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Winthrop Wealth
Winthrop Wealth @WinthropWealth ·
Our CTO Michael Banchick represented Winthrop Wealth at Portfolio Summits in Boston, discussing technology's growing role in the RIA ecosystem. Proud to have Mike bring his knowledge and experience to the table. #WinthropWealth #RIA #FinTech #Boston
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としかずくん
としかずくん @iwan1965 ·
📌 Ria 🐦 X（旧Twitterx.com/gandemi_riatV 📸 Instagrinstagram.com/gangdemic_riatOr 🎵 Tiktiktok.com/@gandemi_riaEwKw 🎥 YouTube（GANGDEyoutube.com/@gangdemic7459ENPI5 気になった方はぜひフォローお願いします✨ #Ria #GANGDEMIC #りあラジ #VWNG9
Ria @ギャンデミ 2026.5.26 CLUB CITTA'深夜ワンマン Ria @ギャンデミ 2026.5.26 CLUB CITTA'深夜ワンマン @gandemi_ria ·
🌸3月のGANGDEMIC🌸 29日㈰miniTIF出演🔥 30日㈪深夜主催 渋谷eggman ▶▶同日 新曲『DEEP DAWN』リリース ☁ライブスケジュgangdemic.com/schedulecRs ☁サブtunecore.co.jp/artists/gangde…XxT ☁youtube.com/@gangdemic7459r2C ☁showroom-live.com/r/gangdemic_riaI7Y ☁TikTtiktok.com/@gandemi_ria?_…4S0H
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Wealth Management
Wealth Management @wealth_mgmt ·
How can RIAs reduce admin burden and elevate client experience? Sara Clark of @MissionWealth shares how automation, AI tools and workflows are freeing advisors to focus on clients. Read more: spr.ly/6014B69B3r #RIA #WealthManagement #AdvisorTech
Q&A: Mission Wealth’s Sara Clark on Rethinking Advisor Workflows

The RIA uses automated workflows, AI tools and service models to reduce administrative burdens and boost client experiences.

From wealthmanagement.com
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Eschels Financial Group
Eschels Financial Group @EschelsFinGrp ·
Advisor compensation is more than payroll. It is a strategic lever that can drive growth, retention, and long-term success for RIAs. #RIA #AdvisorGrowth #PracticeManagement financial-planning.com/news/financial…
Median financial advisor pay (salary and bonuses) across the career path
Financial advisor pay is 'one of the most powerful strategic levers' for RIAs

A new annual compensation report by consulting firm Succession Resource Group explains how pay plans can boost — or detract from — the value of an RIA.

From financial-planning.com
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Cerulli Associates
Cerulli Associates @cerulli_assoc ·
🚀Cerulli’s next webinar is coming up fast! Join Asher Cheses and Stephen Caruso for a data‑driven look at how the #RIA landscape is shifting in 2026—plus what asset managers, distributors, and #technology firms need to stay competitive. Save your spot:cerulli.com/webinars/webin…KT
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Oisín
Oisín @Breen ·
"Is there self interest? Absolutely ... there’s a redistribution effect," says Ari Sonneberg, discussing Schwab's support for redefining 'small' RIAs as those with up to $1 billion of AUM. Latest for @RIABiz riabiz.com/a/2026/3/27/sc… #fintwit #RIA #regulation #business
Cayla Culver: [Small RIAs] shoulder disproportionate compliance burdens.
Schwab Advisor Services bravely offers its chin to SEC on behalf of small RIAs -- so counterintui...

The $5-trillion RIA custodian doubles down by standing up for thousands of legacy TD Ameritrade clients -- possibly as part of mandate but surely with risk -- as rivals employ cream-skimming strategy...

From riabiz.com
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Sowell Management
Sowell Management @Sowell_Mgmt ·
You help clients prepare for what’s next. But what’s the plan for your firm? If something happened tomorrow, could your family protect the value of your firm? Join our Masterclass on succession planning. 👇hubs.la/Q047zdcM0I #FinancialAdvisors #SuccessionPlanning #RIA
The Succession Strategy Every Advisor Needs | 30-min MasterClass

Join Bill Sowell, Matt Brinker (Merchant), and Jay Hummel (WAGN) for a 30-minute masterclass on building a clear succession strategy before circumstances force the decision.

From sowellmanagement.com
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의식의 흐름
의식의 흐름 @yiabb ·
#RIA, 투자자 반응은 미지근 (출처 : 네이버 뉴스) naver.me/5B0SIMN0
“국장 총알받이 하라는 거냐”... 서학개미 불러온다는 RIA, 투자자 반응은 미지근

법안 통과도 안 됐는데 먼저 출시 해외 주식 투자자들을 국내 증시로 복귀시키기 위해 양도세 감면 혜택을 내건 국내시장복귀계좌(RIA)가 진통 끝에 지난 23일 출시됐지만, 투자자들 반응은 기대보다 미지근하다. 본지

From n.news.naver.com
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Mason IKE man
Mason IKE man @MasonIKEman ·
국내복귀 계좌 #RIA ? 원화 살리려고 애쓰는데 안가요~ 코묻은 돈 야금야금 모으려는 거지같은 혜택. 한시적 최대 5천만원 까지만 양도세 면제. ㅎㅎㅎ
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