Reading up on wealth-management
4 deep · digging since may 04
- AI: Morgan Stanley to open its wealth management funnel to agents
Morgan Stanley will let external AI agents pull client stock-plan data directly from ShareWorks and Equity Edge, bypassing human interfaces.
- YCharts+Brew Markets
Brew Markets offers a 20% discount on YCharts Professional, which provides portfolio tools and research for advisors, as endorsed by Josh Brown.
Takes
I believe @cfosilvia is the fastest growing finance product for multi-millionaires. @shaincodes and I break down the product, the underlying technology, frequently asked questions, and how users can get the most out of Silvia. Try it here: http://www.cfosilvia.com
@APompliano
As a millionaire, I don't invest in the S&P 500 because… The richest people in America do the opposite. When I worked at JP Morgan… I saw exactly how the top 1% manage their money. Here’s what they do (& how you can too):
@benkellyone