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The Skim for Financial Advisors & Investment Professionals
April 2019 
Compliments of J.C. Parets @allstarcharts addressing the elephant in the room. 
     2019 has been an absolute face melter for equities. The S&P 500 is within striking distance of making history again, the index is 1.15% away from the all-time high of 2940.21 and animal spirits are more active than ever as Uber plans to IPO. In fact, Uber's market cap will be larger than Bitcoin and it takes 29 banks to organize. 
Uber IPO: All 29 Banks
SEC Cracks Down on ETF Names That Could Mislead Investors
How Fiduciary Rule Evolution Follows The Marijuana Model
Pup-arazzi! 20 RIAs' pet pics of their furry friends  
My dog Trinity is famous now haha, check out 20 RIAs' pets on 
Canadian Court Rules Drug Dealer Must Hand Over $1.4m Bitcoin
Experts Predict the Five Big Fintech Trends of 2019
Read more on Bloomberg
Envestnet adding lending option to its wealth services
Cybersecurity Tips for Registered Investment Advisors
Create a written plan, use a VPN, a single sign-on, etc. 
Read Blog on
Clients Are Open to Connecting With Advisors on Social Media
Read more on 

I concur and believe it's important to build rapport with your clients through social media. According to a recent study by Broadridge Financial Solutions, the majority of millennial (89%) and Gen X (59%) investors say they are open to connecting with their financial advisor on social media. The top three platforms for connecting with younger clients: Instagram, SnapChat and Twitter. 
Digital Wealth Planner Archives

- Timothy Hooker, AIF® 
Founder of the Digital Wealth Planner

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