Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief
Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief
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Recent Episodes
Advisor Innovations: Asset Management Pioneer Bruce Bond on the Story Behind Innovator ETFs
In this episode, David Armstrong is joined by Bruce Bond, CEO and co-founder of Innovator Capital Management, a pioneer in the ETF industry and three-time...
Advisor Innovations: Live Oak’s James Hughes on Underwriting RIA Growth
In this episode, David Armstrong is joined by James Hughes. head of investment advisory at Live Oak Bank, to discuss how and why Live Oak became one...
Advisor Innovations: Shirl Penney on The Modern Independent Advisor
In this episode, David Armstrong is joined by Shirl Penney, President and CEO of Dynasty Financial Partners, diving into the history and ecosystem of...
Advisor Innovations: Robert Sofia on Bringing Digital Marketing to Advisors
In this episode, recorded live at the Wealth Management EDGE conference at the Diplomat Beach Resort Hollywood in Florida, David Armstrong is joined...
Advisor Innovations: Jason Wenk on Scaling Advisor Technology the Right Way
In this episode, David Armstrong is joined by Founder and CEO of Altruist, Jason Wenk, to talk about the state of advisor technology and the move toward...
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