Wealthies Circle

Recent Episodes

Laserfiche’s Award-Winning Vault and Cloud System –– With Linda Ding & Justin Pava

Posted October 29, 2020 • 00:39:37

Laserfiche provides intelligent content management and business process automation to boost productivity, scale your business, and deliver a digital-first...

New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel

Posted October 22, 2020 • 00:27:12

The new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with...

Advanced Technology for Advisors with Practifi

Posted October 15, 2020 • 00:32:07

With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial...

Simplify Your RIA Life — With Yang Xu of TradingFront

Posted October 8, 2020 • 00:33:12

In this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution. ...

Make a Unique Portfolio for Every Single Client –– With Jonathan Hudacko of Just Invest

Posted September 29, 2020 • 00:27:52

In this episode, David Armstrong, editor and chief at Wealthmanagement.com, talks to Jonathan Hudacko, CEO of Just Invest. Just Invest strives to...