What sparked the evolution of RIAs? In this episode, Rusty Sommer sits down with Robb Baldwin, CEO of TradePMR, at the Market Council Summit in Las Vegas. Together, they have a candid conversation on the history and evolution of the Registered Investment Advisor (RIA) sector and the current trends shaking up the landscape. From the …
What will shape the financial landscape by 2025? Join us as we dive deep into predictions for the future of wealth management. In this episode, Rusty Sommer dives into the future of wealth management with an exciting lineup of guests from the 2024 MarketCounsel summit: John O’Connell, Kartik Srinivasan, Oleg Tishkevich, Kate Healy, Andree Mohr, …
Will AI transform wealth management overnight? In this episode, Rusty Sommer speaks with Tony Stich from MarketCounsel about the fascinating insights and key takeaways from the latest industry summit. Dive into the world of asset management as they explore how technology and AI are reshaping the industry, the significance of real-time curriculum changes, and the …
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, …
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, …
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 …
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 …
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 …
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 …
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 …