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23 minutes | Jan 25, 2023
Attracting the next generation of advisors, with Hartford Funds VP Julie Genjac
When it comes to bringing in fresh talent, wealth management has a PR problem. Here's how the industry can solve it.
25 minutes | Dec 28, 2022
How interval funds can become an advisor's access key to alternatives
Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.
29 minutes | Dec 14, 2022
Getting closer to clients through cash and crypto, with Flourish President Ben Cruikshank
The fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated.
28 minutes | Nov 30, 2022
Using tech to mix faith and finance, with Chris McMahon of Aquinas Wealth Advisors
When preparing to invest, most clients turn to their advisor and not the Catholic Church. But the veteran financial planner says there’s no reason you can’t do both.
25 minutes | Nov 16, 2022
Finding the fintech that fits your life as an advisor, with CircleBlack CEO Lincoln Ross
The fintech veteran wants to help financial planners use their favorite digital tools without compromises or concessions. Here's how he plans to do it.
32 minutes | Nov 2, 2022
The future of compliance tech and industry diversity, with ComplySci CEO Amy Kadomatsu
Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.
24 minutes | Oct 19, 2022
The importance of supporting financial caregivers, with Carefull Founder Todd Rovak
Managing the finances of an elderly loved one isn't easy, and the stakes are high. Here's how fintech and financial advisors can help.
27 minutes | Oct 5, 2022
Behavorial fianance guru Meir Statman on why rational clients can still be stupid
Why understanding what makes people tick is a game changer for wealth managers.
29 minutes | Sep 21, 2022
The power of taking your work personally with Lumiant’s Blake Wood
Wood said he saw firsthand how a lack of advisor engagement affected his mother after his father’s recent passing. Lumiant aims to fix that problem.
27 minutes | Sep 7, 2022
How smaller firms can make a bigger difference, with guest Pepper Anderson
After more than 20 years with one of the biggest firms in the business, the leader of the fast-growing, New york-based RIA said going small was good for the soul.
27 minutes | Aug 24, 2022
Gary Zimmerman wants to help advisors maximize their clients’ cash
While trying to solve a financial problem in his personal life, the MaxMyInterest CEO accidentally became a fintech founder
25 minutes | Aug 17, 2022
Chris Volpe wants to help financial advisors nail their reproposal to clients
Zephyr’s head of wealth management says now is the perfect time to remind clients why they need you.
27 minutes | Aug 3, 2022
Envestnet’s Dana D’Auria on the top issues advisors are facing
Just months removed from taking the reins of one of the fintech’s new business lines, D’Auria joins the FP podcast to talk about what's next for the industry.
29 minutes | Jul 20, 2022
Going deep into the metaverse with Sandeep Vishnu
How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.
23 minutes | Jul 6, 2022
Breaking away without breaking spirit with Alan Foxman
The veteran attorney and consultant has tips for advisors on the move.
33 minutes | Jun 22, 2022
Seeking a single source of truth with Chris Zuczek
The chief product officer for Skience talks about the importance of centralized data and why the human touch is the most important part of fintech.
27 minutes | Jun 8, 2022
The evolution of direct indexing with Anton Honikman
The veteran wealthtech solutions provider talks trends, opportunity and conflict brewing in the DI space.
28 minutes | May 25, 2022
Reimaging fixed income investing with YieldX CEO Adam Green
Green wants to shake up the world of fixed income investing by blending AI with human know-how.
26 minutes | May 11, 2022
Why a strong defense is the best offense with Spuds Powell
The market doesn’t always play fair. Find out why Spuds Powell is always ready when the going gets tough.
24 minutes | Apr 27, 2022
Financial planning for the underappreciated with Ken Van Leeuwen
How the financial planner blended personal passions and years of industry experience to find fulfillment.
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