RIAIntel @RIAIntel
Authoritative news and analysis for private wealth managers. Sibling to @iimag. riaintel.com New York, NY Joined January 2019-
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RIA Dealmaking Is Up: A report by Echelon Partners found that this was the second-most-active first quarter on record. spr.ly/6017bY8MZ
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Opinion: Three Pivotal Trends Impacting Growth spr.ly/6015bdf07
iCapital Partners With Bain Capital on Private Credit Platform spr.ly/6015bBXGU
Announcing the 2024 RIA Intel Awards Finalists spr.ly/6012wtknw
Ron Carson Steps Down as Carson Group CEO spr.ly/6014wckN8
Wealth Enhancement Group, one of last year’s most active RIA acquirers, announced on Monday that it had surpassed more than $81 billion in client assets. spr.ly/6017wkrdx
iCapital Is Acquiring Fintech Reporting Company Mirador spr.ly/6013ZCu2B
AlTi Global Is Buying East End Advisors spr.ly/6018Zvu0O
Eaglebrook, Franklin Templeton Launch Bitcoin and Ethereum SMA spr.ly/6019ZvRy7
Investor Satisfaction Rises, but Millennial Flight Might Be Coming spr.ly/6010khcpr
Caprock Buys Grey Street Capital spr.ly/6019kh9Tf
CAIS Hired a Strategic Advisor; Here’s His Vision spr.ly/6015kLMCc
Are Advisors Being Left Behind on TikTok? spr.ly/6010kwPz4
Americans Believe All Advisors Are Working in Their Best Interest spr.ly/6018kPKHC
Why These Three Women Launched Their Own RIA Firm spr.ly/6015kyU3v
A Wealth Management M&A Roundup spr.ly/6011X21lb
CFP Board Launches New Scholarship for Female Advisors spr.ly/6015XagvV
Educating Clients About New Types of Investments They May Already Own spr.ly/6017X6FZH
What’s Next for Altruist: RIA Intel sat down with Jason Wenk to discuss Altruist’s impressive growth and what advisors can expect going forward. spr.ly/6011nUUUP
Here’s What Advisors Should Know About Treasury’s Anti-Money Laundering Rule Proposal spr.ly/6012neuaI
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Peter Mallouk @PeterMallouk
43K Followers 377 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Stephanie Bogan @Steph_Bogan
3K Followers 406 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Torie Happe @TorieHappe
2K Followers 803 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Shana Orczyk Sissel ".. @shanas621
9K Followers 2K Following Founder & CEO @Banrion_Capital, Masshole, Worcester Born & Raised ❤️ Hawkeyes. Queen of Alternatives™️ Seen on @FoxBusiness @business @CNBC @TDANetwork @cheddar
RIABiz @RIABiz
14K Followers 419 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Michael Thrasher @Mike_Thrasher
3K Followers 5K Following Senior reporter @iimag. I write the Officium newsletter (sign up below!) Signal: 330.962.6441. Send tips & quips: [email protected]
Adam Cmejla, CFP® @acmejla
2K Followers 3K Following Financial planner. #Aviation geek. Helping #optometrists plan life on purpose. @investmentnews 40 under 40. Tweets🙅♂️advice. Podcast:https://t.co/PyXVMa74nV
Liv Gagnon 🎵 @LIVgagnon
1K Followers 914 Following Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
David Armstrong @djamesarmstrong
1K Followers 843 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
19tyo2juj85rqh @fqbo66npwr
2 Followers 121 Following
tradeit @whisperbiskit
207 Followers 1K Following Bond trader. There’s no reason to follow me I’m not trying to sell you anything.
Chris Glynn @_chris_glynn_
234 Followers 678 Following Honesty. Memes. Mutual respect. #ContentDirector @InstInvest; former @CFANewYork holdover
mikecordaro @mikecordaro6
119 Followers 201 Following Financial Planner | Earn After Reading Newsletter: Subscribe- https://t.co/1AukG8DDfS | @allianceRIA podcast | Comically late to Twitter
Dominic Jenkins @dominic33888
7 Followers 189 Following Advisors come to us when they want to partner with CPAs.
Eileen Lannon @eileenlannon
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Gerry P. Knotek @gpknotek
61 Followers 225 Following
Sam Bojarski @sambojarski
653 Followers 1K Following Musician, runner, outdoors-lover. Reporter for @citywire. Past: @HaitianTimes_/@report4america, @triblive +more. Displaced #Pittsburgh yinzer. Views are my own.
DanielaS @Danielaszt
1K Followers 3K Following Marketing executive focused on exits | Building product-led brands that scale businesses for an effective exit strategy. #b2b #startups #tech #NYC #Israel
Will @WillFulton
250 Followers 2K Following
David Bowman @DavidCBowmanCFP
21 Followers 49 Following
Patrick B Parker @patbparker
269 Followers 136 Following Chief of Product @ Fynancial | The First Social Financial Platform (SFP) for High-Growth RIAs | Forbes Tech Council | #WealthTech | Digital Transformation for R
David Ulm @dulm10
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Eddy Cheekuston @cheekuston
171 Followers 2K Following
Savanna @Vahn_gogh
55 Followers 874 Following Buyside | Travel | Groover | Silly Goose | Mostly Original Thoughts (Retweets & likes ≠ Endorsements.)
Cameron Williams @camj5889
35 Followers 948 Following
ben white @benwhitepaper
630 Followers 5K Following working with utilities to unlock the power of energy data @arcadia, fmr @plaid
Ryan McGrath @DukeNukem52
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Sue Hutchings Hazen @suehazen
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Mark G @MarkBoerneTX
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Julius @AlexWalejewsky
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jjbogey @jjbogey
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Advisor360° @Advisor360
237 Followers 197 Following Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.
Wapking @Wapking95
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Tarri @Tarri147836
23 Followers 2K Following
Insights_JohnA @Insights_JohnA
58 Followers 175 Following Advisor Growth & Engagement | Experienced Sales, Management & Consulting Leader | Practice Mgmt. Strategist | Public Speaker | Whitepaper Author | Board Member
Anezdoank1 @Anezdoank841
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LindsayTis_Informa @LindsayTis_IIR
122 Followers 357 Following Brand Strategy Director, KNect365 an Informa Business. Provider of Trade Conferences and Exhibitions, B2B Marketing and Engagement
Eudora @Eudora345342191
21 Followers 2K Following
Justin Long @JustinLongCFP
494 Followers 946 Following Husband, Father, Fiduciary. Founder at Diazo Wealth.
COFADude @CofaDude
52 Followers 52 Following
Shruti @batrashruti62
38 Followers 391 Following Fintech VC @QEDInvestors | Previously, finance @ @RobinhoodApp | @Wharton MBA | PE | IB | Engineer
Chris Corneilson @ChrisCorneilson
124 Followers 340 Following Enjoys cheerful cynicism and dark jokes. It’s NEVER too soon. Financial Advisor, outdoor enthusiast, and freedom loving libertarian.
Dustin T @dthack1
61 Followers 464 Following
David @liuda983
11 Followers 57 Following
Linda Dawson @LindaDawso65944
87 Followers 4K Following
Jason @cm3670
31 Followers 1K Following
Eric LaNier @elanier15
468 Followers 2K Following Christian Financial Planner. Founder of @higherimpactfin. Tax Associate. Tweets about 💵, Taxes, Ministry & Entrepreneurship. Posts are not advice.
Pioneer Realty Capita.. @PioRtyCap
2K Followers 3K Following Commercial Mortgages + Development + Investments. Call 682-518-9416. You'll be glad you did.
Alexander Langan @LanganESQ
59 Followers 314 Following Institutional Investment Consultant, Attorney, Emerging Philanthropist.
Amatuer @Blackoutjoe2
302 Followers 1K Following Thoughts and opinions are my own. They do not reflect my thoughts and opinions. Twitter is the AOL chat room of the 90s, no one is who they say they are.
Rebecca @rvignali1
7 Followers 588 Following
Jason Payne @jfpcfp06
63 Followers 120 Following
JohnnyHall.eth @JohnnyHallxyz
28 Followers 81 Following
Dean Thomas Parisian @DeanParisian
444 Followers 3K Following CEO, Parisian Family Office. Interests in consulting, real estate, investing. Conservative. White Earth Chippewa, Have been, will always be, an optimist.
Sky Boss @cuongbosssky
245 Followers 3K Following Muốn ngồi vị trí mà không ai ngồi được thì phải chịu được những cảm giác mà không ai chịu được.!.!.
Denise Reneau @PrincessOfRoots
3K Followers 6K Following Mom,Wife,Human. ❤️ all animals. 🐕and 🐈 Momma❤️.History 🤓 geek.Genealogy addict.Shawnee descendant. #BidensBase 🩵💙🪶🐢🇺🇲🇺🇦🏳️⚧️🏳️🌈🇮🇱💙🩵
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
Michael Thrasher @Mike_Thrasher
3K Followers 5K Following Senior reporter @iimag. I write the Officium newsletter (sign up below!) Signal: 330.962.6441. Send tips & quips: [email protected]
Craig Enderlin @CraigEnderlin
153 Followers 628 Following Multiple solutions for financial planners. Also, co-owner of https://t.co/gw8J1KA7Pt.
🛫 April Rudin 🌏 @TheRudinGroup
24K Followers 21K Following Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit
TrimTabs Asset Manage.. @trimtabsadvisor
468 Followers 1K Following @FCFAdvisors is the new name for TrimTabs Asset Management
FTI Consulting Strate.. @FTI_SC
8K Followers 4K Following The Strategic Communications segment at @FTIConsulting harnesses the power of communications to solve critical business problems.
FTI Consulting @FTIConsulting
14K Followers 724 Following Leading expert-based business advisory firm dedicated to helping organizations manage change, mitigate risk and resolve disputes. #TeamFTI #ExpertsWithImpact
Jordan Maglich @PonziTracker
3K Followers 2K Following Senior Assistant General Counsel (Litigation) at Raymond James. Immediate Past President - Tampa Bay Chapter of FBA. Founder and editor of Ponzitracker.
Michelle Celarier @mcelarier
9K Followers 2K Following Journalist following the money. Writer at large @iimag. Contributor @NYMag, @nytimes & @theinformation. DM 4 signal or [email protected]
Mari Adam @mari_adam
393 Followers 462 Following Personal finance expert, female wealth entrepreneur, award-winning 30-yr+ CFP®. Helping people especially women make sense of their finances.
DeVoe & Company @DeVoeCo
1K Followers 450 Following DeVoe & Company provides consulting, M&A and valuation services to wealth managers.
Milliman Financial Ri.. @MillimanFRM
581 Followers 50 Following Transforming the retirement savings industry.
Sanctuary Wealth @sanctuarywp
421 Followers 544 Following Sanctuary is the advanced platform for the next generation of elite independent advisors. Please see https://t.co/hl7PCmliwH for important related disclaimers.
AP Wealth Management @apwealth
220 Followers 593 Following Collaborative Financial Stewardship with Your Life at the Center. Offices in Augusta, GA and Columbia, SC. Serving clients nationwide. Discl: https://t.co/awqxxCiKKw
Jess Emery Troise @jesskemery
676 Followers 2K Following Philly native. PR & communications by day. Black Lives Matter. Views are my own.
Mike Molitoris @FlagshipWMG
881 Followers 370 Following Securities offered through LPL Financial, Member SIPC https://t.co/4nA1ts0nWD
Victor Gaxiola @VictorGaxiola
10K Followers 6K Following Proud Dad, UCLA Alum, Baseball Fan and Co-Founder of @TechGirlFinancl Securities offered through Cambridge Investment Research Inc., member FINRA/SIPC.
Taxable Wealth @taxablewealth
581 Followers 5K Following Because Taxes Matter For advisory services, please visit https://t.co/o0WLetJZxz. For disclosure information, visit https://t.co/aq8BNSQqPl
Tripp Yates @trippyates
513 Followers 2K Following Founder, Eaglestrong Financial | CERTIFIED FINANCIAL PLANNER™ professional specializing in Dentists and Business Owners | Fee-Only Fiduciary | Isaiah 40:31
Cheryl Nash @cherylnash2
3K Followers 2K Following Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
Dan Weston @mcfplanning
659 Followers 904 Following Business owner and Financial Planner at @mathewscomfort
Jim DiPisa @jimdipisa
263 Followers 3K Following interested in RIAs, investing, startups and vc | RIA biz dev | former svp of investments @dynastyfp | former equities @goldmansachs
ThisIsFineYall @ThisIsFineYall
1K Followers 2K Following This is not investment advice. Formerly known as Spac/ws until that fun ended.
Veneziano & Partners @V_partners
584 Followers 928 Following International consulting boutique specialised in the European regulation of cross-border fund distribution under #UCITS & #AIFMD.
Caitlyn Foster @CaitlynMFoster
1K Followers 5K Following Financial Services PR @GregoryFCA | [email protected] | #Finserv #RIAs #ETFs #investing #ESG #Philly
Bill Stone @ewstone
1K Followers 2K Following Chief Investment Officer of The Glenview Trust Company | @Forbes Contributor |"Man muss immer umkehren" - Carl Gustav Jacob Jacobi
Steven L. Kane, CFP®.. @FiduciaryAdvice
514 Followers 1K Following CFP®, CPA/PFS-Dimensional Fund Adviser-Fee-Only CPA Financial Planner, Investment and Income Tax Adviser. Tweets, links/retweets are not advice or endorsements
Matt Cosgriff, CFP®,.. @matthewcosgriff
859 Followers 324 Following
CAPTRUST @CAPTRUSTfa
1K Followers 486 Following We help our clients achieve desired outcomes through clear, independent, and comprehensive advice. #OneUP Likes and Retweets do not constitute endorsements.
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
Patrick Ortman @patortman
410 Followers 1K Following Life juggler, dad of boys, Navy spouse, DC native, sometimes finance nerd. Tweets are not advice.
Kate Magaram @KateMagaram
740 Followers 5K Following Strategist and recovering lawyer re-imagining how financial services are delivered. All opinions are my own.
Alan Smith @AlanJLSmith
13K Followers 3K Following Founder @capital_tweets. Wealth Management for Entrepreneurs. | Storyteller | Truth Seeker | Podcast 🎧 👉 https://t.co/37Nc455ubz 🏴☠️
AdvisorBid @AdvisorBid
8K Followers 2K Following AdvisorBid is the Wealth Management Network & ADV is the Wealth Management Cryptocurrency on the #XRPL Trade $ADV / $XRP at https://t.co/WN9j8DUFDm
Jason Cooke, CFP® @JasonCookeCFP
354 Followers 381 Following CERTIFIED FINANCIAL PLANNER™ , Dad, Coach, Mathlete trying to make the world a better place.
The BluePrint Insuran.. @InsuranceRIA
166 Followers 559 Following An Insurance Partner for RIAs and Comprehensive Financial Advisors #TheBluePrintInsuranceServices
Michael Robinson @RobinsonInsure
550 Followers 1K Following Helping RIAs & Comprehensive Financial Advisors understand the world of Insurance. Synchronize powered by Lockton Affinity
Integrated Partners @Integrated4FAs
927 Followers 553 Following Advisors - you have your clients' backs. Who has yours? Join us. Let's talk! Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/17C89ynmA1 & https://t.co/ByaEosqmwH
Evan Rapoport @evanrapp
858 Followers 835 Following Venture Partner @socialleverage Founder and board member, @smartxadvisory
Sean Mullen @SeanMulln
644 Followers 593 Following Director, Head of Strategic Partnerships-Hightower
Andrew J. Tapparo, MS.. @TapparoCapital
337 Followers 689 Following Retirement income planner who specializes in helping people answer the question, "Do I have enough to retire with confidence?" It is my passion.
Eric Rife, CFP®, CPW.. @imericrife
1K Followers 358 Following Financial Planner to the C-Suite @masoninvests. Helping Millennials understand their equity compensation. Tweets are not advice.
Michael T. Johnson @mtjohnson14
350 Followers 957 Following J.D., CFP® Wealth Advisor and Founder, Flagstone Financial Management, a registered investment adviser.
Amy Resnick @AmyResnick
10K Followers 11K Following Financial journalist. Fixed income/public policy nerd. Supporter of women in journalism, finance, life. Opinions are my own. RTs not endorsements.
Ryan W. Neal @ryanWneal
4K Followers 861 Following Journalist formerly with @investmentnews, @finplan, @wealth_mgmt @newsweek and others. @columbiajourn alum. Open to freelance.
Lori Silverthorne @Lasrunner
526 Followers 2K Following Being an engaged parent is my #1 passion. Helping RIAs grow organically is a really close second.
Ficomm Partners @FiCommPartners
2K Followers 1K Following Ficomm is a growth marketing consultancy for results-focused RIAs, wealth management platforms, asset managers, custodians, broker/dealers and wealthtechs.@RIAIntel @InstInvest @euromoney @michaelthrasher @gregorianchance Great to be here! Amazing agenda and content!
@cerulli_assoc presenting data points on continued success of independent models "More ways to be independent than ever!" #wealthmanagement
Kickoff to my day at #RIAInstitute @InstInvest @RIAIntel @euromoney
@RIAIntel @gregorianchance @iimag @InstInvest @Mike_Thrasher Great event and thanks for the invite!
@RIAIntel @gregorianchance @Mike_Thrasher @iimag Gorgeous, congratulations!
#FiCommRepresent at the @RIAIntel launch party: Congratulations to the team — we look forward to working with you all and driving the future of the RIA industry! @InstInvest @iimag @Mike_Thrasher @gregorianchance
Jump starting the morning talking about creating a sustainable firm at the #RIA West Investment Forum with @BeaconPointeRIA Director of Integration, Karisa Diephouse, and fellow industry colleagues! @iimag @RIAIntel
It’s August and you know what that means!!! 🌴⛱🍹📕📗📘📙! Cc: @RIAIntel #advisors
What Asset Managers Have on Their Summer Reading Lists spr.ly/6010ELUck
A really fun story by @Mike_Thrasher at @RIAIntel on my upcoming snail mail experiment. Looking forward to sharing the results next month. All hail, snail mail! riaintel.com/article/b1gk2l…
🎉🎉🎉 Also! #advisors, you can help us celebrate (and help yourself) by following @iimag’s @RIAIntel! 👇🏻
Let's give @Mike_Thrasher, the newest addition to RIA Intel, a warm welcome! It's great to have you aboard!
Some personal news! Today is my last day at WealthManagement.com. On Monday, I'm joining @iimag's new @RIAIntel. I can't wait to get started but more on that next week. In the meantime, a couple words about WM and some favorite stories...
“You don’t want to buy protection from inflation when rates are at four percent,” says Ken Baumgartner of Wellington Management during a discussion on real assets at RIA Institute’s 9th annual RIA East Investment forum in Boston. @RIAIntel @DWS_Group @johnhancockusa @vaneck_us
Interesting. Another new media publication launching for the RIA community - best wishes @RIAIntel @gregorianchance! "Welcome to RIA Intel" kitc.es/2Z6BiAQ
"Ritholtz, Brown, and their team offer useful advice for free. Readers reciprocate by reading, following, engaging, and, most generously, becoming clients." From a profile by @gregorianchance in the inaugural edition of @RIAIntel. For more click through: buff.ly/2Z2SCH1
.@iimag has just launched a new publication on investment advisors. first up: a profile of #fintwit’s @Ritholtz & @reformedbroker by @RIAIntel editor @gregorianchance riaintel.com/article/b1fn73…
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