Tag: InvestmentManagement

Colin Falls
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

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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’ growth in AUM, and scale as they scale?

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Colin Falls, President and CEO of GeoWealth, about why RIAs are desiring more flexibility and control with the technology solutions.

Shannon and Colin discuss: 

  • Where the opportunities are within the RIA space
  • What is means for a technology company to be flexible
  • What advisors really need in a TAMP
  • What technology consolidation will mean for the industry

Connect with Shannon Rosic:

Connect with Colin Falls:

About Our Guest:

As President & CEO, Colin is responsible for leading GeoWealth’s international team of financial professionals and technologists. He focuses primarily on business strategy, organizational management, and platform product development. With over a decade of industry experience, Colin has an intimate understanding of both the technology and investment tools that power the GeoWealth platform.

Prior to joining GeoWealth in 2012, Colin served in various roles and departments – ranging across advisory and back office – at Frontier Wealth Management, a Kansas City based Registered Investment Advisor. He graduated from the University of Notre Dame’s Mendoza College of Business with a B.A. in Management and Entrepreneurship. As a captain of the Notre Dame Basketball team, Colin earned First Team All-Big East honors as a senior and finished his career with the most three-point field goals made in Notre Dame and Big East Conference history. Colin went on to play basketball professionally in Italy and the Czech Republic.

Colin is based in Chicago with his wife and three children. He spends most of his free time staying active, either on the lake, on the tennis court, or chasing his kids.

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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

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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. 

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Russell Feldman, Co-Founder and CEO of IMTC, about what’s driving innovation in fixed income.

Shannon and Russell discuss:

  • Why fixed income, as an asset class, has been neglected technologically
  • What fixed income workflows need innovation
  • The impact of inflation on fixed income investments
  • How IMTC helping along the electronification of fixed income

Connect with Shannon Rosic:

Connect with Guest:

About Our Guest:

Russell is the CEO and co-founder of IMTC, leading the strategic direction across all areas of the company. Prior to launching the business in 2016, Russell worked in Institutional Sales and Client Advisory at Deutsche Asset Management serving clients across a broad array of investment products. The creation of IMTC is a direct outgrowth of his time as a fixed income portfolio manager at the bank where frustrations around the limitations with existing tools ultimately triggered the need for a more dynamic solution.

Mr. Feldman is a frequent speaker and thought leader in the fixed income industry with appearances on WealthManagement.com, The Desk, and numerous industry events. He was also named a 2022 Rising Star by the Bond Buyer and the Community Impact Award Honoree from the Crohns & Colitis Foundation, for which he actively supports. Russell graduated from the George Washington School of Business and currently lives with his wife in New York City.



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