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Episodes of Wealthies Circle
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The wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now—and has made strides to reposition the profession as a welcoming opportunity for women, people of
COVID-19 had a profound impact on the retirement plans of many Americans. Due to the financial and lifestyle upheavals caused by the pandemic, some people are retiring earlier than they originally planned while others are delaying their retirem
SRI has been attracting considerable interest in recent years—particularly among Millennials and younger investors who are more inclined to make money while feeling good about doing it. In addition to being guardians of the planet, socially re
Financial advisors are navigating increasingly complex waters when it comes to regulatory compliance thanks in large part to the digital revolution that has made compliance issues more numerous and complicated than ever. Compliance priorities
Fundamental to the delivery of wealth management services is a strong technology infrastructure that can manage the prospect to client journey in an elegant and digital approach. In order to do so, advisors need the latest tools that are helpin
One of the most talked about advisor technology innovations lately is in workflow automation so that advisors can finally begin to scale for wealth management. The key to success in this approach is all about data management and integrated appl
The potential for leveraging artificial intelligence in wealth management has been discussed and debated for years. Is it really just artificial and not intelligent? Or are there real use cases for deploying this advanced and still emerging tec
The wild swings in the crypto markets make headlines daily, causing many advisors to fear this emerging asset class when working with clients. Yet there is strong demand from them to gain exposure to the upside potential that digital assets can
The pendulum continues to swing back and forth for the optimal way to create an efficient tech stack: All-in-one vs. best-in-breed. Both approaches involve tradeoffs in terms of features and functionality in exchange for efficiencies and a unif
The pandemic caused an accelerator effect across the industry especially as it relates to digital marketing. New players are joining the digital wealth management ecosystem from every direction. From purely digital onboarding to personalized pr
Despite excellent top-line revenues across the wealth management space these past few years, without the tailwinds of market gains, the truth is many advisory firms are not growing at the rates they previously were. This has left many firms loo
There’s a debate around fee-only RIAs who offer insurance and annuities in addition to planning and asset management: Can advisors working on behalf of an insurance company still be considered a true fiduciary? Then again in cases where plannin
The wealth industry has a succession planning problem that is coming to fruition as a majority of financial advisors still do not have a formal succession plan in place. This lack of planning is creating issues as many advisors are nearing reti
More and more financial advisors are outsourcing various aspects of their business, from compliance and HR to asset management and back office work. Finding an ethical company that can provide all this without taking over your brand can be a gr
The needs and demands of younger generations of clients are changing dramatically, and advisors are going to have to change and evolve with them. And adapting to prospect and client expectations will change how financial advisors market their s
As we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of bus
A financial advisor’s toolkit should consist of two parts: the tools to build a client’s optimal financial plan and the empathy to relate to the client’s wishes, both in and outside of the office. In this episode, David Armstrong is joined by K
The past year and a half has taught us that virtual platforms need to be available for advisors to stay in contact with their clients. How can advisors leverage new technology to create the optimal client experience? In this episode, David Arms
There are approximately 390,000 businesses in the U.S. with under $100 million in enterprise value, and some 65% of those closely held firms are expected to change hands in the next ten years, passing from baby boomer owners and entrepreneurs t
Personalization and artificial intelligence are buzzwords advisors are hearing all the time these days but few have real access to either. In this episode, Wealth Management Senior Technology Editor Davis Janowski is joined by Jack Swift, seni
Lon Dolber is the CEO of American Portfolios, an independent broker/dealer and RIA with some 800 affiliated advisors and $40 billion in assets, and the winner of the Wealthmanagement.com award for CEO of the year for small broker/dealers (less
In this episode, David Armstrong is joined by Marc Butler, COO and president of Skience, to talk about the directions the firm has taken since he was appointed in August of 2020—in the midst of the pandemic. Skience, a digital-first client onb
In this episode, David Armstrong speaks with Aaron Klein, co-founder and CEO at Riskalyze about the initiatives, platforms and strategies that helped them take their place as finalists in multiple categories at the 2021 WealthManagement.com Ind
Alternative asset manager Hamilton Lane’s acquisition of investment platform 361 Capital earlier this year brings the $550 billion, 30-year-old global investment shop a step closer to U.S.-based registered investment advisors and their HNW clie
It’s been two and a half years since Envestnet acquired the financial planning platform MoneyGuide; soon after, the global pandemic hit, sending many advisors scrambling to refine, or in many cases create for the first time, financial plans for
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