Podcasts about Envestnet

As the market navigates a fragile stretch, Scott Wren of Wells Fargo and Dana D'Auria of Envestnet join the panel to break down investor sentiment and strategy amid earnings season.Key earnings movers include Cadence Design, F5 Networks, NXP Semi, and Nucor--and we hear from F5 CEO François Locoh-Donou on the company's tailwinds right now. Bernstein's Stacy Rasgon offers analysis on NXP results, while Gargi Chaudhuri of BlackRock breaks down her fresh spring outlook on handling market volatility.Later, Eunice Yoon reports from China, highlighting BYD's rapid growth, followed by emerging markets insight from investing legend Mark Mobius.

Episode 089: Molly Weiss, Group President of Wealth Platforms at Envestnet, is a 20-year financial services veteran who drives Envestnet's end-to-end technology and solutions ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Over her tenure at Envestnet, she has played a pivotal role in shaping scalable solutions that empower advisors to serve clients more effectively.  In this episode, Kyle and Molly explore the critical role of configurability in building scalable tech, the evolving landscape of UMA, and how advisors are blending custom portfolio construction with third-party management. Molly shares what's ahead at Envestnet's Elevate conference, how AI will empower—not replace—advisors, and why personalization and access to alternatives are shaping the future of wealth management. In this episode: (00:00) - Intro (01:48) - Molly's money moment (04:20) - Common challenges faced by firms of all sizes (06:09) - Molly's perspective on “scale” in the financial industry (07:50) - What to expect at Envestnet Elevate 2025 (11:48) - How Envestnet leverages third-party asset management (14:52) - The multifaceted role of advisors (18:17) - Managing diverse investment solutions (22:14) - Speakers at the Envestnet Elevate 2025 conference (24:19) - Envestnet's focus on ultra-high-net-worth clients (25:48) - The future of financial advice (30:23) - Molly's thoughts on alternative investments (33:36) - Molly's Milemarker Minute Key Takeaways True scalability in advisory tech isn't about one-size-fits-all solutions or endless customization. Instead, it's about creating configurable systems that can adapt to a firm's unique needs without added complexity—allowing both large institutions and small RIAs to grow efficiently. AI won't diminish the advisor's value—it will amplify it. By automating routine tasks and surfacing meaningful insights, AI can free advisors to focus more on high-impact, human-centered work like client relationships, planning, and trust-building. Clients don't just want a 60/40 portfolio; they need guidance through complex life decisions. Advisors are part coach, part therapist, and part strategist. The tech behind the scenes should support that full spectrum of client service. Just as SMAs and UMAs became accessible to more clients over time, the future is about lowering barriers to non-traditional assets. Advisors should prepare to integrate alternatives and illiquid investments into broader portfolios, especially as client demand for diversification and behavioral discipline grows. Quotes "If everything you do is either about customization or one size has to fit all, you can't scale. But if you think about technology as a really configurable set of capabilities, a firm can grow because as they need more, it's already there. It just needs to be configured." ~ Molly Weiss "Part of an advisor's job is translating human problems into something that helps solve those problems. And that includes technology that helps the portfolio management process, taxes, performance, and life events that might change all that and throw it all up in the air." ~ Molly Weiss Links  Molly Weiss on LinkedIn Envestnet Bill Crager Envestnet Elevate 2025 Katty Kay Dennis Moseley-Williams Allistair McCaw Chris Todd Margo's Got Money Troubles Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Stocks snapping a 2-day win streak as Tech & Communication services drag down the market. Bespoke's Paul Hickey says he thinks the market is trying to find a bottom right now and expects that to happen over the next few weeks. Envestnet's Dana D'auria says she still sees big opportunities overseas. Apollos Global Management Chief Economist Torsten Slok tells us what he's expecting from the Federal Reserve's interest rate decision on Wednesday and how President Trump's tariffs will impact the economy.  Nvidia CEO Jensen Huang giving the keynote at his company's developers conference and announcing new Blackwell Ultra chips. Moor Insights & Strategy CEO Patrick Moorhead tells us whether those announcements are enough to help the stock rebound. And Quantinuum's CEO discusses his new quantum research and data center partnership with Nvidia and when he plans to take the company public.

In this episodeThe red flags to watch for when evaluating model portfolios.How private markets could strengthen model portfolios—and the risks involved.Why technology will drive personalization, but human connection with remain key.Additional resources:Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

How can technology improve financial services without losing the essential human connection?  Dani Fava offers her knowledge and vision for a future where innovation meets empathy. In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Dani Fava, Chief Strategy Officer at Carson Group, about the evolving role of technology in financial services. Dani shares her journey into FinTech, the importance of leveraging AI to assist advisors, and how human connection will remain at the core of client relationships. Dani discusses: Her origin story in FinTech, beginning with automating tasks as a single mother navigating Wall Street The distinction between artificial intelligence and traditional programming, highlighting AI's decision-making capabilities How AI is already integrated into daily life and its potential for enhancing client-advisor communication Strategies for advisors to use AI tools for improved task management, client interactions, and personalized services The role of empathy and human connection in the financial advisory profession as technology continues to advance And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Dani Fava:  LinkedIn: Dani Fava X: Dani Fava Website: Carson Group About our Guest: Dani Fava serves the pivotal role of Chief Strategy Officer at Carson Group, wielding over two decades of experience in wealth management to drive our strategic direction. Charged with enhancing the client experience through differentiated products and services, Dani's leadership is instrumental in shaping innovative growth strategies and advancing the industry on financial advice and the use of AI. Before joining Carson Group, Dani held influential positions at Envestnet and TD Ameritrade, where she spearheaded initiatives such as digital onboarding, strategic partnerships, and AI integration. Her impact and forward-thinking vision earned her a spot on FinTech Magazine's Top 100 Women in Finance, InvestmentNews' Women to Watch and ThinkAdvisor's 2020 IA25, underscoring her status as a trailblazer in wealth management innovation. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

The Nasdaq takes center stage with major earnings reports from Oracle, MongoDB, and C3 AI. Jefferies Analyst Brent Thill joins to break down Oracle's results, while C3 AI CEO Tom Siebel offers insights on his company's performance. Mobileye CEO Amnon Shashua shares key takeaways from Investor Day and the company's China business. Plus, a market panel featuring Jill Carey Hall of BofA and Dana D'Auria of Envestnet discusses the state of SMID-cap strategy.

The Dow closed above 44,000 and the S&P 500 closed above 6,000 for the first time as stocks extend their bullish run since the election. Bespoke's Paul Hickey and Envestnet's Dana D'Auria break down what could be ahead through year-end. Apollo Global's Torsten Slok on the Fed's next move. Insulet CEO Jim Hollingshead on the company seeing strong demand for its insulin pump. IAC CEO Joey Levin on the company's decision to explore spinning off its ownership in Angi—and what he might do with the cash. 

 Join us as Oyster's Jeff Wilk and Envestnet Chief Relationship Officer and Group Head of Wealth Solutions and Asset Management Distribution, Andrew Stavaridis, bring you an insider's perspective on the industry's technology evolution, from outdated point solutions to cutting-edge platforms that are accessible, modular, and perfectly tailored for mid-sized to smaller firms. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!

Artificial Intelligence (AI) is transforming the financial industry, offering both exciting opportunities and significant challenges.How is AI being integrated specifically into financial services? What are the potential risks and rewards of this technology?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Davi Fava, Chief Strategy Officer at Carson Group, for an in-depth conversation on artificial intelligence and its revolutionary impact on finance. Dani takes us through the intricate world of AI, explaining its incredible potential, addressing common fears, and highlighting how Carson Group is integrating this technology to better serve their clients.Additionally to our conversation with Dani, Ryan and Sonu discuss the recent performance of the S&P 500, the impact of economic data on market trends, and the outlook for future market movements. They also touch on the role of small businesses and the Federal Reserve's actions in shaping the economy.Key topics discussed:New ways AI is transforming industries, especially financeAddressing fears and ethical considerations surrounding AIPractical applications of AI in daily financial operations and beyondThe recent performance of the S&P 500, including the longest win streak in 20 yearsThe impact of economic data, such as unemployment claims, on market trendsThe Federal Reserve's actions and potential rate cutsAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Davi Fava: LinkedIn: Davi FavaConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Dani Fava serves the pivotal role of Chief Strategy Officer at Carson Group, wielding over two decades of experience in wealth management to drive our strategic direction. Charged with enhancing the client experience through differentiated products and services, Dani's leadership is instrumental in shaping innovative growth strategies and advancing the industry on financial advice and the use of AI.Before joining Carson Group, Dani held influential positions at Envestnet and TD Ameritrade, where she spearheaded initiatives such as digital onboarding, strategic partnerships, and AI integration. Dani's contributions include the development of advisor technologies like iRebal and the Model Market Center, reflecting her commitment to empowering advisors with cutting-edge tools and insights. Her impact and forward-thinking vision earned her a spot on FinTech Magazine's Top 100 Women in FinTech (2021), InvestmentNews' Women to Watch (2020), and ThinkAdvisor's 2020 IA25, underscoring her status as a trailblazer in wealth management innovation.In addition to her professional achievements, Dani is recognized for her thought leadership in the industry, often speaking at conferences and contributing to discussions on the future of financial technology. Dani also serves on the board of Language & Culture Worldwide (LCW), a culture consulting company. This work is an extension of her commitment to see more inclusion in the wealth management industry.

Stocks bounced back in a big way to end the week, with the Dow and S&P 500 setting intraday record highs. Envestnet's Dana D'Auria and CFRA's Sam Stovall break down the market action. Our Leslie Picker on the bank earnings so far. Goldman Sachs' portfolio manager Greg Tuorto on top picks in small caps. Needham's Laura Martin on what to expect when Netflix reports next week. Plus, Melius' Ben Reitzes and Roth's Rohit Kulkarni break down what is moving beneath the surface in tech stocks.  

Laut CNN wurde ein russisches Attentat auf den Rheinmetall-Chef vereitelt. Die US-Inflationszahlen geben dem DAX Auftrieb. Der DAX überspringt zuerst die 18.500 Punkte und dann noch mehr. Der DAX schloss 0,7 % höher bei 18.535 Punkten. Die USA und Deutschland haben russische Pläne vereitelt, ein Attentat auf den Rheinmetall-Chef zu verüben. Die Pläne standen im Zusammenhang mit Waffenlieferungen an die Ukraine. Laut Geheimdienstquellen gibt es mehrere Pläne zur Ermordung von Führungskräften der Rüstungsindustrie in Europa. Für US-Notenbankchef Jerome Powell könnten die neuen Inflationsdaten ein Grund mehr sein, die Zinsen im September zu senken. Die Inflation in den USA sank im Juni auf 3,0 %, erwartet wurden 3,1 %. Bayer: Die Aktien stiegen um 1,4 % dank der beschleunigten Zulassung einer Gentherapie für Parkinson. VW: Fortschritte bei Feststoffzellen-Technologie. Lufthansa: Plant weitere Sparmaßnahmen wegen niedrigerer Erlöse und hoher Kosten. Apple: Einigung mit der EU-Kommission zu Apple Pay, keine Milliardenstrafe. Bain Capital: Übernahme von Envestnet für 4,5 Milliarden US-Dollar, Abschluss im vierten Quartal erwartet.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Businessweek Assistant Managing Editor Jim Ellis discusses the Businessweek Magazine story about Walgreens and CVS emphasizing health and wellness with new layouts to boost sagging performance. Katie Thomas, Head of the Kearney Consumer Institute, shares her insights on how consumers are dealing with inflation. And we Drive to the Close with Dana D'Auria, Co-CIO of Envestnet. Hosts: Tim Stenovec and Sonali Basak. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

The Dow posting its best week of the year, while the S&P 500 and Nasdaq are both on 3-week winning streak. Wells Fargo's Scott Wren and Envestnet's Dana D'Auria break down the market action and look ahead to key data and earnings next week. Zeekr spikes in its first day of trading. Evercore ISI Vice Chairman Krishna Guha talks his inflation expectations. Betterment CEO Sarah Levy gives her first interview since news her company is acquiring Goldman's Marcus customers. Jefferies analyst Dr. Roger Song on why he sees more upside ahead for Novavax even after today's 100% move higher.

In the debut episode of our podcast, we speak with Farouk Ferchichi, Group President of Envestnet | Yodlee and Global Head of Envestnet Data & Analytics about his fintech entrepreneurial background and how what he's learned along the way is being applied now in his work at Envestnet. Our chat covers things like: Effective ways to sell transformation internally Data democratization in the age of drowning in data and data command & control. What is “financial wellness” and is it the same for everyone? The different services financial customers need at every stage of their financial journey. What's the best role for AI to play right now in financial management and advisement? Useful links: Yodlee.com Farouk Ferchichi on LinkedIn

Featuring: Max Bondurri, Founder & CEO of SGMC Capital, joins us from Singapore to discuss Asia fixed income markets. Vicki Chi, Asian Equities Portfolio Manager at Robeco, sits down with us in Hong Kong to discuss her perspective on Asia markets. Dana D'Auria, Co-CIO at Envestnet, shares her US market insights.  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Stocks mostly lower to start trading in Q2. Goldman Sachs Senior Strategist Ben Snider and Envestnet co-CIO Dana D'Auria break down the market action while Interactive Brokers Chief Strategist Steve Sosnick gives his April playbook for investors. Microsoft-backed Rubrik files for an IPO. CFRA analyst Zach Warring on PVH's weak revenue warning that sent the stock sliding. The latest winning strategy for industrials? Spin offs. Our Seema Mody on what's behind the latest trend while Jefferies analyst Sheila Kahyaoglu on how to play the stocks. Plus, UPS wins a major contract away from FedEx and our Phil LeBeau previews Tesla delivery numbers.

 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Ryan Detrick, Chief Market Strategist at the Carson Group, shares his thoughts what he sees as an "impressive, strong" market cycle. PNC Bank CEO Bill Demchak talks about choosing a bank that is “brilliantly boring." Kelly Rodriques, CEO at Forge Global, explains how changing dynamics are signaling a shift in the private market. And we Drive to the Close with Dana D'Auria, Co-CIO of Envestnet. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brody Ford, Bloomberg Tech Reporter, joins the program to break down Adobe earnings, George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses the latest on Boeing. Joanne Hsu, University of Michigan Surveys of Consumers Director, talks about UMich's latest data. Dana D'Auria, Co-CIO of Envestnet, gives her outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, joins the program to discuss McDonald's system outage, and the state of the restaurant industry.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.

Bloomberg Intelligence Senior Transportation & Logistics Analyst Lee Klaskow joins to discuss earnings from Norfolk Southern, CN Railway, and Union Pacific. Dana D'Auria, Co-CIO of Envestnet, joins to give her outlook on the markets. Bloomberg Intelligence Senior US Regional Banks Analyst Herman Chan discusses the latest earnings out of regional banks. Eric Kazatsky, Senior Municipal Bond Strategist at Bloomberg Intelligence, shares the top news out of the municipal bond market. And we preview what to expect for Las Vegas casinos and resorts as they prepare to host the Super Bowl.See omnystudio.com/listener for privacy information.

Retirement planning and wealth management are becoming synonymous with financial wellness. It encompasses not just monetary security but also the tools and knowledge to navigate the intricate pathways of personal finance. As financial wellness takes center stage in retirement planning, interwoven with coordination and strategic technology integration, advisors and individuals can maximize their financial outcomes and achieve long-term peace of mind. In this episode, Jack talks with Aaron Schumm, Founder and CEO at Vestwell. Aaron founded Vestwell in 2016 to close the American savings gap by modernizing how individuals and small businesses save. Before Vestwell, Aaron co-founded FolioDynamix, which is now part of Envestnet. Aaron brings over 20 years of fintech and finserv experience from industry-leading companies, including Northern Trust, Citigroup, and Fiserv. Dedicated to serving millions of undersaved Americans, Aaron talks to Jack about the vital role the workplace retirement business is playing in bringing on new investors, helping them with the tools and capabilities they need to make their retirement savings journeys as productive as possible, as well as showing them how to maximize their financial results and peace of mind. Key Takeaways [01:27] - How Vestwell addresses financial wellness in the workplace. [06:19] - How Vestwell provides personalized recommendations for individuals. [08:20] - What the future holds for integration and coordination in wealth management. [12:46] - Vestwell's expansion of pooled and multiple employer solutions. [13:47] - How Vestwell addresses the retirement needs of workers with multiple jobs and rollovers. [16:11] - Exciting developments and plans for Vestwell. [17:53] - Aaron's three key takeaways. [19:52] - Aaron's interests and activities outside of work. Quotes [06:05] - "Our role is to help facilitate and guide that next best dollar and provide the experience to the end user that allows them to know what they're doing and how they can best optimize to save for their future." ~ Aaron Schumm [18:11] - "Expanding into the workplace offering is a core anchor for anyone who wants to engage in a future wealth program." ~ Aaron Schumm [18:24] - "The demand we're seeing on the financial wellness side, where people are just saying, ‘Hey, help me work through this or help me think through this and create an actionable result', is really important. And the key is that last piece, making it actionable." ~ Aaron Schumm Links  Aaron Schumm on LinkedIn Vestwell Gradifi Morgan Stanley Connect with our host LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Lex chats with Farouk Ferchichi, the President of Data and Analytics at Envestnet - supplies financial and wealth management technology and services to financial institutions. Farouk starts off by delving into the journey of understanding data and analytics. The conversation explores the challenges and dynamics of embracing quantitative decision-making across industries, emphasizing the transformative power of Yodlee in financial data aggregation. Farouk explains how Yodlee's scope has evolved from Personal Financial Management (PFM) to encompassing brokerage, spending, and credit data. Lex and Farouk also discuss the diversification of distribution by integrating payments and banking data beyond the advisory experience. Farouk provides valuable insights into navigating fintech market dynamics, striking a balance between payment trends and asset-based stories. The discussion culminates in a vision for revolutionizing financial identity through unifying data and enabling personalized decisions with AI. MENTIONED IN THE CONVERSATION Envestnet's Website: https://bit.ly/3r03h95Yodlee's Website: https://bit.ly/45ucdT8Farouk's LinkedIn profile: https://bit.ly/3L75W7A Topics: Data, analytics, AI, embedded finance, aggregation, machine learning, AI, deep learning, neural networks, PFM, Wealth management Companies: Envestnet, Yodlee, Amazon ABOUT THE FINTECH BLUEPRINT 

Dani Fava emerged this week as the latest example of fallout from Schwab's pending $26 billion acquisition of TD Ameritrade. She explains her rationale for joining Envestnet to take on new challenges. Bruce explains how the math doesn't add up at GPB Capital, where the latest public filings point to a $200 million gap at this alternative investments operation. The conundrum of why zero-fee funds don't always fly off the shelf has the asset management industry scrambling to find the sweet spot when it comes to expense ratios. Spoiler alert, brand names matter. Securities America's quest for scale through acquisitions is leaving a lot of reps waiting on hold as the near-constant state of consolidation creates headaches and technology glitches that might not have been anticipated. And in the popular Open Notebook segment, Jeff and Bruce ponder how far is too far when it comes to leaning on a global pandemic as an excuse for lousy service.

Episode Notes At the Technology Tools for Today conference, guest host Ryan W. Neal sits down with Dani Fava, head of strategic development at Envestnet. After discussing the most interesting meals they had in Denton, Texas, Fava talks about the most exciting startups she met with in the conference's exhibit hall, the latest innovations coming out of Envestnet, pro bono financial planning and her vision for embedding financial wellness and advice into consumer apps. Guest Bio: As head of strategic development at Envestnet, Dani Fava accelerates the firm's strategic vision to help advisers make financial wellness a reality for more people. Fava draws on more than 15 years of wealth management and technology experience, and most recently served as director of institutional innovation at TD Ameritrade Institutional. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.

Episode Notes In this special episode of the IN Pod, straight from the conference floor of T3, InvestmentNews Rose Palazzo, group president of financial planning at Envestnet, joins technology editor Ryan W. Neal on the T3 conference floor to share some of the latest features and enhancements coming to MoneyGuide, as well as a sneak peak at a product coming to help advisors charge for financial planning. Guest Bio: Rose Palazzo is the Group President of Envestnet Financial Planning, where she oversees all MoneyGuide operations. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.

Envestnet, Inc., Q2 2023 Earnings Call, Aug 03, 2023

The evolution of annuities within the wealth management advisory space exemplifies a commitment to elevating the client experience. Through technological advancements, data analysis, and streamlined processes, annuities have emerged as an essential building block in portfolios. This transformation not only benefits clients but also empowers financial advisors to deliver comprehensive and fiduciary-guided solutions that truly align with their client's best interests. In this episode, Jack talks with Rich Romano, Chief Executive Officer and Co-Founder of FIDx. In his role, Rich is responsible for the company's strategy, vision, and growth. With 30 years of financial services consulting experience and expertise in the brokerage and insurance industries, Rich has built and managed IT consultancies and provided enterprise consulting services and subject matter expertise to the industry leaders in insurance, retirement, and asset management. Passionate about helping advisors deliver better outcomes to their clients, Rich talks about the motivation behind the FIDx foundation, how FIDx's partnership with other investment platforms plays out, and how annuities can be made smarter, faster, and better. Key Takeaways [01:01] - The motivation behind the FIDx foundation. [02:56] - FIDx and Envestnet partnership. [04:20] - The story behind the creation of FIDx. [06:29] - How FIDx's partnership with other investment platforms plays out. [08:04] - Why FIDx and SIMON Markets make a great combination. [11:23] - What the future holds for annuities. [13:38] - How FIDx develops its service model framework. [17:44] - Rich's outlook for the wealth management industry over the next few years. [20:40] - Rich's three key takeaways. [21:38] - The things Rich enjoys outside of work. Quotes [01:19] - "End clients should have access to every product and service that will let them achieve their goals, handle generational planning, and take care of all of their needs." ~ Rich Romano [17:32] - "The industry has moved to understand that you couldn't just take a commission-based annuity, strip off the commission and say you have a fee-based annuity. It has to act and feel like a very fiduciary-managed product." ~ Rich Romano [20:45] - "We're making everything smarter, faster, and better. So we are simplifying access and making access consistent to annuities inside the wealth management advisory space, minimizing and eliminating errors, and accelerating processes." ~ Rich Romano Links  Rich Romano on LinkedIn FIDx Envestnet Bill Crager MoneyGuidePro Envestnet | Tamarac Halo Investing SIMON Markets Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Necessity is the mother of invention.   Early in her career, Dani Fava, Group Head, Product Innovation at Envestnet, took this concept and applied it, setting in motion a new trajectory on her path.   In the latest Curve episode, Dani walks Phil through and level-sets our understanding of artificial intelligence. At its core, A.I. technology is a way for humans to get computers to think like us. For advisors, using A.I. can help streamline their day-to-day tasks so they can spend more time creating more meaningful work — talking to clients and helping them understand and reach their financial goals.   Resources: Dani Dava, Group Head, Product Innovation -  https://www.envestnet.com/person/dani-fava LinkedIn - https://www.linkedin.com/in/dani-fava/   Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

Charles Moldow, a general partner at Foundation Capital, shares his remarkable journey from being a Wall Street analyst to becoming an entrepreneur and eventually transitioning into his current role as an investor over two decades ago. His captivating anecdotes leave you eager for more, whether he's recounting stories about his father's wisdom on the internet or recalling a memorable encounter with an exceptional entrepreneur. Charles also delves into the exciting market trends within insurtech and offers valuable insights into the areas to focus attention for fruitful opportunities.In this episode, you'll learn:[2:20] Charles Moldow's early entrepreneurial ventures during the dynamic evolution of the internet.[7:58] The role of a VC in sometimes discouraging founders to protect them from their own pitfalls.[13:01] The revealing nature of a founder's personal life story, showcasing their unique abilities.[19:54] "Don't prepare to impress me. Just share your authentic truth." - Charles Moldow[23:43] The importance for entrepreneurs to explore the vast array of promising opportunities for leveraging technology in the insurance industry.The non-profit organization that Charles is passionate about: safespaceAbout Charles MoldowCharles Moldow is a general partner at Foundation Capital. At Foundation, he identifies technology trends and new user experiences that will change the financial services landscape. His thesis investing has him focused on fintech, insurtech and proptech opportunities with a crypto overlay to everything he evaluates. Since he joined Foundation Capital in 2005, he's made seventeen successful investments, five of which have gone public and twelve have been acquired. Charles' public portfolio includes early-stage investments that have led to notable IPOs with DOMA (IPO 2021), Rover (IPO 2021), LendingClub (IPO 2014), OnDeck (IPO 2014) and Everyday Health (2014). Fun fact: Charles moonlights as AAA Little League coach and family vacation planner.Learn more about Charles here.About Foundation CapitalFoundation Capital is a Silicon Valley-based early-stage venture capital firm that's dedicated to the proposition that one entrepreneur's idea, with the right support, can become a business that changes the world. The firm is made up of former entrepreneurs who set out to create the firm they wanted as founders. Foundation Capital is currently invested in more than 60 high-growth ventures in the areas of consumer, information technology, software, digital energy, financial technology, and marketing technology. These investments include AdRoll, Beepi, Bolt Threads, DogVacay, Kik, ForgeRock, Lending Home, Localytics, and Visier. The firm's twenty-six IPOs include Lending Club, OnDeck, Chegg, Sunrun, MobileIron, Control4, TubeMogul, Envestnet, Financial Engines, Netflix, NetZero, Responsys and Silver Spring Networks.Subscribe to our podcast and stay tuned for our next episode. Follow Us:  Twitter | Linkedin | Instagram | Facebook

Stocks ended the week higher: the Nasdaq notching its seventh straight weekly gain. Envestnet's Dana D'Auria and G Squared Private Wealth's Victoria Wealth break down the market action and look ahead to what will drive the action next week. Unlimited CEO Bob Elliott talks the rally in regional banks and if the turmoil is behind us. Retail traders are finally buying back into the market; is AI the reason? The Wall Street Journal's Gunjan Banerji on what the data says. Meta is releasing its Twitter competitor. Slow Ventures Co-Founder Sam Lessin on what Meta is trying to achieve and if it will work. Cohesity CEO Sanjay Poonen talks next week's major software reports: Oracle and Adobe, combining for nearly $500B in market cap. Stat News Senior Writer Matt Herper on the FDA's Biogen/Eisai decision.

The industry has big news and we have even bigger opinions. Grab a drink and join us as we rank what's underrated and overrated in wealth management. · Eric Clarke Retires· Three Joe Duran acolytes start “not United Capital 2.0” without him· Envestnet will roll out RIA custody by 2024, predicting 15-basis-point margins· InvestCloud CEO John Wise and management team ousted· Riskalyze rebrands as Nitrogen What's in a name Blog: https://potomacfund.com/whats-in-a-name/ We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL PFM-216-20230524 Hosted on Acast. See acast.com/privacy for more information.

Kiley Miller, principal director of sustainable investing at Envestnet, joins the podcast to talk about how the firm works with advisors on sustainability and ESG. A couple of case studies — on the heavy rail industry and water use in the IT supply chain — show how important ESG considerations can be.Plus, Paul and Emile talk about the fallout from Bud Light's now infamous marketing partnership with a trans influencer and the reaction to a column on that topic.Related article: https://www.investmentnews.com/the-bud-light-case-for-esg-236936Guest Bio:Kiley Miller leads Sustainable Investing at Envestnet. She is responsible for the strategic development of Envestnet's sustainable investment offering, which includes the expansion of technology embedded into the Envestnet platform, as well as sustainable investment solutions, research and data, and providing education and guidance on how to incorporate sustainable investing into advisor practices. Prior to joining PMC in 2019, Kiley was a senior client advisor at Sustainalytics, an ESG research, ratings and analytics firm. There she supported U.S. asset managers to integrate ESG research into the investment process. Kiley also previously worked at the UN-supported Principles for Responsible Investment. Kiley holds an MS in Sustainability Management from Columbia University and a BS in Environmental Sustainability with a double minor in Business and Environmental Economics & Law from the University of Illinois at Urbana-Champaign.

The wealth management industry has changed tremendously over the last 20 years, and it's difficult to remember that what we now consider the norm developed over time. Merrill Lynch's shift towards goal-based wealth management transformed the industry and moved beyond a narrow focus on ROI. This new approach better-served clients by prioritizing their actual goals such as supporting family members, buying homes, or securing a comfortable retirement. The firm gained a substantial edge in an industry characterized by uniformity.  The people behind this approach are three wealthtech legends: John Thiel, Executive Advisor and Board Director and former Head of Merrill Lynch Wealth Management, Rich Aneser, Chief Strategy Officer at Envestnet, and John Connors, CEO and Co-Founder of Boathouse. The three discuss their tactics to shift advisors' perspectives in an industry averse to change. In this episode, the three guests talk with Jack about how Total Merrill got started, how they successfully shifted advisors' perspectives, and the challenges of building a business in the wealth management space. Key Takeaways [02:28] - How Total Merrill got started. [07:02] - The challenges of building a business in a well-established industry. [10:03] - How Rich deployed marketing in a meaningful way. [12:35] - How John Connors built Total Merrill's strategy. [17:08] - James Gorman's bright idea. [22:35] - Tactics used to shift advisors' perspectives. [25:26] - How to get people behind embracing a new business strategy. [33:16] - What John Thiel, Rich Aneser, and John Connor are most proud of. [42:22] - John Thiel, Rich Aneser, and John Connor's key takeaways. Quotes [42:22] - “People really want to do something with their money. Their performance is important, but it's only in the context of what they're trying to accomplish. We have to continue to leverage technology capabilities that can better understand risk, especially as things evolve.” ~John Thiel [43:33] - “You can only be a part of something really extraordinary when you're with an extraordinary group of people working towards the same end, and it never gets done alone.” ~ Rich Aneser [44:02] - “There's a lot of incrementalism in today's world, and a lot of people play it conservative and safe. The boldness that the Merrill team exhibited to put the client's interest first to make a big move, to try and change the game. There's not as many opportunities to change the game anymore.” ~ John Connors Links  John Thiel - Board Trustee - Florida State University | LinkedIn John Connors - CEO/Co-Founder - Boathouse | LinkedIn Rich Aneser - Chief Strategy Officer - Envestnet, Inc | LinkedIn James Gorman - Chairman and CEO - Morgan Stanley | LinkedIn Merrill Lynch Boathouse Envestnet Franklin Templeton Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

In Episode 26 of Season 3, of Driven By Data: The Podcast, Kyle Winterbottom is joined by Farouk Ferchichi, President Data & Analytics at Envestnet Inc, where they discuss how Data & Analytics is fuelling digital interconnectivity to help people live a more intelligent financial life, which includes;Being in the first playground of Chief Data OfficersThe disruption which means organisations should be investing heavily into data & analytics more than ever The pressure on the financial ecosystem after SVBThe importance of hyper-personalisation in both service and product offering What customers now want from their financial institution The challenges that FS organizations are currently facingThe Data & Analytics solutions that help address those challengesThe solutions to ensure that FS firms are meeting the constantly evolving needs of their customersHow they've built a global open-banking connectivity layer The importance of being able to show the customer a 360 view of their financial situation The creation of an anonymised national monetary database that holds roughly $5 trillion across 15-20% of US households How Data Products are being leveraged to help people understand their current financial healthThe relationship between hyper-personalization and data productsThe benefits to the customer and the FS industryWhy large FS institutions are beyond chasing their digital competitors Why the operating model is integral for organisations to take advantage of this interconnectivity opportunity Why times of crisis provide an opportunity to simplify decision-making processes The combustion of financial literacy improvements with digital savviness The three things that all FS institutions should be considering to benefit the end consumer

Rose Palazzo, group president of financial planning at Envestnet, joins technology editor Ryan W. Neal on the T3 conference floor to share some of the latest features and enhancements coming to MoneyGuide, as well as a sneak peak at a future product coming to help advisors charge for financial planning. Guest Bio: Rose Palazzo is the Group President of Envestnet Financial Planning, where she oversees all MoneyGuide operations. 

Secure Your Products, Secure Your Business: Insights from Envestnet's Derek Fisher In this episode of Agent of Influence, Nabil is joined by Derek Fisher, Head of Product Security at Envestnet. They discuss product security and how it differs from application security and DevSecOps. Derek also shares valuable insights on cybersecurity budgeting. establishing clear communication between application security and engineering teams, and strategies for balancing security and business risk.

Miguel Armaza sits down with Zach Noorani, Partner at Foundation Capital, a 28-year venture capital firm with $3 billion in assets under management, currently investing out of its 10th flagship fund. Foundation has previously backed great companies like Stripe, Solana, Lending Club, Envestnet, Alto, and many more.In this episode, we discuss:What Zach learned after spending almost a decade at Capital One and why there's such a strong fintech alumni network coming out of the bankDifferences and similarities between US-based founders and Latin American entrepreneursThe importance of specializing in financial services and fintech and how it's allowed Zach to distinguish fairytales from realityTransitioning from operator to investor, best practices for board management… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary, instead? Check out the Fintech Leaders newsletter and join 51,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder & Managing General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIpqp

Bloomberg Intelligence Senior Global Banks Analyst Alison Williams reports on Goldman Sachs results showing its highest fourth-quarter compensation ratio in more than a decade as employee costs hit $3.76 billion. Bloomberg Businessweek Editor Joel Weber and Businessweek Columnist Max Chafkin talk about Cameron and Tyler Winklevoss lashing out at Barry Silbert, a fellow digital currency mogul and former business partner. Bloomberg News Space Reporter Loren Grush provides the details of her story SpaceX Excels as Elon Musk Preoccupies Himself With Twitter. And we Drive to the Close with Dana D'Auria, Co-CIO of Envestnet. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Nowadays, marketing is about more than just advertising. It's about creating a connection with your customers and giving them a positive experience that will make them want to return for more. In financial services, happy customers are worth their weight in gold.  In this episode, Jack talks with Kimberly Beck, Chief Marketing Officer at YieldX. Kimberly has nearly 25 years of experience in the fintech and asset management industries. Before joining YieldX, Kimberly was Head of Wealth Marketing at Envestnet. She also held marketing leadership roles at both BlackRock and Nuveen. At YieldX, Kimberly is responsible for increasing brand awareness and generating revenue. Kimberly talks with Jack about how she helps advisors deliver better investment outcomes and helps firms deliver improved revenue. She also speaks about the importance of working alongside great people, the value of mentorship, and why happy customers are the best marketing tool.  Key Takeaways [01:38] - Kimberly's history in asset management. [07:39] - What motivated Kimberly to move to start-ups. [08:41] - What YieldX can offer clients. [10:28] - Why YieldX is appealing to advisors. [12:11] - How Kimberly tells YieldX's story that resonates with the market. [14:29] - How Kimberly continuously advances financial services. [17:08] - Why mentorship means a lot to Kimberly. [21:10] - Kimberly's perspective on where wealth management is going. [24:52] - Kimberly's three key takeaways. [28:00] - Interesting things Kimberly does outside of work. Quotes [21:30] - "There's this tremendous shift in our industry that's needed to happen. It's been in the works for a while, but I finally see it coming to fruition. And that's the shift in our industry from advisors delivering products to delivering quality advice." ~ Kimberly Beck [22:55] - "I see more and more firms are helping people shape their financial lives for the better and helping make wealth more accessible to more people. It's not the same industry that I started in the 90s. It's changed and has this deep sense of purpose now." ~ Kimberly Beck [27:31] - "Every company has challenges and problems. But if you're working alongside great people to solve them and with people who make you excited, who make you do better at your craft and give you energy, 90% of the battle is with the people you work with." ~ Kimberly Beck Links  Kimberly Beck on LinkedIn YieldX Envestnet BlackRock Money Management Institute Next Chapter Nuveen Bill Crager Merrill Lynch BlackRock Aladdin Adam Green Steve Gross Cheryl Nash Financial Advisor Magazine Ken Dychtwald Ken Cella Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Mohan talks about his experience moving from India to the US, his incredible rise going from inventions for the DoD and NASA to becoming a serial entrepreneur and experiencing the ultimate financial success with a $6.6 Billion all cash sale of his company Stamps.com. Mohan shares some of the secrets to his success. Mohan Ananda is a serial entrepreneur and renaissance man having founded Venture capital firm JAB Holdings Limited, Envestnet, which develops and distributes wealth management technology products and Stamps.com, which he sold in an all cash transaction for 6.6 billion. Mohan knows how to grow from zero to a billion. Not only this, In addition, Mohan He is the Chairman and CEO of Innovative International Acquisition Corp, he currently has 15 patents issued and pending, he was the primary architect in shaping the design and implementation of GPS for the US Department of Defense AND was instrumental in achieving interplanetary navigation to Venus, Mars and Jupiter as well as contributing to the Viking, Pioneer, Voyager and Mariner missions. He's also the author of best-selling book “Autobiography of an Immigrant”. 

Penny Phillips is the co-founder and President of Journey Strategic Wealth, an RIA for advisors seeking independence and full-fledged practice management support. She is also the founder and CEO of Thrivos Consulting, a firm on a mission to support financial firms and advisors as they embrace change and discover new ways to thrive. Before founding Thrivos and Journey Strategic Wealth, Penny served as the Director of Practice Management at ClientWise and Vice President of Strategic Consulting at Envestnet, Inc. Penny holds a degree in Corporate Finance and Economics from Macaulay Honors College at The City University of New York.   Penny joins me today to discuss the financial advisor's pathway to independence. She describes a financial advisor's role in a consumer's life and shares her observations on various trends in the financial advisory industry. She explains how the industry is dictating what success means to advisors and describes how advisors' development becomes hindered by larger firms' closed systems and communities. She underscores the difference between wealth managers and investment managers and highlights the mindset and belief systems people need to change to become effective financial advisors.   “The transition an advisor needs to go through to be a consultative financial planner has less to do with technical confidence and more to do with behavioral and belief shifts.” - Penny Phillips   This week on The Model FA Podcast:   Penny's background and journey to co-founding Journey Strategic Wealth How the industry dictates what success means for financial advisors Mindsets financial advisors need to shift to become effective wealth and investment managers The difference between wealth managers and investment managers How today's generation of financial advisors differ from their predecessors The pathway to becoming an independent financial advisor or an RIA Different options in the RIA space Penny's predictions and forecasts for the financial advisory industry How large companies tend to make young financial advisors lose their passion for financial planning Why Penny thinks the solopreneur model will soon no longer work How society has changed motivation and incentives How financial advisors should position themselves in clients' lives The importance of building a personal brand   Resources Mentioned:   Book: The Four Agreements: A Practical Guide to Personal Freedom by Don Miguel Ruiz   Our Favorite Quotes:   “Some advisors want to go independent because it's higher revenue and comes with more autonomy. It's also much easier to exit an independent business and sell it.” - David DeCelle “Build your personal brand. Being present, meeting where they're at, and building a relationship with them in a leveraged manner is critical.” - David DeCelle “Any advisor who wants to protect themselves from being filtered out from the industry and being irrelevant needs to educate the client on the fact that investment management does not equal wealth management.” - Penny Phillips   Connect with Penny Phillips:   Journey Strategic Wealth Journey Strategic Wealth on LinkedIn Journey Strategic Wealth on Twitter Penny Phillips on LinkedIn Email: hello@journeysw.com   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Dana D'Auria, co-CIO of Envestnet, joins Julia La Roche on episode 35. D'Auria, an English major, started her career as a journalist on the business beat and transitioned into finance after earning an MBA. A background in writing has been instrumental in the investment world, especially in explaining complex topics. She spent 14 years at Symmetry Partners, serving as director of research and managing director and portfolio manager before joining Envestnet. The fin-tech b2b company provides technology and tools for financial advisors to offer hyper-personalized experiences for clients' portfolios. Elsewhere, D'Auria shared her macroeconomic outlook, what's top of mind amongst investors and clients, and why value investing is attractive in a rising rate environment. 0:00 Dana's journey from business journalism to working in finance 2:41 Gaps in the education system as it relates to finance 5:06 Envestnet, explained 8:20 Leveraging insights for client's portfolios 10:37 How the advent of tech and access to data changes the money management 13:00 Humans + machines 16:28 Rough ride in markets 19:08 Future of the traditional 60/40 portfolio 21:53 Types of bear markets 24:11 What kinds of conversations with clients? 29:27 Value investing 31:42 Market outlook 36:39 Personalizing a portfolio

What does embedded finance mean to Dani Fava? It means providing a more secure future for millions of Americans. Find out how.Dani is Group Head of Product Innovation at Envestnet, transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.Nicole and Dani talk hacking software to buy back 20 minutes of her day, how financial micro moments could change the future, and how Dani carved out her own space in the innovation niche.And our sponsor MainStreet is making it easy to find thousands of dollars worth of R&D Tax Credits. You only need to plug MainStreet into your payroll and let their team of experts do the heavy lifting, scanning hundreds of federal, state and local tax credits on your behalf. It's going to save you so much time and your company so much money.Head to MainStreet.com to sign up for their limited time offer.And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintechThank you so much!Follow Dani:LinkedIn: https://www.linkedin.com/in/dani-fava/You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/And if you've enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech InsiderTimestamps:00:00 Intro01:44 The Incredible Origin Story 04:31 Being Your Own Biggest Believer05:55 Failure Is An Option12:20 Infiltrating The Institutions15:14 Equity At All Levels23:44 Proximity: One SIngle Word25:56 The Embedded Finance App30:15 Being The Change In Fintech31:43 Staying Visible3 Benefits of Embedded Finance For OrganizationsIn a digital world, the role of finance is more important than ever. Finance departments are playing a key role in embedding insights into our organizations and driving sustainable performance. A company's embedded financial management system is one where financial information is accessed directly from business processes, rather than having to be retrieved from separate data systems. Embedded finance solutions are fast becoming essential for many businesses as they provide a number of benefits that can help you make better strategic decisions, boost efficiency and reduce costs. In this blog post, we take a look at the benefits of embedding finance for your organization. Save Time and MoneyThe data needed to report on the business performance, forecast future cash flows and make investment decisions is being extracted from the core business processes themselves. This means that the analysis and reporting can be done in real time, without the need for manual collection of data from separate systems. Thus, finance departments no longer have to spend valuable resources manually extracting data from different systems and generating reports to support management decisions. This will save time and money spent on IT resources, data management and analysis. Embedded finance solutions can help finance departments make better use of

For the September Cannon Curve, Phil is joined by a longtime personal and professional friend, John Phoenix, Founding Partner of Wealth Advisory Growth Network, President of AiK2 Insurance Services, He is a former Senior Sales Strategist with Envestnet and has owned and operated multiple RIA groups. Listen in to learn more about WAGN, advisor choice, the decision, benefits, and challenges of ‘going independent', and the role technology and outsourcing can have in success.   Resources: John Phoenix - https://www.linkedin.com/in/john-phoenix-0b98394/ Founding Partner, Wealth Advisory Growth Network - https://wagn.biz/about-us/ President, AiK2 Insurance Services - https://aik2.com/#contact-us   Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

It's been a while since we called the industry out on it's bullsh*t. Grab your favorite drink and join us as we rank what's underrated and overrated in wealth management. · Envestnet acquires retirement plan marketplace, 401kplans.com· Goldman Sachs confirms RIA custody service is back-burnered· Tifin Group CEO slashes jobs and pay 30 days after $109-million “D” raise· Blackrock and Coinbase join forces to dominate advised crypto investing· Vestmark sells Adhesion after quickly (nearly) tripling it's AUM We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

This episode was produced remotely using the ListenDeck standardized audio & video production system. If you're looking to jumpstart your podcast miniseries or upgrade your podcast or video production please visit www.ListenDeck.com. You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify, Amazon and iHeartRadio. In this episode the host John Siracusa chats remotely with Zach Noorani,  Partner at Foundation Capital.    Foundation Capital is a venture capital firm made up of former entrepreneurs who set out to create the firm they wanted as founders. Foundation Capital  has invested in companies like LendingClub, Sunrun and Netflix, among many others.  Foundation Capital is currently invested in more than 60 high-growth ventures.  The firm's twenty-six IPOs include Lending Club, OnDeck, Chegg, Sunrun, MobileIron, Control4, TubeMogul, Envestnet, Financial Engines, Netflix, NetZero, Responsys and Silver Spring Networks. Tune in and Listen. Subscribe now on Apple Podcasts, Google , Stitcher, Spotify, Amazon and iHeartRadio to hear Thursdays episode with Login Allin from Fin Capital . About the host:   John is the host of the  ‘Bank On It' podcast which is produced by ListenDeck podcast & video production.

In the cybersecurity space, hackers have been able to target and steal an estimated $5.2 million in crypto assets from the Solana ecosystem in the last 36 hours, affecting some 7,900 wallets. ZeroFox CEO James Foster gives his thoughts on the story. Plus, as the diabetes crisis grows, Novo Nordisk is trying to help. CEO Lars Jorgensen discusses the company's earnings. And, treasuries have seen a rapid rise this year. Envestnet's Dana D'Auria and Charles Schwab's Jeff Kleintop dive into the inflation outlook.

More about PURE Property Management and Joe PolverariPURE Property Management is the fastest growing profitable residential property management and technology companies in the U.S. Led by a team of experienced industry professionals and seasoned technology innovators, PURE acquires residential property management companies and invests in their people and processes. By deploying technology and providing operational efficiencies, PURE creates simple and satisfying experiences for residents and investors, including institutional portfolio managers.Joseph Polverari is co-founder and general partner of Silicon Valley-based PURE Property Management, the fastest growing profitable residential property management and technology company in the U.S. He is a seasoned entrepreneur and fintech pioneer, who led corporate development and strategy at Yodlee, a financial data aggregation and analytics platform, through its IPO in 2014 and subsequent acquisition by Envestnet. Polverari is leveraging his expertise to lead an experienced team of industry insiders looking to transform the traditionally cumbersome and complex process of managing properties. Connect with Joe on LinkedIn Check out PURE Property Management

If you open an account with Profile Investment Services, Ltd. how does it work and who holds your money? It takes a team to manage your investments, and getting to know the different players and the positions they play is important. Listen to this podcast to learn exactly who does what, and how your investment account works. For Profile clients, no matter what their concern, my wonderful team and I are the first point of contact for any investment related concern. Learn how we work with Portfolio Resources Group, Pershing, Envestnet, Corestone checking, Visa cards, SIPC and FINRA in order to give you the most appropriate investments, top-notch money managers, quick access to your funds, transparency and regulatory oversight, and most important of all, trustworthy and personal attention.

Communication skills and curiosity were key attributes that Dana D'Auria took with her when she left journalism for a career in investments. Now the Co-CIO of Envestnet, Dana joins our CXO podcast to share her market insights.Hear Dana's views on: Her journey from journalism to investment professional and Co-CIO.  Increased market volatility amid rising interest rates and ongoing geopolitical tensions. Diversifying portfolios beyond 60/40 allocations and opportunities in alternatives.Whether active management could make a comeback.Returning to a (perhaps) more sustainable version of life as usual. Follow Envestnet:  Twitter, LinkedInFollow Dana D'Auria: LinkedInFollow CAIS: LinkedIn, Twitter, Facebook

In today's episode, Jamie Hopkins and Ana Trujillo Limon talk with Bill Crager, Co-Founder and Chief Executive Officer of Envestnet, about disrupting money, taking control of your financial life amid uncertainties, and building business models that address diverse communities.  You can find show notes and other information at CarsonGroup.com/Framework.