In the Money

Welcome to In the Money with Flyer Financial Technologies, the company that builds cutting-edge technology designed to solve asset and wealth management firms’ toughest trading workflows. In this podcast, we help advisors and asset managers understand how technology is transforming the WealthTech sector. We’ll cover how to leverage technology for faster, smarter investment decisions, mega-trends, and more. Tune in to hear our guest experts explore the biggest challenges and opportunities in the WealthTech game.

Episodes

The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)

May 10, 2024 • 36 mins

What factors are driving the continuing evolution of wealth management? In this episode, we dive into the world of private equity with industry insiders! Explore the impactful role of private equity in the wealth management sector in this engaging episode of ‘In the Money,’ sponsored by Flyer Financial Technologies. Host Rusty Sommer sits down with …

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The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)

May 6, 2024 • 31 mins

How does the high-stakes world of sports mirror the world of financial technology and asset management? Discover this and more in the latest episode of ‘In the Money,’ sponsored by Flyer Financial Technologies. Host Rusty Sommer welcomes Steve Lewczyk, the esteemed Managing Director for Business Development at Flyer. With an impressive three-decade career in financial …

Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12)

April 3, 2024 • 30 mins

Can technology bridge the gap for smaller wealth management firms in a competitive market? Join Rusty Sommer and special guest Chuck Fialla from Sovereign Financial in this insightful episode of ‘In the Money,’ where they explore the pivotal role of technology in transforming small and mid-sized wealth management firms. Understanding the role of portfolio management …

Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)

January 10, 2024 • 28 mins

Is technology fundamentally transforming the wealth tech industry? Discover the groundbreaking insights with Rusty Sommer and special guest Verity Larsen from Versoft Consulting in a riveting episode of “In The Money,” presented by Flyer Financial Technologies. With over two decades in the field, Verity guides us through the evolving landscape of investment technology, cautioning against …

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Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)

October 30, 2023 • 25 mins

Join Rusty Sommer from Flyer Financial Technologies and Brett Kunshek of Mariner Wealth Advisors in this episode as they dive into the nuanced world of options. They cast away myths about its risks and highlight its potential, especially for high net worth clients. Discover how the wealthy use options as sophisticated financial instruments. Key points …

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Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)

August 3, 2023 • 25 mins

In this episode of In The Money podcast, we are joined by the CTO of Flyer Financial, Randy Prager. Join us as we dive into the API economy and learn how APIs are transforming the wealth tech sector, along with how forward-thinking firms are leveraging APIs to build their own specialized ecosystem within the wealth …

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Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8)

January 18, 2023 • 41 mins

DeFi (Decentralized Finance) has gained much popularity over the past couple of years in FinTech discussions relating to cryptocurrency. Recent statistics suggest that over 70% of advisors suspect their clients are dabbling in crypto without engaging them in the process. In the wealth management world, is there possibly a disconnect between advisors and what their …

The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)

November 16, 2022 • 38 mins

From giving time back to advisors, to reaping the benefits of outsourcing, there’s no denying the advantages of a TAMP. As the industry’s gold standard for data and research, not to mention 2022’s top TAMP of the year, the team at Morningstar’s Wealth Management Solutions knows a thing or two about building a wealth management …

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The Future of Wealth and Investment Management with Chip Roame (Ep. 6)

October 19, 2022 • 28 mins

What does the future of wealth and investment management look like? In this episode Chip Roame, Founder and Managing Partner of Tiburon Strategic Partners and the Tiburon CEO Summits, breaks down the top five trends he’s following in the wealth and investment management industry. Chip also shares insight into whether these trends are here to …

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Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)

September 7, 2022 • 39 mins

It’s certainly an interesting time to talk about the stock market, with inflation, the war in Ukraine, and the aftermath of a pandemic. Having a sound strategy for asset allocation and portfolio management has become more important than ever. In this week’s release of In the Money Podcast, Shannon Rosic is joined by Gina Sanchez, …

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Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)

August 10, 2022 • 40 mins

APIs (Application Programming Interface) have improved the workflow of businesses in many industries by bridging the gap between different software and allowing them to communicate with each other. When it comes to the wealth management industry, accurate, timely, and seamless data exchange is table stakes. So, what does an API-enabled future look like? In this …

Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)

July 13, 2022 • 25 mins

Investment managers and advisors are all about balancing their clients’ needs while striving to provide a superior level of service. But, what role does technology play when it comes to providing clients with personalized, outcome-oriented advice? Managers must develop the agility to customize products and services without amplifying operational cost and complexity. In this episode, …

Tackling Technology Challenges Through Third-Party Integrations with Kartik Srinivasan (Ep.2)

June 13, 2022 • 29 mins

The use of technology has its challenges and opportunities for businesses. On one hand, you can leverage it to improve workflows. On the other hand, trying to get everyone to buy into the technology and make sure the platform you’re using is safe and secure, can be difficult. This week, Kartik Srinivasan, Director – Head …

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Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1)

May 18, 2022 • 18 mins

Flyer FT is all about delivering cloud-based trading tools that help execute your investment strategy faster — and the firm’s Vice President of Marketing, Shannon Rosic, is about to tell you all about it in this inaugural episode of In the Money. This week, Shannon unveils everything you need to know about her and her …

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In the Money

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)

Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12)

Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)

Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)

Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)

Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8)

The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)

The Future of Wealth and Investment Management with Chip Roame (Ep. 6)

Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)

Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)

Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)

Tackling Technology Challenges Through Third-Party Integrations with Kartik Srinivasan (Ep.2)

Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1)

Popular Podcasts

The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)

The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)