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ETFintwit Roundup: March 18

Lots of exciting new starts and projects announced on #ETFintwit this week. Peter Schiff Gets Ratioed Lots of important market-moving and industry news happened this week, but one of the biggest stories on Twitter centered around Peter Schiff’s … interesting … stance on Ukrainian President Volodymyr Zelensky. Zelensky addressed the U.S. Congress to ask forRead More

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Future Proof Festival speakers aim to bring new ideas to the financial services industry

The Future Proof Festival has announced eight new featured speakers who buck the status quo.

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The latest in financial #AdviserTech — February 2022

The February edition kicks off with the big news that robo-adviser Wealthfront has been sold for $1.4 billion to UBS.

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Emlen Miles-Mattingly Wants to Change the Complexion of Wealth

Emlen Miles-Mattingly got into financial planning by “complete accident.”

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5 questions on RIA compliance issues for expert Scott Gill

The Synergy RIA Compliance Solutions founder shares how advisory practices can handle the most important regulatory tasks when going independent.

Kellie maloneScott gillScottp gillTobias salingerJp morgan private bankCompliance solutionsXy planning networkJp morganOnyx advisor networkWells fargoFinancial planning podcastAdvisor networkWells fargo advisorsPrivate bankE trade financialCarolinas investment consulting

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