The Investipal Podcast

Investipal
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Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and innovation, every episode delivers practical insights and actionable advice to help financial professionals thrive. Whether you’re building your business, optimizing portfolios, or staying ahead of industry shifts, this podcast is your go-to resource for navigating the evolving world of wealth management.

  1. 7 DE AGO.

    The Future of Wealth Management Tech: Winners, Losers and What's Changing with John O'Connell

    John O’Connell is the founder of The Oasis Group, a leading consultancy helping RIAs, IBDs, and asset managers build the tech stack of the future. With over 30 years of experience at firms like Merrill Lynch, KPMG, and Oracle, John brings a rare blend of sales, tech, and executive insight to the wealth management space. At Oasis, he now advises firms on tool selection, AI strategy, and how to scale with modern infrastructure. In this episode, we talk about: Why “note-takers” are evolving into full AI-powered assistantsThe difference between RIA and bank trust innovation cyclesHow custodians are becoming full-stack competitorsWhat to watch for in AI regulation, risk, and hallucinationsThe winners and losers of the next wave of advisor tech Please enjoy our conversation with John O’Connell.

    29min

  2. 22 DE JUL.

    Agentic AI, Tech Gaps, and What’s Next for Advisors with F2’s Doug Fritz

    Doug Fritz is the co-founder and Executive Chairman of F2 Strategy, North America’s leading wealthtech consulting firm. After a career as CTO and technology leader at Credit Suisse, Wells Fargo, and First Republic, Doug launched F2 Strategy to help RIAs, family offices, banks, and trust companies navigate technology, data, and M&A decisions with hands-on industry expertise. In this episode, we talk about: Why banks lag behind RIAs in technology adoptionHow AI is really being used—and where it’s overhypedThe future of advisor desktops and agentic AIHow M&A is driving tech investment decisions in wealth managementPlease enjoy our conversation with Doug Fritz.

    34min

  3. 19 DE JUN.

    Fixing the Advisor Tech Stack: Workflows, AI, and Better Data with Andrew Ladwig

    Andrew Ladwig is the Director of Business Development at Wealthbox, a CRM purpose-built for financial advisors. With 15 years in the industry—from wholesaling to roles at Advyzon and Wealthbox—Andrew brings a broad perspective on how firms are using technology to build more efficient, client-centric practices. In this episode, we talk about why CRMs often fail, how workflows, integrations, and data actionability drive advisor success, and the future of advice. Please enjoy our conversation with Andrew Ladwig.

    25min

  4. 22 DE MAI.

    The Retirement Strategy Every High Earner Should Know with Venu Reddy

    Venu Reddy is the President of FBS Securities, co-founder of 42VC, and author of The Ultimate Guide to Cash Balance Plans. In this episode, Venu shares his journey from Wall Street to launching his own RIA and VC firm—and why he's now focused on helping high earners and business owners build smarter retirement strategies. We dive deep into cash balance plans (CBPs) and how they compare to 401(k)s and IRAs, when they make sense, and how advisors can use them to grow AUM while adding real value to clients. Venu also shares two compelling case studies—one where a CBP worked extremely well, and one where it didn’t—and the lessons learned from each. Please enjoy our conversation with Venu Redd

    28min

  5. 15 DE MAI.

    Why Most Advisor Tech Fails - And What Comes Next with Kabir Sethi

    Kabir Sethi is the former Chief Product Officer at LPL Financial and a veteran of Merrill Lynch and Bank of America. In this episode, Kabir shares what he's learned leading product at some of the largest firms in wealth management—and where he sees the future going. We discuss the challenge of getting advisors to adopt new tech, what drives buy vs. build decisions at big firms, and how AI agents and automation will reshape advisor workflows. Kabir also weighs in on the growing divide between nimble RIAs and slow-moving wirehouses, the risks and rewards of building in-house tech stacks, and why he thinks consolidation is coming to WealthTech. Please enjoy our conversation with Kabir Sethi.

    25min

  6. 8 DE MAI.

    The Future of Advice: AI, VR, and What Comes Next with Matt Reiner

    Matt Reiner is the Managing Partner at Capital Investment Advisors and Wela Strategies, and the creator of Future Proof Advisor. In this episode, Matt shares his journey growing a multi-billion-dollar advisory firm, launching a tech startup, and what he learned from shutting it down. We talk about the future of financial advice, including how AI and virtual reality will transform advisor workflows, training, and client relationships. Matt also discusses the mindset advisors need to stay relevant and how firms can use innovation to better serve clients and scale sustainably. Please enjoy our conversation with Matt Reiner.

    31min

  7. 1 DE MAI.

    The Human Side of Money with Brendan Frazier

    Brendan Frazier is the Chief Behavior Officer at RFG Advisory and the host of The Human Side of Money podcast. In this episode, Brendan shares his journey from sales to financial planning, and why he believes emotional intelligence—not technical skill—is the future of the industry. We talk about how technology is reshaping the advisor’s role, why connecting with clients on a human level matters more than ever, and how small changes in communication can build stronger, more lasting relationships. Please enjoy our conversation with Brendan Frazier.

    33min

  8. 24 DE ABR.

    Why the Future of Wealth Management Is Female with Cary Carbonaro

    Cary Carbonaro is a financial advisor, author, and women’s wealth advocate. In this episode, she shares how she got started in finance, what it was like working in a male-dominated industry, and why she’s focused her career on empowering women. We talk about the upcoming $30 trillion wealth transfer, how women think differently about money, and what advisors can do to better connect with female clients. Please enjoy our conversation with Cary Carbonaro.

    27min
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Sobre

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and innovation, every episode delivers practical insights and actionable advice to help financial professionals thrive. Whether you’re building your business, optimizing portfolios, or staying ahead of industry shifts, this podcast is your go-to resource for navigating the evolving world of wealth management.

Informações

  • Criado por
    Investipal
  • Anos de atividade
    2023 - 2025
  • Episódios
    44
  • Classificação
    Livre
  • Copyright
    © Investipal
  • Site do podcast
    The Investipal Podcast