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Nexus Strategy’s Tim Welsh describes the subtle yet dramatic changes happening in the independent wealth space that will shape the industry going forward.
For the past several decades, we’ve seen the unrelenting march of technology innovation taking basis points out of the investment management value chain, most notably in…
Suzanne Siracuse has moved her podcast series “The Big Reveal,” to Financial Advisor magazine’s podcast platform.
Future Proof was all that and more. It was sort of a farmer’s market with celebrities, musicians, fun parties and good content. Although all of the…
The pandemic has proved a boon and accelerator for efforts at advisor digitization, but if the turnout at this year’s T3 Advisor Conference is any indicator,…
Fidelity Institutional announced major updates to its technology offerings on Thursday that include enhancements to its Wealthscape advisor tech platform and a new digital empowerment tool…
Get a unique peek into the human side of some of the industry’s leaders, innovators, and influencers with The Big Reveal Podcast Series, from Suzanne Siracuse, in partnership with Invent®.
Now in its third season, Suzanne leads lively discussions, that not only focus on the guest’s personal and professional journeys, but also incorporates their perspectives on news items, hot topics, and industry trends. And, at the end of each episode, Suzanne dives deep to have her guests share something they’ve never revealed before, hence the title, The Big Reveal.
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He also shares the advice Jud Bergman, the co founder of Envestnet, gave to him that he uses every day in business and how his experience in coming to America at age 18 shaped who he is as a business leader today.
She also shares practice management tips, why she teaches ethics, and her methods for communicating with clients during uncertain times.
Plus: Her Big Reveal is certain to leave an impact
He also shares what made him choose wealth management as a career, his role in advancing the InvestmentNews 40 under 40 initiative, and a Big Reveal that, up until a short time ago, he would not have revealed.
He also shares what the financial planning students he teaches are the most curious about and what drew them to their major.
Plus: Vinyl Record collection musings and a Big Reveal that we all can “read” about next year!
what she always asks herself before taking a risk, the topic that keeps many advisors up at night and why crisis management skills can make or break a great leader. Plus her views on the importance of creating inclusive cultures, and a BIG Reveal that may cause many to rethink their hiring criteria.
He goes on to discuss his views on the importance of AI and Behavioral Finance in wealth management and why he’s so bullish on direct indexing.
Plus, his heartfelt Big Reveal that is a love letter to the industry.
