Wealthies Circle
Latest Episodes
Digital Solutions For Professionals with Fidelity – With Guest Lisa Burns
In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa introduces the firms techn
Reps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael Lomas
In this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services owner and partner, Michael Lomas about everything from Medicare, Social Security and col
Helping Advisors Make A Move to Independence with Goldman Sachs Private Bank Select – With Guest Gary Basso
In this episode, David Armstrong, editor in chief at WealthManagement.com speaks with Gary Basso, head of distribution and institutional sales at Goldman Sachs Private Bank. Gary discusses the firms
Optimize The Growth and Profitability of your Business with LPL Financial – With Guest Rich Steinmeier
In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to LPL Financials Rich Steinmeier. Today, Rich discusses the firms tech strategy for business owners and independent
Addressing Systematic Volatility with Hercules Investments – With Guest James McDonald
In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Hercules Investments James McDonald. Today, James not only discusses all things volatility but also explains differ
Laserfiche’s Award-Winning Vault and Cloud System –– With Linda Ding & Justin Pava
Laserfiche provides intelligent content management and business process automation to boost productivity, scale your business, and deliver a digital-first customer experience. In this episode, David Armstrong, editor-in-chief at Wealthmanagement.com,
New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel
The new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances. In this episo
Advanced Technology for Advisors with Practifi
With headquarters in Australia and a branch in Chicago, Practifi is a company thats all about developing convenient technology for all busy financial advisors out there. Listen in as David Armstrong,
Simplify Your RIA Life — With Yang Xu of TradingFront
In this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution. TradingFront was a finalist in two categorie
Make a Unique Portfolio for Every Single Client –– With Jonathan Hudacko of Just Invest
In this episode, David Armstrong, editor and chief at Wealthmanagement.com, talks to Jonathan Hudacko, CEO of Just Invest. Just Invest strives to deliver the best that modern finance can deliver to i
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