Monthly Archives: February 2022

Episode 73 – It’s Time to Talk About Cash – With Frank Bonnano

February 24, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice#Advisorpedia, #Cash, #DouglasHeikkinen, #FinancialAdvisors, #FixedIncome, #ImpactInvesting, #PowerYourAdvice, #RIAs, #StoneCastlePartnerspoweryouradvicepodcast

Frank Bonnano is a managing director and head of marketing at StoneCastle Partners, LLC. Stonecastle provides stable, cost-efficient funding to bank throughout the U.S. and harnesses this demand to create unique fixed-income cash products for institutional depositors.

In today’s episode, Doug & Frank talk about a subject we have not discussed on our more than one hundred podcasts at Advisorpedia – cash and how advisors can take advantage of it in their clients’ portfolios. They also discuss:

The opportunity advisors are missing when they don’t talk with clients about their cash positions
With interest rates starting to edge back up, is cash back in play as an asset class
Can Advisors grow their business through cash
Why advisors should feel comfortable taking a sell down
StoneCastle’s FICA Impact product, and how it benefits local communities.

Resources: StoneCastle Partners, LLC

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Episode 72 – Data Can Help You Provide Quality Advice – With Matthew Radgowski

February 17, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice#Advisorpedia, #Data, #DouglasHeikkinen, #FinancialAdvisors, #MatthewRadgowski, #Morningstar, #OneVoice2022, #Personalization, #PowerYourAdvice, #RIAspoweryouradvicepodcast

Matthew Radgowski is head of Advisor Services at Morningstar. Morningstar Advisor Services helps financial advisors harvest the power of Morningstar data and research and integrate it in the way they work.

Doug and Matt sat down at the FSI OneVoice Summit and talked about Morningstar Advisor Services and their primary focus on discovering key trends that impact the delivery of advice and then delivering solutions that help advisors deliver quality advice to investors. They also discuss:

Key themes in today’s industry
Important regulatory trends and observations
Technology enabling hyper-personalization of client porfolios
Competition in the industry
How data can empower advisors to deliver quality advice

Resources: Morningstar| Flyer Financial Technology

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Episode 71 – Shedding Light on the Billing Process – With Tom Huddleston

February 16, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice#Advisorpedia, #Billing, #BillingAutomation, #DouglasHeikkinen, #Fees, #FinancialAdvisors, #fintech, #OneVoice2022, #PowerYourAdvice, #Redi2, #RIAs, #TomHuddlestonpoweryouradvicepodcast

Tom Huddleston is the Chief Information Officer and managing director of Redi2 Technologies, the leading provider of hosted fee billing and revenue management solutions for asset and wealth managers.

Doug and Tom sat down at the FSI OneVoice Summit and talked about Redi2 and billing – not the most glamorous of topics, but one of the most practical and important to everyone in the industry. They also discuss:

How Redi2 designed its original offering, and how it has evolved to meet needs today
The basics of billing
What sleeves work & how they work within the Redi2 system
What separates Redi2 from their competitors
What kind of transparency should advisors expect from their providers?

Resources: Redi2 Technologies | Flyer Financial Technology

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Episode 70 – Breaking Barriers, Building Futures – With Forest Harper

February 15, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice#Advisorpedia, #DEI, #Diversity, #DouglasHeikkinen, #FinancialAdvisors, #ForestHarper, #INROADS, #OneVoice2022, #PowerYourAdvice, #RIAspoweryouradvicepodcast

Forest Harper is the President & CEO of INROADS, a non-profit organization focused on offering talented, underrepresented youth a pathway from high school to college and throughout their career that breaks through the glass ceiling and closes the opportunity and wealth gaps. INROADS career development pathway extends a support system that can last a lifetime.

Doug and Forest sat down at the FSI OneVoice Summit and talked about INROADS – its purpose and its journey from its start in 1970 to now. They also discuss:

Forest’s journey to INROADS
Why INROADS chooses to work with the Financial Services Institute (FSI), and the financial services industry in general
How they work to spark student’s interest in financial services and other industries
How corporate America can do better when it comes to diversity
How we can help close the racial/wealth gap
How to get involved with INROADS

Resources: INROADS | Flyer Financial Technology

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Episode 69 – Manage Portfolios at Scale With the Right Technology – With Brian Bleasdell

February 10, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice#Advisorpedia, #Automation, #BrianBleadsell, #DouglasHeikkinen, #FinancialAdvisors, #fintech, #FlyerFinancialTechnologies, #OneVoice2022, #PowerYourAdvice, #RIAspoweryouradvicepodcast

Brian Bleasdell is the Chief Product Officer at Flyer Financial Technologies. Flyer Financial Technologies develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.

Doug and Brian sat down at the FSI OneVoice Summit and talked about what Flyer Financial Technologies actually does that makes them unique in the industry. They also discuss:

Why they changed the name from FX Flyer
The end-to-end process the platform addresses
The Flyer Financial Technologies features that enable advisors to scale up and/or implement unique workflows
Real-life examples of how advisors use Flyer Financial Technologies
What is coming next for Flyer Financial Technologies and what is driving that roadmap

Resources: Flyer Financial Technology

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Episode 68 – Focus to Build a Future-Ready Practice – With Anand Sekhar

February 6, 2022Advisorpedia, Finance, Industry Innovators, Power Your Advice#Advisorpedia, #AnandSekhar, #DouglasHeikkinen, #Fidelity, #FidelityInstitutional, #FinancialAdvisors, #OneVoice2022, #PowerYourAdvice, #PracticeManagement, #RIAspoweryouradvicepodcast

Anand Sekhar is the vice president of practice management & consulting for the Fidelity Institutional® group inside Fidelity Investments. Fidelity Institutional is focused on helping advisors build successful, future-ready businesses.

Doug and Anand sat down at the FSI OneVoice Summit and talked about trends Anand is seeing for financial advisors in the industry today. They also discuss:

What tasks are sucking away advisors’ time? And what can advisors do to help evaluate & improve how they spend their time?
How the advisor experience has changed – and hasn’t changed – over the past few years
Why client segmentation continues to matter to advisors
Things advisors should keep in mind in planning for the transfer of wealth to the next generation of investors

Resources: Fidelity Institutional | Flyer Financial Technology

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