Financial Planning
@finplan
News, analysis, insights and data for financial advisors
ID: 21792210
http://www.financial-planning.com 24-02-2009 20:19:23
71,71K Tweet
79,79K Followers
1,1K Following
Wells Fargo
@wellsfargo
Follow along for all the latest company news and updates. For customer service queries, please follow @Ask_WellsFargo.
Bill Winterberg, CFP®️
@billwinterberg
You can find me over on LinkedIn and also on the 🦋 site
Carl Richards
@behaviorgap
Pay attention to money and your relationship with it will change.
MichaelKitces
@michaelkitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Marie Swift
@marieswift
Marie Swift is a PR and Marketing professional serving the financial services industry: More at MarieSwift.com and ImpactCommunications.org
Jude Boudreaux CFP®
@hjudeboudreaux
Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
SIIA
@siia
From small specialized publishers to global financial networks, we represent companies that make the world work. @SIIAPolicy #SIIAMedia #FISD
Brian McLaughlin
@redtailtech
Board Member and Former President of @OrionWealthTech, Former CEO at @RedtailCRM
Envestnet | Tamarac
@envtamarac
A leading provider of integrated, web-based portfolio management platform for independent advisors and wealth managers. Disclosure: bit.ly/ENVdisclosure
Accounting Today
@accountingtoday
Accounting Today, an Arizent brand, is the independent news and information resource for tax and accounting professionals.
John Wernz
@johnwernz
Marketer, Advisor, Investor, Volunteer; Fintech boards @lifeyield @pocketnest, @BankWithChoice Non-profit boards pinkyswear.org, @ThankMnTroops
Carolyn McClanahan
@carolynmcc
Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @Investopedia @Forbes
American Banker
@amerbanker
In-depth analysis, perspective and commentary on key issues affecting the banking industry. (American Banker is an Arizent Brand)
ThinkAdvisor
@thinkadvisor
The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
UBS
@ubs
Follow us for news about UBS, our events and opinions from around the world.
Daniel P Wiener
@dpwieneradviser
Chairman at @adviser_invest. Advocate for individual investors and independent expert on Vanguard mutual funds.
Dr. Brad Klontz
@drbradklontz
Financial Psychologist | 150M+ Video Views | Professor | CFP® | National Bestselling Author of 👇 START THINKING RICH
InvestmentNews
@investmentnews
InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
eMoney Advisor
@emoneyadvisor
eMoney is the leading provider of technology solutions and services that help people talk about money.
Edward Jones
@edwardjones
Offering investment services to long-term, individual investors. Follow us for the latest market news and analysis. Media requests: [email protected].
Christine Benz
@christine_benz
Director of personal finance and retirement planning for Morningstar. Author of the bestselling book "How to Retire." linktr.ee/christine_benz
WealthManagement.com
@wealth_mgmt
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Employee Benefit News
@ebnbenefitnews
Employee Benefit News, an @arizent_co brand, is the information resource for employee benefit pros.
Daniel Crosby
@danielcrosby
Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
compound
@compound
Compound manages $3B+ for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor and a beautiful digital experience.
Dani Fava
@danielle_fava
Executive Bohemian
Ameriprise Financial
@ameriprise
At Ameriprise Financial, we have helped our clients feel confident about their financial futures for more than 125 years.
Melanie Waddell
@think_melaniew
Senior Editor and Washington Bureau Chief | The Playing Field column | Wife| Boys' Mom | [email protected]
Advisor360°
@advisor360
Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.
🛫 April Rudin 🌏
@therudingroup
Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit
Nitrogen
@nitrogenwealth
The growth platform for wealth management firms. Makers of Riskalyze. Helping financial advisors empower the world to invest fearlessly since 2011.
TradePMR
@tradepmr
Built by an RIA for RIAs, TradePMR works with growth-minded independent RIAs, providing custodial services and innovative technology tools. Member FINRA/SIPC
Jeff Levine, CPA/PFS, CFP®
@cpaplanner
Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, Kitces.com | Dad x3 + husband | Opinions are my own
Wealth Enhancement
@wealthenhance
Wealth is in the details. Securities offered through LPL Financial, Member FINRA/SIPC. sipc.org
〽️Melissa Joy, CFP®
@melissajoycfp
Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Jason Wenk
@jasonwenk
Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Justin L. Mack
@justinlmack
Reporter for Axios Indianapolis. Formerly @finplan, @indystar @jconline @usatoday network ~ FGC jobber and pro wrestling lover ~ CLE native, Boilermaker4Life
Investments & Wealth Institute
@iw_inst
We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications! #ExceptionalAdvisor
Angie Herbers
@angieherbers
Managing Partner @herbersco | Named Top Women Consulting Executive in 2023 | Share latest research, inspiration, and spread joy.
Mark Schoeff Jr.
@markschoeff
I am the financial services reporter at CQ Roll Call in Washington. Grew up in Ft. Wayne, Ind. Proud to be a Hoosier by birth and a Boilermaker by choice.
Sallie Krawcheck
@salliekrawcheck
CEO and co-founder @Ellevest. Past head of Merrill Lynch & Smith Barney, CFO of Citi, research analyst. Rabid UNC basketball fan. Author of Own It. Mom.
SmartAsset
@smartasset
Empowering people to make smart financial decisions with free, automated and personalized tools. We help you get smart with your assets.
Diana Britton
@diana_britton
Managing Editor, WealthManagement.com Host of The Healthy Advisor, a podcast about advisors' personal wellbeing and healing
Ian McKenna
@ianmckennaftrc
Winner UK #LifeInsurance Leader of the year 2022 #FinTech #Futurist, #WealthTech analyst influencer. Ex Spurs Fan, rock music & musical lover esp Rent
Financial Therapy
@fintherapyassoc
To share a vision of financial therapy-i.e. the integration of cognitive, emotional, behavioral, relational, and economic aspects that promote financial health.
Lynnley Browning
@browninglynnley
Versatile business editor and content strategist. Priors: @business @nytimes @Reuters in Moscow.
Hannah Moore, CFP®
@thehannahjmoore
🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about money
Financial Advisor IQ
@finad_iq
Financial Advisor IQ is a free online daily news service written for Financial Advisors helping them to build their practices.
Katie Rass
@think_katierass
Executive managing editor @ThinkAdvisor. Ex-@nytimes, ex-@DowJones, Xennial. Mom of twins+1. Silence is golden but shouting is fun.
Ficomm Partners
@ficommpartners
We’re the embedded growth partner for results-focused #RIAs, #wealthmanagement platforms, #assetmanagers, and #wealthtechs. linktr.ee/ficommpartners
Lazetta Rainey Braxton, MBA, CFP® (she/her/hers)
@lazettabraxton
Financial Expert, Social Entrepreneur, Business Strategist, and Board Leader aligning mission, mind and money.
XYPN
@xypnofficial
XYPN supports #advisors who want to start, run, and grow their own #RIA and serve #GenX and #GenY clients. Founded by @R_Alan_Moore and @MichaelKitces
Betterment Advisor Solutions
@better4advisors
Betterment Advisor Solutions is a leading, all-in-one custodial platform for independent RIAs.
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.
Jonathan Clements
@clementsmoney
Editor of HumbleDollar, contributor to "My Money Journey" and author of "How to Think About Money."
Matt Sonnen
@mattsonnen_pfi
Chief Operating Officer - Coldstream Wealth Management Creator - The COO Society Host - The COO Roundtable Podcast
The Oasis Group
@theoasisgrp
Generating revenue for a better tomorrow by providing revenue consulting and coaching for wealth management and technology firms and individuals.
Dani Fava
@danifava_carson
Seeking Financial Wellness for Everyone. And 90's rap battles from anyone. goo.gl/cfUato
Victoria Zhuang
@vazhuang
Business journalist. Words in @ThinkAdvisor, @FinPlan, @AmerBanker, @BostonGlobe. M.S. @columbiajourn '22, @aaja, @djnf, @SABEW she/her. RT’s not endorsement.
Luis F. Rosa, CFP®EA
@luis_f_rosa
Helping First Gen wealth creators build a better financial future | @omwtw_podcast | co-founder @blxinternship | FinEd/FinTech Brand Partner | Public Speaker
T3 Technology Tools
@t3techhub
The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
F2Strategy
@f2_strategy
Experienced partner to transform your wealth management technology.