Investment Advisor

Investment Advisor

@InvestAdvMag

Followers17.5K
Following3K

How advisors can provide clients with the best investment and financial planning choices and what the latest news means for growing advisory practices.

New York
Joined on February 24, 2010

Statistics

We looked inside some of the tweets by @InvestAdvMag and here's what we found interesting.

Inside 100 Tweets

Time between tweets:
6 hours
Average replies
9
Average retweets
62
Average likes
158
Tweets with photos
30 / 100
Tweets with videos
0 / 100
Tweets with links
0 / 100

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FINRA's 2019 Budget Points to 'Day of Reckoning' Ahead: Ex-Enforcement Chief https://at.law.com/dkf95X?cmp=share_twitter … via @ThinkAdvisor

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The #SEC's Division of Investment Management is soliciting input on custody of digital assets by registered investment advisors. http://ow.ly/KbKD30o3vVL 

The #SEC's Division of Investment Management is soliciting input on custody of digital assets by registered investment advisors. http://ow.ly/KbKD30o3vVL 

VP of Succession Planning at @RaymondJames, Rob Goff, offers "advice for advisors" when it's their turn to #retire @ThinkAdvisor

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New Law Firm 'Steeped' in SEC, FINRA Cases May Take on College Scam Clients https://at.law.com/rocJWu?cmp=share_twitter … via @ThinkAdvisor

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The $180M stock deal involving 2 Dallas-Fort Worth independent broker-dealers could results in a firm w/ close to 4,500 advisors & $60B in total assets.

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UBS will slow down hiring & deepen cost cuts by about $300M as it confronts one of the worst 1st-quarter environments in recent history, UBS Group CEO Sergio Ermotti told investors at a conference in London on Wed.

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And, saving the best for last, Canada introduces retirement tontines with minimum pool size of 10! (Ok, so they called it a VPLA, but it's a tontine.)

And, saving the best for last, Canada introduces retirement tontines with minimum pool size of 10! (Ok, so they called it a VPLA, but it's a tontine.)

#Technology: Is it Really Helping #Advisors? | A survey by Michael Kitces breaks down the advisor work week and uncovers some interesting results. | Via @Think_JanetL >>

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.@RaymondJames said Chief Financial Officer Jeff Julien — who has been with the firm since 1983 — will retire at year-end. https://trib.al/PoqvDFF  #brokerdealer

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Breaking: @RaymondJames CFO to Retire 
https://at.law.com/ThDRAN?cmp=share_twitter … via @ThinkAdvisor

Breaking: @RaymondJames CFO to Retire https://at.law.com/ThDRAN?cmp=share_twitter … via @ThinkAdvisor

How Big  a Deal is the @Blucora @HDVest-@1stGlobal news? 
See what @MichaelKitces, @KyleVanPelt and others have to say: https://www.thinkadvisor.com/2019/03/19/hd-vest-1st-global-deal-the-consolidation-continues/ …

How Big a Deal is the @Blucora @HDVest-@1stGlobal news? See what @MichaelKitces, @KyleVanPelt and others have to say: https://www.thinkadvisor.com/2019/03/19/hd-vest-1st-global-deal-the-consolidation-continues/ …

Ex-SEC Commissioner Piwowar Tapped by Electronic Market Maker https://at.law.com/yUw6gA?cmp=share_twitter … via @ThinkAdvisor

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Quoted @InvestAdvMag

BREAKING: Just in time for April 15 ... HD Vest parent @Blucora to buy @1stglobal https://www.thinkadvisor.com/2019/03/19/hd-vest-parent-to-acquire-1st-global/ …

BREAKING: Just in time for April 15 ... HD Vest parent @Blucora to buy @1stglobal https://www.thinkadvisor.com/2019/03/19/hd-vest-parent-to-acquire-1st-global/ …

This makes total sense. Both firms have substantial numbers of tax preparers who are also advisors. Seems like there should be a lot of synergy here.

BREAKING: Just in time for April 15 ... HD Vest parent @Blucora to buy @1stglobal https://www.thinkadvisor.com/2019/03/19/hd-vest-parent-to-acquire-1st-global/ …

BREAKING: Just in time for April 15 ... HD Vest parent @Blucora to buy @1stglobal https://www.thinkadvisor.com/2019/03/19/hd-vest-parent-to-acquire-1st-global/ …

Nevada Fiduciary Rule Would Scare Off Morgan Stanley, TD Ameritrade https://at.law.com/3KwHUi?cmp=share_twitter … via @ThinkAdvisor

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We are saddened to share that Professor Alan Krueger passed away over the weekend.  A true scholar and public servant, Alan will be deeply missed by the University community: http://ow.ly/x4VP50nslsY 

We are saddened to share that Professor Alan Krueger passed away over the weekend. A true scholar and public servant, Alan will be deeply missed by the University community: http://ow.ly/x4VP50nslsY 

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Quoted @TaylorLorenz

Myspace has lost all photos, videos, and music its users uploaded between 2003 and 2015 https://boingboing.net/2019/03/17/facebook-is-next.html …

They "botched a server migration". Apparently without backups. And accidentally obliterated everything every uploaded to MySpace more than 3 years ago. Mind = Blown.

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ICYMI: Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2019

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Great stuff from my good friend @PaulPradelCFP via @ThinkAdvisor Your Client Has Too Much in One Stock. What Do You Do?

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More Interesting Takes on the $500M @ENVintel purchase of @MoneyGuidePro from @MichaelKitces, @NexusStrategy, @gspitzner and @craigiskowitz ...
https://www.thinkadvisor.com/2019/03/15/whats-behind-the-envestnet-moneyguide-deal/ …

MGP would make a nice interface to Envestnet's insurance exchange that is scheduled to launch this summer. They could add the ability to directly purchase insurance that is modeled using MGP tools. ENV takes a piece of every transaction.

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