LifeYield’s WealthTech On Deck Podcast
In this episode, Jack Sharry talks with Brian Ross, CEO of Flyer Financial Technologies. Brian started as an engineer with JPL and NASA, but has always been interested in fintech. At BlackRock he helped build a software company that specialized in commercial mortgage-backed securities and commercial loans. Now, with Flyer, Brian is focused on building […]
Flyer Unveils Brand Refresh, Platform Updates, and Strategic New Hires
NEW YORK, NY – SEPTEMBER 21, 2021 Flyer, a leading provider of cloud-based trading applications, APIs, and infrastructure, today announced a brand refresh as Flyer Financial Technologies (FlyerFT). Over the last six years, FlyerFT has expanded its sophisticated trading solutions. The company now powers many of the industry’s leading platforms and trading desks. Reflecting the […]
Flyer Rolls Out Advanced Trading Capabilities to Advisors Using Morningstar Total Rebalance Expert
NEW YORK–(BUSINESS WIRE)–Flyer, the leading provider of trading tools, connectivity, and infrastructure for the wealth management industry, today announced the rapid integration of Co-Pilot, Flyer’s securities trading API with Morningstar® Total Rebalance Expert® (TRX), the tax-efficient portfolio rebalancing platform, designed to bring faster trade execution and a seamless user experience to financial advisors. From start to […]
3 Great Reasons for RIAs to Centralize Investment Management and Trading
“It’s not the most powerful animal that survives. It’s the most efficient.” — Georges St-Pierre Introduction There are over 14,000 SEC-registered RIAs in the country, up almost 17% from 12,000 in 2016. The majority of the increase came from solo advisors, many of whom are running lifestyle practices where the return on investment (ROI) is defined […]
How Broker-Dealers Can Love Their Tech Stack, Not Just Tolerate It
Broker-dealer technology stacks don’t have the best reputation. They’re notoriously behind the times and hard to integrate with other financial institutions. They’re even cited as one of the main reasons advisors decide to break away and start their own independent businesses. But you have the power to change that. With application programming interfaces, or APIs, […]
What are APIs and How Do They Shape the Future of WealthTech?
Financial advisors and WealthTech firms can both benefit from a deeper understanding of how APIs improve the ability to meet the technology daily needs of advisors. But there’s no WealthTech 101 course for financial advisors to take—even if they do heavily rely on their technology every single day to carry out their fiduciary duties. Whether […]
The Last Mile: Using APIs to Optimize Your Wealthtech Stack for Portfolio Trading
INTRODUCTION For decades, wealth management firms have built their wealthtech stack by choosing from either all-in-one platforms or disparate solutions. The major issue? These all-in-one platforms may not be best-in-class at every step of the advisor workflow, and the best-in-class disparate solutions may not seamlessly integrate across platforms. In recent years, the wealthtech industry has […]
Adapt or Die: Recent Trends in the TAMP Marketplace
Introduction Turnkey Asset Management Platforms (TAMPs) are evolving marketplaces for large advisor tech platforms with a shopping mall of proprietary investment management choices and asset manager programs. Advisors benefit by having all advisor portfolio management tools and products in a single place. As the advisor marketplace has boomed in the last decade, so has the […]
Carson Group Podcast: Jamie Hopkins interview with Flyer CEO
Brian is the CEO of Fix Flyer, a FinTech company that’s helping wealth managers work smarter. Brian grew up in Southern California and played competitive sports up and through college. That athletic tradition has followed him and even now he’s an accomplished distance swimmer. He studied computer science as an undergrad and eventually worked on […]
All Talk, No Walk: Wealth Management’s Lack of Diversity
One year ago, Ken Fisher sent the wealth management industry into a tizzy when he made inappropriate comments about women at a Tiburon Strategic Advisors conference in San Francisco. The flood gates opened and an industry-wide movement ignited about how women are treated in business, and the general lack of equality and diversity. The message was clear: […]
