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Wealthies Circle

Business & Economics Podcasts

Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.

Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.

Location:

United States

Description:

Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.

Language:

English

Contact:

212-204-4210


Episodes

Digital Transitions with Skience’s Marc Butler

10/19/2021
In this episode, David Armstrong is joined by Marc Butler, COO and president of Skience, to talk about the directions the firm has taken since he was appointed in August of 2020—in the midst of the pandemic. Skience, a digital-first client onboarding platform, was recognized in the 2021 Wealthmanagement.com Industry Awards in the technology providers … Continue reading Digital Transitions with Skience’s Marc Butler →

Duration:00:31:16

A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies with Aaron Klein, CEO

10/13/2021
In this episode, David Armstrong speaks with Aaron Klein, co-founder and CEO at Riskalyze about the initiatives, platforms and strategies that helped them take their place as finalists in multiple categories at the 2021 WealthManagement.com Industry Awards. In this episode, they discuss: Riskalyze’s business trajectory and current investor HG Capital How Riskalyze’s trading platform widens … Continue reading A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies with Aaron...

Duration:00:26:16

Andrew Schardt on Building A Wider Door to Private Markets

10/8/2021
Alternative asset manager Hamilton Lane’s acquisition of investment platform 361 Capital earlier this year brings the $550 billion, 30-year-old global investment shop a step closer to U.S.-based registered investment advisors and their HNW clients. Hamilton Lane’s goal is to bring easier access to private market investments, and was recognized at the 2021 Wealthmanagement.com Industry Awards … Continue reading Andrew Schardt on Building A Wider Door to Private Markets →

Duration:00:23:51

Envestnet MoneyGuide’s Tony Leal on the Past, Present and Future of Financial Planning

10/5/2021
It’s been two and a half years since Envestnet acquired the financial planning platform MoneyGuide; soon after, the global pandemic hit, sending many advisors scrambling to refine, or in many cases create for the first time, financial plans for their clients. The pandemic prompted a dramatic and quantifiable spike in the use of the MoneyGuide … Continue reading Envestnet MoneyGuide’s Tony Leal on the Past, Present and Future of Financial Planning →

Duration:00:27:18

Maximizing Your Firm’s Pay Out as an Advisor with Frank LaRosa

9/30/2021
Many advisors spend their entire career building their business, whether it be as an independent or full-service company. Often, as many advisors get to the end of their careers, they are left with some major questions about how to make the most from the business that they have put so much time into. In this … Continue reading Maximizing Your Firm’s Pay Out as an Advisor with Frank LaRosa →

Duration:00:51:17

How the Pandemic changed with Heather Kelly

9/24/2021
As the 2021 Wealth Management.com Industry Awards wrap up for the year, the focus is on the top finalists and how their companies are changing the wealth management industry, and bringing new ideas and innovations to the forefront. In this episode, David Armstrong is joined by Heather Kelly, senior vice president, head of advisory and … Continue reading How the Pandemic changed with Heather Kelly →

Duration:00:25:53

The Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve Leivent

9/22/2021
In this episode, David Armstrong is joined by Steve Leivent, the SVP and co-general manager of SS&C Advent’s Advisory business, to discuss his firm’s recognition in the Wealthmanagement.com Industry Awards for the Technology Category of Rebalancing and Client Portals for their Black Diamond Wealth Platform. In this episode, you will learn: Steve Leivent’s background and … Continue reading The Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve...

Duration:00:33:49

Growing The RIA Space — with Guest Cheryl Nash

2/25/2021
In this episode, David Armstrong is joined by the CEO of Tegra118, Cheryl Nash, as they discuss the changes that the company went through in 2020 and what creative challenges are planned for the future. In this episode you will learn: How Tegra118 has evolved in the year following the Motive Partners investment. How recent … Continue reading Growing The RIA Space — with Guest Cheryl Nash →

Duration:00:32:16

Advisor Digital Transformation with Pershing – With Claire Santaniello

2/18/2021
In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results. In this conversation, you’ll learn: How COVID-19 has enhanced Pershing’s digital approach for advisors How Pershing utilizes a streamlined and … Continue reading Advisor Digital Transformation with Pershing – With Claire...

Duration:00:12:23

Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport

2/11/2021
In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisories, and their clients. Evan also explains SMArtX’s very unique cryptocurrency infrastructure. In this episode, you’ll learn: How SMArtX’s managing account technology helps advisors rebalance their … Continue reading Real-Time Managing Account Technology for Advisors with...

Duration:00:48:12

Data vs Documents; The Battle Within The Financial Services Industry – with David Knoch

2/4/2021
In this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and automating front to back office wealth management operations. In this episode, we discuss: How Docupace can help a financial advisor whether they are part of a large IBD or if they are … Continue reading Data vs Documents; The Battle Within The Financial Services Industry – with David Knoch →

Duration:00:34:00

Leading the Way for the Next Generation – with Jennifer Bacarella

1/28/2021
In this episode, David Armstrong is joined by Jennifer Bacarella, director of firm development at Sigma Financial, as they discuss how Sigma Financial is leading the industry by helping to cultivate and develop the next generation of advisors. In this episode, we discuss: What is the Next Gen Fusion Program The skills not taught that … Continue reading Leading the Way for the Next Generation – with Jennifer Bacarella →

Duration:00:37:19

Joining a Broker Dealer Firm — with Guests Tim Edwards and Tony Montanari

1/21/2021
In this episode, David Armstrong is joined by Prospera Financial Services’ Tim Edwards, principal and Tony Montanari, vice president of business development, as they discuss what you can expect when you join the firm as an independent advisor. They dive into conversation about what Propera has to offer and Tony shares insight from an advisor’s … Continue reading Joining a Broker Dealer Firm — with Guests Tim Edwards and Tony Montanari →

Duration:00:28:36

Building a Community of Advisors — with Guest Luke Winskowski

1/14/2021
In this episode, David Armstrong is joined by Luke Winskowski, Senior Vice President, Advice & Wealth Management at Thrivent, to discuss the work Thrivent is doing to bring together a community of advisors and provide them with the tools they need. In this episode you will learn: The background of Thrivent Advisor Network How Thrivent … Continue reading Building a Community of Advisors — with Guest Luke Winskowski →

Duration:00:30:29

Succession Planning in Wealth Management – with Guest Ric Edelman

1/7/2021
In this episode, David Armstrong is joined with Ric Edelman, founder of Edelman Financial Engines, as they discuss the succession planning that financial advisors should be doing in order to keep up with the changing industry. In this episode, we discuss: The results from a survey Edelman Financial Engines completed to uncover the impact of … Continue reading Succession Planning in Wealth Management – with Guest Ric Edelman →

Duration:00:35:02

The Future of the Financial Advising Industry – with Guest Eric Clarke

12/31/2020
In this episode, David Armstrong is joined by Eric Clarke, the CEO of Orion Advisor Services. David and Eric dive into their thoughts about the future of financial advising and how COVID-19 has changed the course of the industry. In this episode, we discuss: How COVID-19 has changed the way that Orion does work What … Continue reading The Future of the Financial Advising Industry – with Guest Eric Clarke →

Duration:00:30:48

Technological and Investment Solutions with Vestmark – With Rob Klapprodt

12/24/2020
In this episode, David Armstrong speaks with Rob Klapprodt, corporate strategy officer at Vestmark. Rob shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors, and their clients. In this conversation, you will learn: Vestmark’s commitment to delivering investment solutions to clients How the firm uses outsourcing as a benefit for … Continue reading Technological and Investment Solutions with Vestmark – With Rob Klapprodt →

Duration:00:26:42

Creating Programs for Advisors at Janney Montgomery Scott – With Guest Tony Miller

12/17/2020
In this episode, David Armstrong is joined by Tony Miller, chief administrative officer at Janney Montgomery Scott as they discuss the programs that led Janney to be recognized as a finalist in this year’s WealthManagement.com Industry Awards. In this conversation, you’ll learn: What Janney Montgomery Scott does as a firm What the Women’s Interactive Network … Continue reading Creating Programs for Advisors at Janney Montgomery Scott – With Guest Tony Miller →

Duration:00:34:21

Managing Financial Risk with Riskalyze – With Guest Aaron Klein

12/10/2020
In this episode, David Armstrong, executive director of content at WealthManagement.com,speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firm’s digital technology designed to help financial advisors and their clients manage risk. In this episode, you’ll learn: How Riskalyze’s Life Alignment software, portfolio analytics, and investment research help advisors and their clients … Continue reading Managing Financial Risk with Riskalyze – With Guest Aaron Klein →

Duration:00:31:06

Digital Solutions For Professionals with Fidelity – With Guest Lisa Burns

12/3/2020
In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa introduces the firm’s technological integration system available for financial professionals while referring to Fidelity’s technology consultants that work with clients to optimize the use of digital tools. In this conversation, you’ll learn: … Continue reading Digital Solutions For Professionals with Fidelity – With...

Duration:00:31:47