Tag: Industry Trends
How Technology is Revolutionizing IRAs with Brian Hamburger (Ep. 22)

How Technology is Revolutionizing IRAs with Brian Hamburger (Ep. 22)

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Are you keeping pace with the rapidly changing landscape of independent financial advice? If your practice isn’t evolving, you might be left in the dust.

In this episode, Rusty Sommer sits down with Brian Hamburger, JD, CRCP, President and CEO of MarketCounsel, to explore the ever-evolving world of independent advisors. Brian shares his insights on evolving business models, the impact of technology, and what advisors need to know about current industry trends. Tune in to find out how innovation is reshaping client relationships and what the future holds for regulatory changes.

Brian discusses: 

  • (02:05) The importance of creating a community for CEOs and founders in wealth management
  • (02:49) Key takeaways and themes from this year’s conference
  • (05:38) The evolving landscape for independent advisors and emerging opportunities
  • (07:00) How technology and pandemic-driven changes are reshaping advisor-client dynamics
  • (08:42) Navigating regulatory changes under shifting political landscapes
  • (13:32) Market Council’s role in supporting RIAs
  • (15:08) Predictions for the financial regulatory environment in 2025

Connect with Brian Hamburger:

Connect with Rusty Sommer:

About our Guest: 

Brian Hamburger, JD, CRCP, is the founder, president and CEO of MarketCounsel Consulting, the leading business and regulatory compliance consultancy to the country’s preeminent entrepreneurial independent investment advisors. Brian is also the founder and chief counsel of the Hamburger Law Firm, a boutique law firm with its practice in virtually all areas related to the investment and securities industry, entrepreneurial and employment matters. The MarketCounsel companies and the Hamburger Law Firm reflect Brian’s unrelenting entrepreneurial drive and genuine desire to provide an unparalleled combination of preeminent counsel and uncompromising service to the wealth management profession. Hamburger is also the president of MarketCounsel Productions, a company that has built community within the wealth management profession by hosting events such as The MarketCounsel Summit, MarketCounsel Supper Clubs and MarketCounsel After-Hours. The MarketCounsel Summit is the industry’s capstone event of the year and a forum for debate and dialogue on some of the most critical issues facing leaders of wealth management firms.

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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)

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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).

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