Advisors – Page 3 – In the Money

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

By In the Money | November 16, 2022

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 platform.

In this week’s episode, Daniel Needham, president of Wealth Management Solutions, joins Shannon Rosic to discuss TAMP trends. Daniel shares some of Morningstar’s data, research, and insights with listeners so they can build investment solutions for their clients.

Daniel discusses:

The biggest threats to the TAMP industry
The latest trends in TAMPs and wealth management platforms
Why Morningstar chose to invest in the Wealth Management Solutions group
Rolling out Morningstar Direct Indexing
And more

Resources:

Morningstar

Connect with Daniel Needham:

LinkedIn: Daniel Needham

Connect with Shannon Rosic:

About our Guest:

Daniel Needham, CFA, is the president of Morningstar’s Wealth Management Solutions. After the recent acquisition, he also oversees the U.K. and international business of Praemium and their core products, which were re-branded to Morningstar Wealth Platform and Wealthcraft, a Morningstar company.

Prior to his current role, Needham served as president and global chief investment officer since 2015 for Morningstar’s Investment Management group. In 2013, Needham stepped into the global chief investment officer role for the Investment Management group, and he also assumed responsibility for Morningstar’s investment management operations in Europe. Previously, Needham was chief investment officer and managing director for Investment Management in Asia-Pacific.

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Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)

By In the Money | September 7, 2022

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, CEO of Chantico Global, LLC, regular contributor on CNBC, and Chief Market Strategist for Lido Advisors. Gina and Shannon talk about what it takes to have a successful approach to asset allocation, and why you should stay the course despite market volatility.

Gina shares:

Advice for handling market volatility
The story behind the name Chantico Global
Her approach to asset allocation and reducing errors
The advanced strategies investors need when dealing with various types of portfolios and assets
The light at the end of the tunnel in spite of recession and inflation
And more!

Resources:

Connect with Shannon Rosic:

Connect with Gina Sanchez:

About Gina Sanchez:

Gina Sanchez is the Chief Executive Officer of Chantico Global, LLC and Chief Market Strategist for Lido Advisors.

Chantico Global was spun out of Roubini Global Economics in 2013. Ms. Sanchez was the Director of Equity and Asset Allocation for Roubini Global Economics. Currently, Chantico Global collaborates with Oxford Economics, the world’s largest economics consultancy. Ms. Sanchez also currently serves as a Trustee of the Los Angeles County Employee Retirement Association. Ms. Sanchez also serves as Chief Market Strategist for Lido Advisors, a $5.4 billion national investment advisor based in Los Angeles.

She also worked in emerging markets research at JPMorgan in New York. She is frequently quoted in the media and was a recipient of Institutional Investor’s 2009 Foundations and Endowments Rising Stars Award.

She holds a bachelor’s degree in economics from Harvard University and a master’s in international policy studies from Stanford University.

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Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)

By In the Money | July 13, 2022

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, Will Trout, the Director of Wealth Management at Javelin Strategy & Research, joins Shannon Rosic to unpack the challenges and opportunities around personalized delivery of advice and how technology can augment the entire experience.

Will discusses:

His areas of expertise within the wealth management industry
Ways investment managers and advisors can achieve a reasonable level of customization and personalization with their clients
Balancing scale and service by using technology
Trends around portfolio management
The role of direct indexing in the marketplace
And more!

Resources:

WealthStack Conference

Connect with Will Trout:

Connect with Shannon Rosic:

About our Guest:

William Trout is a thought leader in North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise in platform automation; portfolio management and optimization tools; data capture, storage, and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.

An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings.

Before joining Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high-net-worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.

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Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1)

By In the Money | May 18, 2022

Flyer FT is all about delivering cloud-based trading tools that help execute your investment strategy faster — and the firm’s Vice President of Marketing, Shannon Rosic, is about to tell you all about it in this inaugural episode of In the Money.

This week, Shannon unveils everything you need to know about her and her career in the FinTech industry. Shannon explores the biggest challenges and opportunities in financial tech, Flyer FT’s ideal client, what’s to come at the firm, and their mission to help advisors and asset managers understand how technology is transforming the WealthTech sector.

Shannon discusses:

How she got her start in FinTech
Flyer FT’s vision and her role within the company
The firm’s rebranding process
Ways Flyer leverages technology for faster and smarter investment decisions
And more!

Resources:

Connect with Shannon Rosic:

About Your Host:

Shannon Rosic serves as Flyer Financial Technologies’ Vice President of Marketing. Shannon has spent her career in the Wealth Management space, specifically helping media firms and fintech companies grow their marketing initiatives. Known in the industry as “Gadget Girl” from her time at Investment News, her passion is storytelling and designing a cohesive brand experience through creative and innovative marketing efforts.

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