What if your financial data could talk? Would it reveal new secrets about your clients, business, and the future of wealth management? In this engaging episode of In the Money, host Rusty Sommer di

How is Artificial Intelligence reshaping the wealth management industry? In this episode, Rusty Sommer sits down with John OConnell, CEO and Founder of The OASIS Group, at the bustling Market Council

How is cutting-edge technology reshaping portfolio management with advanced reporting? Join Rusty Sommer as he sits down with Bill McFadden, President and CEO of GreenHill Investment Reporting, to exp

What if your tech could read your clients mind? In this episode, Rusty Sommer interviews Kartik Srinivasan about the technologies that are reshaping financial advising. They explore how advisors are

What role does human connection play in the ever-evolving world of wealth management? In this episode, Rusty Sommer speaks with Kate Healy of AdvoKate IQ about the importance of personal interaction i

Are you keeping pace with the rapidly changing landscape of independent financial advice? If your practice isnt evolving, you might be left in the dust. In this episode, Rusty Sommer sits down with B

Are you ready to take center stage in financial advice? Discover what it takes to make true partnerships and community-building the cornerstone of your business strategy. In this episode, Rusty Sommer

How will embracing technology today redefine financial advising tomorrow? In this episode, Rusty Sommer speaks with Joel Bruckenstein, a leading voice in financial technology, to explore the transform

What sparked the evolution of RIAs? In this episode, Rusty Sommer sits down with Robb Baldwin, CEO of TradePMR, at the Market Council Summit in Las Vegas. Together, they have a candid conversation on

What will shape the financial landscape by 2025? Join us as we dive deep into predictions for the future of wealth management. In this episode, Rusty Sommer dives into the future of wealth management