Monthly Archives: February 2021

Growing The RIA Space — with Guest Cheryl Nash

February 25, 2021Finance, Investing, Technology, Wealth Management, WealthManagement.comAdvisors, Clients, Digital Technology, independent broker dealers, RIA, Risk, Volatility, Wealth Management, Wealthies Circle Podcastwealthtechwinnerscircle

In this episode, David Armstrong is joined by the CEO of Tegra118, Cheryl Nash, as they discuss the changes that the company went through in 2020 and what creative challenges are planned for the future.

In this episode you will learn:

How Tegra118 has evolved in the year following the Motive Partners investment.
How recent acquisitions and partnerships set up Tegra118 for the RIA space.
How using risk capabilities will help their clients.
Why the diversity and inclusion needle moves slowly in the wealth management industry.

Resources: WealthManagement.com | Tegra118 | Cheryl Nash

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Advisor Digital Transformation with Pershing – With Claire Santaniello

February 18, 2021Finance, Investing, Technology, Wealth Management, WealthManagement.comAdvisors, API Integration, Digital Technology, Education, Investment, Paperless, Wealth Management, Wealthies Circle Podcast, Workflowwealthtechwinnerscircle

In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results.

In this conversation, you’ll learn:

How COVID-19 has enhanced Pershing’s digital approach for advisors
How Pershing utilizes a streamlined and paperless workflow for advisors and their clients
E-signature, e-delivery, and digital authorizations: Pershing’s technique to digitalize deposits, account openings, and maintenance
The role of education in enhancing the advisor-related digital experience
How Pershing’s API integration platform boosts an advisor’s alternative investment and asset network

Resources: WealthManagement.com | Pershing | Claire Santaniello

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Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport

February 11, 2021Finance, Investing, Technology, Wealth Management, WealthManagement.comAdvisors, Bitcoin, Cryptocurrency, ETF, Investment, Managing Account Technology, Wealth Management, Wealthies Circle Podcast, Workflowwealthtechwinnerscircle

In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisories, and their clients. Evan also explains SMArtX’s very unique cryptocurrency infrastructure.

In this episode, you’ll learn:

How SMArtX’s managing account technology helps advisors rebalance their workflow
The role of the firm’s UMA platform when it comes to ETFs, mutual funds, and SMAs
How technology serves as a model to manage individual equities and portfolios
SMArtX’s cryptocurrency infrastructure and how advisors are approaching the investment
The role of Bitcoin, Ethereum, and stablecoins when it comes to decentralized finance

Resources: WealthManagement.com | SMArtX Advisory Solutions | Evan Rapoport | LinkedIn

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Data vs Documents; The Battle Within The Financial Services Industry – with David Knoch

February 4, 2021Finance, Investing, Technology, Wealth Management, WealthManagement.comAdvisors, Clients, David Armstrong, Digital Technology, Wealth Management, Wealthies Circle Podcast, WealthManagement.comwealthtechwinnerscircle

In this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and automating front to back office wealth management operations.

In this episode, we discuss:

How Docupace can help a financial advisor whether they are part of a large IBD or if they are a small RIA
David’s view on how the industry handled the rollout of Reg BI (Regulation Best Interest)
The steps Docupace is taking with compliance to keep advisors on track
How is Docupace alleviating the need for “repapering”
Why “document management” should really be considered “data management.”

Resources: WealthManagement.com | Docupace | David Knoch on LI

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