Episodes

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 how APIs are transforming the wealth tech sector, along with how forward-thinking firms are leveraging APIs to build their own specialized ecosystem within the wealth and asset management industries. Flyer Financial Technologies, known for the FinTech solutions that you love and use every day, has embraced an API-based approach that allows them to ...

DeFi (Decentralized Finance) has gained much popularity over the past couple of years in FinTech discussions relating to cryptocurrency. Recent statistics suggest that over 70% of advisors suspect their clients are dabbling in crypto without engaging them in the process. In the wealth management world, is there possibly a disconnect between advisors and what their clients want? Where does DeFi fit into the crypto realm? In this episode we have Lex Sokolin, the Global Fintech Co-Head at ConsenSys...

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 for data and research, not to mention 2022’s top TAMP of the year, the team at Morningstar’s Wealth Management Solutions knows a thing or two about building a wealth management platform. In this week’s episode, Daniel Needham, president of Wealth Management Solutions, joins Shannon Rosic to discuss TAMP trends. Daniel shares some of Morningstar’s...

What does the future of wealth and investment management look like? In this episode Chip Roame, Founder and Managing Partner of Tiburon Strategic Partners and the Tiburon CEO Summits, breaks down the top five trends he’s following in the wealth and investment management industry. Chip also shares insight into whether these trends are here to stay, and how they should ultimately inform advisors when it comes to growing their business. Chip discusses: The five trends in the investment and wealth ...

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 strategy for asset allocation and portfolio management has become more important than ever. In this week’s release of In the Money Podcast, Shannon Rosic is joined by Gina Sanchez, CEO of Chantico Global, LLC, regular contributor on CNBC, and Chief Market Strategist for Lido Advisors. Gina and Shannon talk about what it takes to have a successful ...

APIs (Application Programming Interface) have improved the workflow of businesses in many industries by bridging the gap between different software and allowing them to communicate with each other. When it comes to the wealth management industry, accurate, timely, and seamless data exchange is table stakes. So, what does an API-enabled future look like? In this episode, Craig Iskowitz, CEO and founder of Ezra Group, discusses: What is an API How APIs have transformed the wealth management indus...

Investment managers and advisors are all about balancing their clients’ needs while striving to provide a superior level of service. But, what role does technology play when it comes to providing clients with personalized, outcome-oriented advice? Managers must develop the agility to customize products and services without amplifying operational cost and complexity. In this episode, Will Trout, the Director of Wealth Management at Javelin Strategy & Research, joins Shannon Rosic to unpack the ch...

The use of technology has its challenges and opportunities for businesses. On one hand, you can leverage it to improve workflows. On the other hand, trying to get everyone to buy into the technology and make sure the platform you’re using is safe and secure, can be difficult. This week, Kartik Srinivasan, Director – Head of Third Party Integrations, Digital Advisor Solutions, at Schwab Advisor Services, joins Shannon Rosic to explain how technology has evolved over the years. They take a deep di...

Flyer FT is all about delivering cloud-based trading tools that help execute your investment strategy faster — and the firm’s Vice President of Marketing, Shannon Rosic, is about to tell you all about it in this inaugural episode of In the Money. This week, Shannon unveils everything you need to know about her and her career in the FinTech industry. Shannon explores the biggest challenges and opportunities in financial tech, Flyer FT’s ideal client, what’s to come at the firm, and their mission ...