14 episodes

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.

In the Money Flyer Financial

    • Business
    • 5.0 • 1 Rating

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.

    The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)

    The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)

    What factors are driving the continuing evolution of wealth management?  In this episode, we dive into the world of private equity with industry insiders! Explore the impactful role of private equity in the wealth management sector in this engaging episode of ‘In the Money,’ sponsored by Flyer Financial Technologies. Host Rusty Sommer sits down with … Read More Read More

    • 36 min
    The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)

    The Winning Shot: Sports Wisdom in Wealth Tech (Ep. 13)

    How does the high-stakes world of sports mirror the world of financial technology and asset management?  Discover this and more in the latest episode of ‘In the Money,’ sponsored by Flyer Financial Technologies. Host Rusty Sommer welcomes Steve Lewczyk, the esteemed Managing Director for Business Development at Flyer. With an impressive three-decade career in financial … Read More Read More

    • 31 min
    Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12)

    Tech-Savvy Wealth Management: Adapting to Industry Changes (Ep. 12)

    Can technology bridge the gap for smaller wealth management firms in a competitive market? Join Rusty Sommer and special guest Chuck Fialla from Sovereign Financial in this insightful episode of ‘In the Money,’ where they explore the pivotal role of technology in transforming small and mid-sized wealth management firms. Understanding the role of portfolio management … Read More Read More

    • 30 min
    Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)

    Innovation Unleashed: Wealth Tech’s New Era (Ep. 11)

    Is technology fundamentally transforming the wealth tech industry? Discover the groundbreaking insights with Rusty Sommer and special guest Verity Larsen from Versoft Consulting in a riveting episode of “In The Money,” presented by Flyer Financial Technologies. With over two decades in the field, Verity guides us through the evolving landscape of investment technology, cautioning against … Read More Read More

    • 28 min
    Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)

    Integrating Options in High Net Worth Portfolios with Brett Kunshek (Ep. 10)

    Join Rusty Sommer from Flyer Financial Technologies and Brett Kunshek of Mariner Wealth Advisors in this episode as they dive into the nuanced world of options.  They cast away myths about its risks and highlight its potential, especially for high net worth clients. Discover how the wealthy use options as sophisticated financial instruments. Key points … Read More Read More

    • 25 min
    Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)

    Unlocking the Power of APIs: Building Scalable Ecosystems in Wealth and Asset Management with Randy Prager (Ep. 9)

    In this episode of In The Money podcast, we are joined by the CTO of Flyer Financial, Randy Prager.  Join us as we dive into the API economy and learn how APIs are transforming the wealth tech sector, along with how forward-thinking firms are leveraging APIs to build their own specialized ecosystem within the wealth … Read More Read More

    • 25 min

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