We’re heading to Hollywood, Florida May 13 - 16 for #WealthStack (part of Wealth Management EDGE) as kiosk sponsors. Find us at Kiosk #27. On Tuesday, May 14, we’ll be giving a short tech talk and demo of the Addepar platform.

YCharts is thrilled to be attending #WealthManagementEDGE 2024! Visit our kiosk to meet the team and explore our innovative Proposals tool, designed to empower you in creating personalized reports📑 that spark dynamic conversations💥 and fuel AUM growth🚀 #WealthStack #WMEDGE…

Let's dust off some suits, see if they still fit, grab some purple sneaks, and get back to work! 😈 @wealth_mgmt has asked me to chair the #WealthStack content track at EDGE 2024 next week. It's a tireless job, so let the unemployed guy do it. 😆 There is still time to…

@tinacpowell @WyndhamHotels How terrible Tina, thanks for sharing. Hope you found somewhere better without too much trouble. Will you be at #WealthStack the week after next?

#WealthStack Roundup Also, @BlackRock invests in Willow, @Betterment expands its partnership with XYPN and @FusionIQOne introduces FIQ Freedom. spr.ly/6012jraRE

What's In My #WealthStack Timothy Admire, president and CEO of @WcWealth, discusses maximizing the capabilities of the technology his $1.7 billion #AUM firm is already paying for. Read more >> spr.ly/6018jrYho

We've been meaning to get this one on the books for a while, and it's finally happening! I am so excited that @chris_simone of @caribou_wealth will be joining me on the #WealthStack podcast on 4/29 to discuss the intersection of healthcare and finance. Be sure to submit your Qs!

Check out the latest #WealthStack podcast with Gene Farrell of @getvanilla! We take a deep dive into why #estateplanning is the next frontier of wealth management. tinyurl.com/34d8kvbj

The #WealthStack Podcast In this episode, @ShannonRosic, director of WealthStack content and solutions, speaks with Gene Farrell, CEO of Vanilla, about the emerging trends in #estateplanning and why it’s becoming a critical part of wealth management. spr.ly/6015bLEA3

I just got featured in my first @wealth_mgmt piece about the #WealthStack we use @ProsperoWealth! Hint: It's a healthy dose of @advyzon. Thanks for the interview @robaburg! In tech? Want to become an advisor? Hit me up. wealthmanagement.com/technology/pro…

#WealthStack Roundup Jeannette Kuda has been named chief operating officer of @TIFINfintech’s artificial intelligence platform, @TIFIN_AG. spr.ly/6012bIFHs

What's In My #WealthStack @ProsperoWealth: Maximizing the Use of an All-In-One Platform Advisor Eric Franklin discusses how the $39 million #AUM firm gets the most out of @advyzon while keeping an eye on its competitors. Read more >> spr.ly/6010bIa7m

Excited to welcome Nicholas Palahnuk of PhilanthPro to the #WealthStack podcast & explore how this innovative software allows clients to engage w/ their FAs to create goals-based plans for charitable accounts. Submit your Qs soon as we're recording Friday, 4/19!

The WealthStack Podcast 🎙️ In this episode, @ShannonRosic, director of #WealthStack content and solutions, speaks with @Interaxis8, co-founder of Interaxis, about how #advisors can prepare themselves and their clients for a #crypto-inclusive future. >>> spr.ly/6011wQcUN

Let's meet up at @Wealth__Edge 2024! Send @johnellert or @SidLSnyder a DM, email, or text to schedule a time to connect. #InsideETFs #WealthStack #WMEdge #RIAEdge

What's In My #WealthStack Shane Cummings, an #advisor and director of #technology and #cybersecurity, has helped keep the $3 billion #AUM firm efficient, flexible and focused on security. Read here >> spr.ly/6014wJOXi

Our CEO @MarwaZakharia is attending Wealth Management EDGE 2024, featuring Inside ETFs+, WealthStack & RIA Edge, May 13-16 at The Diplomat Beach Resort, Hollywood, FL! Register & use code EDGE2024ATD to save 10%: app.ingo.me/q/wmaph #WMEDGE #InsideETFs+ #WealthStack #RIAEdge

@SaraKBakerJD brought the energy to this episode of the #WealthStack podcast! We discuss the tactics high-growth firms use to differentiate in a 'sea of sameness.' This is one you won't want to miss! Tune in➡️ tinyurl.com/9zmebezc

#WealthStack Roundup Plus multiple enhancements at @IBKR; FP Alpha and PreciseFP partner, and EagleBrook, @FTI_US expand their relationship. By @ddjanowski for @wealth_mgmt spr.ly/6019ZYJnh