Episodes

In this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution. TradingFront was a finalist in two categories at this year’s Wealthies in the categories of Client Onboarding and Client Portal Technology. Yang has also been recognized as one of the “Ten to Watch for 2021” by wealthmangement.com. In this episode, you’ll learn: How the idea came about for the creation of TradingFront What exactly does Tradin...

In this episode, David Armstrong, editor and chief at Wealthmanagement.com, talks to Jonathan Hudacko, CEO of Just Invest. Just Invest strives to deliver the best that modern finance can deliver to its clients. It’s a mandate that has earned them three finalist spots in this year’s Wealthies. In fact, they brought home the win for their ESG Reporting in the category of Asset Managers: Socially Responsible Investing(SRI)/Impact Investing. In this episode, you’ll learn: How Just Invest distinguis...

Do you know how to use technology to communicate with your clients regularly while also freeing up your valuable time? In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Brian McLaughlin, CEO of Redtail Technology. Redtail Technology won a Wealthy award in 2019 in the Technology Providers CRM category for Redtail Speak, which offers a compliant way for advisors to text clients and collaborate with their staff in real-time. Now, Brian unpacks Spea...

Cloud-native technology is making an undeniable impact on the transformation of the wealth management technology industry. In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Oleg Tishkevich, CEO of INVENT.us. INVENT.us took home a 2019 Wealthy award in the Technology Disruptors category for its cloud-native technology. Now, Oleg explains how Cloud Native can take advisors into the next level of coordination, integration, simplification, and workf...

Is technology becoming more of a hindrance than a help? Are you looking for something to tie all your document-centric processes together so you have more face time with your clients? In this episode, Tim Welsh, president of Nexus Strategy, speaks with Linda Ding, Director of Strategic Marketing at Laserfiche. Laserfiche won an Industry Award in 2019 for Technology Providers: Documentation Management with their Robotic Process Automation (RPA) Initiative. In this episode, you will learn: How La...

Most of us have access to online banking, which allows us to freely keep track of all of our financial information. But what about having online access to the different things we plan with our financial advisors? Mentioning that in these times, it’s crucial to have an interactive client portal with different portfolio and planning information, Tim Welsh from Wealth Management is joined by Eric Clark and Kelly Waltrich, both from Orion Advisor Tech, and together they explain how are the emerging ...

With everything going on in the world today, are you struggling to choose the platform right for you? Find a partner to help you navigate the digital tools required to give your all to that client experience. In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Michelle Feinstein, a director in technology at BNY Mellon Pershing. Pershing won two Wealthies in 2019: one in the Custodians Corporate Social Responsibility/Diversity category for Pershing...

Do you struggle with being able to connect with your clients? Did you know that AI enables advisors to stay in touch with their clients in any space the client chooses? Are you ready for that? In this episode, David Armstrong, Editor in Chief at Wealthmanagement.com, speaks with Stuart DePina, Chief Executive at Envestnet Data & Analytics. Envestnet won a Wealthies award in 2019 for TAMPs: Model Marketplaces – Multi-Asset Strategist Due Diligence Reports, they were also finalists in several othe...

In this episode, David Armstrong Editor in Chief of Wealthmangement.com, talks with Jon Patullo, from TD Ameritrade, who won a 2019 Wealthies award for Chief Technology Officer of the Year (Custodians est $25B and over). They go in-depth about the technological innovations that TD Ameritrade has implemented for its over 7000 advisors utilizing 175 different integrations under the umbrella of their VEO One platform. In this episode, you will learn: How did TD Ameritrade revolutionize tech for ad...

In this episode, Tim Welsh, President of Nexus Strategy and consultant to the Wealthies, speaks with Steve Leivent Senior VP at SS&C Advent Advisory responsible for the business development of Black Diamond. In 2019, SS&C Advent was a double Wealthies winner. They won an award for their Best Client Portal – Black Diamond Wealth Platform as well as Best Portfolio Management, Accounting, and Performance Reporting – Black Diamond Wealth Platform. In this episode, you will learn: How SS&C is contin...

Are you automating your high-value and time-consuming activities so that you can focus on what your most qualified to do? In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with the co-founder and CEO of Snappy Kraken, Robert Sofia. Snappy Kraken won two Wealthies in 2019: Social Media Leadership for their Visual Insights Digital Campaigns and the other for Chief Marketing Officer of the Year. Now, Robert uncovers valuable practices that advisors can ...

People are more inclined to be truthful when they’re telling their answers to a computer rather than to a person. With that said, are you using technology to help you gather client information about important, but challenging, topics? In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined by Kevin Ruth, the interim CEO of Whealthcare Planning. Whealthcare Planning scooped multiple 2019 Wealthies, including one in the Thought Leadership category fo...

Are you still manually rebalancing your clients’ portfolios? Consider delegating these types of tasks to technology. In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Jon Mauney, the general manager at Betterment For Advisors. Betterment For Advisors won a Wealthies award in 2019 in the Technology Providers: Digital Advisors category for their Dimensional Funds portfolio-construction tool. Now, Jon shares how Betterment For Advisors is leading t...

Welcome to the WealthTech Winners Circle Podcast! This is the show that explores solutions to the technological challenges that impact today’s financial professionals. In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined by Aaron Klein, CEO of Riskalyze. Riskalyze took home multiple Wealthies in 2019, including a win in the Technology Provider: Risk Tolerance and Client Servicing category for The Riskalyze Experience. Now, Aaron shares how advis...