Financial Planning podcast

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Standup Comedy "Your Host and MC"

1
Mack Dryden "Dentist Visit" Bonus Show #119 7:46

3 dni temu7:46

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Send us a text On this very funny short Bonus Show, standup comic Mack Dryden shares his story about going to the Dentist...you'll never believe what happens...Hilarious! Look for Mack Dryden's "NEW" Dry Bar Comedy Special... Please Listen, Enjoy, and Share where you can...Thanks!! Support the show Standup Comedy Podcast Network.co www.StandupComedyPodcastNetwork.com Free APP on all Apple & Android phones....check it out, podcast, jokes, blogs, and More! For short-form standup comedy sets, listen to: "Comedy Appeteasers" , available on all platforms. New YouTube site: https://www.youtube.com/@standupcomedyyourhostandmc/videos Videos of comics live on stage from back in the day. Please Write a Review: in-depth walk-through for leaving a review. Interested in Standup Comedy? Check out my books on Amazon... "20 Questions Answered about Being a Standup Comic" "Be a Standup Comic...or just look like one"…

Financial Planning

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Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

100 odcinków

#Trading #Business #Careers #Financial Planning #Arizal

Financial Planning

37 subscribers

updated rok temu

Udostępnij

Źródło serii•Feed

Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

100 odcinków

#Trading #Business #Careers #Financial Planning #Arizal

Wszystkie odcinki

Financial Planning

1
Exploring the effects of climate change on weather 31:14

12 weeks temu31:14

31:14

Dr. Lou Gritzo , Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.

Financial Planning

1
FP podcast host Justin L. Mack signs off 5:28

1 year temu5:28

5:28

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

Financial Planning

1
Why RIA custody is ready for another shakeup 29:35

1 year temu29:35

29:35

The RIA custody landscape isn’t what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

Financial Planning

1
Preston Cherry and Tom Rieman break down the ideal advice experience 28:30

1 year temu28:30

28:30

The veteran wealth management duo wants to close the gap between what the advice industry is , and what it has the potential to become.

Financial Planning

1
How to have more impactful ESG conversations with clients 23:01

1 year temu23:01

23:01

Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.

Financial Planning

1
The impact of financial planning, with Jennifer and Lisa Dazols of Modern Family Finance 23:10

1 year temu23:10

23:10

The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households , international filmmaking and how the profession changed both of their lives.

Financial Planning

1
The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia 30:27

1 year temu30:27

30:27

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

Financial Planning

1
Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron 22:29

1 year temu22:29

22:29

The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

Financial Planning

1
Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane 23:41

1 year temu23:41

23:41

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms who create tools for planners.

Financial Planning

1
Solving the organic growth mystery, with John Wernz of Great Hill Partners 26:17

1 year temu26:17

26:17

The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.

Financial Planning

1
Upgrading the advisor experience, with Amit Dogra of tru Independence 32:38

2 years temu32:38

32:38

The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase “T” in his firm’s name is so important.

Financial Planning

1
Changing chapters and rebranding growth, with Nitrogen CEO Aaron Klein 27:14

2 years temu27:14

27:14

The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.

Financial Planning

1
Charitable giving in clients’ financial plans, firms’ business plans 25:03

2 years temu25:03

25:03

Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.

Financial Planning

1
The evolution of financial planning technology, with Doug Fritz of F2 Strategy 36:51

2 years temu36:51

36:51

The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.

Financial Planning

1
Bringing the outsourced chief investment officer inside, with Chris Shuba of Helios 22:57

2 years temu22:57

22:57

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.

Financial Planning

1
Providing financial advice to Americans living abroad, with Robert Levitt 28:41

2 years temu28:41

28:41

The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.

Financial Planning

1
Ranking the robos, with David Goldstone of Condor Capital Wealth Management 30:30

2 years temu30:30

30:30

The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.

Financial Planning

1
Anne Lester on why financial advisors should open a ‘window of empathy’ for younger clients 29:21

2 years temu29:21

29:21

The featured INVEST 2023 speaker breaks down the science behind our saving struggles, and details the important role advisors play in bridging the gap with the next generation.

Financial Planning

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Clients want to give back — here's how advisors can help them do philanthropy right 21:59

2 years temu21:59

21:59

Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.

Financial Planning

1
The many ways to leave a legacy, with American College of Financial Services President George Nichols III 31:28

2 years temu31:28

31:28

Inspired by two lessons his mother taught him when he was a child, this week’s FP Podcast guest has a passion for giving and helping others give that runs deep.

Financial Planning

1
Cracking the cash conversation with clients, with Frank Bonanno of StoneCastle Cash Management 24:48

2 years temu24:48

24:48

With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.

Financial Planning

1
Why financial advisors should always keep it real, with Elements CEO Reese Harper 35:59

2 years temu35:59

35:59

The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business philosophy. To make the industry better, he encourages fellow advisors to do the same.

Financial Planning

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Personalized investing and ‘polite disruption,’ with Seeds Investor CEO Zach Conway 26:00

2 years temu26:00

26:00

The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.

Financial Planning

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Using tech to help advisors be more human more often, with Bento Engine CEO Philipp Hecker 23:17

2 years temu23:17

23:17

Hecker wants to craft wealthtech so seamless that clients forget they’re staring at a screen and feel like they’re truly connected to their advisor.

Financial Planning

1
Thematic ETFs and the great wealth transfer, with Sylvia Jablonski of Defiance ETFs 23:54

2 years temu23:54

23:54

Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.

Financial Planning

1
Why you should always bring your joy to work, with Orion’s Brian McLaughlin 27:04

2 years temu27:04

27:04

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late ‘90s. Here’s how that happy accident changed everything for him and scores of advisors.

Financial Planning

1
How the hunger for alternative assets creates hurdles, with Cliff Corso of Advisors Asset Management 22:39

2 years temu22:39

22:39

Corso’s love of economics has kept his passion for financial services burning for three decades, and is matched only by his desire to help advisors help their clients.

Financial Planning

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Attracting the next generation of advisors, with Hartford Funds VP Julie Genjac 22:50

2 years temu22:50

22:50

When it comes to bringing in fresh talent, wealth management has a PR problem. Here's how the industry can solve it.

Financial Planning

1
How interval funds can become an advisor's access key to alternatives 24:24

2 years temu24:24

24:24

Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.

Financial Planning

1
Getting closer to clients through cash and crypto, with Flourish President Ben Cruikshank 28:18

2 years temu28:18

28:18

The fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated.

Financial Planning

1
Using tech to mix faith and finance, with Chris McMahon of Aquinas Wealth Advisors 27:18

2 years temu27:18

27:18

When preparing to invest, most clients turn to their advisor and not the Catholic Church. But the veteran financial planner says there’s no reason you can’t do both.

Financial Planning

1
Finding the fintech that fits your life as an advisor, with CircleBlack CEO Lincoln Ross 24:19

2 years temu24:19

24:19

The fintech veteran wants to help financial planners use their favorite digital tools without compromises or concessions. Here's how he plans to do it.

Financial Planning

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The future of compliance tech and industry diversity, with ComplySci CEO Amy Kadomatsu 32:17

2 years temu32:17

32:17

Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.

Financial Planning

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The importance of supporting financial caregivers, with Carefull Founder Todd Rovak 23:22

2 years temu23:22

23:22

Managing the finances of an elderly loved one isn't easy, and the stakes are high. Here's how fintech and financial advisors can help.

Financial Planning

1
Behavioral finance guru Meir Statman on why rational clients can still be stupid 26:43

2 years temu26:43

26:43

Why understanding what makes people tick is a game changer for wealth managers.

Financial Planning

1
The power of taking your work personally with Lumiant’s Blake Wood 28:08

2 years temu28:08

28:08

Wood said he saw firsthand how a lack of advisor engagement affected his mother after his father’s recent passing. Lumiant aims to fix that problem.

Financial Planning

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How smaller firms can make a bigger difference, with guest Pepper Anderson 26:41

2 years temu26:41

26:41

After more than 20 years with one of the biggest firms in the business, the leader of the fast-growing, New york-based RIA said going small was good for the soul.

Financial Planning

1
Gary Zimmerman wants to help advisors maximize their clients’ cash 26:30

3 years temu26:30

26:30

While trying to solve a financial problem in his personal life, the MaxMyInterest CEO accidentally became a fintech founder

Financial Planning

1
Chris Volpe wants to help financial advisors nail their reproposal to clients 24:27

3 years temu24:27

24:27

Zephyr ’s head of wealth management says now is the perfect time to remind clients why they need you.

Financial Planning

1
Envestnet’s Dana D’Auria on the top issues advisors are facing 26:43

3 years temu26:43

26:43

Just months removed from taking the reins of one of the fintech’s new business lines, D’Auria joins the FP podcast to talk about what's next for the industry.

Financial Planning

1
Going deep into the metaverse with Sandeep Vishnu 29:18

3 years temu29:18

29:18

How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.

Financial Planning

1
Breaking away without breaking spirit with Alan Foxman 22:25

3 years temu22:25

22:25

The veteran attorney and consultant has tips for advisors on the move.

Financial Planning

1
Seeking a single source of truth with Chris Zuczek 32:50

3 years temu32:50

32:50

The chief product officer for Skience talks about the importance of centralized data and why the human touch is the most important part of fintech.

Financial Planning

1
The evolution of direct indexing with Anton Honikman 26:48

3 years temu26:48

26:48

The veteran wealthtech solutions provider talks trends, opportunity and conflict brewing in the DI space.

Financial Planning

1
Reimaging fixed income investing with YieldX CEO Adam Green 27:50

3 years temu27:50

27:50

Green wants to shake up the world of fixed income investing by blending AI with human know-how.

Financial Planning

1
Why a strong defense is the best offense with Spuds Powell 25:51

3 years temu25:51

25:51

The market doesn’t always play fair. Find out why Spuds Powell is always ready when the going gets tough.

Financial Planning

1
Financial planning for the underappreciated with Ken Van Leeuwen 23:27

3 years temu23:27

23:27

How the financial planner blended personal passions and years of industry experience to find fulfillment.

Financial Planning

1
Crypto certificates and advisor skepticism with Ric Edelman 29:46

3 years temu29:46

29:46

Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class.

Financial Planning

1
From pro athlete to financial advisor with a former NHL player and Olympian 25:06

3 years temu25:06

25:06

Kent Manderville has 700 NHL games and a silver medal on his resume. Find out why that made him perfect for a career in wealth management.

Financial Planning

1
This CFP says helping strippers, prostitutes and porn stars manage their money has business and moral benefits 24:24

3 years temu24:24

24:24

Lindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

Financial Planning

1
Finding the right fit with a veteran industry recruiter 23:03

3 years temu23:03

23:03

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Financial Planning

1
4 questions for a financial advisor on a mission to expand access 25:19

3 years temu25:19

25:19

Harry Sherdil took his practice independent last year with an ambitious goal stemming from his powerful personal story.

Financial Planning

1
5 questions for incoming FP Podcast host Justin L. Mack 25:35

3 years temu25:35

25:35

The veteran journalist explains how he has adjusted quickly to a new beat and his plans for the series in future months.

Financial Planning

1
5 questions on expanding pathways into the industry 12:55

3 years temu12:55

12:55

Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.

Financial Planning

1
5 questions for a financial advisor about hockey and social media 16:57

3 years temu16:57

16:57

With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.

Financial Planning

1
5 questions for Wealthspire CEO Mike LaMena 18:34

3 years temu18:34

18:34

The former Hightower and Morgan Stanley executive shares how the major fee-only RIA views the record-setting M&A marketplace.

Financial Planning

1
5 questions on RIA compliance issues for expert Scott Gill 14:39

3 years temu14:39

14:39

The Synergy RIA Compliance Solutions founder shares how advisory practices can handle the most important regulatory tasks when going independent.

Financial Planning

1
5 questions on ‘Succession’ and planning for a high net worth coach 15:41

3 years temu15:41

15:41

The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.

Financial Planning

1
4 questions for Top 40 Under 40 advisor Xi Qiao of UBS 16:25

3 years temu16:25

16:25

The 15-year veteran discusses how she built a massive practice and what this year’s class of award-winning brokers says about the industry.

Financial Planning

1
5 questions about planning and content for Akeiva Ellis 14:29

3 years temu14:29

14:29

The YouTube series host, Rising Stars award winner and Ballentine Partners financial education specialist joins the podcast.

Financial Planning

1
5 questions on financial literacy for FinLit Tech’s Mac Gardner 16:25

3 years temu16:25

16:25

The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.

Financial Planning

1
5 questions for CFP Board CEO Kevin Keller about enforcement 18:42

3 years temu18:42

18:42

The organization overseeing the most prominent planning certification answers critics who say it’s falling short of its mission.

Financial Planning

1
5 questions for financial advisor and wellness expert Eszylfie Taylor 15:59

3 years temu15:59

15:59

The 20-year industry veteran serves athletes and entertainer clients and he has an app and video series called “Mind. Body. Money.”

Financial Planning

1
5 questions for Seismic VP of inclusion Donna DeBerry 17:00

3 years temu17:00

17:00

The 30-year veteran with tenures at AARP, two professional sports leagues and three large financial firms shares the major industry vendor’s plans.

Financial Planning

1
4 questions about launching an RIA for advisor Zaneilia Harris 10:20

3 years temu10:20

10:20

The 15-year veteran advisor explains how she identified and built her practice’s base of clients.

Financial Planning

1
5 questions about the changing role of advisors during the pandemic 13:06

3 years temu13:06

13:06

Planner Jesse Abercrombie has built a niche of clients whose needs and interactions with the practice are shifting during a time of remote work and new technology.

Financial Planning

1
4 questions for Merrill Lynch executive Jennifer Auerbach-Rodriguez 16:48

3 years temu16:48

16:48

The firm’s head of acquisition, strategic growth and retention discusses how the wirehouse aims to expand among historically excluded groups.

Financial Planning

1
4 questions for RIA practice management expert Michelle Wong 15:39

3 years temu15:39

15:39

The startup founder shares the key lessons learned from remote work and what led to the creation of a new FPA Knowledge Circle group.

Financial Planning

1
5 questions for former FINRA enforcement chief Susan Schroeder 15:54

3 years temu15:54

15:54

The WilmerHale partner discussed Regulation Best Interest, fraud detection and other industry compliance issues.

Financial Planning

1
5 questions for Stifel Independent Advisors CEO Alex David 17:40

3 years temu17:40

17:40

The former 13-year veteran of Wells Fargo’s IBD has ambitious plans for the firm’s expansion beyond its traditional market.

Financial Planning

1
4 questions for an RIA in the wake of its M&A succession deal 15:10

3 years temu15:10

15:10

A pair of financial advisors whose practice merged with Mercer Advisors reflect on how it’s changed their day-to-day and share advice for other planners.

Financial Planning

1
4 questions for Wall Street fraud expert Bill Singer 19:34

3 years temu19:34

19:34

The securities lawyer and former NASD regional attorney explains why cases can be so hard to detect and what the industry can do to help.

Financial Planning

1
5 questions for Martina Navratilova about investing in LGBTQ equality 20:01

4 years temu20:01

20:01

The board member of LGBTQ Loyalty Holdings and the company CEO discussed a new ETF that uses a four-pronged ESG screen of large cap growth equities.

Financial Planning

1
5 questions about FP’s annual tech survey 14:50

4 years temu14:50

14:50

After a poll of more than 350 financial advisors, Tech Editor Ryan Neal discusses how practices are changing amid the pandemic.

Financial Planning

1
5 questions for divorce planning expert Pam Friedman 13:32

4 years temu13:32

13:32

The Robertson Stephens financial advisor discussed how marriages and relationships are changing during the coronavirus.

Financial Planning

1
5 questions for Baird financial advisor diversity manager Ashley Price 16:10

4 years temu16:10

16:10

The expanding employee channel firm aims to support practice recruiting efforts and help usher in the next generation of advisors.

Financial Planning

1
4 questions for broker compensation consultant Andrew Tasnady 13:56

4 years temu13:56

13:56

Andrew Tasnady shares insights from FP’s annual pay survey and how he expects the grids to shift in the future.

Financial Planning

1
4 questions for advisor Hannah Moore on the FPA’s Virtual Externship 12:29

4 years temu12:29

12:29

The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

Financial Planning

1
4 questions about the BLX Internship for advisor Chloé Moore 9:06

4 years temu9:06

9:06

Four advisors launched a program for RIAs this summer with industry-changing potential .

Financial Planning

1
5 questions for U.S. Rep. John Larson on Social Security 23:03

4 years temu23:03

23:03

The Connecticut Democrat has introduced comprehensive legislation in each Congress since 2014. What are its prospects in this session?

Financial Planning

1
5 questions for Planning Across the Spectrum founder Andrew Komarow 11:20

4 years temu11:20

11:20

The LPL and Private Advisor Group financial advisor serves on the Connecticut Autism Advisory Council, and he’s an expert in disability planning.

Financial Planning

1
4 questions for client experience expert Charesse Spiller 11:24

4 years temu11:24

11:24

The founder of advisor consulting service Level Best answered FP’s queries about the best and worst practices in wealth management.

Financial Planning

1
4 questions on the scope of gender lens investing 12:12

4 years temu12:12

12:12

The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.

Financial Planning

1
5 questions about broker cold-calling at Merrill Lynch 10:08

4 years temu10:08

10:08

After obtaining documents through FOIA requests, FP’s Jessica Mathews explains the larger industry implications of one firm’s internal investigation.

Financial Planning

1
4 questions for a financial advisor on pandemic practice management 12:34

4 years temu12:34

12:34

Denika Tokunaga of Maven Wealth Management answered FP’s queries about challenges, opportunities and growing during the coronavirus.

Financial Planning

1
3 questions for homeowner education expert Danielle Samalin 15:45

4 years temu15:45

15:45

Framework Homeownership CEO Danielle Samalin answered FP’s queries about advising clients who are buying their first homes.

Financial Planning

1
4 questions for Kestra Financial CEO James Poer 9:00

4 years temu9:00

9:00

The chief of a major wealth manager and an influential industry advocacy group fielded FP’s queries about cryptocurrency, regulation and mutual funds.

Financial Planning

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Access Denied episode 5: The financial media 37:20

4 years temu37:20

37:20

Like in the industries its reporters cover, the lack of Black representation in business and financial media has created blind spots. Predominantly white newsrooms often miss stories about systemic racism or fail to reach an audience of more than one demographic. In the wake of this summer's Black Lives Matter protests, there are serious implications for financial services, the reporters covering them — and an emerging group of professionals creating their own media. What can journalists like us learn from these Black voices?…

Financial Planning

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Access Denied episode 4: Allocation and exacerbation 40:15

4 years temu40:15

40:15

Asset and capital allocations often exacerbate systemic racism across the financial services in some surprising ways. Innovators in the fields of asset management, banking, impact investing and pensions suggest there are also many ways to disrupt the cycle. Shifting the flow of capital could help reduce or eliminate institutional barriers and racial discrimination.…

Financial Planning

1
Financial advisor compensation: Grids, fees and conflicts 54:30

4 years temu54:30

54:30

Planners and experts dive into wirehouse pay, charging clients at a higher rate, emerging business models and other key issues.

Financial Planning

1
Access Denied episode 3: Representation 47:31

4 years temu47:31

47:31

The lack of Black representation in the financial services stems from two interconnected problems. Black professionals face significant hurdles once they break into the industry. And the presence of nearly 175,000 Black financial professionals displays that their widespread absence at the upper executive ranks isn’t a product of there being an insufficient talent pool.…

Financial Planning

1
Access Denied episode 2: Underserved or ignored? 35:58

4 years temu35:58

35:58

Racism at the branch and in the workplace makes it harder for Black Americans to gain access to financial services. In the second episode of the Access Denied podcast , innovators and researchers from the fields of human resources, banking and wealth management explain how industries leave people out — and what needs to be done to change it.…

Financial Planning

1
Access Denied episode 1: The wealth effect 32:25

4 years temu32:25

32:25

In this featured episode from the Arizent special series , net worth disparities and the roles housing and mortgage discrimination play in Black homeownership show how it's impossible to close the gaps without eliminating racism.

Financial Planning

1
Which BD services are more important during the coronavirus? 13:19

5 years temu13:19

13:19

Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.

Financial Planning

1
New ways to deploy existing tech amid the coronavirus 41:24

5 years temu41:24

41:24

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Financial Planning

1
Are dual registrant firms the ‘worst of both worlds?’ 47:09

5 years temu47:09

47:09

Many financial advisors aren’t aware of serious conflicts of interest affecting the majority of retail clients, Northeastern University Professor Nicole Boyson says in a Financial Planning Podcast.

Financial Planning

1
In an era of scale, when is a more nimble firm a better fit? 24:44

5 years temu24:44

24:44

An RIA platform launched by compliance professionals is growing by offering a smaller home for wirehouse and reverse breakaways, Advisory Services Network COO Cindy Halpern explains in an episode of Financial Planning’s Podcast.

Financial Planning

1
Why building a tech stack is like going to the bike shop 17:35

5 years temu17:35

17:35

Financial advisors choose technology the way cyclists pick out their rides, Riskalyze Managing Director for Enterprise Services Dana Rhodes explains in a Financial Planning podcast.

Financial Planning

1
Getting political with large wealth managers 21:15

5 years temu21:15

21:15

FSI aims for a pragmatic approach when advocating on behalf of more than 90 independent broker-dealers and 30,000 financial advisors, Deputy General Counsel Robin Traxler says in an episode of the Financial Planning podcast.

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