Future of Finance – In the Money

Unlocking Data Superpowers for RIAs: Thrive in the Age of Information (Ep. 27)

By In the Money | June 9, 2025

What if your financial data could talk?

Would it reveal new secrets about your clients, business, and the future of wealth management? In this engaging episode of “In the Money,” host Rusty Sommer dives deep into the age of data with Oleg Tishkevich, the visionary founder and CEO of INVENT®. Together, they explore the transformative power of data integration in reshaping the wealth management landscape.

Listen in as Rusty and Oleg discuss:

(03:07) The complexities of data scattered across multiple systems and the role of AI in creating cohesive conversations with your data.
(06:42) How Invent is pioneering an ecosystem that integrates various financial systems to enhance advisor-client interactions.
(12:11)Oleg’s insights into the evolving RIA industry and why customizable, client-centric solutions are the future.
(14:42)The critical role of technology in adapting and redefining the advisor-client relationship.
(28:43) Oleg’s prediction for 2025 and how each firm might become its own artist in crafting unique client experiences.

Connect with Oleg Tishkevich:

Connect with Rusty Sommer:

About Oleg Tishkevich:

Oleg Tishkevich is a visionary technology entrepreneur and the founder and CEO of Invent®, a cloud-native software development and consulting firm serving the wealth management and real estate industries. With a focus on systems design, data architecture, and digital experiences, Invent® helps enterprise firms and registered investment advisors (RIAs) modernize their technology infrastructures

Prior to founding Invent®, Tishkevich established Finance Logix, a next-generation financial planning software company known for its engaging mobile planning app, Retire Logix. The app was recognized as the “Best Money Move” by Money magazine and voted the number one mobile app for advisors. Finance Logix was acquired by Envestnet in 2015, where Tishkevich served as Chief Technology Officer for Financial Planning.

Throughout his career, Tishkevich has been instrumental in delivering custom firm-wide solutions for major companies such as Wells Fargo, Bank of America/Merrill Lynch, AssetMark, and Janney Montgomery Scott. His leadership continues to drive innovation in the financial technology sector, helping firms transition to cloud-native platforms and enhance their digital capabilities.

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The Role of Human Connection in the Age of Algorithms (Ep. 23)

By In the Money | April 10, 2025

What role does human connection play in the ever-evolving world of wealth management?

In this episode, Rusty Sommer speaks with Kate Healy of AdvoKate IQ about the importance of personal interaction in an industry increasingly dominated by technology. Rusty and Kate navigate through the dynamics of integrating human elements with advanced technology, exploring cultural awareness, next-gen talent acquisition, and adaptable service models.

Kate shares insights on:

(01:24) The irreplaceable value of human connection in client relationships and service
(02:56) How changing demographics demand adaptation in talent acquisition and cultural awareness
(08:57) Building scalable businesses while nurturing the next generation of financial talent
(10:47) Crafting a seamless and personalized client experience using modern technology
(20:57) Leadership lessons in empowering the next generation in finance

This episode is a must-listen for those interested in understanding how to balance the digital transformation in finance with the critical human element. Don’t miss out, hit play!

Connect with Kate Healy:

LinkedIn: Kate Healy

Connect with Rusty Sommer:

About our Guest:

Kate Healy is CEO and Founder of AdvoKate IQ, LLC, designed to help wealth management firms with their growth strategy, focusing on the intersection of organic growth and workforce development. Kate offers diverse leadership experience as a financial services industry executive and nonprofit leader. Develop and guide high-performing teams. Deliver innovative, client-first marketing. Embrace change and modernize leveraging technology and business intelligence. Lead with humor and empathy.

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The Future of Wealth Management: Predictions for 2025 (Ep. 18)

By In the Money | February 5, 2025

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, Bill McFadden, Brian Hamburger, Joel Bruckenstein, Robb Baldwin, Tony Stich, and Amy DeTolla. They explore the big predictions for 2025, like how AI co-pilots and personalized client apps are set to transform the industry, why mega firms driven by private equity are emerging, and how personalization will redefine client experiences. Discover insights on trends like mergers, private equity’s impact on growth, and the looming cybersecurity challenges. The dialogue is rich with insights about the continual evolution of technology, regulation impacts, and strategic industry shifts.

Key Highlights:

(01:13) The role of AI co-pilots in enhancing productivity
(02:12) The expanding impact of mergers and acquisitions fueled by private equity
(04:41) The emergence of custom client applications for RIAs
(08:48) Challenges and changes in regulation and compliance
(13:07) The evolution of niche-based advice and technology solutions
And more!

Immerse yourself in this forward-looking discussion and get a head start on 2025’s transformative impact!

Connect with Rusty Sommer:

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