If you ever get a chance to visit Arlington National Cemetery or any of the war cemeteries in Europe, we highly recommend it. Very moving experience seeing the scope of the sacrifice. Thank you soldiers.
Happy Memorial Day
This is one of the best #finance quotes ever:
"Forecasts are just guesses suited for cocktail parties"
https://t.co/0iTopGxAsS
He's a keeper BOK Financial #assetmanagement #activevspassive
The quote to note: "As wholesale becomes less and less important and as more investment products become commoditized, distribution is king.” #wealthmanagement #assetmanagement #fintech #everyoneiseverything
We haven't found much worth posting much during the COVID-19 pandemic. But this small act will have big ramifications on clarity for investors for years. #wealthmanagement #advisor #RIA
When communicating with any type of #financial client, whether #investor, plan participant or policy holder, know their financial literacy. It's likely lower than you think, even for #HNW. #compliance needs to acknowledge it too.
As #financial #marketers, we track all sorts of client contact points. We want to say kudos to United Income from Capital One for the msg they sent to clients about coronavirus. It's the hand-holding that #investors need and may not be getting from their #roboadvisors. #fintech
First Schwab and TD Ameritrade and now Merrill and E*Trade. Everyone knew 2020 was going to be a year of #M&A but these are game changing. #fiserv #wealthmanagement #morethanHNW
