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Disrupt | Advice (@DisruptAdvice) profile picture

Disrupt | Advice

@DisruptAdvice

Disrupt | Advice (by @finplan) is the successor to the @WAFSeries. Wealth management is changing. We'll help you embrace, prepare for & adapt to the future!

 New York, NY
bit.ly/DisruptAdvice2017
Joined March 2012
  • Tweets1.4K
  • Following2.3K
  • Followers2.1K
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Thank you to all the fantastic speakers, sponsors and attendees who made Disrupt Advice 2017 such a hit, you were all great!
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Disrupt | Advice retweeted
Scott Wenger (@ScottWengerNYC) profile picture
Scott Wenger@ScottWengerNYC15 Sep 2017
“If you don’t have health, why talk about money?” asks @CarolynMcC @DisruptAdvice bit.ly/2x1UfKU
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Disrupt | Advice retweeted
Financial Planning (@finplan) profile picture
Financial Planning
@finplan16 Sep 2017
Investors can make $ and do good in the world, Teresa Orsolini of @swellinvesting said @DisruptAdvice conference trib.al/OKnXvVf

Bottom line on digital platforms: More investments, lower fees for clients

"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.

financial-planning.com
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Disrupt | Advice retweeted
Financial Planning (@finplan) profile picture
Financial Planning
@finplan16 Sep 2017
Almost half a million HNW investors under 40 look for real advice, says Seb Dovey. @whatwealthneeds @DisruptAdvice trib.al/w6yzwaA
Younger HNW clients ‘open for business’

Younger HNW clients ‘open for business’

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

financial-planning.com
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Disrupt | Advice retweeted
Financial Planning (@finplan) profile picture
Financial Planning
@finplan17 Sep 2017
Bottom line on digital platforms? More investments, lower fees for clients, say speakers at @DisruptAdvice trib.al/yL8c8MU

Bottom line on digital platforms: More investments, lower fees for clients

"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.

financial-planning.com
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Disrupt | Advice retweeted
Financial Planning (@finplan) profile picture
Financial Planning
@finplan17 Sep 2017
“Are we realizing we can get to clients earlier?” says Seb Dovey. @whatwealthneeds @DisruptAdvice trib.al/G7NjvUh
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Disrupt | Advice retweeted
Jason Gordo (@Jason_Gordo) profile picture
Jason Gordo@Jason_Gordo14 Sep 2017
Thank you @DisruptAdvice for putting on a great conference and giving me the opportunity to speak about #FinLifePartners.
Image from Jason Gordo (@Jason_Gordo)
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Disrupt | Advice retweeted
Tina Powell (@tinacpowell) profile picture
Tina Powell@tinacpowell12 Sep 2017
Today's the day @AaronKlein and I kicking it off with the Town Hall! Don't miss it @DisruptAdvice teapawt.net/disruptadvice/status/9… – at Manhattan, NY
Disrupt | Advice (@DisruptAdvice) profile pictureDisrupt | Advice@DisruptAdvice31 Aug 2017
Now THAT is what I call a speaking faculty! 35+ spkrs, tech demos, two days of content all in NYC. Can't miss it: bit.ly/DA17heresoon
Image from Disrupt | Advice (@DisruptAdvice)
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Disrupt | Advice retweeted
Tina Powell (@tinacpowell) profile picture
Tina Powell@tinacpowell12 Sep 2017
Editor-in-Chief @finplan @chelsea_emery is ready to disrupt the future of financial advice @DisruptAdvice
Image from Tina Powell (@tinacpowell)
Image from Tina Powell (@tinacpowell)
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Disrupt | Advice retweeted
Victor Gaxiola (@VictorGaxiola) profile picture
Victor Gaxiola
@VictorGaxiola12 Sep 2017
So happy to be @DisruptAdvice in NYC and looking forward to tomorrow's panel with @DGNewson @megan_ficomm and @chelsea_emery #finserv
Image from Victor Gaxiola (@VictorGaxiola)
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Disrupt | Advice retweeted
Chelsea Emery (@chelsea_emery) profile picture
Chelsea Emery@chelsea_emery12 Sep 2017
If there were to be an SEC fiduciary rule, it would prob be easier to work with than the DoL's rule, says @AaronKlein @DisruptAdvice
Image from Chelsea Emery (@chelsea_emery)
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Disrupt | Advice retweeted
Chelsea Emery (@chelsea_emery) profile picture
Chelsea Emery@chelsea_emery12 Sep 2017
35% @DisruptAdvice session attendees have Alexa. Will AMZN introduce robo advising thru it? @Riskalyze @AaronKlein says not anytime soon.
Image from Chelsea Emery (@chelsea_emery)
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Disrupt | Advice retweeted
eMoney Advisor (@eMoneyAdvisor) profile picture
eMoney Advisor
@eMoneyAdvisor12 Sep 2017
All set up and ready to connect with advisors at @DisruptAdvice! #DisruptAdvice – at Manhattan, NY
Image from eMoney Advisor (@eMoneyAdvisor)
Image from eMoney Advisor (@eMoneyAdvisor)
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Disrupt | Advice retweeted
Chelsea Emery (@chelsea_emery) profile picture
Chelsea Emery@chelsea_emery12 Sep 2017
"Everyone in this room will have a robo allocator at the end of the next 5-10 years," Alan Moore, co-founder @XYPlanning @DisruptAdvice
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Replying to @R_Alan_Moore @DisruptAdvice
This is so true. And huge legacy firms either don't get it or can't afford to change their tech leaving small RIAs at a huge advantage
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Disrupt | Advice retweeted
Carolyn McClanahan (@CarolynMcC) profile picture
Carolyn McClanahan@CarolynMcC12 Sep 2017
So excited. I got a flight out of #Jacksonville and look forward speaking about health in planning @DisruptAdvice tomorrow. Yay!!!
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Disrupt | Advice retweeted
Victor Gaxiola (@VictorGaxiola) profile picture
Victor Gaxiola
@VictorGaxiola12 Sep 2017
Guidance in the Age of Vanguard with @DuranMoney @DisruptAdvice #disruptadvice
Image from Victor Gaxiola (@VictorGaxiola)
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.@DuranMoney taking the stage at @DisruptAdvice
Image from Margaret Payne (@margaret_mpayne)
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9 out of 10 dollars invested in US mutual funds and #etfs was absorbed by Vanguard, notes @DuranMoney at @DisruptAdvice
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Vanguard democratized #investing and now they're coming for #WealthManagement - @DuranMoney @DisruptAdvice
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