RIA Match is a platform that connects financial advisors, NextGen talent, and partners for succession planning, growth, and careers. Find your match today.
Northern Virginia
Joined July 2011
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RIA Match retweeted
It’s life stage - we were all like #Millennials when we were young. We all need to remember what it was like and what would have helped us. #RIANextGen xitter.gq/carolynmcc/status/1006…
I thought like millennials before there were millennials. It was why I had to go into business for myself. They have their head screwed on perfectly. Most of the boomers messed up and many are living in regret but they don’t see it. xitter.gq/dougboneparth/status/1…
RIA Match retweeted
Wait, if this is so terrible for the Internet, why is okay for roads? xitter.gq/SenSchumer/status/9413…
If #NetNeutrality is eliminated, the Internet may start to resemble a toll road, with the highest bidders cruising along private “fast lanes” while the rest of us inch along a single, traffic-choked public lane.
RIA Match retweeted
The @WSJ discusses the importance of internship programs to teach best practices to a new generation of advisers. wsj.com/articles/how-to-crea…
RIA Match retweeted
Exploring the RIA Phenomenon: The Buyer's Bias ow.ly/xQMj30cusqm @riamatch
RIA Match retweeted
The fiduciary rule should apply to all investment accounts, not just retirement accounts - @ritholtz @wealth_mgmt wealthmanagement.com/industr…
RIA Match retweeted
The key to successful negotiating? Authenticity. Stay tuned for #AuthenticNegotiating– Available February 21st: bit.ly/2jQn7OS
RIA Match retweeted
Absolute Engagement is a roadmap for taking your #advisory business & life from good to great!
bit.ly/2k5W3M2
via @jlittlechild
RIA Match retweeted
This week we’re happy to release the 2016 Annual Review - @NuveenIn / DeVoe RIA Deal Book
ln.is/devoeandcompany.com/VM…
RIA Match retweeted
TD Ameritrade Institutional RIA Sentiment Survey provides insight on how RIA will invest in marketing this year lnkd.in/d8tqKq8
RIA Match retweeted
What Is The 'Retirement Spending Smile'? | Retirement Researcher bit.ly/2jDKhV4
RIA Match retweeted
It's not even 9 a.m. yet and all the news I'm catching up on this morning is just really something.
RIA Match retweeted
We have to do better. Let's talk about this at @TDA4Advisors #NationalLINC Only 16% of Advisors Are Women: Cerulli thinkadvisor.com/2017/01/18/…
RIA Match retweeted
The bionic advisor - human + tech - is the winning model in financial services. - Joe Duran @DuranMoney @United_Capital #MSUM16 – at Miami Beach, FL
RIA Match retweeted
"Advisors will be asked to justify their value-proposition like never before. Advisors will genuinely be forced to either add value or die" xitter.gq/MichaelKitces/status/8…
Good @JohnDeGoey_iAS caution about increased advisor transparency - costs more visible, value still intangible... kitc.es/2fSKqpH
RIA Match retweeted
Succession Planning for Financial Advisors – What to do with your business and your life theplatinumyears.com/success…
RIA Match retweeted
Quarterly M&A activity remained robust, with 37 transactions in Q3 2016. @NuveenInv @DavidDeVoe1
devoeandcompany.com/download…
