In the Money

In the Money


Latest Episodes

The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)
May 06, 2024

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 Te

Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12)
April 03, 2024

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 t

Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)
January 10, 2024

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

Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)
October 30, 2023

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 a

Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)
August 03, 2023

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,

Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8)
January 18, 2023

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 th

The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)
November 16, 2022

From giving time back to advisors, to reaping the benefits of outsourcing, theres no denying the advantages of a TAMP. As the industrys gold standard for data and research, not to mention 2022s top

The Future of Wealth and Investment Management with Chip Roame (Ep. 6)
October 19, 2022

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

Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)
September 07, 2022

Its 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 manag

Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)
August 10, 2022

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. Wh