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Inside The Flows episodes
- Inside the Flows - Episode 12
In this episode of Inside the Flows, we return after a short break to share major updates on new features coming to Inflows, including tagging, direct messaging, a new marketplace for advisors to discover service providers, and a referral network designed to help RIAs better leverage peer connections and collective knowledge. We discuss why these tools matter for independent advisors trying to grow their practices without the support structure of a traditional wirehouse.
00:00 Introduction and Updates on Inflows App
17:42 Semiconductor Industry Insights
25:17 Inflation and Consumer Spending Dynamics
#wealthmanagement #inflation #financialplanning #ai #ria #financialadvisor
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
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422936 min - Inside the Flows - Quick Update
Just a quick update on the show (or lack thereof)!
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
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id18740742292 min - Inside the Flows - Episode 11
In this episode of Inside the Flows, we break down a week of meaningful shifts across the advisory landscape, from continued consolidation among firms to strong bank earnings driven by market volatility, and what those trends signal for advisors navigating scale, technology, and client demand.
The conversation then moves into a deeper discussion on retirement and inflation, focusing on a lesser known measure showing that older Americans are experiencing higher cost pressures than the broader population.
00:00 Introduction
05:16 Weekly Recap
12:40 Bank Earnings and Market Volatility
15:51 The Pulse of the Economy: Consumer Credit and Its Impact
17:28 AI Trends: The Shift in Business Models
20:29 Oil Prices and Global Conflicts: Market Reactions
22:51 Inflation and Its Effects on Retirees
30:31 The Importance of Financial Planning Tools
36:23 Future-Proofing Financial Advisory Services
#retirementplanning #retirement #ai #financialplanning #wealthmanagement #ria
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
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422942 min - Inside the Flows - Episode 10
Inside this episode of Inside the Flows, Iyassu and Juan Vallejo step back to assess how rapidly AI is reshaping the operating model across industries, from the massive capital being deployed into infrastructure to what that means for productivity, cost structures, and long term competitive positioning. They frame AI not as a distant concept, but as a real time shift that advisors and firms should be paying attention to now, particularly as timelines for innovation continue to compress.
The conversation then moves into a practical lens on how AI is actually being used to build and scale a business, highlighting how pairing domain expertise with AI agents can dramatically accelerate output while still requiring oversight, judgment, and process discipline. For advisors, the takeaway is clear: AI is far more likely to augment high quality practitioners than replace them, with the potential to enhance research, monitoring, and decision support in ways that mirror a highly efficient junior analyst working continuously in the background.
#ai #wealthmanagement #agenticai #financialplanning #financialadvisor #portfoliomanagement #ria
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
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422957 min - Inside the Flows - Episode 9
Inside Episode 9 of Inside the Flows, we break down a week that shows just how quickly the industry is evolving, from advisor movement across firms to rising investment in AI and its real impact on jobs and cost structures. We also explore how asset managers like Capital Group are leaning in to support advisors more directly, signaling a shift toward deeper partnerships as demand grows and competition intensifies.
We then turn to private credit, focusing on illiquidity risk, client psychology, and what happens when investors want out during uncertain markets. We unpack how advisors can navigate these moments, manage expectations, and reinforce discipline as more retail investors enter private markets without fully understanding the tradeoffs.
#financialadvisor #wealthmanagement #privateequity #privatecredit #ai #genz #millionaire
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
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422940 min - Inside the Flows - Episode 8
Inside this special episode of Inside the Flows, Iyassu sits down with Ryan Chand to explore how advisors can better position themselves for the next generation of wealth, starting with lessons from the Future Proof Citywide event and a growing wave of younger, entrepreneurial advisors entering the industry. They discuss how shifting wealth dynamics, rising high net worth households, and the influence of digital platforms are reshaping how advisors connect, build trust, and stay relevant in an increasingly competitive landscape.
The conversation then turns to a deeper, more reflective discussion inspired by Ryan’s “Think With Ryan” newsletter, focusing on the idea that “nearly” is not enough when it comes to financial planning and life decisions. They emphasize the importance of slowing down, being intentional, and addressing affordability and financial tradeoffs early, rather than waiting for the perfect moment that never comes, offering a grounded perspective on how individuals and households can take control of their financial future.
#genz #millennials #financialadvisor #wealthmanagement #jpmorgan #ria #financialplanning
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
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422947 min - Inside the Flows - Episode 7
Inside this episode of Inside the Flows, Iyassu sits down with Anna Smukowski from Enterprise Community Partners for a deep dive into one of the most pressing issues facing both households and markets today: affordability. The conversation centers on the structural challenges behind the affordable housing crisis, including rising development costs, regulatory friction, and the growing gap between income and housing prices, and why these forces are making it harder for communities to access stable, quality housing.
00:00 Introduction01:34 Weekly Market Recap: SEC Reporting Changes
06:06 AI in Financial Advisory: Future Proof Conference Insights
09:52 Regulatory Updates: Fiduciary Rule Changes
11:46 IPO Market Trends: SpaceX
14:49 Impact of Middle East Conflicts on Oil Prices
18:47 Introduction to Ana Smukowski
22:48 Enterprise Community Partners and Their Recent Resources
25:15 Affordable Housing and CDFI's Role
28:59 Navigating Regulatory Burdens in Affordable Housing
31:45 The Role of Catalytic Capital in Development
33:26 Community Engagement and NIMBYism
36:51 CDFI Performance and Default Rates
40:08 Exploring Impact Notes and Their Mechanics
44:02 Engaging the Next Generation of Investors
49:59 Conclusion
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
LISTEN TO OUR SHOW
Spotify:
https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy?si=aa290273dca243a6
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422953 min - Inside the Flows - After the Conference
Inside this special episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel share their on the ground experience from the Future Proof conference in Miami, reflecting on the energy, networking, and breakthrough meetings that brought advisors, fintech innovators, and asset managers together on the beach. They discuss how the conference format removes barriers to conversation, why the speed meeting structure creates meaningful industry connections, and what themes dominated discussions across wealth management and fintech.
00:00 Introduction and Conference Overview
01:23 Breakthrough Meetings and Networking Strategies
02:21 What is Future Proof? Conference Goals and Atmosphere
03:19 The Speed Dating Format for Networking
04:38 Conference Layout Designed for Engagement
05:33 Keynote Highlights
06:39 Themes of Innovation
07:33 Kathy Woods and Future Outlooks in Wealth Management
08:27 Advisors Sharing Best Practices and Peer Learning
09:40 Community and Peer Support on Inflows
10:45 DeepVest and AI-Powered Investment Platforms
11:22 Agentic CIOs and AI in Portfolio Management
13:59 Young Entrepreneurs and the Future of Advisory Firms
15:53 Conference Growth and Industry Trends
16:36 The Value of Engagement and Learning at Future Proof
17:54 Conference Highlights: Music and Networking Events
18:51 Closing Remarks and joining Inflows
#financialadvisor #financialplanning #wealthmanagement #futureproofcitywide #deepvest
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
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id187407422921 min - Inside the Flows - Episode 6
In this episode of Inside the Flows, Iyassu is joined by sustainable investing pioneer Allan Moskowitz to break down a wild week in the markets. We cover the ripple effects of oil spiking to $80 a barrel, Morgan Stanley's surprising wealth management layoffs, the launch of a new free AI tax service, and a shocking drop in February job numbers that will definitely keep the Fed on its toes.
For our deep dive, Allan shares his 35-year journey from the first Earth Day to the front lines of values-based investing. We cut through the noise surrounding "ESG," exploring why the industry is moving past the acronym , how environmental threats are becoming undeniable financial risks , and the power of keeping your capital local with CDFIs and credit unions.
00:00 Introduction to Sustainable Investing
11:59 Weekly Recap of Economic Events
21:03 The Evolution of Sustainable Investing
27:29 Understanding ESG Factors and Their Importance
30:52 The Pushback Against ESG and Its Implications
32:10 Value Alignment in Sustainable Investing
33:29 Historical Context of Sustainable Investing
39:21 The Current Landscape of Sustainable Assets
39:41 Rebranding ESG: A Shift in Terminology
43:30 Investing for Future Generations
46:01 The Complexity of Sustainable Investing Terminology
50:11 Looking Ahead: The Future of Sustainable Investing
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
LISTEN TO OUR SHOW
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id18740742291 hr 1 min - 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/inflowsapp37 min
About Inside The Flows
From the publisher's feed
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.