Susan McKenna, CEO of eMoney Advisor, joins us to discuss the companys evolution as it marks its 25th anniversary. She shares her path from tech-focused marketing leader to CEO, and how eMoney has st

We sit down with James Sahagian, Managing Partner at Ramapo Wealth Advisors within Steward Partners, to explore his path from an early fascination with financial markets to leading a client-focused, t

In this episode, we catch up with Anuj Gupta, Head of Sales Engineering, and Blake Wood, Head of Platform Strategy at Envestnet. They walk us through how Envestnet is helping advisors scale personaliz

We catch up with Tim Burklow, Managing Director and Wealth Advisor at Mainstay Wealth Management within Steward Partners. Tim shares his journey from being inspired by his fathers advisor to building

Thomas Moore, Head of Betterment Advisor Solutions, shares how Betterment is reimagining custody and advisor technology to help modern RIAs scale efficiently. Drawing on his background at legacy insti

Today we catch up with Samantha Russell, Chief Evangelist at FMG, to talk about how AI is reshaping the way people search for financial adviceand what that means for advisors. With most Google search

In this episode we sit down with Matt Kaufman, Global Head of ETFs at Calamos, to explore how the firm is translating decades of institutional expertise into modern ETF solutions. Kaufman shares insig

We sit down with Mohan Gurupackiam, Chief Information Officer at Steward Partners, to explore how smart tech strategy can fuel advisor success. Mohan explains why Steward avoids one-size-fits-all solu

In todays episode we speak with Rich Boghosian, co-founder and CIO of PeakAlts, about how RIAs and family offices can gain smarter access to private markets. Drawing on his background in private equi

Today we sit down with Kirstie Eustace, Chief Administrative Officer at Steward Partners, to discuss how the firm preserves its culture while expanding nationwide. Kirstie shares how Stewards values