or mentioned by @raymondjames @ubs @merrilllynch @ameriprise @jpmorgan @morganstanley @janney1832 @lpl @theslottreport @deadcaitbounce @michaelkitces @tonyvidler @wellsfargo @aaltfest @fpalpha @citi @zinnias @vanguardgroup @newedgewealth @neelahummel

Top assets mentioned Morgan Stanley (MS) Ameriprise Financial, Inc. (AMP) Charles Schwab Corporation (SCHW) BlackRock Inc (BLK) Credit Suisse Group (CS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Morgan Stanley Charles Schwab TD Ameritrade and Wells Fargo have all submitted letters to the state warning that if the fiduciary rule took effect it would effectively eliminate access to low-cost transactional brokerage services for Nevada residents. https://trib.al/MIESFnK https://trib.al/MIESFnK"
X Link 2019-03-24T12:10Z 79.3K followers, [--] engagements

"As @UBS seeks to build its U.S. wealth business it faces questions over ties to Credit Suisses former business dealings with Nazis. #financialplanning #wealthmanagement #financialadvisors https://bit.ly/3YZSAAN https://bit.ly/3YZSAAN"
X Link 2026-01-26T18:47Z 79.3K followers, [---] engagements

".@WellsFargo recruits advisors with a combined $1.3 billion in AUM from @Ameriprise @RaymondJames and @UBS. #financialplanning #advisormoves #financialadvisors https://bit.ly/4qJNXXL https://bit.ly/4qJNXXL"
X Link 2026-01-28T14:00Z 79.3K followers, [---] engagements

"Is AI-powered automation an existential threat to advisor livelihoods On the contrary argues @AAltfest of @_FPAlpha and Altfest Personal Wealth Management it can act as a massive unlock for advisors who embrace it. #agenticAI #financialplanning https://bit.ly/463u7hQ https://bit.ly/463u7hQ"
X Link 2026-01-29T12:59Z 79.2K followers, [---] engagements

"If you're considering investing in alternative vehicles through a self-directed IRA you may want to bone up on Section [----] of the code and IRS Publication [---]. Or you could hire a tax pro. #financialplanning #IRAs #wealthmanagement #IRS https://bit.ly/3NUsdd8 https://bit.ly/3NUsdd8"
X Link 2026-01-30T00:40Z 79.3K followers, [---] engagements

"How much do you know about tax-gain harvesting Test your financial planning prowess (and earn an hour of CE credit) with FP's latest quiz: #continuingeducation #CFP #CIMA https://bit.ly/3M1XqdS https://bit.ly/3M1XqdS"
X Link 2026-01-30T12:27Z 79.3K followers, [---] engagements

"RIAs that make it past their firm's initial growth phase often find that it's time for a business model rethink. Naaz Scheik of Softpak explains how shifting to an intentional tiered service framework can protect margins while ensuring every client receives a clearly defined high-value experience. Here's how: #RIAs #tiering #WealthThink #FinancialPlanning https://bit.ly/3LkO1xO https://bit.ly/3LkO1xO"
X Link 2026-01-31T12:46Z 79.3K followers, [---] engagements

"Could @Citi have avoided this lawsuit #financialplanning #wealthmanagement #financialadvisors https://bit.ly/4aq57DZ https://bit.ly/4aq57DZ"
X Link 2026-01-31T18:34Z 79.3K followers, [---] engagements

"Is insurance is too pricey and overly complicated No says @zinnia's Hilani Kerr who gives her take on why the common wisdom is misleading. #insurance #financialplanning #annuities https://bit.ly/4lJhQoh https://bit.ly/4lJhQoh"
X Link 2026-01-31T21:49Z 79.3K followers, [---] engagements

"The bull may have life in it yet even as market correction red flags abound says Guy Baker of Wealth Teams Alliance. Here's why: #financialadvisor #bullmarket #investing https://bit.ly/4t8cgjQ https://bit.ly/4t8cgjQ"
X Link 2026-02-01T12:48Z 79.3K followers, [---] engagements

"More than a third of advisors plan to retire in the next decade but most dont have a succession plan. ESOPs paired with Section [----] rollovers are gaining traction as an alternative to PE sales. #RIA #succession #financialadvisors #tax https://bit.ly/4tc7YrD https://bit.ly/4tc7YrD"
X Link 2026-02-02T13:32Z 79.3K followers, [---] engagements

"The savings from now two years in a row of cuts to fund expense ratios at @Vanguard_Group come to about $600 million in lower costs. See which funds got the biggest cuts here. #portfoliomanagement #investing #Vanguard https://bit.ly/4qNFh2A https://bit.ly/4qNFh2A"
X Link 2026-02-02T14:21Z 79.3K followers, [---] engagements

".@NewEdgeWealth has pulled a few large teams in recent months. #financialplanning #advisormoves #financialadvisor https://bit.ly/4c1Rzjm https://bit.ly/4c1Rzjm"
X Link 2026-02-02T21:24Z 79.3K followers, [---] engagements

"CRMs once ruled advisor tech stacks. Now AI-powered tools have changed the game. Will the traditional CRM survive #financialadvisor #technology #artificialintelligence https://bit.ly/4qYUAFV https://bit.ly/4qYUAFV"
X Link 2026-02-02T23:07Z 79.3K followers, [---] engagements

".@jpmorgan reports that interest in AI investment is at 65% but infrastructure allocation to support the tech is effectively zero for 79% of family offices. See where billionaire families are actually putting their money: #familyoffices #wealthmanagement #investing https://www.financial-planning.com/articles/ai-leads-family-office-investment-themes-jpmorgan-saysutm_campaign=editorial-content&utm_medium=organic&utm_source=twitter https://www.financial-planning.com/articles/ai-leads-family-office-investment-themes-jpmorgan-saysutm_campaign=editorial-content&utm_medium=organic&utm_source=twitter"
X Link 2026-02-03T19:15Z 79.3K followers, [---] engagements

"When it comes to talking with a prospective client financial advisors know to avoid taking a condescending tone. But they may make that mistake more than they realize one expert said. #investing #wealthmanagement #financialadvisors https://bit.ly/4rrOJsl https://bit.ly/4rrOJsl"
X Link 2026-02-03T20:35Z 79.3K followers, [---] engagements

"Why sell to PE when you can sell to your employees @RaymondJames announced a new ESOP practice to help founders capitalize on tax-efficient succession planning in an era where companies are staying private longer. #privateequity #ESOP #succession #wealthmanagement https://bit.ly/49Y3E7X https://bit.ly/49Y3E7X"
X Link 2026-02-03T22:40Z 79.3K followers, [---] engagements

".@neelahummel of @abacuswealth argues against RIA leaders ceding control to private equity firms. PE managers optimize for timebound returns leverage and exit. Thats not a hidden agenda thats the stated model. #RIAs #privateequity #successionplanning https://bit.ly/3Zig1FH https://bit.ly/3Zig1FH"
X Link 2026-02-04T13:50Z 79.3K followers, [---] engagements

"Three clients tried to sue @usbank over its cash sweeps policies. A federal judge has smacked their suit down. #financialplanning #wealthmanagement #brokerdealers https://bit.ly/4a9jiNX https://bit.ly/4a9jiNX"
X Link 2026-02-05T16:55Z 79.2K followers, [---] engagements

"Could @osaic_inc have a plan to buy its rival @ceteraIM Its highly unlikely. But a recruiting firm spread that rumor anyway. #financialplanning #financialadvisors #recruiting https://bit.ly/3ZTHLR8 https://bit.ly/3ZTHLR8"
X Link 2026-02-05T21:54Z 79.3K followers, [---] engagements

"Building a niche Sometimes taking advantage of a mistake and not taking no for an answer is what it takes. #financialplanning #financialadvisors #firstresponders https://bit.ly/4qiuCMg https://bit.ly/4qiuCMg"
X Link 2026-02-06T00:57Z 79.3K followers, [---] engagements

"A private equity acquisition can offer a quick profitable way out for RIA owners. For the owners anyway. #mergersandacquisitions #privateequity #wealthmanagement https://bit.ly/3NYAq02 https://bit.ly/3NYAq02"
X Link 2026-02-06T12:52Z 79.3K followers, [---] engagements

"The real concern for advisors isnt just Californias billionaire tax its whether other states could follow. #tax #financialadvisors #wealthmanagement https://bit.ly/4rA5MIS https://bit.ly/4rA5MIS"
X Link 2026-02-06T17:04Z 79.3K followers, [---] engagements

".@Ameriprise inks a deal to provide brokerage advisory and insurance services for $28B in client assets at @Huntington_Bank. #financialplanning #wealthmanagement #financialadvisors https://bit.ly/4tryzBk https://bit.ly/4tryzBk"
X Link 2026-02-06T19:08Z 79.3K followers, [---] engagements

"Want to make your firm a more attractive place to work Advisors say offering professional development opportunities is essential to developing the next generation of talent. #professionaldevelopment #wealthmanagement #faco https://bit.ly/4r2pop1 https://bit.ly/4r2pop1"
X Link 2026-02-07T01:18Z 79.3K followers, [---] engagements

"It's no secret that wealth management faces a dual challenge of looming financial advisor succession and incoming talent shortage. Here's a look at why nurturing key RIA staff is so important. #RIAs #financialadvisors #wealthmanagement https://bit.ly/4amnMPM https://bit.ly/4amnMPM"
X Link 2026-02-09T21:01Z 79.3K followers, [---] engagements

"Medical inflation is projected to consume Social Security benefits a @HealthView study found. For [--] in [--] retirees health care spending is already absorbing the majority of benefits. #Medicare #SocialSecurity #financialadvisors https://bit.ly/4a8sxxQ https://bit.ly/4a8sxxQ"
X Link 2026-02-09T22:48Z 79.3K followers, [---] engagements

"Drum roll please Join us in congratulating the [----] Top [--] Brokers Under [--] featuring advisors from @MerrillLynch @MorganStanley @jpmorgan @RaymondJames @UBS and @Janney1832. See who made the cut: #financialplanning #brokers #financialadvisors https://bit.ly/4qrp1Dm https://bit.ly/4qrp1Dm"
X Link 2026-02-10T14:06Z 79.3K followers, [---] engagements

".@Stifel is undeterred by a judges rejection of its attempt to overturn a $133M arbitration award. #financialplanning #wealthmanagement #financialadvisors https://bit.ly/4apCUMv https://bit.ly/4apCUMv"
X Link 2026-02-10T18:57Z 79.3K followers, [---] engagements

"The average age of the high-producing young brokers on our [----] Top [--] Brokers Under [--] ranking is [--]. But some are much younger. Heres how they found extra-early career success. @UBS @Merrill @RaymondJames #financialplanning #wealthmanagement #financialadvisors https://bit.ly/4athGgJ https://bit.ly/4athGgJ"
X Link 2026-02-11T12:39Z 79.3K followers, [---] engagements

"Congrats to Christian Kelly of @MerrillLynch Wealth Management. Hes No. [--] on the [----] Top [--] Brokers Under [--] ranking 👏 See details and the full list here: #brokers #wealthmanagement #top40 https://bit.ly/4qrp1Dm https://bit.ly/4qrp1Dm"
X Link 2026-02-11T13:58Z 79.3K followers, [---] engagements

".@RaymondJames thinks it has a secret sauce to recruiting financial advisors. Hint: Its about cutting the biggest checks. #financialplanning #wealthmanagement #recruiting https://bit.ly/406ioM2 https://bit.ly/406ioM2"
X Link 2026-02-12T11:56Z 79.3K followers, [---] engagements

"Congrats to Nick Francia of @UBS Private Wealth Management. Hes No. [--] on the [----] Top [--] Brokers Under [--] ranking 👏 See details and the full list here: #brokers #wealthmanagement #top40 https://bit.ly/4qrp1Dm https://bit.ly/4qrp1Dm"
X Link 2026-02-12T14:05Z 79.3K followers, [---] engagements

"Recent events suggest that gold and silver are by and large a safe bet beyond any daily volatility. But the tax implications could be complex. #financialplanning #tax #wealthmanagement https://bit.ly/4rN0fPj https://bit.ly/4rN0fPj"
X Link 2026-02-12T19:16Z 79.3K followers, [---] engagements

"An advisory duo managing $2 billion breaks off from @53PrivateBank to join the channel @LPL has set up for direct-employee advisors. #financialadvisors #wealthmanagement #LPLFinancial https://bit.ly/4bt5Cyl https://bit.ly/4bt5Cyl"
X Link 2026-01-27T22:43Z 79.3K followers, [---] engagements

"Regardless of the ongoing question about what will become of the firm's relationship with Comerica Bank @Ameriprise reeled in record advisor productivity and client assets. #financialadvisors #wealthmanagement #earnings https://bit.ly/4t5VZM3 https://bit.ly/4t5VZM3"
X Link 2026-01-29T19:12Z 79.3K followers, [---] engagements

"You know tax-loss harvesting. What about tax-gain harvesting A concentrated position often paralyzes clients because of the looming tax hit. Gain harvesting can turn a potential liability into a planning opportunity especially for those in "gap years" or managing custodial accounts and the wash sale rule doesn't apply. See how it works from Gregory Kanarian of Natixis. #taxstrategy #WealthThink #FinancialPlanning https://bit.ly/49xqce3 https://twitter.com/i/web/status/2020117362981183785 https://bit.ly/49xqce3 https://twitter.com/i/web/status/2020117362981183785"
X Link 2026-02-07T12:48Z 79.3K followers, [---] engagements

"Join us in congratulating the [----] Top [--] Regional Brokers Under [--] featuring advisors from @RaymondJames @RBC @Ameriprise and more. See who made the ranking this year. #financialplanning #brokers #financialadvisors https://bit.ly/3ZsGyAc https://bit.ly/3ZsGyAc"
X Link 2026-02-10T15:30Z 79.3K followers, [---] engagements

"Wealth manager stocks fell sharply after Altruist unveiled an AI tax tool sparking fears of disruption and fee compression. #AI #wealthmanagement #financialadvisors https://bit.ly/461iEPY https://bit.ly/461iEPY"
X Link 2026-02-10T20:35Z 79.3K followers, [---] engagements

".@MorganStanley says the day isnt far off when AI super agents can do what anybody could do on their own. #financialplanning #artificialintelligence #fintech https://bit.ly/4qrDdfH https://bit.ly/4qrDdfH"
X Link 2026-02-11T23:04Z 79.3K followers, [---] engagements

"Beware of client meeting transcripts and summaries generated by confident but tone deaf agentic AI tools says James Woodfall founder of Raise your EI. On the surface the outputs look good sometimes even impressive. But this is where the risks begin. #financialadvisors #AI #financialplanning https://bit.ly/4apthxb https://bit.ly/4apthxb"
X Link 2026-02-12T16:20Z 79.3K followers, [---] engagements

"Congrats to Christopher Beavers of @RaymondJames for making the ✨ No. [--] ✨spot in our annual ranking of top-producing regional brokers under [--] 👏See details and the full list here: #brokers #wealthmanagement #finance https://bit.ly/3ZsGyAc https://bit.ly/3ZsGyAc"
X Link 2026-02-12T20:57Z 79.3K followers, [---] engagements

".@PNC is going for mass affluent wealth management clients with plans to hire advisors and refurbish [---] branches. #financialplanning #wealthmanagement #financialadvisors https://bit.ly/465skZT https://bit.ly/465skZT"
X Link 2026-02-13T00:58Z 79.3K followers, [---] engagements

"Want to attract Gen Z and millennial clients A new @McKinsey report highlights a trend that advisors who work with younger clients already know: Next-gen investors want radical transparency. #genz #millenial #practiceandclientmanagement https://bit.ly/4kfwUu9 https://bit.ly/4kfwUu9"
X Link 2026-02-05T14:53Z 79.3K followers, [---] engagements

"Get ready. #Top40Brokers #FinancialPlanning #Brokers"
X Link 2026-02-08T13:11Z 79.3K followers, [---] engagements

"Five legendary role models in wealth management investment management and personal finance: #financialplanning #wealth #finance #BHM https://bit.ly/48n8aZq https://bit.ly/48n8aZq"
X Link 2026-02-04T20:35Z 79.3K followers, [---] engagements

"The rise of ETFs and SMAs is nothing new. But a study that could come in handy when explaining them to clients suggests mutual funds have much more to lose in coming years. #ETFs #financialadvisors #wealthmanagement https://bit.ly/3Mcmu1Z https://bit.ly/3Mcmu1Z"
X Link 2026-02-05T00:03Z 79.3K followers, [---] engagements

"82% of people say they trust AI for financial information. And a new survey shows most are acting on it. #AI #financialadvisors #wealthmanagement https://bit.ly/4bAt3Wv https://bit.ly/4bAt3Wv"
X Link 2026-02-07T21:31Z 79.3K followers, [---] engagements

"Private markets are booming but cracks are showing. As asset managers push retail investors into alts questions loom about risk valuations and past failures. Read the full story: #privatemarkets #alternatives #wealthmanagement https://bit.ly/3ZoDOUt https://bit.ly/3ZoDOUt"
X Link 2026-02-08T18:02Z 79.3K followers, [---] engagements

"Businesses can now tap major tax breaks under the OBBBA from 100% bonus depreciation to full expensing of domestic R&D. Here's what to know and how to plan. #tax #OBBBA #financialadvisors https://bit.ly/3O3kbik https://bit.ly/3O3kbik"
X Link 2026-02-09T16:35Z 79.3K followers, [---] engagements

"More people than ever before are likely to need financial advisors in the next few years. If the industry hopes to meet this demand firms must prioritize recruiting and fostering young talent experts say. #practicemanagement #wealthmanagement #financialadvisors https://bit.ly/4kwYC64 https://bit.ly/4kwYC64"
X Link 2026-02-10T01:07Z 79.3K followers, [---] engagements

"Congrats to Jens Pascucci of @MerrillLynch Wealth Management He landed the ✨ No. [--] ✨ spot on FPs ranking of top-producing young brokers for the 3rd year in a row 👏 See details and the full list here: #brokers #wealthmanagement #brokerages https://bit.ly/4qrp1Dm https://bit.ly/4qrp1Dm"
X Link 2026-02-10T16:54Z 79.3K followers, [---] engagements

"Congrats to Christopher Borden of @Janney1832 for being named the ✨No. [--] ✨broker in our regional Top [--] Under [--] list in [----]. 👏See details and the full rankings here: #brokers #wealthmanagement #finance https://bit.ly/3ZsGyAc https://bit.ly/3ZsGyAc"
X Link 2026-02-11T00:52Z 79.3K followers, [---] engagements

"The "first call" for estate planning is changing. A new @getvanilla survey shows that a plurality of investors now head to their financial advisor first beating out attorneys and CPAs. Heres why. #estateplanning #financialadvisors #wealthmanagement https://bit.ly/4abBvud https://bit.ly/4abBvud"
X Link 2026-02-11T16:50Z 79.3K followers, [---] engagements

"Congrats to Zachary Garber of @RaymondJames for making the ✨ No. [--] ✨spot in our annual ranking of top-producing regional brokers under [--] 👏See details and the full list here: #brokers #wealthmanagement #finance https://bit.ly/3ZsGyAc https://bit.ly/3ZsGyAc"
X Link 2026-02-11T20:48Z 79.3K followers, [---] engagements

"Congrats to Jeffrey Browne of @MerrillLynch Wealth Management. Hes No. [--] on the [----] Top [--] Brokers Under [--] ranking 👏 See details and the full list here: #brokers #wealthmanagement #top40 https://bit.ly/4qrp1Dm https://bit.ly/4qrp1Dm"
X Link 2026-02-14T14:01Z 79.3K followers, [---] engagements

"Congrats to Erin Wikstrom of @RaymondJames for making the ✨ No. [--] ✨ spot in our annual ranking of top-producing regional brokers under [--] 👏 See details and the full list here: #brokers #wealthmanagement #finance https://bit.ly/3ZsGyAc https://bit.ly/3ZsGyAc"
X Link 2026-02-14T21:27Z 79.3K followers, [---] engagements

"Congrats to Christopher Dillon of @UBS. Hes No. [--] on the [----] Top [--] Brokers Under [--] ranking 👏 See details and the full list here: #brokers #wealthmanagement #top40 https://bit.ly/4qrp1Dm https://bit.ly/4qrp1Dm"
X Link 2026-02-15T13:14Z 79.3K followers, [---] engagements

"Financial advisors have seen firsthand what happens when generational wealth transfers go awry. #money #wealthmanagement #highnetworth #behavioralfinance https://bit.ly/4aIJWNB https://bit.ly/4aIJWNB"
X Link 2026-02-15T18:02Z 79.3K followers, [---] engagements

"AI agents are no longer theoretical and have begun being implemented into some advisors tech stacks. But human oversight is still essential say early adopters. #technology #agenticai #artificialintelligence https://bit.ly/4abhORR https://bit.ly/4abhORR"
X Link 2026-02-04T16:32Z 79.3K followers, [---] engagements

"Congrats to Matthew Gallo of @MerrillLynch Wealth Management. Hes No. [--] on the [----] Top [--] Brokers Under [--] ranking 👏 See details and the full list here: #brokers #wealthmanagement #top40 https://bit.ly/4qrp1Dm https://bit.ly/4qrp1Dm"
X Link 2026-02-13T12:53Z 79.3K followers, [---] engagements

"Congrats to Justin Kissner of @RaymondJames for making the ✨ No. [--] ✨spot in our annual ranking of top-producing regional brokers under [--] 👏See details and the full list here: #brokers #wealthmanagement #finance https://bit.ly/3ZsGyAc https://bit.ly/3ZsGyAc"
X Link 2026-02-13T22:30Z 79.3K followers, [---] engagements

"Is the "millionaire tax" the new norm With seven more states weighing the policy over half of U.S. high earners could soon be impacted. #tax #financialadvisors #wealthmanagement https://bit.ly/4tAFKXD https://bit.ly/4tAFKXD"
X Link 2026-02-14T01:18Z 79.3K followers, [---] engagements

"Waves of baby boomer retirees will soon be required to start pulling money from their IRAs and 401(k)s http://trib.al/sMBNtNx http://trib.al/sMBNtNx"
X Link 2016-06-28T18:36Z 79.3K followers, [--] engagements

"Five years ago I made the biggest mistake of my https://trib.al/EySsjy0 https://trib.al/EySsjy0"
X Link 2018-05-25T19:04Z 79.3K followers, [--] engagements

"IRA strategies to cut Medicare costs for wealthy clients by @theslottreport https://trib.al/ARCCqlO https://trib.al/ARCCqlO"
X Link 2018-07-22T11:17Z 79.3K followers, [--] engagements

"When I saw a video referencing a financial advisor in general terms as her throughout I felt seen for the first time in my career @noneal510 https://trib.al/wn0AQdp https://trib.al/wn0AQdp"
X Link 2019-03-11T23:59Z 79.3K followers, [--] engagements

"New pot ETF called 'YOLO' cuts the price to invest in cannabis https://trib.al/s9sMXBv https://trib.al/s9sMXBv"
X Link 2019-04-18T11:49Z 79.3K followers, [--] engagements

"As IBDs aim to recruit more breakaway teams @CommonwealthFN has launched its Business Consulting Services unit. https://trib.al/4W0zkkL https://trib.al/4W0zkkL"
X Link 2021-01-27T00:56Z 79.3K followers, [--] engagements

"Gaining access to primary offerings is another way to diversify your portfolio that has previously been restricted to a select few @SoFi CEO Anthony Noto said in a statement. @anthonynoto https://trib.al/wJaRA6z https://trib.al/wJaRA6z"
X Link 2021-03-29T10:30Z 79.3K followers, [--] engagements

"Financial advisor @MikePolicarNGP launched an RIA with a heretical approach toward the gospel of growth thats often dogma in wealth management. https://trib.al/dZlACsU https://trib.al/dZlACsU"
X Link 2021-05-02T05:54Z 79.3K followers, [--] engagements

"Its advisors fiduciary duty to know about assets held away whether they are real estate private business stakes or cryptocurrencies says @ReformedBroker. You dont have to believe in it or be bullish or whateveryou just have to do your job. https://trib.al/xpdpTMC https://trib.al/xpdpTMC"
X Link 2021-05-25T21:54Z 79.3K followers, [--] engagements

"You don't know that it's possible for you says financial advisor Sathya Chey of @arise_pw and @LPL. If you aren't exposed to it if you don't know about money how could that ever be something that you could consider as a career https://trib.al/PJWBdAF https://trib.al/PJWBdAF"
X Link 2021-08-25T21:02Z 79.3K followers, [--] engagements

"The fast-paced crypto universe has left many legacy players wondering if its too late to start and if it isnt where to start writes @DeadCaitBounce https://trib.al/wqhdnhl https://trib.al/wqhdnhl"
X Link 2022-05-22T12:00Z 79.3K followers, [--] engagements

"The CEO of @Get_Elements explains why he believes the #wealthmanagement industry has failed in terms of reducing stress around money and how focusing on values instead of returns can turn the tide @reeseharpercfp #fintech @justinlmack https://trib.al/4ZkRsBx https://trib.al/4ZkRsBx"
X Link 2022-12-04T13:02Z 79.3K followers, [--] engagements

".@RaymondJames thinks it has a secret sauce to recruiting financial advisors. Hint: Its not about cutting the biggest checks. #financialplanning #wealthmanagement #recruiting https://bit.ly/406ioM2 https://bit.ly/406ioM2"
X Link 2026-02-13T19:26Z 79.3K followers, [---] engagements

"Ever wondered how some advisors manage to get all their business from referrals Here are [--] ways to get more referrals: http://t.co/3vi0EJXZ http://bit.ly/X5ZJsy http://bit.ly/X5ZJsy"
X Link 2013-01-05T15:14Z 79.3K followers, [--] engagements

"Like it or not you are a brand says Craig Faulkner @FMGSuite: http://t.co/B1Teb1j4If http://bit.ly/1G5ct6V http://bit.ly/1G5ct6V"
X Link 2015-07-08T14:39Z 79.3K followers, [--] engagements

"How should young advisors attract clients and build their business Here are some tips from advisors of all ages. http://t.co/yARYjd6OaL http://bit.ly/1IC3i5I http://bit.ly/1IC3i5I"
X Link 2015-08-03T01:58Z 79.3K followers, [--] engagements

"The average age of an LTC insurance purchase has declined sharply heres why: @KimberlyFossCFP http://bit.ly/1TstRcD http://bit.ly/1TstRcD"
X Link 2016-05-09T13:38Z 79.3K followers, [--] engagements

"The future of financial advice is: fee-based & tech-obsessed advisers. http://trib.al/oVVdtSl http://trib.al/oVVdtSl"
X Link 2016-05-17T12:28Z 79.3K followers, [--] engagements

"For most retirees the tax-efficient liquidation of retirement portfolios require coordination says @MichaelKitces http://trib.al/Xn7zC2u http://trib.al/Xn7zC2u"
X Link 2016-08-10T02:10Z 79.3K followers, [--] engagements

"The strategy goes against the wisdom of analysts at firms like BlackRock Morgan Stanley and Deutsche Bank http://trib.al/B4a1CXz http://trib.al/B4a1CXz"
X Link 2017-06-13T10:56Z 79.3K followers, [--] engagements

"Truth: If you lose 10% of your clients because of a 33% fee increase your revenue is still up 20%. @michaelkitces http://trib.al/pLtnTB7 http://trib.al/pLtnTB7"
X Link 2017-07-08T05:47Z 79.3K followers, [--] engagements

"Advisors can add a great deal of value for clients when it comes to optimizing their tax tactics. .@Dull_Investing https://trib.al/hzc1Xn3 https://trib.al/hzc1Xn3"
X Link 2017-11-08T04:50Z 79.3K followers, [--] engagements

"How to win over baby boomer clients in your 20s https://trib.al/kLzcng0 https://trib.al/kLzcng0"
X Link 2018-02-24T02:23Z 79.3K followers, [--] engagements

"Its absurd that brokers can call themselves financial advisors and at the same time claim theyre not fiduciaries writes Michael Kitces https://trib.al/C2c0JSs https://trib.al/C2c0JSs"
X Link 2018-03-20T11:43Z 79.3K followers, [--] engagements

"Amassing a large IRA can have unforeseen consequences. Heres how Roth conversions and other strategies can help by @theslottreport https://trib.al/wq4I5Pz https://trib.al/wq4I5Pz"
X Link 2018-07-21T10:10Z 79.3K followers, [--] engagements

"Why do some M&A deals fail Just ask the CEO of Captrust. The aggressive acquirer has inked more than [--] deals over the past dozen years. @CAPTRUSTfa @MillerFielding https://trib.al/cScsy4f https://trib.al/cScsy4f"
X Link 2019-03-18T07:32Z 79.3K followers, [--] engagements

"TD Ameritrade is first major custodian to enable all employees to work remotely https://trib.al/LIfRtEn https://trib.al/LIfRtEn"
X Link 2020-03-26T12:11Z 79.3K followers, [--] engagements

"The industry is responding to growing calls to build connections with HBCUs: In addition to the Colleges new scholarships @CarsonGroupLLC is donating $500K to the @QuadASocial Foundation for aid to the CFP programs at four HBCUs. https://trib.al/HQ6ZYwi https://trib.al/HQ6ZYwi"
X Link 2020-08-16T02:52Z 79.3K followers, [--] engagements

"Four financial advisors have launched the @blxinternship program to provide a new entry path into fee-only planning careers without asset or sales requirements https://trib.al/POuZi8T https://trib.al/POuZi8T"
X Link 2020-12-23T20:44Z 79.3K followers, [--] engagements

"Advisors must consider the pros and cons of each option including the level of security compliance and reputation of the digital wallet company or exchange writes @DeadCaitBounce @Onrampinvest @OnrampAcademy https://trib.al/1h5bc6J https://trib.al/1h5bc6J"
X Link 2021-10-29T01:59Z 79.3K followers, [--] engagements

"Financial advisor @AlexChalekian @Lake_Avenue Chief Compliance Officer @RosaChalekian and their sons launched a new financial literacy service @Futurvest https://trib.al/kSnasrG https://trib.al/kSnasrG"
X Link 2022-03-01T13:00Z 79.3K followers, [--] engagements

"New client asset flows worsened at UBS in the fourth quarter but CEO Sergio Ermotti said he expects a positive turnaround in [----]. #UBS #earnings #wealthmanagement #financialadvisors https://bit.ly/4adaaqh https://bit.ly/4adaaqh"
X Link 2026-02-04T23:01Z 79.3K followers, [---] engagements

""@UBS' conduct is absurd and a historic shame." @ChuckGrassley blasted the Swiss wealth manager over withholding documents related to Nazi-linked Credit Suisse accounts. Via @kevinwack: #UBS #wealthmanagement #creditsuisse https://bit.ly/4qdTtB3 https://bit.ly/4qdTtB3"
X Link 2026-02-05T12:32Z 79.3K followers, [---] engagements

"Talking about money can feel deeply uncomfortable for couples. Financial advisors can ease the tension by encouraging honest communication and regular check-ins. #wealthmanagement #clientcommunications #practicemanagement https://bit.ly/3ObyvW7 https://bit.ly/3ObyvW7"
X Link 2026-02-13T17:05Z 79.3K followers, [---] engagements

"There is a growing conversation and academic literature on the value of quality financial advice so this study led by the @CFPBoard could be a boon for planners seeking to explain it. #financialplanning #finance https://bit.ly/4rNHb3d https://bit.ly/4rNHb3d"
X Link 2026-02-14T16:10Z 79.3K followers, [---] engagements

"Client couples who dont have financial harmony before taking their vows may be in for a rough ride after theyre married. Advisors say facilitating these discussions sooner rather than later is essential. #practicemanagement #wealthmanagement #clientcommunications https://bit.ly/4kyhiSN https://bit.ly/4kyhiSN"
X Link 2026-02-15T00:08Z 79.3K followers, [---] engagements

"How much is needed in a client's retirement portfolio in order to produce a sufficient level of retirement income http://bit.ly/25BdOTh http://bit.ly/25BdOTh"
X Link 2016-04-02T12:36Z 79.3K followers, [--] engagements

"Does your client's retirement plan account for cognitive decline http://bit.ly/1TIbII4 http://bit.ly/1TIbII4"
X Link 2016-05-13T14:48Z 79.3K followers, [--] engagements

"Why young people are advised to start building their nest egg as soon as they land a job: http://trib.al/eHxmHbf http://trib.al/eHxmHbf"
X Link 2017-04-25T22:47Z 79.3K followers, [--] engagements

"Companies with a higher proportion of senior female executives and directors have generally posted higher returns http://trib.al/42pMC3T http://trib.al/42pMC3T"
X Link 2017-08-19T03:59Z 79.3K followers, [--] engagements

"How financial advisors can explain the bond markets latest risks to clients https://trib.al/7OUnFwS https://trib.al/7OUnFwS"
X Link 2018-03-20T03:43Z 79.3K followers, [--] engagements

"Failing the CFP exam can be devastating but you shouldnt quit writes @CashvilleSky who has been there herself https://trib.al/DtOjfu0 https://trib.al/DtOjfu0"
X Link 2018-04-20T21:07Z 79.3K followers, [--] engagements

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