Advisorpedia Media Group

Advisorpedia interviewed Yohance Harrison at the Riskalyze Fearless Investing Conference in October 2022. #advisor #finance

Advisorpedia interviewed Samantha Russell, Chief Evangelist at FMG Suite, at the Riskalyze Fearless Investing Conference in October 2022.

Advisorpedia interviewed Rob Sandrew, Chief Growth Officer at Integrated Partners, at the Riskalyze Fearless Investing Conference in October 2022.

Advisorpedia interviewed Brian McLaughlin, President of Orion Advisor Technology, at the Riskalyze Fearless Investing Conference in October 2022.

Advisorpedia interviewed Aaron Klein, Co-Founder and CEO at Riskalyze, at the Riskalyze Fearless Investing Conference in October, 2022.

Inflation is problematic, interest rates are going higher, quantitative tightening is is coming and as a result the market is right sizing itself.

At BNY Mellon, we look at ourselves as being the trusted financial institution for our clients, and employees, not only today, but for the future.

Advisorpedia interviewed John Mackowiak, Chief Business Development Officer at Advyzon. #fintech #technology

Clarity is knowledge. It is power, it is the ability to make better decisions based on the information in front of you. #investing

Advisorpedia interviewed Dodd Kittsley, Director at Davis Advisors, at BNY Mellon | Pershing INSITE in June, 2022. #investing

Do we ultimately want to bring in a partner? What does that partner look like? Are you looking to sell the organization? #advisors

I think it's evolving as both buyers and sellers get more educated and as it gets more mature as an industry. #advisors #M&A

One of the core tenants of Pershing X is that we want the applications that advisors use to be interoperable. #fintech #advisord

I think it's I think it's a market where people are getting more comfortable with transactions. #RIA #M&A #advisors #transactions

AI is a tool, it's a mechanism for extracting insights from a financial services data or any surrounding data might come from non financial sources

Don't cut your marketing just because you don't need the harvest right now. It takes a while to get those marketing efforts to bear fruit.

If a transition is well executed, and the advisors are explaining their why to their clients, they are actually picking up clients. #advisors

Things we are thinking about as we continue to innovate to ways that people can make impact with their investments. #investing

A lot of people don't understand is the leading cause of stress, death, divorce, and now suicide, unfortunately, United States is financial related.

It's our job as investment advisors to dig into those companies define what's unique, what's special and find quality. #investing

Trends we are seeing right now that are ultimately driving diversity, equity and inclusion initiatives in this industry? #inclusion

One of the pain points and advisors has been have been grappling with is the notion that they have disparate systems for all these things.

We've adapted by listening to our people, thinking about where they want to work, trying to create value, and trying to create an ease for all of them.

We want to flip the switch. So that advisors are empowered to spend 75% of their time with clients and 25 behind the desk. #advisors

Advisorpedia Interviewed Dave Hagen, Chief Commercial Officer at BridgeFT, at the T3 Advisor Conference in May, 2022 #fintech

Advisorpedia Interviewed John Mackowiak, Chief Business Development Officer at Advyzon, at the T3 Advisor Conference in May, 2022

Advisorpedia Interviewed Farouk Ferchichi, the Global Head at Envestnet, at the Envestnet Advisor Summit in May, 2022.

Advisorpedia Interviewed Peter Stanton, the CEO at Advisor Credit Exchange, at the Envestnet Advisor Summit in May, 2022.

Advisorpedia Interviewed John Yackel, the CEO at Trucendent LLC, at the Envestnet Advisor Summit in May, 2022.

Advisorpedia Interviewed Peter Krull, the CEO & Director of Investments at Earth Equity Advisors, at the Envestnet Advisor Summit in May, 2022.

Emerging markets is evolving from a story that is purely about outsourcing and convergence. #advisors #investing #investors

There's going to be a real a real interesting time in front of us around the use of personal information. #fintech #investing #personal

The last myth is that ESG investing is dead because of the underperformance in the first quarter of 2022. #ESG #investing

We just want to make a better experience for the user and make the workflows and the integrations deeper and more connected.

One of the biggest mistakes advisors make is not taking a comprehensive and holistic approach to wealth management. #advisors

Advisorpedia Interviewed Bobby Powell, Vice President of Wealth Management Sales at iPipeline #advisors #insurance

Advisorpedia Interviewed Rose Palazzo, Group Head at MoneyGuide, at the T3 Advisor Conference in May, 2022.

When you're self directed, you know, you got to be doing your research. And if you're not doing your research, you're gonna be uninformed.

Advisorpedia interviewed Robert DeChellis, Founder & CEO at Bonsai, LLC, at the Envestnet Advisor Summit in May, 2022.

We take a approach to really be best in breed when it comes to our technology, and tech stack. #fintech #advisors #investors

Modernizing the client experience and the adviser experience in the world of wealth is really about how do we digitize and automate experiences.

The traditional 60/40 model right now is going through some of its worst time in decades. It's not just equities with double digit declines.

We're enabling advisors to provide an important estate planning deliverable to all their clients and save an incredible amount of time.

Advisorpedia Interviewed Bill Hunter, SVP Sales at iPipeline, at the Envestnet Advisor Summit in May, 2022.

We talk to people about having a positive data culture because we have this challenge in the industry where we're constantly trying to amass more.

One of the trends is advisors using the proposal generator as a way to bring together a lot of different portfolio solutions for their clients.

As we've seen in the last really two years, the role of the advisor has never been more important.. #advisors #finance #investors