To honor the work of Dr. Martin Luther King Jr. today, we encourage you to make a Transformational Deposit at @HopeCreditUnion. Visit their site to see why. Thank you @AndreaBLongton for the idea. #MLKDay #MLK
This is bigger than huge for #FinancialServices marketing. It's truly transformational. But there are rules. #wealthmanagement #advisor #financialadvisor #RIA #HappyHolidaysFromTheSEC
The #RIA business was always the focus of GS's acquisition of Folio, but surprised they didn't roll retail into their other offerings. #wealthmanagement #roboadvisor
Even in 2020, there are things to be thankful for. We're reprising our post from 2017 to help remind ourselves. Consider printing it out for yourself. #HappyThanksgiving2020
#Investor education programs can only be successful if the audience really wants to learn and be engaged. Topic Relevancy, Participation Encouragement/Tracking and Content Snackability are the keys. #FinancialLiteracy #wealthmanagement
This is huge for #ESG investing and is a foundation for retail investor growth. Combined with likely reversion back to using ESG in retirement plans in 2020, this could be a breakout time for well-positioned firms in #assetmanagement and #wealthmanagement