The WealthStack Podcast: Fixing the RIA Fee Billing Conundrum with Lacey Shrum

The WealthStack Podcast: Fixing the RIA Fee Billing Conundrum with Lacey Shrum

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, …

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The WealthStack Podcast: Demystifying the Decumulation Phase of Retirement Planning with Sheryl O’Connor

The WealthStack Podcast: Demystifying the Decumulation Phase of Retirement Planning with Sheryl O’Connor

When it comes to retirement income planning, an advisor’s role must go beyond getting clients to retirement, it’s also about getting them through retirement. If advisors only concentrate on accumulation and don’t help their clients plan for and support them through decumulation, they’re likely going to lose those clients and all the assets they worked …

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The WealthStack Podcast: Building Protective Investment Solutions with Joanna Kanakis

The WealthStack Podcast: Building Protective Investment Solutions with Joanna Kanakis

The value of protective investments has become more evident as the traditional 60/40 portfolio allocation has continued to become less attractive. Investors are seeking alternatives that will mitigate risk regarding today’s main macro market trends, and advisors must consider a “new model portfolio” that incorporates protective investments as they become more mainstream and accessible. In …

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The WealthStack Podcast: The Future of Financial Wellness with Adam Holt of Asset-Map

The WealthStack Podcast: The Future of Financial Wellness with Adam Holt of Asset-Map

As financial planning becomes more accessible, the U.S. population is looking to become more “financially fit”. Advisors can help clients achieve this by having a deep understanding of their client’s financial situation, risk tolerance, objectives, and preferences. In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with CEO and Founder of Asset-Map, …

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The WealthStack Podcast: What Do Advisors Really Need in a TAMP with Colin Falls of GeoWealth

The WealthStack Podcast: What Do Advisors Really Need in a TAMP with Colin Falls of GeoWealth

RIAs who are seeking balance between evolving high-tech solutions with high-touch advisory services may need to consider a tech-forward TAMP. The TAMP model continues to be appealing to advisors because it offloads so much operational work that can take up a significant amount of time. So, how does a firm like GeoWealth support an RIA’ …

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The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman

The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman

After spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP®, made the decision to take his practice completely virtual. While that was back in 2013, he has since designed a tech stack that satisfies the needs not only for his business, but one that his …

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The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group

The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group

From the metaverse to alternative investments, the future of investing is going to look very different. Alternatives have historically been reserved for institutions, as alternative asset managers targeted those who could write the biggest checks. But that’s now starting to change as tech companies look to the retail market, opening up opportunities to wealth managers, …

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The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning

The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning

Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserved, like estate and tax planning?  In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Andrew Altfest, CFP®, CEO and Founder of FP Alpha, to learn how his …

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The WealthStack Podcast: Innovation in Fixed Income with Russell Feldman of IMTC

The WealthStack Podcast: Innovation in Fixed Income with Russell Feldman of IMTC

The fixed income market is 30x larger than the equity market, but while 92% of equities trade electronically, fixed income continues to be dominated by voice trades and manual processes. Fortunately, a technological shift is happening as automation is having a profound impact on the fixed income market, with workflow efficiency being top of mind.  …

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The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

Time. It’s the one thing advisors need more of, and fortunately, Catchlight is on a mission to save advisors time and help them reach their top leads quicker. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Yelena Melamed, Head of Product and Co-Founder, Catchlight Insights LLC, about how financial advisors …

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