In this episode, David Armstrong is joined by Gary Carrai, former financial advisor, co-founder of Fortigent with Steve Lockshin, and currently executive vice president of LPL Financial in charge of t

Winners of Wealth Managements 2021 Best Financial Planning Technology, Asset-Map has grown from personal use cases to helping thousands of financial advisors make meaningful decisions to grow their

In this episode, David Armstrong is joined by Ric Edelman, founder of Edelman Financial Services (now Edelman Financial Engines) and the Digital Assets Council of Financial Professionals. Edelman disc

Clients largely respond positively to values-based investingwhen it can be explained to them. In this episode, David Armstrong is joined by Jay Lipman, co-founder of Ethic, a direct-indexing investm

In this episode, David Armstrong is joined by Tom Murphy, senior vice president of LPLs advisory program. Tom discusses how LPL has augmented advisor services while the industry has evolved from faci

As more RIAs become interested in managing cryptocurrency portfolios for their clients, several tech providers are trying to build easy access that fits into advisors existing workflows. In this epi

Brian Hamburger is the founder of Hamburger Law Firm and Marketcounsel, providing legal and regulatory support to financial advisory firms. In this episode, David Armstrong talks to Brian about the pi

Rick Ferri has been an outspoken critic of many standard practices in the investment advisory industry. He was an early advocate of John Bogle and index-based investing, claiming most clients were bet

Mergers and acquisitions can be a rewarding path to growth for an RIA firm, but also complicated for the companies involved. Often, the most overlooked, but most important, component to making the tra

The modern advisor is not just a financial advisor to their clients, they are also business owners. LPL, with their Business Solutions Suite, helps advisors with everything from office administration