Helen Yang, CFA
@AndesWealth
Followers
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Following
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FinTech Entrepreneur. Winner of prestigious Harry Markowitz Award. Community leader.
Massachusetts, USA
Joined February 2018
Evolve Ahead to Meet Client Expectations, Price Flexibility, and Investor Trends
morningstar.com
Advisors take note – there’s an incoming generation of investors who will have questions about how much they’re paying advisors and whether their advice is worth the cost.
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We are thrilled to be nominated in two categories in 2024 @wealth_mgmt Industry Awards: risk tolerance and onboarding. This is our 5th year being recognized. We have won twice in risk tolerance (2021 and 2023), and in onboarding and portfolio analytics (2022). So grateful.
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RT @SamanthaTwenty: If you want to be good at marketing, just constantly repeat . “it’s about THEM, not about ME”. - Use “you” not “we” in….
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Honored to be recognized among the top AAPI Industry Leaders. WSR Pathfinder Awards – Top AAPI Industry Leaders Of 2024 thank you @wealth_report @tinacpowell @kdubs_waltrich.
wealthsolutionsreport.com
WSR Recognizes Third Annual AAPI Heritage Month By Naming Leading Executives And Professionals As Winners Of Pathfinder Awards For Top AAPI Industry Leaders Of 2024
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RT @Lexington250: Today's #CountdownTo250 #CalendarKeepers is.@LexAAPI. Reps from BALex, CAAL, CALex, IAL, JPLex & KoLex collaborated to pr….
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“If not me, then who?” Like Ye, I never thought I'd advocate for policies someday. But someone has to do it. @AnakinBun @CALex_MA @ObserverLex
lexobserver.org
Ye Zhang Pogue says that getting involved in political advocacy made her feel more American.
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He can't be more right. The sole purpose of women is to serve men. Glad that he said it out loud.
abcnews.go.com
Harrison Butker delivered the commencement address at Benedictine College in Kansas.
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Expanding Options for Advisors with New Integration Partners!. We're adding more partners, giving advisors more choices, streamlined workflows, and enhanced tools. 🚀. #FinancialAdvisors #Integration #WealthManagement #AdvisoryTools #WealthTech #AdvisorSolutions
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Can't wait! Look forward to hearing from @WeinaRandel and Ye Pogue @AnakinBun, whom I invited, and the other panelists to share their journeys!.
My American Story 2024 is coming this Saturday 2-4pm at Depot Sq. Please RSVP at Light delicious ethnic snacks will be served. #AAPIHeritageMonth #AAPIMonth #AAPI.
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Flashback to last Thursday. A fun evening at the @FWReport Award Ceremony in NYC, winning the Women in WealthTech category and shortlisted in Onboarding. So honored and grateful for the recognition!!
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RT @Wealthbox: 👀 TOMORROW: See a live demo of the @AndesWealth + @Wealthbox integration. Sign up 👉 .
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The organizers and panelists of "My American Story", now a flagship event, join the countdown to @Lexington250! @tagoreismyjam @AnakinBun. Thanks @DougLucente for stopping by also. @SuzieBarryLex.
My American Story 2024 panelists and organizers changed Lex250 Countdown Calendar to kick off AAPI Heritage Month and commemorate 250th anniversary of Battle of Lexington. @Lexington250 @TownOfLexMA #CalendarKeepers #CountdownTo250 #lex250 #AAPIHeritageMonth
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RT @ObserverLex: Town Meeting voted to prohibit the sale of single-serve water bottles, ban toxic rodenticides known as SGARs, officially r….
lexobserver.org
Town Meeting held its last session of the season on Wednesday with votes on an array of issues.
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Convert more prospects and strengthen client relations with our partnership with @Wealthbox! Learn how Andes' top Risk Profiling tech integrates with the industry's fastest-growing CRM🚀.Join our webinar: May 2 @ 2 PM EST. 👉 Register here
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RT @Wealthbox: 🤞 Have you signed up for our webinar next Thursday with @AndesWealth yet? Sign up here 👉 https://t.c….
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RT @Wealthbox: 👋 We're joining @AndesWealth for a live webinar that will show a demo of our integration. Join us on Thurs 5/2 at 2 PM ET 👉….
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RT @Wealthbox: 🤝 Have you heard about our new partnership with @AndesWealth yet? The integration makes personalized risk tolerance a breeze….
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You have got an ally across the pond about plastic waste @mciccolo!.Prince William issues important statement following triumphant return
thenews.com.pk
Prince William made a poignant statement as he marked his return to royal duties while Kate Middleton continues her cancer treatment.The Princes of Wales marked World Earth Day via his venture,...
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RT @Wealthbox: 👋 We've partnered with @AndesWealth! Learn more about the integration with @Wealthbox here 👉 https:/….
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