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
17. The Wealthtech Landscape with LPL’s Gary Carrai
In this episode, David Armstrong is joined by Gary Carrai, former financial advisor, co-founder of Fortigent with Steve Lockshin, and currently executive...
16. Adam Holt on The Role of Technology for Advisors in Creating a Client’s Plan
Winners of Wealth Management’s 2021 Best Financial Planning Technology, Asset-Map has grown from personal use cases to helping thousands of financial...
15. Ric Edelman Looks To the Future
In this episode, David Armstrong is joined by Ric Edelman, founder of Edelman Financial Services (now Edelman Financial Engines) and the Digital Assets...
14. How To Invest Sustainably with Jay Lipman
Clients largely respond positively to values-based investing—when it can be explained to them. In this episode, David Armstrong is joined by Jay...
13. LPL’s Tom Murphy on the Firm’s Efforts Toward Modernizing the Advisor-Client Relationship
In this episode, David Armstrong is joined by Tom Murphy, senior vice president of LPL’s advisory program. Tom discusses how LPL has augmented advisor...
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