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 …
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 …
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 …
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 …
What does the future of wealth and investment management look like? In this episode Chip Roame, Founder and Managing Partner of Tiburon Strategic Partners and the Tiburon CEO Summits, breaks down the top five trends he’s following in the wealth and investment management industry. Chip also shares insight into whether these trends are here to …
It’s certainly an interesting time to talk about the stock market, with inflation, the war in Ukraine, and the aftermath of a pandemic. Having a sound strategy for asset allocation and portfolio management has become more important than ever. In this week’s release of In the Money Podcast, Shannon Rosic is joined by Gina Sanchez, …
APIs (Application Programming Interface) have improved the workflow of businesses in many industries by bridging the gap between different software and allowing them to communicate with each other. When it comes to the wealth management industry, accurate, timely, and seamless data exchange is table stakes. So, what does an API-enabled future look like? In this …
Investment managers and advisors are all about balancing their clients’ needs while striving to provide a superior level of service. But, what role does technology play when it comes to providing clients with personalized, outcome-oriented advice? Managers must develop the agility to customize products and services without amplifying operational cost and complexity. In this episode, …