Wealthies Circle

In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisories, and their clients. Evan also explains SMArtX’s very unique cryptocurrency infrastructure. In this episode, you’ll learn: How SMArtX’s managing account technology helps advisors rebalance their … Continue reading Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport →

In this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and automating front to back office wealth management operations. In this episode, we discuss: How Docupace can help a financial advisor whether they are part of a large IBD or if they are … Continue reading Data vs Documents; The Battle Within The Financial Services Industry – with David Knoch →

In this episode, David Armstrong is joined by Jennifer Bacarella, director of firm development at Sigma Financial, as they discuss how Sigma Financial is leading the industry by helping to cultivate and develop the next generation of advisors. In this episode, we discuss: What is the Next Gen Fusion Program The skills not taught that … Continue reading Leading the Way for the Next Generation – with Jennifer Bacarella →

In this episode, David Armstrong is joined by Prospera Financial Services’ Tim Edwards, principal and Tony Montanari, vice president of business development, as they discuss what you can expect when you join the firm as an independent advisor. They dive into conversation about what Propera has to offer and Tony shares insight from an advisor’s … Continue reading Joining a Broker Dealer Firm — with Guests Tim Edwards and Tony Montanari →

In this episode, David Armstrong is joined by Luke Winskowski, Senior Vice President, Advice & Wealth Management at Thrivent, to discuss the work Thrivent is doing to bring together a community of advisors and provide them with the tools they need.  In this episode you will learn: The background of Thrivent Advisor Network   How Thrivent … Continue reading Building a Community of Advisors — with Guest Luke Winskowski →

In this episode, David Armstrong is joined with Ric Edelman, founder of Edelman Financial Engines, as they discuss the succession planning that financial advisors should be doing in order to keep up with the changing industry.  In this episode, we discuss: The results from a survey Edelman Financial Engines completed to uncover the impact of … Continue reading Succession Planning in Wealth Management – with Guest Ric Edelman →

In this episode, David Armstrong is joined by Eric Clarke, the CEO of Orion Advisor Services. David and Eric dive into their thoughts about the future of financial advising and how COVID-19 has changed the course of the industry. In this episode, we discuss: How COVID-19 has changed the way that Orion does work What … Continue reading The Future of the Financial Advising Industry – with Guest Eric Clarke →

In this episode, David Armstrong speaks with Rob Klapprodt, corporate strategy officer at Vestmark. Rob shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors, and their clients.  In this conversation, you will learn: Vestmark’s commitment to delivering investment solutions to clients  How the firm uses outsourcing as a benefit for … Continue reading Technological and Investment Solutions with Vestmark – With Rob Klapprodt →

In this episode, David Armstrong is joined by Tony Miller, chief administrative officer at Janney Montgomery Scott as they discuss the programs that led Janney to be recognized as a finalist in this year’s WealthManagement.com Industry Awards.  In this conversation, you’ll learn: What Janney Montgomery Scott does as a firm What the Women’s Interactive Network … Continue reading Creating Programs for Advisors at Janney Montgomery Scott – With Guest Tony Miller →

In this episode, David Armstrong, executive director of content at WealthManagement.com,speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firm’s digital technology designed to help financial advisors and their clients manage risk.   In this episode, you’ll learn: How Riskalyze’s Life Alignment software, portfolio analytics, and investment research help advisors and their clients … Continue reading Managing Financial Risk with Riskalyze – With Guest Aaron Klein →