Episoder
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The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.
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The RIA custody landscape isn’t what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.
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The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.
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Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.
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The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.
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The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.
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The 20-year industry veteran breaks down the three elements needed to deliver a truly excellent experience, and explains why the lowercase “T” in his firm’s name is so important.
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The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.
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Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.
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The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.
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The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.
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The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.
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