GlobalData research has found the top influencers in wealth management based on their performance and engagement online.
Using research from GlobalData’s Influencer platform, Retail Banker International has named ten of the most influential people in wealth management on Twitter during Q1 2021.
Biggest influencers in wealth management: The top ten in Q1 2021
1. Robin Powell (@RobinJPowell)
Robin Powell is a journalist and financial educator currently serving as editor of The Evidence-Based Investor (TEBI) blog, which offers resources and advise on financial planning for investors. He is a specialist in financial services and advocates about better investment planning and transparency.
Powell is also the executive director of Regis Media, a provider of educational content to financial advice firms and wealth managers. He edits Adviser 2.0, a blog that covers the transformations in the financial advice profession.
Twitter followers: 23,205
GlobalData influencer score: 100
— The Evidence-Based Investor (@RobinJPowell) March 14, 2021
2. Douglas A. Boneparth (@dougboneparth)
Douglas A. Boneparth is a wealth expert who founded Bone Fide Wealth, a financial services company offering financial advice to young working professionals. He specialises in financial planning and advice for millennials and peers.
Boneparth earlier served as financial advisor and partner of Longwave Financial, a financial services company dealing in asset management, financial planning, retirement, tax planning, insurance, and cash management services.
Twitter followers: 84,626
GlobalData influencer score: 96
Rising rates aren’t all that bad. Sure, they will crush your portfolio of tech stocks, but at least your high-yield savings account will earn 0.60%.
— Douglas A. Boneparth (@dougboneparth) March 17, 2021
3. Gregory Silberman (@g_silberman)
Gregory Silberman is the chief investment officer (CIO) of ACG Wealth, a financial services company dealing in investment management, succession planning, and retirement planning services. He has approximately 16 years of experience in investments across hedge funds, private equity, venture capital, and real assets.
Silberman previously served as director of alternative payments at Wilmington Trust, a financial services firm dealing in global capital markets, wealth management, institutional retirement services, and investment management services.
Twitter followers: 12,907
GlobalData influencer score: 89
How Venture Capitalists Can Power The Fourth Industrial Revolution#wealthmanagement #familyoffice #investment #economy #venturecapital #investing #investor #capitalmarket #endowment https://t.co/mmTsbfsCuj
— Gregory Silberman (@g_silberman) March 22, 2021
4. Tony Vidler (@TonyVidler)
Tony Vidler is a financial services expert currently serving as advisor at Strictly Business, a financial services firm focusing on helping financial advisers build more profits through unique set of solutions such as sales coaching and training. He is a personal mentor and business coach who runs workshops on financial planning.
Vidler is also the director and business coach for Joint Work, where he offers training courses to advisors on building their performance and profitability.
Twitter followers: 13,501
GlobalData influencer score: 86
Lloyd's business interruption lawsuit win shows insurers' strength – report | Insurance Business https://t.co/6BUlozQAl5
— Tony Vidler (@TonyVidler) February 27, 2021
5. Jonathan Chevreau (@JonChevreau)
Jonathan Chevreau is a financial consultant and the creator and author of FinancialIndependenceHub.com blog, an online source for stock markets, personal finance, retirement planning, and real estate.
Chevreau earlier served as editor-in-chief of MoneySense Magazine, a Canadian-based finance publication and as a personal finance columnist for National Post, a newspaper publication delivering news and analysis on business milieus.
Twitter followers: 65,382
GlobalData influencer score: 84
Asia shares set to rise as broader worries about hedge fund default ease https://t.co/3YkAkpR9fV
— Jonathan Chevreau (@JonChevreau) March 30, 2021
6. Ilyce Glink (@Glink)
Ilyce Glink is the CEO and founder of Best Money Moves, a mobile-first service that uses artificial intelligence (AI) to manage employees’ personal finances and helps them make smarter financial decisions. She also owns and runs Glink Media, a digital content marketing agency that designs communications strategies and content for both large, and small and non-for-profit companies.
Glink also hosts The Ilyce Glink Show, a Sunday morning talk show covering money and real estate information on the WSB Radio in Atlanta.
Twitter followers: 16,403
GlobalData influencer score: 84
— Ilyce Glink (@Glink) March 7, 2021
7. Bill Winterberg (@BillWinterberg)
Bill Winterberg is currently serving as a technology consultant at FPPad, a financial services company offering media and consulting services to wealth managers and financial advisors. His areas of interest are video production, consulting, technology, and journalism.
Winterberg previously served as technology columnist for Morningstar, a financial services firm offering products and solutions to asset managers, investors and financial advisors.
Twitter followers: 23,184
GlobalData influencer score: 84
WealthManagement’s editors should have your back. You tell them one time about Riskalyze’s partnerships, then they do all the rest with the appropriate print and video disclosures.
— Bill Winterberg CFP® (@BillWinterberg) February 26, 2021
8. Michael Kitces (@MichaelKitces)
Michael Kitces is the head of planning strategy at Buckingham Wealth Partners, a financial services company that delivers wealth management services through careful planning and an evidence-based investment approach. He is an expert in practice management, tax planning, investment management, retirement planning, and financial planning.
Kitces is also the publisher of the financial planning blog Nerd’s Eye View through his own blog Kitces.com, which focuses on providing advanced information on financial planning.
Twitter followers: 61,103
GlobalData influencer score: 83
— MichaelKitces (@MichaelKitces) March 26, 2021
9. Chris Chen (@financialtrivia)
Chris Chen is the CEO and wealth strategist at Insight Financial Strategist, a financial services firm specialising in retirement income planning, wealth management, divorce financial planning, investments, and asset allocation. He offers financial advice and guides both families and individuals on wealth management, education funding, and retirement planning.
Chen earlier served as a financial planner for Integrated Financial Partners, a financial services firm specialising in retirement planning, financial planning, and business succession planning.
Twitter followers: 64,677
GlobalData influencer score: 79
The statement for my #pension doesn't have a value number. How can I know what it is worth? Join @financialtrivia and @divorce_analyst this Friday at 11 AM on the https://t.co/5Wgxhfl4wz podcast to find out #divorce #divorcefriday #personalfinance #money #financialinsight pic.twitter.com/HLl7HvnC0H
— Divorce Friday (@DivorceFriday) June 1, 2021
10. Rick Ferri (@Rick_Ferri)
Rick Ferri is the founder and CEO of Ferri Investment Solutions, which offers tailored investment advice to do-it-yourself (DIY) investors and those transitioning from advisor to DIY on an hourly fee-based model. He is a financial services industry expert who advocates the use of low-cost investments strategies.
Ferri founded Core-4 Portfolios, a website offering free information on simple portfolio models. He is also the host of the Bogleheads on Investing podcast where he interviews people from the investment space.
Twitter followers: 15,743
GlobalData influencer score: 76
This is a mystery. Why is it that most employer 401k plans that include index funds as investment options will offer a "Total International Stock" fund but NOT a US "Total Stock Market" index fund? Participants have to clobber together an S&P 500, mid-small fund to create one. pic.twitter.com/VZ8KWZb6SP
— Rick Ferri (@Rick_Ferri) March 3, 2021
GlobalData’s influencer identification framework identifies influencers based on relevance; size of network, connections and followers; engagement levels with their content and analysis and input from sector experts. Influencers are then evaluated on a series of specific topic-related keywords used over the period and weighted by engagement metrics.