Advisorpedia Media Group

Advisorpedia Interviewed Farouk Ferchichi, the Global Head at Envestnet, at the Envestnet Advisor Summit in May, 2022.

Advisorpedia Interviewed Peter Stanton, the CEO at Advisor Credit Exchange, at the Envestnet Advisor Summit in May, 2022.

Advisorpedia Interviewed John Yackel, the CEO at Trucendent LLC, at the Envestnet Advisor Summit in May, 2022.

Advisorpedia Interviewed Peter Krull, the CEO & Director of Investments at Earth Equity Advisors, at the Envestnet Advisor Summit in May, 2022.

Emerging markets is evolving from a story that is purely about outsourcing and convergence. #advisors #investing #investors

There's going to be a real a real interesting time in front of us around the use of personal information. #fintech #investing #personal

The last myth is that ESG investing is dead because of the underperformance in the first quarter of 2022. #ESG #investing

We just want to make a better experience for the user and make the workflows and the integrations deeper and more connected.

One of the biggest mistakes advisors make is not taking a comprehensive and holistic approach to wealth management. #advisors

Advisorpedia Interviewed Bobby Powell, Vice President of Wealth Management Sales at iPipeline #advisors #insurance

Advisorpedia Interviewed Rose Palazzo, Group Head at MoneyGuide, at the T3 Advisor Conference in May, 2022.

When you're self directed, you know, you got to be doing your research. And if you're not doing your research, you're gonna be uninformed.

Advisorpedia interviewed Robert DeChellis, Founder & CEO at Bonsai, LLC, at the Envestnet Advisor Summit in May, 2022.

We take a approach to really be best in breed when it comes to our technology, and tech stack. #fintech #advisors #investors

Modernizing the client experience and the adviser experience in the world of wealth is really about how do we digitize and automate experiences.

The traditional 60/40 model right now is going through some of its worst time in decades. It's not just equities with double digit declines.

We're enabling advisors to provide an important estate planning deliverable to all their clients and save an incredible amount of time.

Advisorpedia Interviewed Bill Hunter, SVP Sales at iPipeline, at the Envestnet Advisor Summit in May, 2022.

We talk to people about having a positive data culture because we have this challenge in the industry where we're constantly trying to amass more.

One of the trends is advisors using the proposal generator as a way to bring together a lot of different portfolio solutions for their clients.

As we've seen in the last really two years, the role of the advisor has never been more important.. #advisors #finance #investors

The biggest challenges advisors face and it's nothing new is just finding both the time, having the expertise and the resources to market effectively.

Investors lives are so complicated these days, they have accounts at their banks, they have crypto, they have accounts with their financial advisors

Cryptocurrency is a unique and emerging asset class, which has a few characteristics that make it really interesting. #cryptocurrency

The biggest challenges that are is for face with building their tech stacks and future proofing their business, it's all about what technology

Advisorpedia Interviewed Chris Field, Chief Growth Officer at Holistiplan, at the T3 Advisor Conference in May, 2022.

What this means for advisors is far less overhead, increased data accessibility, increased data transparency. #advisors #fintech

The biggest mistake advisors make with Fintech is they don't leverage their FinTech properly. #advisord #fintech #business #success

We're very excited about the integration activity that we're doing with Ameritrade and Schwab coming together. #schwab #advisors

Advisorpedia interviewed Bob Veres, Editor & Publisher of Inside Information, at the T3 Advisor Conference in May, 2022.

We find that they're looking for alternative products, whether they be hedge funds, private equity funds, or cryptocurrency, we're seeing interest.

Themes that have me excited are the consolidation, the mergers and acquisitions, the change in the landscape of the ecosystem are exciting

Extensible to me means it has to be able to scale and grow with your business as your business evolves and changes. #fintech 

One of the big themes is artificial intelligence, but we haven't really had a chance a use case in wealth management. #AI #advisors

There's a lot of people talking here about data and moving data and owning your own data. #technology #advisors #T3

Guest host Matt Halloran interviewed FMG Suite CEO Scott White to talk about usable marketing for financial advisors. #marketing

Shannon Rosic tells her career story to Matt Halloran that leads her to believe in both digital marketing and storytelling. #marketing

Robin Traxler, SVP, Policy and Deputy General Counsel for the Financial Services Institute, at the FSI OneVoice Conference on February 1, 2022.

In order for financial services to do more there are three ingredients one that declare that there's a problem that they want to fix.

Rethinking the role of technology to engage clients, and also free them up to be able to focus on the higher value activities that clients care about.

Redi2 Technologies, the leading provider of hosted fee billing and revenue management solutions for asset and wealth managers.  

The biggest evolution point in this industry is that we're going to shift from kind of inch deep integrations to really deep workflow integrations

How do you turn these planning opportunities into client acquisition and explosive revenue growth? #retirement #taxes #advisors

Advisorpedia editor and creative director Doug Heikkinen interviewed Suzanne Siracuse at the FSI OneVoice Conference in February, 2022.

How do we create opportunistic time for them to do the activities they think add value to client accounts. #technology #fintech

The industry is really at a point where advisors need to embrace technology or grow or get out or reinvent or die for lack of better terms