Jaclyn (Klabunde) Stanton, Wade Spencer and Michelle Borkowski attended Future Proof Retreat last month. Here are 3 things they took away from the experience in our latest "two-minute take": https://lnkd.in/dkeck9Hk What would you add? #wealthmanagement #wealthtech #fintech
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Q2 2024 👏 – a quarter of progress and expansion. For a closer look of what we’ve been up to, view our blog link in the comments. H2 here we come! 🚀 #SocialTrading #SocialInvesting #FinTech
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𝗙𝗜𝗡𝗗𝗜𝗡𝗚 𝗦𝗢𝗙𝗧𝗪𝗔𝗥𝗘 𝗧𝗛𝗔𝗧 𝗪𝗢𝗥𝗞𝗦 𝗪𝗜𝗧𝗛 𝗥𝗢𝗕 𝗕𝗘𝗟𝗟 David caught up with chartered financial planner and co-founder of Finova Money Robert Bell to discuss #FinTech and his personal experiences in using tech in his practice. In this clip Rob spoke about a topic that is very much a key theme throughout all of our tech talks, lack of integration. #FinancialServices #FinTech #TechTalk
Rob Bell - Finding Software That Work
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While the easy wins for RIAs might be increasingly harder to come by, TradePMR believes major opportunities await those willing to put in the effort, switch up their mindset, and hone their skills. TradePMR CEO Robb Baldwin and Joe Duran, managing partner of Rise Growth Partners took the stage at #SYNERGY24 to outline four steps for advisors who want to outcompete their peers. Missed out on #SYNERGY24 and this exclusive fireside chat? TradePMR's latest blog has you covered! https://hubs.li/Q02BWbGq0 #RIA #FinancialAdvisor #FinTech #WealthManagement
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Exciting review session for the mobile version of our Algo Builder page! It's a pleasure to collaborate with such an incredible team as we prepare to launch this new feature. We invite you to test it out and share your feedback! 👉 https://lnkd.in/dsp7Mn6q #Tickerbell #AlgoTrading #Fintech #TradingTools #StockMarket #MobileInnovation #InvestSmart #TradingPlatform #AnalyticalTools
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While the easy wins for RIAs might be increasingly harder to come by, TradePMR believes major opportunities await those willing to put in the effort, switch up their mindset, and hone their skills. TradePMR CEO Robb Baldwin and Joe Duran, managing partner of Rise Growth Partners took the stage at #SYNERGY24 to outline four steps for advisors who want to outcompete their peers. Missed out on #SYNERGY24 and this exclusive fireside chat? TradePMR's latest blog has you covered! https://hubs.li/Q02BWbFn0 #RIA #FinancialAdvisor #FinTech #WealthManagement
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Day two of Future Proof Retreat, here we come! What are you most looking forward to today? I love connecting with you personally, so I am looking forward to more Breakthru meetings today. And I can’t forget about the closing party! Future Proof knows how to have fun so I am sure it will be a blast. If we haven’t connected, let’s do so. Leave me a comment or send me an email jchristian@tradepmr.com TradePMR #FinancialAdvisor #WealthManagement #RIA #FinTech
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I'm ending this week with a meme for thought in light of the many market structure discussions going on. Technology needs oversight. Be careful what you wish for. #marketstructure #worklife #fintech
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While the easy wins for RIAs might be increasingly harder to come by, TradePMR believes major opportunities await those willing to put in the effort, switch up their mindset, and hone their skills. TradePMR CEO Robb Baldwin and Joe Duran, managing partner of Rise Growth Partners took the stage at #SYNERGY24 to outline four steps for advisors who want to outcompete their peers. Missed out on #SYNERGY24 and this exclusive fireside chat? TradePMR's latest blog has you covered! https://hubs.li/Q02BWCC10 #RIA #FinancialAdvisor #FinTech #WealthManagement
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Good morning, I am very much looking forward to good conversations and productive interaction at today's WealthTech Connect in Frankfurt. See you there #WealthTechConnect #fintech #wealthmanagement #wealthtech
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The future of connected data in wealth management is here! BetaNXT’s CTO Don Henderson shares his insights on designing the future of connected data. https://hubs.la/Q02W3yFm0 #ConnectedWealth #ConnectedData #DataXChange #Fintech
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