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

Will AI transform wealth management overnight? In this episode, Rusty Sommer speaks with Tony Stich from MarketCounsel about the fascinating insights and key takeaways from the latest industry summit.

Are you struggling to articulate your brands story or connect with clients in a meaningful way? Discover the art and science behind building a powerhouse brand that supports growth and client trust.

Are you ready to revolutionize your firms growth strategy in the wealth management industry? Discover how to unlock the full potential of your wealth management firm with growth strategies and techno

Is your financial advisor about to be replaced by AI? The answer isnt as simple as yes or no. Tune into this episode to discover how AI is doing more than just automating repetitive tasksits redefi

What factors are driving the continuing evolution of wealth management? In this episode, we dive into the world of private equity with industry insiders! Explore the impactful role of private equity

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

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