In the Money

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 clients want? Where does DeFi fi...

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 platform. In this week’s episode, Daniel Needham, president of We...

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 stay, and how they should ultimately inform advisors whe...

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, CEO of Chantico Global, LLC, regular contributor on CNBC, and Chief...

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 episode, Craig Iskowitz, CEO and fou...

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, Will T...

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 of Third Party Integrations, Digital Advisor Solutions, at Schwab Advi...

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 career in the FinTech industry. Shannon explores the biggest challenges and oppo...