In this episode, we sit down with Rich Romano, CEO of FIDx, to talk about how technology is transforming the integration of insurance into wealth management. From eliminating inefficiencies to enabling seamless platform experiences, FIDx is helping advisors offer annuities alongside managed accounts without disrupting their workflow.

Rich also shares how fee-based annuities, insurance overlays, and internal AI tools are driving innovation and improving outcomes. As market uncertainty grows, FIDx is making it easier for advisors to deliver protection, income, and peace of mind—without moving assets or adding complexity.

Recorded at Envestnet Elevate 2025

Resources: FIDx

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