The Wealth Advisor

ASSETMARK'S MICHAEL KIM: THE MISSION CONTINUES rss.com/podcasts/wealt… via @rss

TAKE OUR CONFIDENTIAL POLL: WHEN THE GRAYSCALE BITCOIN ETF BEGINS TRADING, HOW MUCH WILL YOU BUY FOR YOUR CLIENTS? thewealthadvisor.com/article/secs-d…

FusionIQ and The Wealth Advisor Join Forces Offering Advisors 1-Click Trading for ETFs and Model Portfolios | The WealthAdvisor thewealthadvisor.com/article/fusion…

TAKE OUR SNAP POLL: WHY WILL WEALTH ADVISORS USE DIRECT INDEXING? thewealthadvisor.com/article/year-d…

Schwab and Pershing Boost Direct Indexing Capabilities While 70% of Advisors Have Little Knowledge How Indexing Works or Benefits Client Portfolios | The WealthAdvisor thewealthadvisor.com/article/schwab… "Major players Schwab and Pershing up their game in direct indexing, yet 70% of advisors are still in the dark. Discover the latest in our feature by Roland McMillan. Watch out for our Direct Indexing Buyer’s Guide launching in July! #WealthAdvisor #DirectIndexing #RIAs. More info: showcases.thewealthadvisor.com"

Pershing Announces DIrect Indexing Debut at INSITE’23 | The WealthAdvisor thewealthadvisor.com/article/pershi… 📣 Wealth Advisor reported today that BNY Mellon Pershing is launching the BNY Mellon Precision Direct Indexing service! This innovative tool will transform financial advisory capabilities by enabling better portfolio customization and tax sensitivity. By merging its world-class clearing and custody services with Pershing X's automated tax optimizer, it delivers a direct indexing product that will revolutionize the industry. Stay tuned for the Direct Indexing Buyer's Guide by The Wealth Advisor, coming this July. It will provide essential insights and guidance on direct indexing. Join us in leading the way in portfolio management innovation! #BNYMellon #Pershing #DirectIndexing #Innovation #FinancialAdvisors #WealthManagement For more information about the Direct Indexing Buyer's Guide and sponsorship opportunities, visit showcases.thewealthadvisor.com.

The Wealth Advisor Solves Wealth Manager Education Gap With New Direct Indexing Guide prn.to/3IQcoPo We're excited to announce that The Wealth Advisor is launching the first-ever Direct Indexing Buyer’s Guide in mid-July. Our aim? To bridge the knowledge gap in the industry. Our recent poll revealed that 70% of advisors recognize the term "direct indexing" but lack a deeper understanding of how to effectively implement it for their clients. This guide is set to change that. We're providing practical, actionable guidance to empower financial advisors nationwide. Additionally, this platform offers direct indexing providers a unique opportunity to present their offerings to a vast network of over 330,000 advisors. Our sponsorship program offers an array of benefits, including a custom firm profile, digital dashboards, and CRM-integrated lead follow-ups. This comprehensive initiative will drive engagement, increase exposure, and foster efficient communication with potential clients. For more information on the Direct Indexing Buyer's Guide and sponsorship opportunities, visit showcases.thewealthadvisor.com. Join us as we take the next step in educating and equipping advisors for the evolving financial landscape. #DirectIndexing #WealthManagement #FinanceEducation

America’s First Direct Indexing Buyer’s Guide Launches Mid-July: A Game Changer for Financial Advisors and BDs | The WealthAdvisor thewealthadvisor.com/article/americ… 📣 Exciting news! The Wealth Advisor is launching America's first Direct Indexing Buyer's Guide in mid-July. This game-changing guide will empower financial advisors with the knowledge to confidently navigate the world of direct indexing. Stay tuned for more info and explore sponsorship opportunities at showcases.thewealthadvisor.com. Let's revolutionize the financial advisement landscape together! #DirectIndexing #WealthAdvisor #FinanceRevolution

@negroprogrammer Doesn’t Houston have temperature extremes?

Bought this for $225k in Houston, Texas

@MaryLTrump Did you see this?

Imagine being so fragile, needy, and unpopular that you spend $44 billion to buy friends and—still end up fragile, needy, and unpopular and without friends. Most of us can’t imagine it but I’m pretty we know somebody who can.

Yes, Elon Musk created a special system for showing you all his tweets first, by @CaseyNewton open.substack.com/pub/platformer…

@elonmusk Who is the woman on the right?

Best TAMPs Grew 67% on Average in 2022 While Markets Erased $6T in Investor Wealth, TAMPS.com prnewswire.com/news-releases/… @AssetMark @SMArtXAdvisory @Orion_OAS @orionwealthtech @AdhesionWealth @ENVintel @GeoWealthTech @MorningstarInc @MatsonMoney

@mp_joemandese @CES im here at CES. Are you listed in the CES app?

What's On Deck For 'Mobile' At @CES This Week: Not Much bit.ly/3WKUpyI

@Santos4Congress george, before doing that interview with Tulsi you should’ve done your homework. It’s clear that she represents the Russian government as a propagandist. Why didn’t you ask her about that?

@AdamKinzinger @Santos4Congress Why would Santos resign? Trump has legitimized lying to retain power and stay in office.

How many investors have lost their life savings after reading your books then invested in Bitcoin?

Coming this January, Americas Best TAMPs 2023 GeoWealth made the cut, learn more at TAMPS.COM

Looks like Elon’s pitching for a new round of private equity from the team to help keep Twitter above water