In the Money

Welcome to In the Money with Flyer Financial Technologies, the company that builds cutting-edge technology designed to solve asset and wealth management firms’ toughest trading workflows. In this podcast, we help advisors and asset managers understand how

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Recent Episodes

Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)

Posted August 3, 202300:25:39

In this episode of In The Money podcast, we are joined by the CTO of Flyer Financial, Randy Prager.  Join us as we dive into the API economy and learn...

Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8)

Posted January 18, 202300:41:04

DeFi (Decentralized Finance) has gained much popularity over the past couple of years in FinTech discussions relating to cryptocurrency. 

Recent...

The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)

Posted November 16, 202200:38:23

From giving time back to advisors, to reaping the benefits of outsourcing, there’s no denying the advantages of a TAMP. As the industry’s gold standard...

The Future of Wealth and Investment Management with Chip Roame (Ep. 6)

Posted October 19, 202200:28:38

What does the future of wealth and investment management look like?

In this episode Chip Roame, Founder and Managing Partner of Tiburon Strategic...

Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)

Posted September 7, 202200:39:13

It’s certainly an interesting time to talk about the stock market, with inflation, the war in Ukraine, and the aftermath of a pandemic. Having a sound...