Marc Chaikin didn’t have to come out of retirement, but after watching the 2008 financial crisis unfold around him, he decided to build a technological solution. Based on a 20-factor quantitative model to generate investing ideas, the hope was to build a platform that would make managing money easy for retail investors. It all came to fruition, and the Chaikin Power Gauge was born.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Wall Street legend Marc Chaikin, Founder of Chaikin Analytics, about his market predictions and why he believes growth in the economy is going to come in the sectors that are involved with productivity.

Shannon and Marc discuss:

• His biggest takeaways from navigating through 10 bear markets
• How to pick stocks using fundamental and technical analysis 
• How the advent of AI is changing wealth management 
• What’s on the roadmap for Chaikin Analytics 

Connect with Shannon Rosic:

• Shannon Rosic
• WealthStack website
• WealthManagement.com

Connect with Guest:

• Marc Chaikin
• Chaikin Analytics

About Our Guest:

After 40 years on Wall Street as a trader, stock broker, analyst and head of the options department for a major brokerage firm, Marc founded Chaikin Analytics LLC to deliver proven stock analytics to investors and traders, based on the Chaikin Power Gauge, a 20-factor alpha model proven effective at identifying a stock’s potential. Chaikin developed computerized stock selection models and technical indicators that have become industry standards (including Chaikin Money Flow) and pioneered the first real-time analytics workstation for portfolio managers and stock traders.

Chaikin Investments has collaborated with Nasdaq and IndexIQ to bring the Chaikin Power Gauge stock rating approach to the ETF marketplace for the first time. Marc and the Chaikin Analytics team rang the NASDAQ Opening Bell on April 30, 2018 to celebrate the one-year anniversary of this very successful launch. The Nasdaq Chaikin Indexes, powered by the Power Gauge Rating, have outperformed their benchmarks since their inception in April 2014.

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RIAs have a billing problem. Mainly because the process has always been manual and prone to errors. Enter Smart Kx – the only software system designed specifically to help financial advisors dynamically and accurately manage client contracts and fee billing. 

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Lacey Shrum, Founder of Smart Kx, about how her software has helped eliminate the manual process of contract management and billing.

Shannon and Lacey discuss:

• The biggest challenges RIAs face during their billing cycles 
• Why current technologies aren’t sufficient to document or calculate various fee structures
• How Smart Kx software solves billing challenges through automation
• Best practices RIAs can adopt when it comes to policies and procedures around fees and billing

Connect with Shannon Rosic:

• Shannon Rosic
• WealthStack website
• WealthManagement.com

Connect with Guest:

• Lacey Shrum
• Smart Kx

About Our Guest:

Lacey is a founder, attorney and technologist. After continually seeing RIA firms fail the common regulator question “do your fees match your contracts?” Lacey developed Smart Kx to automate client contracts, fees and disclosures into one compliant process. 

Before founding Smart Kx, Lacey practiced law focusing on RIAs and startups. She represented a successful whistleblower claim with the SEC and testified as a subject matter expert on cryptocurrency matters. She is a frequent speaker on RIA fee billing methods and compliance, automated contacts, and bitcoin.

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