In the Money
By Flyer Financial
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Episodes: 33
Description
Welcome to In the Money with Flyer Financial Technologies, the company that builds cutting-edge technology designed to solve asset and wealth management firms’ toughest trading workflows. In this podcast, we help advisors and asset managers understand how technology is transforming the WealthTech sector. We’ll cover how to leverage technology for faster, smarter investment decisions, mega-trends, and more. Tune in to hear our guest experts explore the biggest challenges and opportunities in the WealthTech game.
| Episode | Date |
|---|---|
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Growth Through Strategic Partnerships with Dan O’Brien (Ep. 33 | Pt. 2)
|
Mar 04, 2026 |
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Reclaiming Time and Clarity Through Better Technology with Trasha Schwendener (Ep. 32 | Pt. 1)
|
Jan 14, 2026 |
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Operational Leadership with Matt Sonnen: Turning Practices into Enterprises (Ep. 31)
|
Oct 09, 2025 |
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Cutting Through WealthTech Noise with Chip Kispert (Ep. 30)
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Sep 18, 2025 |
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Elevating Advisor and Client Experiences Through Wealth Tech Innovation with Benoit Fleury (Ep. 29)
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Aug 28, 2025 |
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Balancing Operational Efficiency with a Strong Brand Story for Growth with Randy Lambert and Joe Steuter (Ep. 28)
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Jun 26, 2025 |
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Unlocking Data Superpowers for RIAs: Thrive in the Age of Information (Ep. 27)
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Jun 09, 2025 |
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AI and Financial Advisors: Why 2025 Will Be a Turning Point with John O’Connell (Ep. 26)
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May 28, 2025 |
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Your Guide to Optimizing Portfolio Management with Advanced Reporting with Bill McFadden of GreenHill Investment Reporting (Ep. 25)
|
May 14, 2025 |
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The Rise of Alternative Investments: What Advisors Need to Know with Kartik Srinivasan (Ep. 24)
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Apr 25, 2025 |
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The Role of Human Connection in the Age of Algorithms (Ep. 23)
|
Apr 10, 2025 |
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How Technology is Revolutionizing IRAs with Brian Hamburger (Ep. 22)
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Mar 21, 2025 |
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The Power of Partnerships in Wealth Management with Andree Mohr (Ep. 21)
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Mar 06, 2025 |
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Today’s Technology Trends In Wealth Management with Joel Bruckenstein (Ep. 20)
|
Feb 27, 2025 |
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Navigating the Future of RIAs: Insights from TradePMR’s Robb Baldwin (Ep. 19)
|
Feb 19, 2025 |
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The Future of Wealth Management: Predictions for 2025 (Ep. 18)
|
Feb 05, 2025 |
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How Technology is Shaping the Future of Wealth Management with Tony Stich (Ep. 17)
|
Jan 15, 2025 |
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Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16)
|
Oct 23, 2024 |
|
How AI is Changing Wealth Management with Jason Pereira (Ep. 15)
|
Sep 11, 2024 |
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The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)
|
May 10, 2024 |
|
The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)
|
May 06, 2024 |
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Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12)
|
Apr 03, 2024 |
|
Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)
|
Jan 10, 2024 |
|
Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)
|
Oct 30, 2023 |
|
Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)
|
Aug 03, 2023 |
|
Defying Conventions: A Closer Look at DeFi with Lex Sokolin (Ep. 8)
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Jan 18, 2023 |
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The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)
|
Nov 16, 2022 |
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The Future of Wealth and Investment Management with Chip Roame (Ep. 6)
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Oct 19, 2022 |
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Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)
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Sep 07, 2022 |
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Making a Case for an API-Connected Ecosystem with Craig Iskowitz (Ep.4)
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Aug 10, 2022 |
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Scale vs. Service: How Advisors can Utilize Tech to Focus on Outcome-Oriented Advice with Will Trout (Ep.3)
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Jul 13, 2022 |
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Tackling Technology Challenges Through Third-Party Integrations with Kartik Srinivasan (Ep.2)
|
Jun 13, 2022 |
|
Learn How Flyer Financial Technologies Can Help You Trade Smarter with Shannon Rosic (Ep.1)
|
May 18, 2022 |