Charles & Dean’s Post

I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness #bigdata #AI #genAi

Some fantastic feedback for our Manager Adam Dunne and his team. To find out more about how Adam (pictured below) helps his clients, visit our website - https://lnkd.in/eYWcVHJn #coventryaccountant #nuneatonaccountant #hinckleyaccountant #clienttestimonial #clientfeedback

In a sea of private equity backed ventures, mediocre payouts and strict, restrictive 1099 / W2 agreements we have put a stake in the ground and are committed to putting advisors and their clients first without onerous entanglements. Message us if you'd like to learn more about being affiliated with a platform that allows you to be truly independent. Jeff Davidson, Andrew Szugyi, Patrick Hudak, Jessica Kelley, Lindsay Crowel, Mitchell Carr Walker Ham, Jim Cooper, Joseph C Powell, Tom Heffron, Scott Dawson, Michael J. Ratay

I love collaborating and working with likeminded people who are passionate about what they do. I thoroughly enjoyed our conversation with Nicolette Mashile last night. I love how easy it is to work with her, the energy and passion is truly electrifying. Here’s to more collaborations between The Finance Bachelor X the Financial Bunny 🙌. #thefinancebachelor #moneymastery #financialwellness #financialeducation

CalPERS Titles Stephen Gilmore as newly appointed CIO To know more about it read our full article here: https://lnkd.in/ggUTy9y2 . . . . #cionews #newsdesk #dailynews #trendingnews #CalPERSLeadership #StephenGilmoreCIO #InvestmentStrategy #FinancialManagement #CIOAppointment #CalPERSUpdates #FinanceLeaders #InvestmentNews #CIOAnnouncement #CalPERSInsights

Where expertise meets collaboration, and numbers tell a story. Since 1995, Shaw Austin has been more than accountants – we're your dedicated team, your extended family. Let's redefine success together! #ShawAustin #BeyondAccounting #TrustedPartnership

Rod Ferruso Faces Investor Disputes and Regulatory Actions: A Closer Look : With over three decades in the financial services industry, Rod Ferruso [CRD: 1457661] stumbled upon several regulatory bumps that have shaken his professional arc. In the spotlight now, despite his tenure, are the investor quarrels and regulatory actions involving Ferruso at two different workplaces: Royal Alliance Associates Inc. and Signator Investors Inc. The Ferruso – […] https://lnkd.in/e7buUs9e

At Crestwood Advisors, our dynamic and accomplished team is the cornerstone of our success, fostering strong planning partnerships and facilitating impactful communications with clients to empower them in achieving their financial aspirations. Learn more about the faces on the Crestwood team and how we are working to best serve the needs of our clients by clicking below: #MeetOurTeam #WealthManagement #FinancialAdvisors #FinancialPlanning

We're back with another installment of "Deals We Didn't Do" 🤓 Like, share, and follow us here or on YouTube for more. #BusinessFails #EntrepreneurLife #BusinessHumor #SmallBizTips

Investing is for the long term, so are our client relationships #financialadvice #wealthmanagement