Inside The Flows

Inflows
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Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

الحلقات

  1. قبل ٣ أيام

    Inside the Flows - Episode 8

    Inside this special episode of Inside the Flows, Iyassu sits down with Ryan Chand to explore how advisors can better position themselves for the next generation of wealth, starting with lessons from the Future Proof Citywide event and a growing wave of younger, entrepreneurial advisors entering the industry. They discuss how shifting wealth dynamics, rising high net worth households, and the influence of digital platforms are reshaping how advisors connect, build trust, and stay relevant in an increasingly competitive landscape. The conversation then turns to a deeper, more reflective discussion inspired by Ryan’s “Think With Ryan” newsletter, focusing on the idea that “nearly” is not enough when it comes to financial planning and life decisions. They emphasize the importance of slowing down, being intentional, and addressing affordability and financial tradeoffs early, rather than waiting for the perfect moment that never comes, offering a grounded perspective on how individuals and households can take control of their financial future. #genz #millennials #financialadvisor #wealthmanagement #jpmorgan #ria #financialplanning NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

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  2. ٢٠ مارس

    Inside the Flows - Episode 7

    Inside this episode of Inside the Flows, Iyassu sits down with Anna Smukowski from Enterprise Community Partners for a deep dive into one of the most pressing issues facing both households and markets today: affordability. The conversation centers on the structural challenges behind the affordable housing crisis, including rising development costs, regulatory friction, and the growing gap between income and housing prices, and why these forces are making it harder for communities to access stable, quality housing. 00:00 Introduction 01:34 Weekly Market Recap: SEC Reporting Changes 06:06 AI in Financial Advisory: Future Proof Conference Insights 09:52 Regulatory Updates: Fiduciary Rule Changes 11:46 IPO Market Trends: SpaceX 14:49 Impact of Middle East Conflicts on Oil Prices 18:47 Introduction to Ana Smukowski 22:48 Enterprise Community Partners and Their Recent Resources 25:15 Affordable Housing and CDFI's Role 28:59 Navigating Regulatory Burdens in Affordable Housing 31:45 The Role of Catalytic Capital in Development 33:26 Community Engagement and NIMBYism 36:51 CDFI Performance and Default Rates 40:08 Exploring Impact Notes and Their Mechanics 44:02 Engaging the Next Generation of Investors 49:59 Conclusion NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy?si=aa290273dca243a6 Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

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  3. ١٣ مارس ·  إضافة

    Inside the Flows - After the Conference

    Inside this special episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel share their on the ground experience from the Future Proof conference in Miami, reflecting on the energy, networking, and breakthrough meetings that brought advisors, fintech innovators, and asset managers together on the beach. They discuss how the conference format removes barriers to conversation, why the speed meeting structure creates meaningful industry connections, and what themes dominated discussions across wealth management and fintech. 00:00 Introduction and Conference Overview 01:23 Breakthrough Meetings and Networking Strategies 02:21 What is Future Proof? Conference Goals and Atmosphere 03:19 The Speed Dating Format for Networking 04:38 Conference Layout Designed for Engagement 05:33 Keynote Highlights 06:39 Themes of Innovation 07:33 Kathy Woods and Future Outlooks in Wealth Management 08:27 Advisors Sharing Best Practices and Peer Learning 09:40 Community and Peer Support on Inflows 10:45 DeepVest and AI-Powered Investment Platforms 11:22 Agentic CIOs and AI in Portfolio Management 13:59 Young Entrepreneurs and the Future of Advisory Firms 15:53 Conference Growth and Industry Trends 16:36 The Value of Engagement and Learning at Future Proof 17:54 Conference Highlights: Music and Networking Events 18:51 Closing Remarks and joining Inflows #financialadvisor #financialplanning #wealthmanagement #futureproofcitywide #deepvest NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

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  4. ٧ مارس

    Inside the Flows - Episode 6

    In this episode of Inside the Flows, Iyassu is joined by sustainable investing pioneer Allan Moskowitz to break down a wild week in the markets. We cover the ripple effects of oil spiking to $80 a barrel, Morgan Stanley's surprising wealth management layoffs, the launch of a new free AI tax service, and a shocking drop in February job numbers that will definitely keep the Fed on its toes. For our deep dive, Allan shares his 35-year journey from the first Earth Day to the front lines of values-based investing. We cut through the noise surrounding "ESG," exploring why the industry is moving past the acronym , how environmental threats are becoming undeniable financial risks , and the power of keeping your capital local with CDFIs and credit unions. 00:00 Introduction to Sustainable Investing 11:59 Weekly Recap of Economic Events 21:03 The Evolution of Sustainable Investing 27:29 Understanding ESG Factors and Their Importance 30:52 The Pushback Against ESG and Its Implications 32:10 Value Alignment in Sustainable Investing 33:29 Historical Context of Sustainable Investing 39:21 The Current Landscape of Sustainable Assets 39:41 Rebranding ESG: A Shift in Terminology 43:30 Investing for Future Generations 46:01 The Complexity of Sustainable Investing Terminology 50:11 Looking Ahead: The Future of Sustainable Investing NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

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  5. ٢٧ فبراير

    Inside the Flows - Episode 5

    In this episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel break down a packed week across wealth management and markets, from industry leadership changes and continued RIA consolidation to cooling mortgage rates and shifting capital flows, while also sharing a fun preview of the upcoming Future Proof conference and the conversations they are most looking forward to having there. We unpack what these developments signal for advisors navigating volatility, client expectations, and an increasingly competitive landscape. For the special topic, Nisheet and Iyassu dive into the “Global Intelligence Crisis” memo making waves online, separating signal from noise on AI’s real impact on white collar work and the advisory profession. The discussion centers on how advisors can stay grounded, think long term, and adapt thoughtfully as technology narratives evolve at a rapid pace. 00:00 Introduction and Conference Insights 05:28 Weekly Market Recap 05:52 UBS Promotes Lisa Golia 09:19 Osaic Takes Stake In Bard Financial 11:50 Mortgage Interest Rates and Home Buying Trends 16:30 Barron's Best Fund Families 18:20 Paramount Outbids Netflix for Warner Bros. Discovery 23:21 Citrini Research - The Global Intelligence Crisis 32:45 Conclusion - What Are You Looking Forward To Next Week? Link to Citrini Research's THE 2028 GLOBAL INTELLIGENCE CRISIS: https://www.citriniresearch.com/p/2028gic NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp

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  6. ٢٠ فبراير

    Inside the Flows - Episode 4

    In this episode of Inside the Flows, Iyassu is joined by Ryan Chand, Element Wealth Management, and Nisheet Patel, Inflows Contributor, to break down the week’s biggest stories, including accelerating CEO turnover, rising consumer prices, AI entering the advisor tech stack, the Supreme Court’s tariff decision, and what it all means for markets and advisors. The deeper conversation explores the rapid expansion of data centers outbidding homebuilders, the long term impact on housing supply, and why events like the upcoming Future Proof conference matter as advisors navigate technology shifts, policy uncertainty, and structural economic change. 00:00 Introduction and Welcome 02:22 Inside the Flows and Community Building 05:32 Upcoming Conferences and Networking Opportunities 10:29 Corporate Leadership Changes and Trends 15:13 Rising Prices and Economic Implications 18:30 AI in Financial Services and Compliance Challenges 24:24 Beef Prices and Economic Implications 29:08 Tariff Policies and Market Reactions 31:40 Data Centers and Land Acquisition Trends 45:29 What to Look Forward to Next Week #financialplanning #financialadvisors #wealthmanagement #ria #genz #futureproofhq #futureproofcitywide Morning Brew article on Datacenters: https://www.instagram.com/p/DU50VkKjD_C/?utm_source=ig_web_copy_link&igsh=NTc4MTIwNjQ2YQ%3D%3D&img_index=2 NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229 YouTube: https://www.youtube.com/@Inflows-RIA

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  7. ١٧ فبراير

    Inside the Flows - Epsiode 3

    In this episode of Inside the Flows*, Iyassu and special guest Ryan Chand from Element Wealth Management break down the week’s biggest stories, from Google issuing a 100 year bond and cooling inflation numbers to housing market data and major asset manager mergers. They also dive into a deeper conversation about generational wealth gaps, why some young investors feel locked out of traditional wealth building, and the rise of gambling style investing. The episode explores long term thinking, risk, discipline, and why self improvement may be a better strategy than chasing quick wins. Ezra Klein podcast on housing referenced in show: https://podcasts.apple.com/us/podcast/why-housing-is-so-expensive-particularly-in-blue-states/id1548604447?i=1000570446982 The Prison of Financial Mediocrity - https://x.com/systematicls/status/2004900241745883205?s=20 00:00 Ryan's Background and Motivation 00:00 Intro 06:59 Weekly News Recap 17:50 Weekly Recap - Housing Market Insights and Generational Challenges 20:42 Weekly Recap - The Impact of Economic Cycles on Home Ownership 23:36 Weekly Recap - Consolidation in Asset Management and Financial Strategies 26:19 Weekly Recap - Inflation Trends and Consumer Behavior 30:16 The Changing Landscape of Work and Financial Independence 36:26 Special Topic - Navigating the Dilemma of Degeneracy in Investments 44:06 Special Topic - The Prison Of Financial Mediocrity *This discussion is for general educational purposes only and should not be considered investment advice. Listeners should consult their own financial professional regarding their situation. NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

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  8. Inside the Flows - Episode 2

    ٧ فبراير

    Inside the Flows - Episode 2

    Episode 2 - In this episode, the hosts discuss the recent volatility in financial markets, the impact of AI on the financial services industry, and the challenges of recruiting and retaining talent, particularly from the Gen Z demographic. They explore how companies must adapt to changing market conditions and the importance of clear communication of values to engage younger employees. NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com  🔗 https://www.linkedin.com/company/inflowsapp/

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  9. Inside the Flows - Episode 1

    ٣٠ يناير

    Inside the Flows - Episode 1

    Episode 1 - Today we dive into our fist episode! Special guest, Nisheet Patel, joins me to discuss all things related to the financial advisory industry, including a weekly recap, market trends, and the impact of AI on financial advisors. We delve into the recent performance of gold and silver, challenges in the healthcare sector, and the Federal Reserve's interest rate decisions. We also touches on tech investments, the future of financial advisors, and predictions for the market. NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY 🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsapp

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Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.

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    © 2026 Inflows
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    Inside The Flows

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