Meet the Team! Let’s start this series with someone who needs no introduction: James E. Demmert, Founder and CIO of #MainStreetResearch. Have you spotted the special guest in the background? #WealthManagement #MSR Disclosures: https://bit.ly/3TCc78H
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Field Marketing Manager EMEA, DACH and CEE at SS&C Blue Prism | Tech Sector, specializing in AI, RPA, and ERP | Focus: Banking, Insurance, Manufacturing | Corporate profile
In today's rapidly evolving financial landscape, interoperability is crucial. Find out how SS&C Aloha's inclusion in the WealthTech100 list for 2024 underscores its forward-thinking approach to wealth management operations. https://ow.ly/4suW30sEraq
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In today's rapidly evolving financial landscape, interoperability is crucial. Find out how SS&C Aloha's inclusion in the WealthTech100 list for 2024 underscores its forward-thinking approach to wealth management operations. https://ow.ly/IN6W30sErRU
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Navigate the complex financial landscape with confidence. Our team empowers independent advisors to thrive in any market. Visit our website at the link in the comments. #CoreCap #IndependentAdvisor #AdvisingPractice
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Discover the Ultimate Advantage 💪 of Remote Financial Advisors - No Boundaries, No Limits! 🌎 Watch the full interview with Michael McNamee, CFP®, CEPA® & Dafna Gold AAMS™, CEPA of the Dedicated Wealth Partners of Raymond James Financial here: https://loom.ly/r6X4ReY #ExitPlanning #ExitStrategy #WealthManagement #FinancialAdvisor #ExpertExchange
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TEN ENHANCEMENTS TO FINANCIAL ADVICE - 1 of 3 In the finance and investment industry, there has been a struggle over the years to make #disclosure a practice that firms are committed to. The more informed investors are, the better. I am pleased Wealthcare Financial Group, Inc.™ has chosen to partner with Dimensional, an institutional money manager that understands the importance of the word "Fiduciary." Enjoy the next two posts of Dimensional "Celebrating 30 Years of Working with Financial Advisors." #dfa #fiduciary #financialadvisor #investmentscience #wealthcarefginc
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In today's rapidly evolving financial landscape, interoperability is crucial. Find out how SS&C Aloha's inclusion in the WealthTech100 list for 2024 underscores its forward-thinking approach to wealth management operations. https://ow.ly/9xL130sEMTh
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In case you missed it: We were fortunate to be highlighted by Michael Kitces and Ben Henry-Moreland, CFP®, EA in their August issue of Financial #AdvisorTech. "As pressure continues to grow on financial advisors to further specialize and drill down into specific niches, companies like RISR are positioned well to help advisors engage with their clients in terms of what matters to them." Link to the issue in the comments.
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Track, analyze, and compare the financial health of your properties - all without the hassle of spreadsheets. Quickly identify areas of risk, opportunity, and improvement across your portfolio with our cutting edge technology. See it in action today: https://ow.ly/Y4LL50R0UCx #CREtech #assetoptimization
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It may be time for a little spring cleaning of your financial information. This blog includes some tips! https://lnkd.in/gCNrjqAh
The Arlington Group, Columbus OH
fa.wellsfargoadvisors.com
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The top 2 reasons why clients fire their financial advisor have nothing to do with cost or return performance 🤔 Our sponsor Morningstar sheds light on the importance of emotional factors in driving investors' decisions. https://lnkd.in/g2h3aCWf #investoreducation #financialadvice #investordecision #financialcoach
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