Financial Planning

By Financial PlanningBusiness Investing Careers

Financial Planning episodes

August 03, 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.
27 min
July 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.
30 min
July 06, 2022 Breaking away without breaking spirit with Alan Foxman
The veteran attorney and consultant has tips for advisors on the move.
23 min
June 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.
33 min
June 08, 2022 The evolution of direct indexing with Anton Honikman
The veteran wealthtech solutions provider talks trends, opportunity and conflict brewing in the DI space.
27 min
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.
28 min
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.
26 min
April 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.
24 min
April 20, 2022 Crypto certificates and advisor skepticism with Ric Edelman
Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class.
30 min
April 13, 2022 From pro athlete to financial advisor with a former NHL player and Olympian
Kent Manderville has 700 NHL games and a silver medal on his resume. Find out why that made him perfect for a career in wealth management.
26 min