In the Money
Business & Economics Podcasts
Welcome to In the Money with Flyer Financial Technologies, the company that builds cutting-edge technology designed to solve asset and wealth management firms’ toughest trading workflows. In this podcast, we help advisors and asset managers understand how technology is transforming the WealthTech sector. We’ll cover how to leverage technology for faster, smarter investment decisions, mega-trends, and more. Tune in to hear our guest experts explore the biggest challenges and opportunities in the WealthTech game.
Location:
United States
Description:
Welcome to In the Money with Flyer Financial Technologies, the company that builds cutting-edge technology designed to solve asset and wealth management firms’ toughest trading workflows. In this podcast, we help advisors and asset managers understand how technology is transforming the WealthTech sector. We’ll cover how to leverage technology for faster, smarter investment decisions, mega-trends, and more. Tune in to hear our guest experts explore the biggest challenges and opportunities in the WealthTech game.
Twitter:
@fixflyer
Language:
English
Contact:
1-888-349-3593
Website:
https://flyerft.com/
Email:
sales@flyerft.com
Episodes
The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)
5/6/2024
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 … Read More Read More
Duration:00:31:57
Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12)
4/3/2024
Can technology bridge the gap for smaller wealth management firms in a competitive market? Join Rusty Sommer and special guest Chuck Fialla from Sovereign Financial in this insightful episode of ‘In the Money,’ where they explore the pivotal role of technology in transforming small and mid-sized wealth management firms. Understanding the role of portfolio management … Read More Read More
Duration:00:30:16
Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)
1/10/2024
Is technology fundamentally transforming the wealth tech industry? Discover the groundbreaking insights with Rusty Sommer and special guest Verity Larsen from Versoft Consulting in a riveting episode of “In The Money,” presented by Flyer Financial Technologies. With over two decades in the field, Verity guides us through the evolving landscape of investment technology, cautioning against … Read More Read More
Duration:00:28:21
Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)
10/30/2023
Join Rusty Sommer from Flyer Financial Technologies and Brett Kunshek of Mariner Wealth Advisors in this episode as they dive into the nuanced world of options. They cast away myths about its risks and highlight its potential, especially for high net worth clients. Discover how the wealthy use options as sophisticated financial instruments. Key points … Read More Read More
Duration:00:25:32
Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)
8/3/2023
In this episode of In The Money podcast, we are joined by the CTO of Flyer Financial, Randy Prager. Join us as we dive into the API economy and learn how APIs are transforming the wealth tech sector, along with how forward-thinking firms are leveraging APIs to build their own specialized ecosystem within the wealth … Read More Read More
Duration:00:25:39
Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8)
1/18/2023
DeFi (Decentralized Finance) has gained much popularity over the past couple of years in FinTech discussions relating to cryptocurrency. Recent statistics suggest that over 70% of advisors suspect their clients are dabbling in crypto without engaging them in the process. In the wealth management world, is there possibly a disconnect between advisors and what their … Read More Read More
Duration:00:41:04
The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)
11/16/2022
From giving time back to advisors, to reaping the benefits of outsourcing, there’s no denying the advantages of a TAMP. As the industry’s gold standard for data and research, not to mention 2022’s top TAMP of the year, the team at Morningstar’s Wealth Management Solutions knows a thing or two about building a wealth management … Read More Read More
Duration:00:38:18
The Future of Wealth and Investment Management with Chip Roame (Ep. 6)
10/19/2022
What does the future of wealth and investment management look like? In this episode Chip Roame, Founder and Managing Partner of Tiburon Strategic Partners and the Tiburon CEO Summits, breaks down the top five trends he’s following in the wealth and investment management industry. Chip also shares insight into whether these trends are here to … Read More Read More
Duration:00:28:38
Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)
9/7/2022
It’s certainly an interesting time to talk about the stock market, with inflation, the war in Ukraine, and the aftermath of a pandemic. Having a sound strategy for asset allocation and portfolio management has become more important than ever. In this week’s release of In the Money Podcast, Shannon Rosic is joined by Gina Sanchez, … Read More Read More
Duration:00:39:11
Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)
8/10/2022
APIs (Application Programming Interface) have improved the workflow of businesses in many industries by bridging the gap between different software and allowing them to communicate with each other. When it comes to the wealth management industry, accurate, timely, and seamless data exchange is table stakes. So, what does an API-enabled future look like? In this … Read More Read More
Duration:00:40:01
Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)
7/13/2022
Investment managers and advisors are all about balancing their clients’ needs while striving to provide a superior level of service. But, what role does technology play when it comes to providing clients with personalized, outcome-oriented advice? Managers must develop the agility to customize products and services without amplifying operational cost and complexity. In this episode, … Read More Read More
Duration:00:25:48
Tackling Technology Challenges Through Third-Party Integrations with Kartik Srinivasan (Ep.2)
6/13/2022
The use of technology has its challenges and opportunities for businesses. On one hand, you can leverage it to improve workflows. On the other hand, trying to get everyone to buy into the technology and make sure the platform you’re using is safe and secure, can be difficult. This week, Kartik Srinivasan, Director – Head … Read More Read More
Duration:00:29:39
Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1)
5/18/2022
Flyer FT is all about delivering cloud-based trading tools that help execute your investment strategy faster — and the firm’s Vice President of Marketing, Shannon Rosic, is about to tell you all about it in this inaugural episode of In the Money. This week, Shannon unveils everything you need to know about her and her … Read More Read More
Duration:00:18:47