Hannah Dixon

🗞️NEWS: ANNUITIES🗞️ @osaic_inc has announced the availability of direct billing using select fee-based variable annuities within the Osaic platform, eliminating time-consuming administrative tasks for financial advisors. businesswire.com/news/home/2025…

Jason Early, Founder and CEO of RISR, discusses succession planning for business owners.

Already an amazing conversation - tune in!

A new event from @WeAreWealth called The Estate Planning Conference is launching next year. Here's how it could help financial advisors boost their businesses. #financialadvisors #tax #estateplanning bit.ly/45zdXO3

FOMO x100

Opinion: The M&A playbook is broken. Here’s how to fix it citywire.com/ria/news/opini…

🎉 Big News at Jump!🎉 We’re thrilled to announce our $20M in Series A funding, led by @BatteryVentures , with support from @CitiVentures , @SorensonCap , and @Pelion_VP . This milestone strengthens our commitment to helping financial advisors save time, deliver exceptional client experiences, and elevate their practices with AI-powered solutions. To our incredible customers: Thank you for trusting Jump to power your workflows. We’re excited to accelerate product innovation and continue building a suite of advisor-specific AI workflows and outputs. To our investors: We’re grateful for your belief in our vision and partnership as we redefine how advisors work. This is just the beginning! We’re building a future where advisors can focus on what matters most—creating lasting relationships with clients as they guide them through some of life’s most critical decisions. Here’s to what’s ahead! 🚀 Read more at: jumpapp.com/press/jump-clo…

Ok @EmmaCurean!!! 💁🏼‍♀️

🚀 Bitcoin has surged past $90K, reigniting many investor’s curiosity about crypto. Kristen Mirabella, head of partnerships at @eaglebrook, joined @HenaDoba at @NewsNation over the weekend to explain what investors need to know. newsnationnow.com/video/understa…

Bitcoin’s 28% surge since September has reignited advisor and investor interest, with many clients revisiting its role in portfolios. hubs.la/Q02W9Lsg0

“The reality is, most of us think too small.” - @DuranMoney #FISummit

“The more adaptable you are, the better your life will be.” - @DuranMoney #FISummit

“I want to help create the next great thing.” - @DuranMoney #FISummit

“Start with your promise. What is the promise you’re making to the marketplace?” - @DuranMoney #FISummit

“How do you win in a consolidated industry?” - @DuranMoney discusses this with @TriciaRothschi1 this morning at #FISummit.

Today is the day! Don’t miss TradePMR’s Chief Product Officer Jon Patullo as he discusses “Client-Centric Growth: Scaling Engagement and Satisfaction,” today, October 24, at 9:30 AM on the Level 4 Main Stage! #FISummit #WealthManagement #FinancialAdvisor #FinTech #RIA

“We are excited to take things to the next level.” - Jon Patullo, Chief Product Officer of @TradePMR #FISummit

@dianacabrices @wealthtender I’ll come find you tomorrow!!!

SO excited about our advisor review playbooks! @wealthtender If you’re at #FISummit and ready to win NEW clients with testimonials Come by and pick up a copy! This thing is PACKED with value, including templates, checklists, and tactics 💪

You could say the fans were raving. @danielcrosby #FISummit