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Citywire RIA
23.2K posts
Breaking news, analysis & insights for RIAs in the U.S.

- Carson Group's retirement guru @RetirementRisks has gotten a promotion: citywireusa.com/registered-invโฆ
- In a Form 8-K, the Berwyn, Pa.-based company said that in materials it filed with the @SECGov, Envestnet said that Crager had earned a Master of Arts degree from Boston University. @IanWenik reports: citywire.com/ria/news/envesโฆ citywire.com/ria/news/envesโฆ
- If you asked us what makes us smile, the Citywire Audience Development Team would say @FutureProofAC definitely made us smile! Thanks to everyone who met with us and to the fantastic conference producers, AD Team had a blast! #FutureProofAC
00:00 - .@DeadCaitBounce shares her secret to Twitter success, and the trends sheโs seeing here at #Excell2021 @CarsonGroupLLC @CourtMcQuade
00:00 - .@AlexChalekian breaks down the ๐ฅ๐ฅ๐ฅ parts of #WealthStack, his inspiration for launching @Advisors_UNITE, and which #FinTwit person he was most excited to meet. @Garlandgoeswest @TR401 @billsweet @wealthstackconf @RitholtzWealth @CourtMcQuade
00:00 - . @InvestorAmnesia explains why financial history should be taken into consideration when making new investment decisions. #CitywireAlts @CitywireProBuy @CourtMcQuade
00:00 - . โฆ@philbak1โฉ chats with โฆ@Garlandgoeswestโฉ about what an ETF sub-advisor is, the key trends heโs seeing here โฆ@InsideETFsโฉ, what he plans to do as soon as he gets home. #InsideETFs
00:00 - .@ShannonSaccocia has been appointed CIO of @neubergerberman's NB Private Wealth. via @double_you_ess of @CitywireProBuy:
- Josh Brown says if he had a time machine, he would've remortgaged his house instead of taking a PPP loan. @AcesRose has more: citywireusa.com/registered-invโฆ
- Breaking โ Bain Capital is buying a stake in $17bn Carson Group which values the company at roughly $1bn: citywireusa.com/registered-invโฆ
- .โฆ@TR401โฉ talks to โฆ@Gone_with_Greenโฉ about his upcoming exciting announcement and why he wonโt attend a conference unless itโs willing to give back to the local community. @InsideETFs #InsideETFs
00:00 - What exactly is a Financial Futurist?? @DaveNadig breaks it down, and he tells us what the future holds for the industry - with @CourtMcQuade at @FutureProofAC. #FutureProofAC @Vetta_Fi
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