Episodes

The ultimate objective to create an end-to-end, holistic wealth management experience seems simple in theory, but it continues to be difficult for the wealth management industry to execute on. Fortunately, BetaNXT is hyper-focused on solving customers’ most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Stephen Daffron, CEO of BetaNXT, o...

Summary Bento Engine said it best: Even the best advice, delivered at the wrong time, can fall flat. Financial advice delivered too early – or worse, too late – can have the opposite effect of its intention. In order to truly help their clients, and therefore improve engagement, loyalty and retention, advisors need to offer advice when it actually matters. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Philipp Hecker, co-founder and CEO of Bento Engine...

Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not to mention having the ability to showcase what really matters to your clients. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, is joined by Carl Richards, chief brand officer of Elements, in discussing how the company provides advisors a way to capture vital client data quickly and easily, and ultimately present a holi...

RIAs need to find ways to continue to be profitable and scale, even when the markets aren’t offering much growth. While technology has advanced in leaps and bounds, with new products and services being introduced every year, advisors still need to utilize the right technology to improve workflows within their business. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Ryan George, chief marketing officer of Docupace, on what to look for when introducing n...

As an advisor, your clients don’t necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to engage them and help live their best life. In other words, it is time to shift your focus from product-centric to client-centric! In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Santiago Burridge, CEO and Co-Founder of Lumiant, about what is driving innovation around advice engagement. They also explore how ...

Technology innovations continue to shake up the wealth management industry. More than ever, advisors need to be aware of the solutions and tools available, and how they’re ultimately impacting the financial planning space. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, is joined by Davis Janowski, Senior Technology Editor at WealthManagement.com. Shannon and Davis explore how emerging wealthtech players are changing the future of financial planning. They focus on ...

As more individuals enter and approach retirement, the role of a financial advisor is changing rapidly. An increasing number of clients need their advisors to act as “personal risk managers” and focus on downside protection and stability, vs. growth and outperformance. To learn more about this evolution, Mark Bruno, Managing Director of Wealth Management at Informa, is joined by Rick Bookstaber, Co-Founder and Head of Risk at Fabric, and Dr. Ashby Monk, Executive and Research Director at Stanfor...

Cryptocurrency is a hot topic with many investors – yet, financial advisors are still in the early stages of learning and navigating the evolving world of crypto and digital assets. Mark Bruno, Managing Director of Wealth Management at Informa, is joined on the WealthStack Podcast by Ben Cruikshank, Head of Flourish, in discussing the growing role of cryptocurrency within financial and retirement planning. They specifically focus on: Where are we now in the professionalization of cryptocurrency...

Are investors outpacing advisors in their understanding of crypto and digital assets? 16% of advisors say they recommend bitcoin and other digital assets, yet 24% of American adults own crypto. It’s important for financial advisors to overcome this gap as the number of digital assets in the market continues to grow and the asset class increases in popularity. Mark Bruno, Managing Director of Wealth Management at Informa, is joined by Ric Edelman, Founder, Digital Asset Council of Professionals a...

Innovation and adoption of technology are rapidly redefining the way financial advisors work with clients – and are revolutionizing the wealth management industry. One of the most experienced and knowledgeable voices in the wealth management and WealthTech industries — Lori Hardwick, CEO of Red Rock Strategic Partner — stopped by the WealthStack podcast to highlight the developments in FinTech that all advisors need to know. Ms. Hardwick talks with Mark Bruno, the Managing Director of Wealth Man...

As technology for the wealth management industry evolves, financial advisors will have more options than ever before to enhance the services – and value – they deliver to clients. Understanding and navigating the readily changing WealthTech landscape can be a challenge for many, however. In this episode of the WealthStack podcast, Carina Diamond, the Chief Experience Officer at Dakota Wealth Management, shares her experience and perspective on how successful advisory firms are using technology t...

Financial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navigate complex life and financial decisions – which are frequently intertwined – is at the core of any successful advisor’s long-term relationships. But how can you ensure that clients understand the true value of the services that you deliver – and ultimately the unique problems that only you can solve for them? In this episode of the WealthStack po...

Sponsored by: Nationwide While most consumers rely on mobile apps for the majority of their daily purchases and purchases, financial services apps are largely utility functions that occupy a limited portion of investors’ routines and mindshares. Enter Embedded Finance, the next “big disruption” for financial services and wealth management. In this episode of the WealthStack podcast, Mark Bruno talks with Dani Fava, head of strategic development at Envestnet, about the future of advice – and impo...

When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever. Where does the advice industry go from here? In this inaugural episode of the WealthStack podcast, Wealth Management’s Mark Bruno addresses the big picture with Joe Duran, managing director of G...