Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16)

Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16)

Are you ready to revolutionize your firm’s growth strategy in the wealth management industry? Discover how to unlock the full potential of your wealth management firm with growth strategies and technology integration from industry leader Joe Duran of Rise Growth Partners. In this episode, Rusty Sommer interviews Joe Duran, Managing Partner at Rise Growth Partners, …

Read More Read More

How AI is Changing Wealth Management with Jason Pereira (Ep. 15)

How AI is Changing Wealth Management with Jason Pereira (Ep. 15)

Is your financial advisor about to be replaced by AI? The answer isn’t as simple as yes or no. Tune into this episode to discover how AI is doing more than just automating repetitive tasks—it’s redefining the role of financial advisor and reshaping the entire financial landscape. As AI drives significant change in wealth management, …

Read More Read More

The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)

The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)

What factors are driving the continuing evolution of wealth management?  In this episode, we dive into the world of private equity with industry insiders! Explore the impactful role of private equity in the wealth management sector in this engaging episode of ‘In the Money,’ sponsored by Flyer Financial Technologies. Host Rusty Sommer sits down with …

Read More Read More

The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)

The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)

How does the high-stakes world of sports mirror the world of financial technology and asset management?  Discover this and more in the latest episode of ‘In the Money,’ sponsored by Flyer Financial Technologies. Host Rusty Sommer welcomes Steve Lewczyk, the esteemed Managing Director for Business Development at Flyer. With an impressive three-decade career in financial …

Read More Read More

Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12)

Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12)

Can technology bridge the gap for smaller wealth management firms in a competitive market? Join Rusty Sommer and special guest Chuck Fialla from Sovereign Financial in this insightful episode of ‘In the Money,’ where they explore the pivotal role of technology in transforming small and mid-sized wealth management firms. Understanding the role of portfolio management …

Read More Read More

Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)

Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)

Is technology fundamentally transforming the wealth tech industry? Discover the groundbreaking insights with Rusty Sommer and special guest Verity Larsen from Versoft Consulting in a riveting episode of “In The Money,” presented by Flyer Financial Technologies. With over two decades in the field, Verity guides us through the evolving landscape of investment technology, cautioning against …

Read More Read More

Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)

Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)

Join Rusty Sommer from Flyer Financial Technologies and Brett Kunshek of Mariner Wealth Advisors in this episode as they dive into the nuanced world of options.  They cast away myths about its risks and highlight its potential, especially for high net worth clients. Discover how the wealthy use options as sophisticated financial instruments. Key points …

Read More Read More

Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)

Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)

In this episode of In The Money podcast, we are joined by the CTO of Flyer Financial, Randy Prager.  Join us as we dive into the API economy and learn how APIs are transforming the wealth tech sector, along with how forward-thinking firms are leveraging APIs to build their own specialized ecosystem within the wealth …

Read More Read More

Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8)

Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8)

DeFi (Decentralized Finance) has gained much popularity over the past couple of years in FinTech discussions relating to cryptocurrency.  Recent statistics suggest that over 70% of advisors suspect their clients are dabbling in crypto without engaging them in the process. In the wealth management world, is there possibly a disconnect between advisors and what their …

Read More Read More

The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)

The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)

From giving time back to advisors, to reaping the benefits of outsourcing, there’s no denying the advantages of a TAMP. As the industry’s gold standard for data and research, not to mention 2022’s top TAMP of the year, the team at Morningstar’s Wealth Management Solutions knows a thing or two about building a wealth management …

Read More Read More