Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile
Joshua Weiss, CFA

@joshweisswealth

Financial Engineer at d1g1t, @UofT Masters of Mathematical Finance Graduate, CFA Charterholder, building a better world for investing

ID: 849966803661074432

linkhttp://www.d1g1t.com calendar_today06-04-2017 12:47:32

170 Tweet

843 Followers

1,1K Following

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

#SmartFolio gives you the convenience of affordable #digitalinvesting with the support of expert portfolio managers. Sign up now and get cash back on every dollar you invest. Contact me to learn more. #InvestSmart #RoboAdvisors #Promo1000

#SmartFolio gives you the convenience of affordable #digitalinvesting with the support of expert portfolio managers. Sign up now and get cash back on every dollar you invest. Contact me to learn more. #InvestSmart #RoboAdvisors #Promo1000
Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

Why Smartfolio is the best Robo-Advisor in Canada: -Receive a free financial plan -Receive 0.5% cash back on the money you invest up to $1000 -Access to insurance, estate, and tax specialists -Access to an advisory team with any questions/concerns Contact me to learn more.

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

Financial jargon is preventing consumers from realizing the opportunities of low-cost digital wealth services #InvestSmart bit.ly/2N72VVk

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

“The combination of digital and human advice, packaged appropriately together, can improve outcomes for both financial advisors and their clients.” bit.ly/2tYNupF

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

Robo Advisors vs. Financial Advisors – Which One Should You Use....? Why not use both? Contact me to learn more. bit.ly/2zo2OlA

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

We're seeing a rising trend of investors using the core-satellite investment approach. One option is to use a robo advisor like BMO Smartfolio to invest in core assets. This is a great way to invest and get advice at a low cost. Contact me to learn more. bit.ly/2uvzKCQ

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

A trade war might be bad for the economy, but not bad enough to stop short-term hikes in U.S. and Canadian borrowing costs. bit.ly/2LbDSCq

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

Robo Advisors are already evolving - From active management to niche assets, Robo Advisors are tapping into every corner of the investment market #wealthmanagement #fintech bit.ly/2zMaiim

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

Robo-advisors are facing hurdles to growth. Customer acquisition costs are high, competition is fierce, and fees are low. This is leading to more robos pivoting to the advisor market. #wealthmanagement #investing bit.ly/2v0SoTr

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

Toronto’s tech scene is so hot the city created more jobs than the San Francisco Bay area, Seattle and Washington, D.C., combined last year, while leapfrogging New York in a ranking of “talent markets.” bloom.bg/2v5YrpN

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

#Roboadvisors don’t cause fee compression; when used correctly by advisors, they are the solution. #wealthmanagement #fintech bit.ly/2vlHFDj

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

The price of a can of Coca-Cola? Likely going up. A package of Pampers? That too. These items and more may cost more in the coming months as people start feeling the effects of higher fuel prices and raw-material costs as well as a range of tariffs. bit.ly/2v8ftnV

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

"The current financial advisor engagement model is unsustainable. Without digital enablement, advisors can’t scale their work to serve a larger customer base. There are only so many hours in the day and so many calls that can be made." pwc.com/us/en/financia…

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

Not only does adopting digital tools lead to happier clients, it also results in greater profitability and success for advisors. #fintech #finance #wealthmanagement investmentexecutive.com/inside-track_/…

Som Seif (@somseif) 's Twitter Profile Photo

Proud to support an amazingly important tech for the wealth industry to support investment advisors and allow them to run their portfolios and businesses even better @p3vc newswire.ca/news-releases/…

Joshua Weiss, CFA (@joshweisswealth) 's Twitter Profile Photo

"Advanced platforms will be driven by advanced analytics and risk management to move beyond cookie-cutter investment portfolios. The net result will yield better advice, tailored to individual investors with greater risk protection solutions" money.usnews.com/investing/inve…

d1g1t Inc. (@d1g1twealth) 's Twitter Profile Photo

Insightful research by McKinsey & Company about how firms that have applied advanced #Analytics to specific business problems are delivering value for traditional asset managers by enabling them to make better decisions quickly and consistently. mck.co/2Hzn4ns