How Asset Managers Can Find Efficiency During Trade Creation
Portfolio management and athletics have a lot in common; the first step is all-important. Take football, for instance, the first step off the line of scrimmage can be the difference between a wide receiver running past a defensive back and catching a game-winning touchdown, or being shut down and taken out of the play. For […]
Technology is the Ultimate Enabler
“Technology should enable you to do what you need to do and want to do, and really deliver investments to people at their level and at a point that makes sense. That’s where Flyer comes in, because we give people an opportunity to manage their portfolios at scale to really deliver on what they have […]
UX Wealth Partners: Integration with FlyerFT Delivers Critical Practice Management Efficiencies
UX Wealth Partners (“UX Wealth”) today announced a custom integration with Flyer Financial Technologies’ (“FlyerFT”) Co-Pilot, enabling UX Wealth to execute investment strategies faster and with better price execution. Advisors using UX Wealth are now seamlessly utilizing FlyerFT’s Co-Pilot Investment Book of Record (IBOR) where positions are updated for every trade placed, providing real-time position […]
Enabling Advisor Scalability Through Technology with Rusty Sommer
Rusty Sommer is the Managing Director of Strategic Relationships at Flyer Financial Technologies, which develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies. Doug Heikkinen, Editor and Creative Director at Advisorpedia, caught up with Rusty at the 2021 MarketCounsel Summit and talked about FlyerFT, and how they […]
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 […]
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: […]
New Fixed Income Survey Reveals Competitive Opportunities for Advisors
Wealth and asset managers are being forced to rethink their business, technology, and client engagement strategies due to rapid advances in technology and ever greater and faster industry movement towards digitalization. Indeed, over a decade past the global financial crisis and well into the global COVID-19 crisis, access to data and connectivity are increasingly moving […]
