WealthTech on Deck’s Post

🌟 Exciting News! 🌟   I had the incredible opportunity to join Advisorpedia’s latest podcast episode, where I shared my personal journey from being a passionate stock picker to my current role at WisdomTree. It was an honor to share insights into my career journey and spotlight the impactful innovations we’re driving on WisdomTree’s Model Portfolios team.   During our conversation, I discussed the innovative Portfolio Solutions platform we’ve developed—a resource designed to empower financial advisors to better serve their clients while unlocking time and scalability in their practices. Whether it’s leveraging third-party model portfolios or rethinking portfolio construction, these tools are helping to reshape the advisory landscape.   A big thank you to Advisorpedia for having me on and giving me the space to discuss the future of financial advisory services. If you’re curious about my journey or interested in learning more about WisdomTree’s Portfolio Solutions, give the episode a listen. I’d love to hear your thoughts!   🎧https://lnkd.in/ec2-vGRm #WisdomTree #FinancialAdvisors #ModelPortfolios #AdvisorSolutions #Advisorpedia

Excited to announce the launch of my brand-new monthly podcast, "Dan has a plan: Beyond the Balance Sheet"! In our very first episode, my daughter Alanna and I dive into the world of financial planning, personal journeys, and life lessons. 🏦👨👧 Listen Here: https://lnkd.in/evAtYfQS 🎙️ Key Takeaways from Episode 1: • 🧠 Start Planning Early: "When you start breathing is when you should start planning." Whether it's saving for college, planning a career, or aiming for personal goals, having a plan is crucial. • 👥 Understand your Personality Type: We discuss the importance of recognizing and tailoring financial advice to different personality types – from the analytical to the life-of-the-party people. • ⚙️ The Importance of the Right Tools: Just like needing the right gear for a game of basketball, having the proper financial tools and guidance can make all the difference in achieving your financial goals. 🔮 What to Expect in Future Episodes: Future episodes will feature expert guests from various fields, offering insights that extend beyond mere finances. We'll cover topics like dental costs, technology, physical and mental health, family dynamics, and more. Our goal is to make financial planning relatable and less daunting, providing a holistic approach to managing your wealth and life goals. 🔗 Listen now and join us on this financial adventure! Visit the link below, or find us on Spotify/Apple Podcasts. https://lnkd.in/evAtYfQS #FinancialPlanning #PodcastLaunch #DanHasAPlan #BeyondTheBalanceSheet #PersonalFinance #WealthManagement #LifeLessons #PlanningForTheFuture

What does the recent surge in market volatility mean for fixed income portfolios? In our latest Espresso View podcast, Gianluca Bergamaschi, CFA, 𝗛𝗲𝗮𝗱 𝗼𝗳 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 𝗠𝗮𝗻𝗱𝗮𝘁𝗲𝘀 𝗮𝗻𝗱 𝗣𝗠 at Generali Asset Management, delves into the implications of recent global events on bond markets. He discusses the sharp drop in core yields, the repricing of rate expectations, and the strategic stance moving forward. Our 𝗘𝘀𝗽𝗿𝗲𝘀𝘀𝗼 𝗩𝗶𝗲𝘄𝘀 𝗼𝗻 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 offer quick insights into key market developments from our fund managers. Stay tuned for more! https://lnkd.in/dq6Rxh5u

For professional investors only. Investment involves risks. “Covered Bonds: Knowing your Financial Fortress” 🎧 Tune in to our special NAM Podcast, where we delve into the unique opportunities offered by Covered Bonds. Join our experts, TOBIE BREALEY, Deputy Head of Advisory Marketing and Anne Oberbillig, Investment Specialist, as they discuss the compelling reasons investors should consider this interesting asset class. You won’t want to miss this insightful conversation! Listen here: https://lnkd.in/gn-c_RzR #Coveredbonds #FixedIncome #MarketingCommunication

📈 Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. 🎙️Listen to the full discussion: https://lnkd.in/gPnZEZjr #FinancialEducation #WealthPlanning #TimeInTheMarket

📈 Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. 🎙️Listen to the full discussion: https://lnkd.in/gtDwiQQr #FinancialEducation #WealthPlanning #TimeInTheMarket

📈 Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. 🎙️Listen to the full discussion: https://lnkd.in/gkWTuaPV #FinancialEducation #WealthPlanning #TimeInTheMarket

In the latest episode of our How Should I be Positioned podcast, Ronald Temple from Lazard Asset Management joined us in-studio for a great discussion on the state of the US economy, the outlook for monetary policy, and investment considerations and opportunities stemming from the upcoming US election. Listen to the podcast for all the details. https://lnkd.in/e8_QMtYF   

📈 Building wealth isn't just about picking the right investments—it's about having a sound strategy for the long-term. In our latest podcast, Vector advisor Charlie Gruys explores how the range of market outcomes historically narrows after 1, 5, and 10 years. 🎙️Listen to the full discussion: https://lnkd.in/gW8UkJEr #FinancialEducation #WealthPlanning #TimeInTheMarket

🚀 Unlocking the Future of Wealth Management with Unified Managed Householding (UMH)   At Parti Pris Investment Partners, we're pioneering innovative solutions to transform the wealth management landscape. Our Co-Founder, Joe Smith, CFA, recently sat down on the Orion Weighing Machine podcast to delve into the industry disrupting concept of Unified Managed Householding.   During the podcast, Joe explores how UMH enables financial advisors to:   🏠 Holistically manage household assets by viewing them as a single, cohesive portfolio. 💡 Leverage technology to streamline operations and deliver personalized investment strategies at scale. 💰 Enhance tax efficiency by optimizing investment decisions across all accounts to minimize liabilities. 🎯 Align investment solutions with clients' unique goals, creating stronger advisor-client relationships.   "Technology is the key to making UMH not just possible, but scalable and efficient," says Joe. "It's about providing advisors with the tools they need to deliver truly personalized, tax-efficient portfolios that meet the evolving needs of their clients."   Ready to discover how UMH can elevate your practice and provide unparalleled value to your clients?   🎧 Listen to the full podcast episode here: https://lnkd.in/gfWcCXAT   Don't miss this opportunity to stay ahead of the curve and transform the way you approach wealth management.   #UMH #WealthManagement #FinancialAdvisors #TechnologyInnovation #PartiPrisInvestmentPartners #ListenNow