Good podcast? Give it some love!
RIAcast LLC
RIAcastEpisodes
Episodes of RIAcast
Mark All
Search Episodes...
On this episode, RIAcast is joined by four Chief Investment Officers who have been participating for several years in a roundtable with regular meetings in which they openly share ideas and discuss and troubleshoot issues relating to their resp
On this first episode of a planned RIAcast Transition Success Series, featuring Fidelity, we speak with Gary Decker, RIA Wealth Alliance Advisory Group's President and CEO as well as Fidelity Vice President Andy Burgess. Gary and Andy discuss t
This special edition episode of RIAcast was prompted by Morgan Stanley's departure from the Protocol this past Friday, November 3, 2017. Morgan Stanley's Protocol exit has caused considerable buzz and debate in the industry. In this episode,
On RIAcast's 15th episode, we speak with Trust Company of America (TCA) CEO Josh Pace. TCA is an independent RIA custodian. Josh and Matt discuss, among other things: TCA's consultative approach * its MMX initiative * TCA's use of data to advi
On this episode, Matt chats with Brian McLaughlin, CEO and Founder of Redtail Technology. Redtail has the largest RIA market share for client relationship management solutions delivered on a web-based platform. Brian and Matt discuss, among oth
On this episode, we speak with Richard Kemmling, President of Ashland Partners, an accounting firm that provides due diligence solutions to the financial services industry. Ashland Partners is the largest provider of Global Investment Performa
On this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor. Ed and Matt discuss, among other things: Ed's background in fintech * His vision as eMoney’s CEO * The greatest challenges currently facing eMoney * eMoney’s launch of its ente
On this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor. Ed and Matt discuss, among other things: Ed's background in fintech * His vision as eMoney’s CEO * The greatest challenges currently facing eMoney * eMoney’s launch of its ente
On this episode, Matt chats with Wes Stillman, founder of RightSize Solutions, a cloud-based technology solution company servicing the wealth management industry. This episode provides tons of insight for RIAs to enhance their understanding of
On this episode, we have an insightful conversation with Bill Van Law, President of Raymond James’ Investment Advisors Division. Bill and Matt discuss, among other things: Bill's vision as President of Raymond James’ Investment Advisors Divisio
On this episode, we have an engaging conversation with Gino DeRango, Managing Director of Institutional Sales at TD Ameritrade Institutional. Gino and Matt discuss, among other things: Gino’s leadership role at TD Ameritrade * RIAs and fee flex
On this episode, we gain insight into Dynasty Financial Partners through our conversation with its CEO and Co-Founder, Shirl Penney. Among other topics, Shirl and Matt discuss: Dynasty's service model * Shirl’s predictions about a Trump adminis
In this episode, we have an in-depth conversation with David Canter, Executive Vice President and Head of the Practice Management & Consulting Group at Fidelity Clearing & Custody. David provides invaluable practice management insights useful
Episode 6: Interview with Evan Roth of BBR Partners, Ranked #6 Independent Advisory Firm by Barron's
On this episode, we have an entertaining and insightful chat with Evan Roth, co-founder and co-Managing Partner of BBR Partners. In August of this year, Barron's ranked BBR Partners as the #6 Independent Advisory Firm. BBR Partners currently
In this episode, we have the privilege of speaking with Bob Oros. For almost 5 years, Bob has served as the Executive Vice President, Head of the RIA Segment for Fidelity Clearing & Custody Solutions. Among other things, Bob addresses: His gen
In this episode, we speak with veteran financial services industry recruiter Mindy Diamond of Diamond Consultants. Mindy discusses, among other things: *Best Business Life *How she approaches difficult clients * Placing financial advisors today
In this episode, we have a lively chat with Raj Udeshi, the co-founder of HiddenLevers, a cloud-based software company that provides a client facing stress testing platform. Among other things, Raj discusses: HiddenLevers’ Mission * Fee attribu
For the broker contemplating breaking away from brokerage and "going RIA," this episode is one you don't want to miss. Matt actively counsels clients on transitions from one firm to another and has advised and assisted over 75 clients in connec
In our inaugural episode, we sit down for an in-depth discussion with Andrew Cooper, co-founder and co-Managing Partner of A.J. Wealth. For the past two years in a row, FA Magazine named A.J. Wealth a Top 10 Fastest Growing RIA Firm. This epis
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us