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Inside the Flows - Episode 5
In this episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel break down a packed week across wealth management and markets, from industry leadership changes and continued RIA consolidation to cooling mortgage rates and shifting capital flows, while also sharing a fun preview of the upcoming Future Proof conference and the conversations they are most looking forward to having there. We unpack what these developments signal for advisors navigating volatility, client expectations, and an increasingly competitive landscape.
For the special topic, Nisheet and Iyassu dive into the “Global Intelligence Crisis” memo making waves online, separating signal from noise on AI’s real impact on white collar work and the advisory profession. The discussion centers on how advisors can stay grounded, think long term, and adapt thoughtfully as technology narratives evolve at a rapid pace.
00:00 Introduction and Conference Insights
05:28 Weekly Market Recap
05:52 UBS Promotes Lisa Golia
09:19 Osaic Takes Stake In Bard Financial
11:50 Mortgage Interest Rates and Home Buying Trends
16:30 Barron's Best Fund Families
18:20 Paramount Outbids Netflix for Warner Bros. Discovery
23:21 Citrini Research - The Global Intelligence Crisis
32:45 Conclusion - What Are You Looking Forward To Next Week?
Link to Citrini Research's THE 2028 GLOBAL INTELLIGENCE CRISIS: https://www.citriniresearch.com/p/2028gic
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
View all episodes
By InflowsIn this episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel break down a packed week across wealth management and markets, from industry leadership changes and continued RIA consolidation to cooling mortgage rates and shifting capital flows, while also sharing a fun preview of the upcoming Future Proof conference and the conversations they are most looking forward to having there. We unpack what these developments signal for advisors navigating volatility, client expectations, and an increasingly competitive landscape.
For the special topic, Nisheet and Iyassu dive into the “Global Intelligence Crisis” memo making waves online, separating signal from noise on AI’s real impact on white collar work and the advisory profession. The discussion centers on how advisors can stay grounded, think long term, and adapt thoughtfully as technology narratives evolve at a rapid pace.
00:00 Introduction and Conference Insights
05:28 Weekly Market Recap
05:52 UBS Promotes Lisa Golia
09:19 Osaic Takes Stake In Bard Financial
11:50 Mortgage Interest Rates and Home Buying Trends
16:30 Barron's Best Fund Families
18:20 Paramount Outbids Netflix for Warner Bros. Discovery
23:21 Citrini Research - The Global Intelligence Crisis
32:45 Conclusion - What Are You Looking Forward To Next Week?
Link to Citrini Research's THE 2028 GLOBAL INTELLIGENCE CRISIS: https://www.citriniresearch.com/p/2028gic
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp