In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtXs Evan Rapoport. Evan discusses the firms platforms and their managing account approach to hel

In this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and automating front to back office wealth management operations. In this episode,

In this episode, David Armstrong is joined by Jennifer Bacarella, director of firm development at Sigma Financial, as they discuss how Sigma Financial is leading the industry by helping to cultivate and develop the next generation of advisors.

In this episode, David Armstrong is joined by Prospera Financial Services Tim Edwards, principal and Tony Montanari, vice president of business development, as they discuss what you can expect when y

In this episode, David Armstrong is joined by Luke Winskowski, Senior Vice President, Advice & Wealth Management at Thrivent, to discuss the work Thrivent is doing to bring together a community of advisors and provide them with the tools they need.

In this episode, David Armstrong is joined with Ric Edelman, founder of Edelman Financial Engines, as they discuss the succession planning that financial advisors should be doing in order to keep up with the changing industry.  In this episode,

In this episode, David Armstrong is joined by Eric Clarke, the CEO of Orion Advisor Services. David and Eric dive into their thoughts about the future of financial advising and how COVID-19 has changed the course of the industry. In this episode,

In this episode, David Armstrong speaks with Rob Klapprodt, corporate strategy officer at Vestmark. Rob shares the firms outsourcing and digital technology approach designed for investment enterprise

In this episode, David Armstrong is joined by Tony Miller, chief administrative officer at Janney Montgomery Scott as they discuss the programs that led Janney to be recognized as a finalist in this year’s WealthManagement.com Industry Awards.

In this episode, David Armstrong, executive director of content at WealthManagement.com,speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firms digital technology designed t