Wealthies Circle

Wealthies Circle


Latest Episodes

Digital Transitions with Skience’s Marc Butler
October 19, 2021

In this episode, David Armstrong is joined by Marc Butler, COO and president of Skience, to talk about the directions the firm has taken since he was appointed in August of 2020—in the midst of the pa

A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies with Aaron Klein, CEO
October 13, 2021

In this episode, David Armstrong speaks with Aaron Klein, co-founder and CEO at Riskalyze about the initiatives, platforms and strategies that helped them take their place as finalists in multiple cat

Andrew Schardt on Building A Wider Door to Private Markets
October 08, 2021

Alternative asset manager Hamilton Lane’s acquisition of investment platform 361 Capital earlier this year brings the $550 billion, 30-year-old global investment shop a step closer to U.S.-based regis

Envestnet MoneyGuide’s Tony Leal on the Past, Present and Future of Financial Planning
October 05, 2021

It’s been two and a half years since Envestnet acquired the financial planning platform MoneyGuide; soon after, the global pandemic hit, sending many advisors scrambling to refine, or in many cases cr

Maximizing Your Firm’s Pay Out as an Advisor with Frank LaRosa
September 29, 2021

Many advisors spend their entire career building their business, whether it be as an independent or full-service company. Often, as many advisors get to the end of their careers, they are left with so

How the Pandemic changed with Heather Kelly
September 23, 2021

As the 2021 Wealth Management.com Industry Awards wrap up for the year, the focus is on the top finalists and how their companies are changing the wealth management industry, and bringing new ideas an

The Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve Leivent
September 22, 2021

In this episode, David Armstrong is joined by Steve Leivent, the SVP and co-general manager of SS&C Advent’s Advisory business, to discuss his firm’s recognition in the Wealthmanagement.com Industry A

Growing The RIA Space — with Guest Cheryl Nash
February 23, 2021

In this episode, David Armstrong is joined by the CEO of Tegra118, Cheryl Nash, as they discuss the changes that the company went through in 2020 and what creative challenges are planned for the future.  In this episode you will learn: How Tegra118 has...

Advisor Digital Transformation with Pershing – With Claire Santaniello
February 17, 2021

In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting ...

Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport
February 10, 2021

In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisories, and their clients.