Tag: Asset Management
How Technology is Shaping the Future of Wealth Management with Tony Stich (Ep. 17)

How Technology is Shaping the Future of Wealth Management with Tony Stich (Ep. 17)

By |

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 introduction of fresh faces and ideas in finance.

Tony and Rusty discuss: 

  • (03:03) The evolution of summit topics for real-time impact
  • (05:35) The role of AI in improving asset management strategies
  • (06:44) Challenges and opportunities in planning for investor longevity 
  • (09:27) The importance of collaboration and networking in finance
  • (12:32) Innovations and the rapid pace of technological development
  • (13:22) Predictions for wealth management trends in 2025

Tune in to gain a fresh perspective on the future of wealth tech and discover how the industry’s shifts can enhance your professional approach. 

Connect with Tony Stich:

Connect with Rusty Sommer:

About our Guest: 

Tony is an industry speaker, consultant, trusted advisor, and active investor that specializes in GTM strategies — with a heavy emphasis on marketing — for financial services firms, RIAs, and FinTech companies. 

Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, US News & World Report, and ThinkAdvisor as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and InvestmentNews, Stich is an award-winning thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor to a rapidly-evolving industry. 

He is currently Executive Managing Director of MarketCounsel — the leading business and regulatory compliance consultancy to the country’s preeminent independent investment advisers throughout all stages of their lifecycle.

Before this, he spent most of his career in the WealthTech industry with his latest role serving as Chief Revenue Officer for Entrustody — a modern, digital-first custodial platform. Prior, he was at InvestCloud which acquired Advicent, the global financial planning software developer of NaviPlan, Profiles, and Figlo. There as Chief Operating Officer, he led North American Sales, Marketing, Professional Services, Customer Success, and Support ultimately netting him recognition by Wealthmanagement.com as Chief Marketing Officer of the Year (2021) and obtaining the inaugural ThinkAdvisor LUMINARIES Executive Leadership Award (2021).

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)

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

By |

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 technology and services, Steve discusses leveraging technology for competitive advantage and innovating for the future of finance.

Key Highlights:

  • From Veteran to Visionary: Steve shares his journey in finance, emphasizing his diverse experience and innovative tech approach
  • Parallel Playbooks: Explore the similarities between sports, particularly basketball, and finance, highlighting teamwork and strategy
  • Tech-Driven Transformation: Discover how technology, like Advent Software’s early solutions, revolutionized asset management
  • Overcoming Market Hurdles: Learn how adapting sports strategies can inform financial market navigation
  • AI: Uncover AI’s impactful role in finance, its applications, and the need for reliable data
  • Revolutionizing Trading: See how a unified tech system can boost trader efficiency
  • Embracing Change: Understand the necessity of adaptability and innovation in finance, with lessons from asset management and sports strategy
  • Plus, many more insights!

 

Connect with Steve Lewczyk:

Connect with Rusty Sommer:

 

About Steve Lewczyk: 

Steve is a leader in buy side technology, wealth management systems, trading platforms, and data management solutions. With over 25 years experience at leading fin tech and securities firms, Steve has worked at Fidelity Investments, Advent Software (SSNC), Envestnet and co-founded Nirvana Solutions. Steve’s expertise is in building and scaling successful sales organizations.

In his role at Flyer, Steve is focused on buy side asset managers that require solutions that allow for integration, ease, scale and future proofing operations.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More