FA Magazine
@FAMagazine
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Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq
New Jersey, USA
Joined June 2023
Explore the world of Ethereum, the second-largest crypto asset, with @BitwiseInvest Senior Research Analysts Ryan Rasmussen and Juan F. Leon, CFA. https://t.co/tiGNw7nLZr
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PODCAST: The Rumble In The Jungle Has Begun Listen to Ray Sclafani and Mark Hurley discuss what's happening now in the financial services industry: Sovereign debt; SEC regulations; DOL fiduciary rule; lawsuits and the challenges of organic growth. https://t.co/DOHJaL7bkA
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Explore the future of wealth management with us. Join Russ Prince and Jerry D. Prince for a webcast on the transformative impact of #generativeAI and learn how to thrive in 2030 and beyond. Secure your spot now:
event.on24.com
Thursday, May 23, 2024 at 2:00 PM Eastern Daylight Time.
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Learn time-tested principles to navigate uncertain times and elevate your practice. Reserve your spot for our complimentary webcast on May 8th at 1:00 PM EDT. https://t.co/ts48FgUsav
#Investing #MarketInsights
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Join us for @theslottreport’s Mid-Year IRA Planning Opportunities 2024! Gain exclusive insights and expert guidance to optimize your clients' tax strategies and secure their financial future. Don't miss out! Register now! #IRAPlanning #FinancialAdvisors
https://t.co/uQmQbXAAp3
event.on24.com
Tuesday, May 14, 2024 at 1:00 PM Eastern Daylight Time.
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Unveil client-advisor dynamics! Join our webcast for insights from @JDPower's latest research. Enhance engagement, bridge gaps, and fuel growth with Craig Martin of J.D. Power and Erinn Ford of @osaic_inc.
event.on24.com
Thursday, April 25, 2024 at 2:00 PM Eastern Daylight Time. Explore the intricate dynamics of client-advisor relationships. While many advisors believe they share a strong personal bond with their...
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Right on the heels of Invest In Women, @mariamenounos talks financial health with renowned financial expert @NicoleLapin. Listen now! Episode 834: https://t.co/GU1C79WL3n Episode 835: https://t.co/RPv9drwRJU
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Bitcoin recently surpassed $68K. Join us for an all-star crypto panel and a grounded discussion to demystify cryptocurrencies, explore regulatory developments, assess the potential roles of these assets in portfolios, and understand how to manage risk. https://t.co/GzPhfyfONj
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Join us for a sophisticated exploration of the intricate financial landscapes that women navigate daily. From strategic homeownership to comprehensive estate planning, explore the pivotal topics poised to transform your practice. https://t.co/JzSOTDSNSu
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#AI is Now Converting Leads Into Appointments. Join Brandon Stuerke, CEO of Next Level Advisors for an exclusive webcast on the cutting-edge of AI in #financialadvisor marketing. #AIinFinance #WealthMangement #MarketingStrategies
https://t.co/1G0ZpRdxpg
event.on24.com
Tuesday, March 12, 2024 at 2:00 PM Eastern Daylight Time. The Age of AI in Advisor Marketing is Here! As an advisor, success boils down to one thing… Appointments. According to Wealth Management...
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Don't miss this session on Diversity, Equity, Inclusion & Belonging (DEIB) in wealth management at #InvestInWomen24. https://t.co/GzPhfyfONj
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Join us at the Invest In Women Pre-Conference Workshop from 3:00 pm – 5:00 pm March 12 in West Palm Beach, FL. #InvestInWomen #FinancialAdvisorMagazine
https://t.co/GzPhfyfONj
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Avantax VP, Business Development & Head of the Avantax Women's Advisor Forum Laurie Stack is moderating a panel with independent Avantax financial advisors Diane DeOliveira, CFP®, AIF®, CRPS®, Caroline Piehl, CFP® and Kami Zonin, CFP ®, CDFA™ at @FAMagazine #InvestInWomen24.
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Discover how advisory firms can navigate the Capacity Crossroads and scale effectively with insights from Michael Kitces at #InvestInWomen. Don't miss this session on #ScalingStrategy. https://t.co/GzPhfyfONj
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Uncover the Future of Financial Planning: It's More Than Just Numbers. Join Sarah A. Vita at the Invest In Women Conference to explore the art of coaching and behavior change. Don't miss this enlightening session on transforming knowledge into action. https://t.co/GzPhfyfONj
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Discover the insights from our 2023 Women in Wealth Management Study, brought to you by Carson Group, featuring Julie Ragatz, Ph.D. and Samantha Allen. https://t.co/GzPhfyfONj
#WealthManagement #DiversityandInclusion #FinancialServices #IndustryInsights #InvestInWomen
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Register for Invest In Women and book your hotel room before it's too late! https://t.co/Vt7ngnH3TQ
#InvestInWomen24 #IIW24 #financialadvisors #FAMagazine
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LPL, the largest independent broker-dealer, closed a robust year with increased assets and advisors. Q4 earnings exceeded estimates at $3.51 per share, with 256 new advisors, totaling 22,660. Read the full article:
fa-mag.com
The firm saw higher advisory and brokerage assets, though higher expenses crimped earnings.
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DoubleLine Capital, known for fixed-income expertise, introduces the DoubleLine Fortune 500 Equal Weight ETF (DFVE), diversifying in a tech-heavy market. CEO Jeffrey Gundlach leads the expansion to address concentration risk concerns. https://t.co/lVJi1bmOjK
fa-mag.com
The new fund launches into a stock market dominated by a handful of giant technology companies.
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At Invest In Women, Maria Menounos shares her remarkable journey from Channel One News to Hollywood, overcoming health and family challenges. Witness resilience in action... Register Now: https://t.co/OXMzXkBxH1
#InvestInWomen #KeynoteSpeaker
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