Account Supervisor, @StreetCredPR
NYC
Joined December 2021
- Tweets338
- Following351
- Followers227
- Likes2.6K
Hannah Dixon retweeted
🗞️NEWS: ANNUITIES🗞️
@osaic_inc has announced the availability of direct billing using select fee-based variable annuities within the Osaic platform, eliminating time-consuming administrative tasks for financial advisors.
businesswire.com/news/home/2…
Hannah Dixon retweeted
Jason Early, Founder and CEO of RISR, discusses succession planning for business owners.
Hannah Dixon retweeted
A new event from @WeAreWealth called The Estate Planning Conference is launching next year. Here's how it could help financial advisors boost their businesses. #financialadvisors #tax #estateplanning bit.ly/45zdXO3
Hannah Dixon retweeted
Opinion: The M&A playbook is broken. Here’s how to fix it citywire.com/ria/news/opinio…
Hannah Dixon retweeted
🎉 Big News at Jump!🎉
We’re thrilled to announce our $20M in Series A funding, led by @BatteryVentures , with support from @CitiVentures , @SorensonCap , and @Pelion_VP .
This milestone strengthens our commitment to helping financial advisors save time, deliver exceptional client experiences, and elevate their practices with AI-powered solutions.
To our incredible customers: Thank you for trusting Jump to power your workflows. We’re excited to accelerate product innovation and continue building a suite of advisor-specific AI workflows and outputs.
To our investors: We’re grateful for your belief in our vision and partnership as we redefine how advisors work.
This is just the beginning! We’re building a future where advisors can focus on what matters most—creating lasting relationships with clients as they guide them through some of life’s most critical decisions.
Here’s to what’s ahead! 🚀
Read more at: jumpapp.com/press/jump-close…
Hannah Dixon retweeted
🚀 Bitcoin has surged past $90K, reigniting many investor’s curiosity about crypto. Kristen Mirabella, head of partnerships at @eaglebrook, joined @HenaDoba at @NewsNation over the weekend to explain what investors need to know.
newsnationnow.com/video/unde…
Hannah Dixon retweeted
Bitcoin’s 28% surge since September has reignited advisor and investor interest, with many clients revisiting its role in portfolios.
hubs.la/Q02W9Lsg0
Hannah Dixon retweeted
Today is the day! Don’t miss TradePMR’s Chief Product Officer Jon Patullo as he discusses “Client-Centric Growth: Scaling Engagement and Satisfaction,” today, October 24, at 9:30 AM on the Level 4 Main Stage!
#FISummit #WealthManagement #FinancialAdvisor #FinTech #RIA
Hannah Dixon retweeted
TradePMR Chief Product Officer Jon Patullo will be speaking about “Client-Centric Growth: Scaling Engagement and Satisfaction,” tomorrow, October 24, at 9:30 AM on the Level 4 Main Stage.
See you there!
#FISummit #WealthManagement #FinancialAdvisor #FinTech #RIA
Hannah Dixon retweeted
The Fearless Investing Summit is here!
We’re kicking off with an incredible lineup of speakers ready to inspire and empower you. We can't wait to welcome @danzitting, @jonacuff, @craigiskowitz, @abbysalameh, @retirementrisks, and @danielcrosby to the main stage!
#FISummit
Hannah Dixon retweeted
Is the 1% AUM fee still fair in today’s financial advisory world? With advisors doing more for clients, the pressure is on to deliver greater value for that benchmark fee. See how industry experts are responding to fee challenges.
hubs.la/Q02SP5CL0
Hannah Dixon retweeted
💰NEWS: FUNDING💰
@join_facet has raised an additional $35 million in a funding round led by Multiplier Capital. The new capital will be used to help drive technology enhancements, expand member offerings and support long-term growth. businesswire.com/news/home/2…
Hannah Dixon retweeted
Team StreetCred has arrived at @FutureProof_HQ and we couldn’t be more excited.
Badges, check! ✅🥳
@HJDpr @alexdoespr @tommywarb @elenaspeaking
Hannah Dixon retweeted
An important thing for those in wealth management to consider when trying to bring in the next generation:
“They want to see people who look like them,” said George Nichols III.
🎯💯 #FutureProofFestival @FutureProof_HQ
Hannah Dixon retweeted
For anyone who has liked my commentary over the years, we've just launched a YouTube page, where I'll be doing macro/markets/Fed analysis each week.
I'd love it if you'd give it a shot. I think it will be worth 5 minutes of your time!
youtube.com/watch?v=JpC6OeA5…
Hannah Dixon retweeted
Congratulations @rafloureiro Rafael Loureiro of wealth.com @WeAreWealth, winner of the Advisor Choice Award in the TECHNOLOGY PROVIDERS: CEO of the Year category of the 2024 Wealth Management Industry Awards! #Wealthies
Hannah Dixon retweeted
🎉NEWS🎉
@TradePMR has achieved the highest score among custodial platforms on Ezra Group’s WealthTech Integration Score, underscoring the firm's dedication to providing industry-leading technology to RIAs.
businesswire.com/news/home/2… @craigiskowitz
Hannah Dixon retweeted
🌟NEWS: PEOPLE MOVES🌟
@TradePMR has added four industry veterans to its robust technology team. These strategic new hires come at a pivotal time to support the ongoing expansion and enhancement of TradePMR’s Fusion technology and Integration platform.
businesswire.com/news/home/2…
Hannah Dixon retweeted
I'm proud of this launch!
We built it with the enterprises we already serve -- some of the largest and fastest growing firms in our industry -- so the results are proven.
Now we're bringing it to the world.
🚫Not JUST a marketing platform
✅ Marketing
✅ Data
✅ Enablement
"Our enterprise offerings mark a significant milestone in our journey to become the core organic growth engine of the financial services industry."
- @robertsofia, founder & CEO of @SnappyKraken 🚀🚀🚀
Hannah Dixon retweeted
🔥 Don't miss this episode of @wealth_mgmt's @RIA__Edge Podcast with host @djamesarmstrong and guest @howardmorin, founder and partner of @heliumadvisors! They discuss the benefits of tax integration in the financial planning process and more.
Tap in🎧:
wealthmanagement.com/ria-edg…
