Investment Advisor

4K posts

Investment Advisor banner
Investment Advisor

Investment Advisor

@InvestAdvMag

Led by Janet Levaux (@Think_JanetL), the print publication of @ThinkAdvisor covers news, trends & VIPs impacting financial advisors and their investor clients.

New York Katılım Şubat 2010
3.7K Takip Edilen16.9K Takipçiler
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
Wall Street Moves to Support Mamdani After NYC Mayoral Election Win dlvr.it/TP5KLQ
English
1
1
2
302
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
Life Broker Backed by Robert Downey Jr. Moves Toward IPO dlvr.it/TNQ0kF
English
1
1
1
385
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
Jeffrey Gundlach: 12 Predictions for Bonds, Stocks, Economy dlvr.it/TN1fsp
English
1
2
0
555
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
10 Worst States for Retirement Income Shortfalls dlvr.it/TM2RdW
English
0
1
0
445
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
Social Security Fast-Tracked Fairness Act Payments. But at What Cost? dlvr.it/TM0BNV
English
2
1
0
354
Investment Advisor retweetledi
Matt Sonnen
Matt Sonnen@mattsonnen_pfi·
"By embracing these strategies, independent advisors can grow their practices while providing exceptional value to clients, which remains at the center of the wealth management universe," @ThinkAdvisor thinkadvisor.com/2024/10/25/5-g…
English
9
1
1
263
Investment Advisor retweetledi
MichaelKitces
MichaelKitces@MichaelKitces·
The gender disparity of financial advisors moves very slowly. Women have constituted 23% of CFP professionals for decades. Incoming 2024 class was at 26%. But the industry still has to create an environment to retain them... "Number of CFPs Tops 103,000" kitc.es/4hbl5mv
English
0
1
2
2.7K
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
Join our Feb. 6 webcast: How to present your brand’s unique value proposition in the highly competitive and rapidly changing field of wealth management. Register today: ow.ly/zQxB50UKv0Y
ThinkAdvisor tweet media
English
0
1
1
493
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
New York State Bill Could Double Annuity Income Tax Exemption for Older Residents dlvr.it/TH8c6K
English
0
1
1
473
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
These 9 States Cut Income Tax Rates for 2025 dlvr.it/TH8VNl
English
0
2
0
439
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
How $10K Fared in 2024 Across a Range of Standout Investments dlvr.it/TH7ZDV
English
0
1
1
414
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
10 Places for a Cheap, Comfortable Retirement Abroad dlvr.it/TH7ZPC
English
0
1
1
475
Investment Advisor retweetledi
MichaelKitces
MichaelKitces@MichaelKitces·
The @CFPBoard has introduced a refreshed ad campaign encouraging students to pursue a career in financial planning after some of its initial ads received pushback from the advisor community, and other industry news this week: bit.ly/3YFEXHL
English
1
1
1
2.6K
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
What to Learn From LPL's Firing of Dan Arnold: Recruiter dlvr.it/TDx1dP
English
0
4
1
1.4K
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
Customers Report Thinkorswim Outage at Market Open dlvr.it/TCP4TV
English
0
2
3
754
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
Social Security Claiming: The Case of a Couple's Many Choices dlvr.it/TC6qph
English
0
3
1
810
Investment Advisor retweetledi
ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
7 IRS Retirement Cash Access Draft Facts, for Annuity Advisors dlvr.it/TBGzKW
English
0
2
2
740