Bionic Advisor, FinTech Investor, Industry veteran focused on creating a marketplace of true fiduciary advisors.
Joined January 2011
- Tweets2.6K
- Following317
- Followers1.7K
- Likes333
Steve Lockshin retweeted
Congrats to @cshapiro, @sophiebakalar, and the entire @collabfund team!
>20X multiple on invested capital realized 🤯 In this challenging venture landscape, their recent sizable distribution to the @GoldhirshFdn further sets them apart in all of the best ways.
Doing well and doing good ftw!
One more example of why we're so happy to be longtime investors.
Steve Lockshin retweeted
FREE WEBINAR! Join Riskalyze CEO @aaronklein and Vanilla Principal @OpenAdvisor today at 12:45 pm PST to explore how you can leverage #estateplanning to deepen client relationships and grow your business! hubs.ly/H0DLVY00
Steve Lockshin retweeted
According to @barronsonline, the best early prospects of the Fintech ‘Gold Rush’ may be behind us. But @OpenAdvisor says “says there is still deep potential ahead.” Check it out: bit.ly/35dFVz9
Happy to see my peers investing in wealth tech (and some of us are even creating that tech). #wealthmanagement #estateplanning lnkd.in/gs3k5CT
Steve Lockshin retweeted
Congratulations @AdvicePeriod’s @OpenAdvisor, winner of the INDIVIDUAL RIA FIRM LEADERS: Innovator of the Year category of the 2020 Wealth Management Industry Awards. #WMIA20 #Wealthies
Steve Lockshin retweeted
This is the most mindblowing interview of this year. And there has been a lot
Steve Lockshin retweeted
At No. 9️⃣ of our Top 10 Goals of the Season is @TigerLacrosse's Alex Slusher willing his way with a crazy backhand goal inside in an early season-defining win over the defending champs.
Watch as he takes the hit too 💪 (🎥 ACCN)
Steve Lockshin retweeted
You know who are also heroes? Those working the checkout counters and stocking shelves at supermarkets and pharmacies. Their work, at some risk to their own health, is vital to the health and safety of our country.
Steve Lockshin retweeted
Wow. You can’t ask for more out of one student-athlete than you get from Michael Sowers.
Steve Lockshin retweeted
Hawaii course says "aloha" to single-use plastic water bottles. golfcourseindustry.com/artic…
Steve Lockshin retweeted
We are pleased to announce that Inc. Magazine named us a Best Workplace for the second year in a row!
markets.businessinsider.com/…
Steve Lockshin retweeted
As athletes like Tiger Woods and Kobe Bryant have shown, names can be powerful for a brand.
Check out the top boys sports names in the Class of 2019 and vote...
POLL ➡️ bit.ly/2QjgzHa
📸: David B. Newman
Steve Lockshin retweeted
Looking ahead to the future of financial services, @OpenAdvisor shares how FinTech has changed our operations and will continue to push the industry towards innovative solutions.
linkedin.com/feed/update/urn…
Steve Lockshin retweeted
While AI will learn and adapt, it will not (yet) create, writes @OpenAdvisor. #wm2044 ow.ly/ai3F30nBA4Q
Steve Lockshin retweeted
Our Principal, @OpenAdvisor, shares with WealthManagement.com how advisors can prepare for the future of Artifical Intelligence in the wealth advisory industry.
linkedin.com/feed/update/urn…
Steve Lockshin retweeted
Bringing tools - data - compliance together “and taking the pain out of it” @orionadvisor launches full service compliance offering called Inform @t3techhub #T32019 as a stand alone or as part of your Orion integration #Compliance – at Denton, TX
Steve Lockshin retweeted
We worked with @AdvicePeriod and @MarketCounsel to create Inform, a powerful, one-stop Code of Ethics compliance tool. Details: bit.ly/2ScZ1zG #T32019
Steve Lockshin retweeted
Predictions ppl are making:
1. We’re heading for a bear mkt in stocks
2. We’re heading for a recession
3. Interest rates are heading for 6%
I don’t see how the last one is possible if the first two are true
Steve Lockshin retweeted
Quarterly client meetings is time you can't get back - what @OpenAdvisor says you should do instead
buff.ly/2NPhuMj
