Power Your Advice

Episode 181 – Data-Driven Wealth Management with Stephen Daffron

Listen Later

Stephen Daffron is the Chairman and Chief Executive Officer of BetaNXT, the next wave in wealth management technology and outsourcing solutions. Join Stephen as he introduces BetaNXT, its offerings, and the challenges they are helping wealth advisors and investors address.

Topics also discussed:

  • Stephen’s diverse background and his journey and role in co-founding BetaNXT.
  • The evolving wealth management landscape, emphasizing the need for better tools and real-time data to meet changing client demands.
  • The challenges faced by wealth advisors, such as time spent on data gathering, are highlighted, along with the potential benefits of real-time data processing.
  • The acquisition of Mediant, emphasizing its role in enhancing data curation and delivery, ultimately improving the advisor-client experience.
  • The BetaNXT commitment to investing in firms that align with its mission of elevating the wealth management ecosystem.

    •  

    Resources: 

    BetaNXT

    Source

    ...more
    View all episodesView all episodes
    Download on the App Store
    Power Your AdviceBy Advisorpedia

    More shows like Power Your Advice

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,235 Listeners

    Acquired by Ben Gilbert and David Rosenthal

    Acquired

    4,720 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,182 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,347 Listeners

    Financial Advisor Success by Michael Kitces

    Financial Advisor Success

    719 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,029 Listeners

    The Peter Attia Drive by Peter Attia, MD

    The Peter Attia Drive

    8,629 Listeners

    The Long View by Morningstar

    The Long View

    920 Listeners

    RIA Edge by David Armstrong

    RIA Edge

    11 Listeners