Hosted by FlyerFT’s own, Rusty Sommer CAIA, CTFA, Managing Director – Strategic Partnerships
Tech-Savvy Wealth Management: Adapting to Industry Changes
Summary: Can technology bridge the gap for smaller wealth management ...
Latest from Flyer
Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)
https://media.blubrry.com/inthemoney/ins.blubrry.com/inthemoney/ITM_EP11_Dec_2023.mp3Podcast: ...
Integrating Options in High Net Worth Portfolios
https://content.blubrry.com/inthemoney/ITM_EP_10.mp3Podcast: ...
Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)
https://media.blubrry.com/inthemoney/ins.blubrry.com/inthemoney/ITM_EP_9.mp3Podcast: ...
Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8)
https://media.blubrry.com/inthemoney/ins.blubrry.com/inthemoney/ITM_EP_8.mp3Podcast: ...
The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)
https://media.blubrry.com/inthemoney/ins.blubrry.com/inthemoney/ITM_EP_7.mp3Podcast: ...
The Future of Wealth and Investment Management with Chip Roame (Ep. 6)
https://media.blubrry.com/inthemoney/ins.blubrry.com/inthemoney/ITM_EP_6.mp3Podcast: ...
Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)
https://media.blubrry.com/inthemoney/ins.blubrry.com/inthemoney/ITM_EP_5.mp3Podcast: ...
Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)
https://media.blubrry.com/inthemoney/ins.blubrry.com/inthemoney/ITM_EP_4.mp3Podcast: ...
Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)
https://media.blubrry.com/inthemoney/ins.blubrry.com/inthemoney/ITM_EP_3.mp3Podcast: ...
Tackling Technology Challenges Through Third-Party Integrations with Kartik Srinivasan (Ep.2)
https://flyerft.com/wp-content/uploads/2022/06/ITM_EP_2.mp3Podcast: ...
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