In the Money

In the Money


Latest Episodes

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

Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)
July 13, 2022

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 cli

Tackling Technology Challenges Through Third-Party Integrations with Kartik Srinivasan (Ep.2)
June 13, 2022

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 a

Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1)
May 18, 2022

Flyer FT is all about delivering cloud-based trading tools that help execute your investment strategy faster and the firms Vice President of Marketing, Shannon Rosic, is about to tell you all about

Coming Soon
April 08, 2022