Finding winning #investmentstrategies in a losing market is proving difficult for many #financialadvisors and #wealthmanagers. But these 40 investment models from 9 #assetmanagers defied the storm and actually made money for their clients. 👉 markets.businessinsider.com/news/stocks/fi…

The Truth About Direct Indexing: Cutting Through the Hype About One of the Industry’s Hottest Breakthroughs | The WealthAdvisor thewealthadvisor.com/sponsored-arti… #directindexing

The 2022 TAMP Growth Summit Is Coming: Stop Struggling To Survive And Start Thinking About Thriving | The WealthAdvisor thewealthadvisor.com/article/2022-t…

Why Morningstar Fell in Love with SMArtX’s Ultra Model Tech Solution to Power its TAMP and Wealth Platform | The WealthAdvisor thewealthadvisor.com/article/why-mo…

Advisors Warned About Margin Compression; TAMP Growth Summit Panelist Jeffrey Levine Says “Advisors Are Doing More for The Same Money” | The WealthAdvisor thewealthadvisor.com/article/adviso…

These are obvious account deletions with no tweets & no log in for years

Looks like Elon’s pitching for a new round of private equity from the team to help keep Twitter above water

Coming this January, Americas Best TAMPs 2023 GeoWealth made the cut, learn more at TAMPS.COM

How many investors have lost their life savings after reading your books then invested in Bitcoin?

Best TAMPs Grew 67% on Average in 2022 While Markets Erased $6T in Investor Wealth, TAMPS.com prnewswire.com/news-releases/… AssetMark SMArtX Advisory Solutions Orion Advisor Solutions Orion WealthTech Adhesion Wealth @ENVintel GeoWealth Is The Advisor's TAMP Morningstar, Inc. Matson Money

Yes, Elon Musk created a special system for showing you all his tweets first, by Casey Newton open.substack.com/pub/platformer…

thewealthadvisor.com/article/whos-c…

America’s First Direct Indexing Buyer’s Guide Launches Mid-July: A Game Changer for Financial Advisors and BDs | The WealthAdvisor thewealthadvisor.com/article/americ… 📣 Exciting news! The Wealth Advisor is launching America's first Direct Indexing Buyer's Guide in mid-July. This

The Wealth Advisor Solves Wealth Manager Education Gap With New Direct Indexing Guide prn.to/3IQcoPo We're excited to announce that The Wealth Advisor is launching the first-ever Direct Indexing Buyer’s Guide in mid-July. Our aim? To bridge the knowledge gap in the

Pershing Announces DIrect Indexing Debut at INSITE’23 | The WealthAdvisor thewealthadvisor.com/article/pershi… 📣 Wealth Advisor reported today that BNY Mellon Pershing is launching the BNY Mellon Precision Direct Indexing service! This innovative tool will transform financial advisory

Schwab and Pershing Boost Direct Indexing Capabilities While 70% of Advisors Have Little Knowledge How Indexing Works or Benefits Client Portfolios | The WealthAdvisor thewealthadvisor.com/article/schwab… "Major players Schwab and Pershing up their game in direct indexing, yet 70% of

TAKE OUR SNAP POLL: WHY WILL WEALTH ADVISORS USE DIRECT INDEXING? thewealthadvisor.com/article/year-d…

FusionIQ and The Wealth Advisor Join Forces Offering Advisors 1-Click Trading for ETFs and Model Portfolios | The WealthAdvisor thewealthadvisor.com/article/fusion…

TAKE OUR CONFIDENTIAL POLL: WHEN THE GRAYSCALE BITCOIN ETF BEGINS TRADING, HOW MUCH WILL YOU BUY FOR YOUR CLIENTS? thewealthadvisor.com/article/secs-d…

ASSETMARK'S MICHAEL KIM: THE MISSION CONTINUES rss.com/podcasts/wealt… via RSS.com