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 […]
Now is the Time for the API Economy with Brian Ross
Wealth Management Today Podcast: In the phase two reopening version of his Wealth Management Today podcast, Craig Iskowitz sat down with Flyer CEO, Brian Ross, to talk about how the API economy is forcing a shift in how firms build software, how his firm is supplying the core plumbing of some of the biggest technology vendors […]
Wealth Management Trading Blogcast with Riskalyze and Flyer
Join Aaron Klein and Brian Ross for an engaging conversation on wealth management trading technology and Riskalyze’s partnership with Flyer. By Aaron Klein, CEO at Riskalyze & Brian Ross, CEO of Flyer Aaron: Hey everyone, thanks for tuning into the Riskalyze blog today. We’re going to try something a little different. It’s not a transcript, […]
4 Questions on Fintech Trends With Brian Ross Of Flyer
Flyer CEO, Brian Ross talks with Financial Advisor Magazine about fintech trends including innovation, areas of growth over the next five years and problems facing the fintech industry. Top Insights: “Many advisors do not have the trading technology in place to efficiently react to opportunities in the market. Especially during heightened volatility, it is critical […]
WealthTech Cooperation is King!
Wealthtech is continuing to gain momentum within the industry, but as start-ups are maturing into growth companies and established institutions are adopting technology for fear of being left behind, the industry is at a critical inflection point. For startups and incumbents alike, collaboration means a two-way dialogue to create mutually beneficial partnerships because the incumbents […]
A Winning Team: Tamarac & Flyer Are a One-Two Punch for RIA Technology
“Talent wins games, but teamwork and intelligence win championships.” – Michael Jordan Introduction Teamwork was a key driver behind the incredible success of the Chicago Bulls in the 1990’s when they won six NBA championships. While Jordan was their leader, he couldn’t have won it all on his own. He needed the combination of Scotty […]
Top 5 Trends in Capital Markets for 2018
The capital markets industry saw significant and surprising changes 2017. 2018 will bring more of these changes and some new twists. Here are the 5 top trends to look out for: 1. Thar’s ‘gold in dat thar Bitcoin!’ People are rushing to get in on the Bitcoin “gold rush.” It’s not only Bitcoin – the […]
