RIA Industry – 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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Navigating the Future of RIAs: Insights from TradePMR’s Robb Baldwin (Ep. 19)

By In the Money | February 19, 2025

What sparked the evolution of RIAs?

In this episode, Rusty Sommer sits down with Robb Baldwin, CEO of TradePMR, at the Market Council Summit in Las Vegas. Together, they have a candid conversation on the history and evolution of the Registered Investment Advisor (RIA) sector and the current trends shaking up the landscape. From the entrepreneurial spirit that fuelled the RIA space to recent developments as Trade PMR joins forces with Robinhood, this episode provides a fresh perspective on where the industry is heading.

Robb discusses:

(01:54) The early entrepreneurial days of the RIA industry and its impact on modern practices
(03:33) Major trends influencing the RIA space, such as roll-ups and aggregation
(05:16) The importance of supporting advisor independence with effective technology and service
(06:23) Why the partnership with Robinhood is pivotal for the future of both companies
(11:47) Enhancing client experience through technology to cater to all generations

Tune in to explore how these dynamics shape the future of wealth management and trading technology.

Connect with Robb Baldwin:

Connect with Rusty Sommer:

About our Guest:

With over 30 years of experience in the brokerage and RIA industry, Robb Baldwin is the founder, president, and CEO of TradePMR, a technology and custodial services provider for RIAs. Robb is passionate about empowering advisors to achieve their true independence and deliver exceptional service to their clients.

Robb founded TradePMR in 1998 after facing a challenging transition in his own RIA firm due to a merger of two major custodians. He saw the need for a better solution that would combine innovative technology, extraordinary support, and seamless workflow for RIAs. Under his leadership, TradePMR has grown to serve RIAs across the country, earning recognition for its award-winning Fusion platform and its customer satisfaction. Robb holds multiple securities licenses registered with TradePMR, and he continues to drive the firm’s vision and mission to provide the best technology and service in the industry.

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