Schwab4RIAs
@Schwab4RIAs
The Charles Schwab handle that provides news, insights, and updates relevant to independent investment advisors. https://t.co/0Ld2jUxmmV
ID:171687263
27-07-2010 23:02:51
6,6K Tweets
13,4K Followers
716 Following
Liz Ann Sonders
@LizAnnSonders
Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9ucMichaelKitces
@MichaelKitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blogPeter Mallouk
@PeterMallouk
I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling AuthorBen Carlson
@awealthofcs
Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLvBarry Ritholtz
@Ritholtz
Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive DissonanceMorgan Housel
@morganhousel
@collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel GroupJoe Weisenthal
@TheStalwart
One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.Carl Richards
@behaviorgap
Pay attention to money and your relationship with it will change.Jason Zweig
@jasonzweigwsj
Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*Jeffrey Gundlach
@TruthGundlach
Bills fan. Art fan. Truth fan. DoubleLine Founder.Rick Ferri, CFA
@Rick_Ferri
Author of several index fund, ETF, and asset allocation books; 'Bogleheads on Investing” podcast host; by-the-hour advice; retired Marine fighter pilot.Kathy Jones
@KathyJones
Chief Fixed Income Strategist, Schwab Center for Financial Research, Charles Schwab & Co., Inc. Disclosures: https://t.co/nt41hCywAEJeffrey Kleintop
@JeffreyKleintop
Chief Global Investment Strategist at Charles Schwab & Co., Inc. See Disclosures: https://t.co/wypw4QpsPsBill Winterberg, CFP®️
@BillWinterberg
Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePayTina Powell
@tinacpowell
Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #TagrissoWealthManagement.com
@wealth_mgmt
https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.ThinkAdvisor
@ThinkAdvisor
The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.Charles Schwab Corp
@CharlesSchwab
Champions of investors and those who serve them. Support hours: 7 a.m.–7 p.m. CT or 24/7 at https://t.co/80htb56bW9. (Disclosures: https://t.co/DOAmQuAHLR)Squawk Box
@SquawkCNBC
Start your morning with Joe Kernen, Becky Quick, and Andrew Ross Sorkin - Monday through Friday from 6-9a ET on CNBC.RIABiz
@RIABiz
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.Wealthbox CRM
@Wealthbox
Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC.FINTRX
@FINTRX
Better access the private wealth ecosystem with the premier Family Office & Registered Investment Advisor data intelligence platform.Heather Ettinger
@heatherinsight
Wealth advisor, writer, speaker, mom, hockey player and change agent for women and girls@ENVMoneyGuide
@ENVMoneyGuide
Follow our main Twitter account: @MoneyGuideProPlanteMoran
@PlanteMoran
100 years of experience you can count on. #PlanteMoran #CountOnUs #GPTWMike Betz 🐾🤓
@MikeBetzCFP
Collector of experiences. Lover of dogs. Hard-wired curious. Opinions my own. Retweets ≠ endorsements ✌🏼💚🐾🌮 he/himMichael Thrasher
@Mike_Thrasher
Senior reporter @iimag. I write the Officium newsletter (sign up below!) Signal: 330.962.6441. Send tips & quips: [email protected]Sam Steinberger
@slsteinberger
I write about fintech, business and beveragesMichael Townsend
@MikeTownsendCS
Political analyst, Charles Schwab & Co., Inc. Helping investors understand how policy and politics in Washington affect the markets and your investments.Chelsea Emery
@chelsea_emery
Executive editor at @SIADailyNews. Formerly @Finplan, @BBC_Capital, @Reuters, @Bloomberg. Rabid reader. Always editing.Sean Allocca
@theseanscoop
EIC at @etfcom | Former: @InvestmentNews, @finpan, @CFO editor. Hates mushrooms, loves mushroom ravioli. [email protected]Purus
@puruswm
Purus Wealth Management is a financial services firm dedicated to helping you achieve your financial goals and manage your wealth.Chicago Partners
@CP_Investments
Excellence in Advising - Our unique investment strategy and commitment to client relationships makes YOU the center of our equation for financial successMercer Capital RIA
@RIA_Mercer
Mercer Capital provides the RIA industry with corporate valuation, financial reporting, & transaction advisory services.iCapital
@icapitalnetwork
#fintech platform changing the way #alternativeinvestments are bought & sold with solutions for advisors, their clients & asset managers. 2023 Forbes #Fintech50Matt Reiner
@mattreiner
CFP®, CFA & Partner @yourwealth. Author. Speaker. Podcast Host. Focused on helping advisors integrate tech & financial services.Financial Planning Academy
@FPAcademyCamp
Yonhee Gordon
@YonheeG
Chief Operating Officer, JMG Financial GroupYCharts
@ycharts
Enabling smarter investment decisions & better client communications. Email: [email protected] Free trial: https://t.co/2GGVDn72Fm #YChartsZero Alpha Group
@ZeroAlphaGroup
Advocates of integrated wealth management and evidence-based investing who strive to spread the word about using wealth to achieve higher life goals. Est. 1995Jason Brandt
@Jason__Brandt
SVP @AssetTVUS. Helping asset managers produce + promote video content. MBA @PaceUniversity. Econ @binghamtonuUGA
@universityofga
As the birthplace of public higher education, we #CommitTo our future, to each other and to a better world.UGAFinancialPlanning
@ugafp
The University of Georgia is a worldwide leader in teaching, research, and service in the field of Financial Planning.UGA FACS
@FACSUGA
Scott Horton
@scottnhorton
RIA at J.P. King Advisors • CFP® • Rock & Roll ‘aholic • Bay Area Sports FanRedBlack Software
@teamredblack
#PortfolioRebalancing, #Trading, #OrderManagement and #Compliance solutions for #FinancialAdvisors, #WealthManagers, and #FamilyOfficesMeyer Capital Group
@MeyerCapital1
For additional information and disclosures please visit: https://t.co/aK74mmuA3LTobias Salinger
@TobySalFP
Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. [email protected]Your e Folio
@yourefolio
The only comprehensive advisor-driven estate and legacy planning software designed to create simplicity for advisors, their clients and their beneficiariesStock Market Game
@SIFMAFoundation
We provide financial education programs that strengthen economic opportunity. #StockMarketGame #InvestWrite #InvestItForward #CapitolHillChallengeAndrew Jones
@AndrewRJones13
Investment writer. Retired reporter.Citywire RIA
@CitywireRIA
Breaking news, analysis & insights for RIAs in the U.S. 🇺🇸 | HQ: @CitywireState Street SPDR ETFs
@StateStreetETFs
Follow us for timely market perspectives and ETF investment ideas. Official US account. Disclosure: https://t.co/uCyripgYjAPFI Advisors
@pfiadvisors
Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = ProfitabilityJohnny Sandquist
@johnellert
husband. dad. building #finserv and #fintech brands as ceo of @threecrownsllc.RightCapital - Right Plans for Real People
@RightCapitalHQ
RightCapital makes the #financialplanning process a breeze for #advisors and clients. Let's build plans to help your clients achieve their #financialgoals.AdvisorEngine
@AdvisorEngine
Wealth management technology to power growth: AdvisorEngine is an all-in-one platform helping financial advisors scale and grow their business.Addepar
@Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.Private Client Resources
@PCRinsights
Total wealth aggregation portfolio reporting technology for family offices, private banks, wealth management firms, & more. Leave no asset behind.BestPrep
@BestPrepMN
BestPrep is a nonprofit that prepares Minnesota students to be college-prepared, work-ready, and career-bound.Advyzon
@advyzon
Portfolio management/performance reporting, trading & rebalancing, billing, CRM, client portal, and document storage. All-in-one solution for financial advisorsRIA Channel
@RIAChannel
RIA Channel provides educational investment content and events for the largest financial advisor community in the industry.Steve Garmhausen (he/him)
@steve_sgarm
Wealth management writerCynthia Loh
@CynthiaLoh1
Talk to me about all things #fintechBenjamin Reeves
@bpreeves
Writer, filmmaker and journalist. Creator of @distantreaches. Journalism on business, politics, tech @worthmag @vice @tpm @ChiefExecGrp @lareviewofbooks etc.Megan Gorman
@megan_e_gorman
Sr Contributor @forbes, Managing Partner Chequers Financial Management, @NEFE Board, author @allthepresidentsmoney #CapeMay bornArizent
@arizent_co
We bring together leaders in the business community with ideas to drive their thinking. Connect with industry peers and gain insight and analysis to #leadthewayCustom Content from WSJ
@WSJCustom
Wall Street Journal Custom Content partners with marketers to develop and produce white-label, co-branded and licensed content solutions.