Wealthies Circle

In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa introduces the firm’s technological integration system available for financial professionals while referring to Fidelity’s technology consultants that work with clients to optimize the use of digital tools. In this conversation, you’ll learn: … Continue reading Digital Solutions For Professionals with Fidelity – With Guest Lisa Burns →

In this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services’ owner and partner, Michael Lomas about everything from Medicare, Social Security and college planning. Mike reveals why his firm is a “one-stop financial shop” and why it resonates with the firm’s marketing, compliance, and “reps help reps” vision.  In this … Continue reading Reps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael Lomas →

In this episode, David Armstrong, editor in chief at WealthManagement.com speaks with Gary Basso, head of distribution and institutional sales at Goldman Sachs Private Bank. Gary discusses the firm’s tech and digital banking strategy for independent advisors and clients and how the company’s securities-based lines of credit allow borrowers to access cash without liquidating their … Continue reading Helping Advisors Make A Move to Independence with Goldman Sachs Private Bank Select – With Guest Gary Basso →

In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to LPL Financial’s Rich Steinmeier. Today, Rich discusses the firm’s tech strategy for business owners and independent advisors. While it allows business owners to reach their business goals, it allows advisors to secure their and their client’s financial path.   LPL is a three-category finalist … Continue reading Optimize The Growth and Profitability of your Business with LPL Financial – With Guest Rich Steinmeier →

In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Hercules Investments’ James McDonald. Today, James not only discusses all things volatility but also explains different risk-related techniques professionals can use to keep clients comfortable with their portfolios in the market.  Hercules Investments won a 2020 Wealthies Award for being the top Alternative … Continue reading Addressing Systematic Volatility with Hercules Investments – With Guest James McDonald →

Laserfiche provides intelligent content management and business process automation to boost productivity, scale your business, and deliver a digital-first customer experience. In this episode, David Armstrong, editor-in-chief at Wealthmanagement.com, talks to Linda Ding and Justin Pava about Laserfiche’s award-winning vault and cloud platform and how it helps financial professionals with their document management. In this … Continue reading Laserfiche’s Award-Winning Vault and Cloud System –– With Linda Ding & Justin Pava →

The new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances.  In this episode, David Armstrong, editor in chief at Wealthmanagement.com, talks to Jon Anderson and Kaci Skidgel. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness … Continue reading New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel →

With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there. Listen in as David Armstrong, Editor and Chief at Wealthmanagement.com, and Practifi’s Co-Founder & Chief Commercial Officer, Adrian Johnstone, talk about his company’s technological customer relationship management (CRM) approach … Continue reading Advanced Technology for Advisors with Practifi →

In this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution.  TradingFront was a finalist in two categories at this year’s Wealthies in the categories of Client Onboarding and Client Portal Technology. Yang has also been recognized as one of the “Ten to Watch … Continue reading Simplify Your RIA Life — With Yang Xu of TradingFront →

In this episode, David Armstrong, editor and chief at Wealthmanagement.com, talks to Jonathan Hudacko, CEO of Just Invest.  Just Invest strives to deliver the best that modern finance can deliver to its clients. It’s a mandate that has earned them three finalist spots in this year’s Wealthies. In fact, they brought home the win for … Continue reading Make a Unique Portfolio for Every Single Client –– With Jonathan Hudacko of Just Invest →