Listen to the latest In the Money podcast episodes as guest experts explore the biggest challenges and opportunities in the WealthTech game.
Hosted by FlyerFT’s own, Rusty Sommer CAIA, CTFA, Managing Director – Strategic Partnerships
3.4.26
Growth Through Strategic Partnerships with Dan O'Brien (Ep. 33 | Pt. 2)
In our third conversation from the Association of Trust Organizations annual conference, Rusty Sommer speaks with Dan O'Brien, Business Development Officer, Financial Institutions, at AssetMark, about the paradox facing today's trust companies.
Latest from Flyer
Jan 14, 2026
Reclaiming Time and Clarity Through Better Technology with Trasha Schwendener (Ep. 32 | Pt. 1)
Aug 28, 2025
Elevating Advisor and Client Experiences Through Wealth Tech Innovation with Benoit Fleury (Ep. 29)
Jun 25, 2025
Balancing Operational Efficiency with a Strong Brand Story for Growth with Randy Lambert and Joe Steuter (Ep. 28)
May 13, 2025
Your Guide to Optimizing Portfolio Management with Advanced Reporting With Bill McFadden
Apr 25, 2025
The Rise of Alternative Investments: What Advisors Need to Know with Kartik Srinivasan (Ep. 24)
Oct 23, 2024
Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16)
Sep 7, 2022
Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)
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