Shows
Brand StoriesRoger Devine: Helping VolunteersSchoolauction.net's Roger Devine shares how his group helps volunteers achieve their financial goals.
2026-01-2019 min
Financial Services News You Might Have MissedFinancial Planning Association, Morningstar, Trustmark, CAISFinancial services news for the week of January 16, 2026 included:FPA Launches “FPAi Authority” to Support Members with AI Education and ToolsMorningstar Launches First Pure-Play Generative AI IndexTrustmark Partners with Greenlight® to Help Parents Raise Financially Smart Kids and TeensCAIS Announces Year Three of CAIS Live, Setting the Standard for In-Person Alternatives Education
2026-01-1624 minBrand StoriesAngela Giombetti: Building an InSPIRational BrandWealthspire Chief Marketing Officer Angela Giombetti shares how the Wealthspire name was selected and how the firm is creating its brand identity.
2026-01-1324 minFinancial Services News You Might Have MissedFranklin Templeton, Newrez, MetLife & Financial Planning AssociationFinancial services news for the week of January 9, 2026 included:State of Wyoming Debuts $FRNT, the Nation’s First State-Issued Stable Token, with Franklin Templeton-Managed ReservesNewrez Charts Path to Industry-First, AI-Powered Mortgage Underwriting Solution; Announces Strategic Investment in HomeVisionNew MetLife Data Finds Rising Cost Pressures Outpacing Gains in Workforce Well‑BeingDan Galli, CFP®, Begins His Role as 2026 President of the Financial Planning Association
2026-01-0919 minBrand StoriesGordy Abel: Creating The Dream BrandChief Marketing Officer of Dynasty Financial Gordy Abel shares how he helps advisors creating brands with great purpose while also growing and strengthening Dynasty's brand.
2026-01-0625 minBrand StoriesAbby Morton: Creating a Brand with Content CreatorsAbby Morton, CFP, has started a new financial advisory firm serving content creators. Learn how she's taking this next step in her career and how that's caused her to think of her personal brand.
2025-12-2921 minBrand StoriesDan Bolton: Making It Personalized & MemorableWealth.com's Head of Marketing Dan Bolton shares his tips to help financial advisors stand out in the sea of sameness as well as how Wealth.com is marketing estate planning.
2025-12-2224 minFinancial Services News You Might Have MissedRossby Financial, Morningstar, PitchBook, Church Mutual Insurance & Fifth ThirdFinancial services news for the week of December 19, 2025 included: Rossby Financial's Year-End UpdateMorningstar and PitchBook Bring Trusted Investing Intelligence to Apps in ChatGPT75% of Americans to Maintain or Increase Charitable Giving Through End of 2025, Church Mutual® Survey FindsFifth Third Awards Nearly $145,000 in Grants and Tips in Annual 'Swap, Snap, Share' Small Business Appreciation Campaign
2025-12-1920 minBrand StoriesJake Isham: Making Impactful Social Media ContentJake Isham shares how he achieved social media success and how he helps his clients do the same.
2025-12-1518 minFinancial Services News You Might Have MissedElements, Edelman Financial Engines, White Clay, Maxima & ZocksFinancial services news for the week of December 12, 2025 included:Elements' RevitalizationNew research from Edelman Financial Engines explores “What Money Means”Financial Institutions Maximize Humanity to Find Profitability in 2026Maxima Provides Free Massage Vouchers to Spotlight Accountant Burnout During Year-end CloseZocks Appoints Matt Halloran as Chief Evangelist to Lead AI Education for Advisors
2025-12-1222 minBrand StoriesAndrew Evans: The RIA Growth FlywheelRossby Financial and ROffice's Founder Andrew J. Evans shares how he created Rossby's branding, which advisors are suited to Rossby Financial and how the financial advice industry should rethink its fee structures.
2025-12-0832 minFinancial Services News You Might Have MissedCFP Board, National Cryptocurrency Association, Employment Hero & Operation HOPEFinancial services news for the week of December 5, 2025 included:CFP Board Announces November 2025 CFP® Certification Exam ResultsNational Cryptocurrency Association, Coinbase, and Operation HOPE Announce New initiative to Empower Communities Through Crypto LiteracyGen Z Struggles with Underemployment as Layoff Fears Shake Workforce Confidence Entering 2026, New Data from Employment Hero RevealsOperation HOPE Fourth Quarter 2025 Research Finds Respondents Cutting Holiday Spending Due to Increased Financial Challenges but Staying Optimistic About 2026
2025-12-0549 minBrand StoriesKristen Sweeney: Putting the Thought Into Thought LeadershipEvery Little Word's Kristen Sweeney shares how she and her team tackle tricky thought leadership topics and why your personal brand is not the same thing as your thought leadership.
2025-11-2342 minFinancial Services News You Might Have MissedCFP Board, Principal, Vitable & G-KnotFinancial services news for the week for November 21, 2025 included:New CFP Board Report Charts the Path Forward for AI in Financial PlanningU.S. Businesses Lean on Talent and Tech to Power Growth Amid Rising CostsNew Report from Vitable Health: Cost, Not Coverage, Is the Real Barrier to Healthcare for Small Business WorkersG-Knot Launches Exclusive Presale: World’s First Finger Vein Wallet
2025-11-2122 minBrand StoriesAngel Gonzalez: Use AI to Enhance, Not Become Part of the AverageSnappy Kraken's Co-Founder Angel Gonzalez shared the most useful cases for AI in content as well as how brands can stand out in a way that's authentic to them.
2025-11-1723 minFinancial Services News You Might Have MissedNitrogen, Rippling, Telcoin & Offerday AIFinancial services news for the week of November 14, 2025 included:“Crush it in Every Meeting”: Nitrogen Announces Lineup for Fearless Investing Summit 2026New Rippling Report Highlights Software Sprawl as Major Resource Drain for HR, IT & Finance DepartmentsTelcoin Makes U.S. Banking History with Approval to Launch the First Regulated Digital Asset BankOfferday AI Launches Resume+ to Empower Candidates to Speak Beyond Their Resume with a Voice Feature
2025-11-1423 minBrand StoriesLaura Garfield: Become a Real FinfluencerWhile the term finfluencer might have a negative connotation of a snake oil salesperson, Idea Decanter's Co-Founder Laura Garfield says financial advisors should take that term back and add their videos into the mix.
2025-11-0921 minFinancial Services News You Might Have MissedApiture, Safanad, Asset-Map & Financial Planning AssociationFinancial services news for the week of November 7, 2025 included:Apiture Launches AI-Powered User Interface for a Predictive, Personalized Digital Banking ExperienceSafanad’s Chief Strategist, Dr. John Rutledge, “Redefines Investing” With Launch of Asset-First Economics Video SeriesAsset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client ConversationsFPA Unveils Reimagined Conference Lineup Aligned with Every Stage of the Financial Planner’s Career Journey
2025-11-0724 minBrand StoriesDiana Cabrices: Evangelize for the Brands You LoveDiana Cabrices Consulting's Diana Cabrices shares what a brand evangelist does, how they work with companies' marketing and public relations pros and how to determine if you have a suitable person in this role.
2025-11-0321 minFinancial Services News You Might Have MissedOnBord, Fidelity, Lili, Aca Group & National Society of Compliance ProfessionalsFinancial services news for the week of October 31, 2025 included:Elevation Point Selects OnBord To Streamline Advisor Transitions, Accelerate Client OnboardingNew Fidelity Research Shows Women Embracing Financial Frugality, Prioritizing Long-Term SavingsLili, the Small Business Banking Platform, Unveils New Data from Accountant AI: Over Half of Small Business Owners’ Questions Are About TaxesFinancial Services Firms Rapidly Integrate AI, but Validation and Third-Party Oversight Still Lag, Survey Finds
2025-10-3120 minBrand StoriesDerek Janis: Seminar Marketing Is Human Connection At ScaleAcquireUp's Chief Marketing Officer Derek Janis explains why seminar marketing is so successful for financial advisors and why this isn't a trend that's going anywhere.
2025-10-2620 minFinancial Services News You Might Have MissedNitrogen, BillGO, Streetbeat & RingFinancial services news for the week of October 24, 2025 included:Nitrogen Unveils Integrated AI Tax Planning SoftwareNearly Half of Small Businesses Say Late Payments, Fraud Threaten Access to Credit and Undermine GrowthStreetbeat Raises $15 Million to Scale AI-Powered Trading for Wealth Managers, Increasing Client Capacity and AUM PotentialDing Dong! The Untold Story of How Ring Went From Shark Tank Reject to Everyone’s Front Door
2025-10-2413 minBrand StoriesAnat Goldstein: Speaking to Credit Unions & Community BanksFinOptima Solution's Anat Goldstein explains how the new firm's branding was selected and how she's learned to speak credit unions' language.
2025-10-2021 minFinancial Services News You Might Have MissedBento Engine, CFP Board, Income Lab & National Payroll InstituteFinancial services news for the week of October 17, 2025 included:Bento Engine and Event Advisors Launch “Bento Events in a Box” ProgramCFP Board Publishes Guide on Navigating Marital Conflicts of Interest for CFP® ProfessionalsIncome Lab Unveils Game-Changing AI Suite to Transform Advisor Efficiency and Client EngagementA Bold Solution to Financial Stress: Payroll-Delivered Emergency Savings Accounts
2025-10-1724 minBrand StoriesJames Warren: How Authentic Storytelling Comes AboutShare More Stories' CEO James Warren discusses his firm's work to help businesses provide better client experiences and gives tips to foster better communication.
2025-10-1222 minFinancial Services News You Might Have MissedAdvizorPro, QED Investors, Oliver Wyman, & Zest AIFinancial services news for the week of October 10, 2025 included:AdvizorPro's September 2025 Advisor MovesAre We on the Verge of a New Normal as Fintechs Pursue Bank Charters?The Credit Paradox: 53% of Americans Are Dependent on Credit Even as 72% Say the System is UnfairThe Majority of Americans (74%) are Abandoning Their American Dream in Response to Current Economic Pressure
2025-10-1028 minBrand StoriesHaley Marx: Tips to Manage a CommunityThe AGC's Haley Marx gives her steps to maintaining this community of financial advisors, which is part of Wealthtender.
2025-10-0613 minFinancial Services News You Might Have MissedCerulli, Pontera, Communify & e.l.f. BeautyFinancial services news for the week of October 3, 2025 included:Customization and Tax Management Dominate Advisor Research StudyFew investors feel confident about managing their retirement accounts: ReportCommunify Expands MIND AI™ Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client DataChange the Board Game, an Initiative Founded by e.l.f. Beauty, Grows Coalition Championing Inclusivity on Corporate Boards
2025-10-0321 minBrand StoriesFintech Is Femme: Build It, Refine It, Scale It & Bring The Ladies TogetherThis is the first time the Brand Stories podcast has had two guests on at once! Some of the key figures of Fintech Is Femme -- Founder Nicole Casperson and Head of Content and Community Kaitlin Domangue -- share what it was like to create this forceful group of women and how it's steadily evolved.
2025-09-2821 minFinancial Services News You Might Have MissedCapgemini, CFP Board, CoreData Group and goBeyondProfitFinancial services news for the week of September 26, 2025 included:Capgemini: Banks Face Fallout as 40% of Small and Mid-Sized Merchant Businesses Eye Shift to PayTechsDon’t Let Financial Reality Bite: CFP Board Survey Uncovers Gen X's Biggest Financial Regrets and Advice for Today's Young AdultsInstitutional Investors Say Market Commentary and Thought Leadership Directly Influence Asset Manager Selection, Core Data Research FindsgoBeyondProfit Report Reveals Generational Divide Quietly Reshaping the Workplace
2025-09-2619 minBrand StoriesCarl Richards: Having the ConversationsCarl Richards, known for his sketches, podcasts, and other work to promote money conversations, shares how he's created his brand identity.
2025-09-2124 minFinancial Services News You Might Have MissedAdvizorPro, FINRA, Larridin & Great Place to WorkFinancial services news for the week of September 19, 2025 included:AdvizorPro Advisor Moves August 2025FINRA Announces Launch of Crypto and Blockchain Education ProgramMaximizing AI Adoption Has Become Enterprises' Largest Challenge, Impacting Profits in 72%, According to a New Larridin StudyTrust Is the New Business Currency, Says Great Place To Work in Groundbreaking Report
2025-09-1921 minBrand StoriesJordan Haines: Stages of Motion in Financial AdviceJordan Haines, CFP, Founder of Scaling Motions explains how financial advisors can achieve the growth they're aiming for.
2025-09-1527 minFinancial Services News You Might Have MissedRobinhood, Bret Pacheco, Charm Security & AmeripriseFinancial services news for the week of September 12, 2025 included:Robinhood Unveils Powerful New Tools for Active Traders at HOOD Summit 2025CPA Bret Pacheco Argues the Billable Hour Is Inherently Flawed. He Built a New Model to Fix It.Charm Security and Give an Hour Unite AI and Mental Health Expertise to Fight ScamsAmeriprise Financial Matching Public Donations to Feeding America® Now Through Oct. 31
2025-09-1216 min
PR 360Getting PR at a Great Value, Media Training, and more with Alexandra ZendrianAlexandra Zendrian, a former reporter and founder of A to Z Communications, brings a unique perspective to public relations thanks to her journalism background. On this episode, she reflects on her time reporting on the front lines of the COVID-19 pandemic and her transition into PR, where she believes in delivering exceptional PR services at a competitive price. Alexandra also shares her approach to educating clients about common PR misconceptions, the importance of strong media training, and the valuable lessons she’s gained through her podcasting journey.Key Takeaways:- Why PR should be af...
2025-09-1028 minBrand StoriesJohnny Sandquist: If You Confuse Them, You Lose ThemThree Crowns Marketing's Founder Johnny Sandquist shares his take on where financial advisor marketing is and how no matter what tools you use, if you confuse them, you lose them.
2025-09-0716 minBrand StoriesQuinn Palmer: Math Marketing Person to PersonGrowclass' Quinn Palmer shares what growth marketing is and how at the end of the day, messages need to go from person to person.
2025-09-0117 minFinancial Services News You Might Have MissedinterVal, Payment Labs, Welcome Tech, Kikoff & Archive IntelFinancial services news for the week of August 29, 2025 included:IG Wealth Management Partners with interVal to Elevate Financial Planning for Canadian Business OwnersFintech Startup Payment Labs Raises $3.25 Million Seed Round to Power Payments in Sports, Creator Economy, Esports, and MoreWelcome Tech Raises $7.5M to Scale AI-Powered Platform Connecting Immigrant Workforce with U.S. Employers66% of Consumers Don’t Realize AI Could Help Their Finances, New Kikoff Survey FindsArchive Intel Launches AI Marketing Review to Streamline Compliance with SEC and FINRA Marketing Rule
2025-08-2918 minBrand StoriesVance Morris: Client Experience Comes From What You LovePresident and Chief Experience Officer of Deliver Service Now Institute Vance Morris shares what he learned from a decade working at Walt Disney World and how he leverages that to benefit his clients' customer experience.
2025-08-2418 minFinancial Services News You Might Have MissedAdvizorPro, Horsesmouth, Mercury & Kartoon StudiosFinancial services news for the week of August 22, 2025 included:Advisor Moves in July 2025Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth SurveyAI Adoption Spurs Startup Hiring and Growth, New Mercury Report FindsKartoon Studios Launches “Bitcoin Brigade: Adventures in Satoshi City” – A New Animated Children’s Series and Multi-Platform Ecosystem Built Around Bitcoin and DeFi
2025-08-2222 minBrand StoriesJoe Kozeniewski: Measure Your Marketing EffortsPowerlytics' Joe Kozeniewski discusses what growth marketing is and how financial advisors can measure their marketing efforts.
2025-08-1725 minFinancial Services News You Might Have MissedJackson Financial, Raisin, Wealthtender & Randy Ai Law OfficeFinancial services news from the week of August 15, 2025 included:New Jackson Study Uncovers Surprising Retirement Vulnerabilities and Missteps in Managing Market RiskNew Study Shows Gen Z Positively Re-Shaping Money Culture With 82% Feeling Good About the Amount They’re Saving2025 Study Reveals How Americans Find & Hire Financial AdvisorsRandy Ai Law Office Launches Workplace Rescue & Severance Improvement Programs to Protect Employees Across Canada
2025-08-1524 minBrand StoriesJeff Morgan: Set Your Content on FIRETo have successful content, it needs to be frequent, insightful, relevant and entertaining, says Elements' Jeff Morgan.
2025-08-1117 minFinancial Services News You Might Have MissedDocyt, Vestible, Future Tech Enterprise & Student Freedom InitiativeFinancial services news from the week of August 8, 2025 included:Docyt Sets New Standard for AI-Powered Accounting with Launch of High Precision Accounting Intelligence (HpAI), Purpose-Built AI for Accounting AutomationVestible Launches Regulated Platform to Help College Athletic Departments Raise Equity CapitalFuture Tech Launches $1,000 Child Investment Benefit for Employees, Enhancing Long-Term Family SupportStudent Freedom Initiative Enlists Live Nation Urban to Accelerate Its Mission to Dismantle the Student Loan Debt Crisis for Students Attending Historically Black Colleges and Universities
2025-08-0821 minBrand StoriesBrian Thorp: Testimonials Are No Heavy LiftWhile many financial advisors have been able to compliantly use testimonials to help market their practices, about 10 percent are currently doing so. Wealthtender's CEO Brian Thorp debunks some of the myths keeping advisors from exploring this.
2025-08-0321 minFinancial Services News You Might Have MissedWealthtender, JPMorgan Chase, Coinbase, Fidelity Investments & FICOFinancial services news from the week of August 1, 2025, included:Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found FasterJPMorganChase and Coinbase Launch Strategic Partnership to Make Buying Crypto Easier than EverFidelity Investments® Releases 2025 Retiree Health Care Cost Estimate, a Timely Reminder for All Generations to Begin PlanningFICO Survey Shows Americans Prepared to Be Dishonest to Meet Financial Needs
2025-08-0124 minBrand StoriesKaren Chalmers: Authenticity Adds to Thought LeadershipinterVal's Vice President of Marketing and Partnerships Karen Chalmers discusses how she encourages her staff to be their authentic selves on social media to increase their thought leadership and the brand's visibility. She has created a playbook and reviews content at staff member's request.
2025-07-2825 minFinancial Services News You Might Have MissedSecureSplit, Interactive Brokers, Candidly, Modern Health & AdvizorProFinancial services news from the week of July 25, 2025 included:SecureSplit™ App Launches, Takes Guesswork Out of Divorce Financial PlanningInteractive Brokers Survey: Independent RIAs See AI as an Ally, Not a ThreatCandidly Introduces Cait: Multi-Agent AI Assistant Delivers Comprehensive Financial Guidance for Student Debt and College PlanningThe Rising Cost of Living Is Becoming a Mental Health Crisis for Young Employees2025 Advisor Demographics & Team Structures Report Part 2 – Female Leadership, Advisor Diversity & Personal Signals
2025-07-2534 min
Brand StoriesMandy Bianchi: How To Incorporate Events Into Your BrandMandy Bianchi of Bianchi Productions has coordinated numerous events throughout her career including the 2025 LeTip Convention. She shares how brands should consider events as part of their strategy and how these events should be evaluated to determine if they were successful, among other things.
2025-07-1826 minFinancial Services News You Might Have MissedCFP Board, Nitrogen, Gladstone Group, Women in Insurance & Financial Services, & Addition WealthFinancial services news for the week of July 18, 2025 included:Exclusive: CFP Board tool buries thousands of advisor red flags Nitrogen Launches AI Meeting Center to Revolutionize Advisor ProductivityGladstone Connect Brings Tech, Concierge M&A Services to Smaller RIAsWomen in Insurance & Financial Services Partners with Jump to Support Women in Finance Through AI InnovationAddition Wealth Announces AI-Powered B2B Financial Wellness Platform For Enterprises
2025-07-1837 minBrand StoriesJeff Morgan: Set Your Content Marketing on FIREElements' Jeff Morgan details how engaging content needs to have enough FIRE to capture the audience and how a hub and spoke method can help make marketing more manageable.
2025-07-1317 minBrand StoriesMatt Halloran: Do The Podcast & HOPEProudMouth's Co-Founder Matt Halloran delved into various aspects of branding from the power of podcasts to how to become an influencer.
2025-07-1327 min
Financial Services News You Might Have MissedUniversity of Phoenix, CFP Board, FINRA & Composition WealthFinancial services news from the week of July 11, 2025 included:University of Phoenix and Goalsetter Continue Financial Wellness Webinar Series with Practical Tips on Saving MoneySteering Clear of Financial Misinformation: A Survey of AmericansFINRA Publishes 2025 Industry SnapshotComposition Wealth Adds Two Advisory Teams; Reaches $9.5B in AUM
2025-07-1132 minBrand StoriesDoriana Fontanella: Good Grammar Protects Your BrandWrite Connection LLC's Doriana Fontanella explains how correct grammar and punctuation puts a brand in its best light.
2025-07-0711 min
Financial Services News You Might Have MissedRossby Financial, Advisor Relevance, Wells Fargo, & OnedayFinancial services news from the week of July 4, 2025 included:Rossby Financial Creates Unified Advisor Experience Via MilemarkerJordan Haines, CFP, Launches Advisor RelevanceNew Wells Fargo Study Shows Parents Give Their Kids an Average Weekly Allowance of $37Nacha Supports Executive Order to Eliminate Federal Check Payments, Citing Cost Savings and Fraud ReductionThe Future of Life Insurance is Here: Oneday’s Agent-First Platform and Products Hit the Canadian Market
2025-07-0424 min
Brand StoriesSherry Goldman: Baby Brand StepsGoldman PR's Founder Sherry Goldman has successfully counseled her public relations clients for the last 28 years. She gives a look at the past, present and future of public relations.
2025-06-2921 min
Financial Services News You Might Have MissedFirst Rate, Natixis, New York Life & FICOIn this week's financial services news, the following items were featured:First Rate Integrates InvestSuite’s StoryTeller to Transform Client Reporting Through Narrative-Driven TechnologyBracing for Volatility, Strategists Find Pockets of Strength Across Global Markets, Says 2025 Natixis Investment Managers Strategists SurveyNew York Life to Award 20 Scholarships Supporting Students’ Post-Secondary Education Expenses and Long-Term Financial LiteracyFICO Joins Forces With MI New York to Elevate Financial Literacy
2025-06-2730 minBrand StoriesMark Matatov: Make Your Brand Understandable & ActionableBracha Designs' Mark Matatov discusses optimal website design and how branding should be incorporated into that.
2025-06-2219 min
Financial Services News You Might Have MissedSeeking Alpha, Voya Financial, Nicholas Wealth & Rapid FinanceNews for the week of June 20, 2025 included:Seeking Alpha Launches PRO Quant Portfolio, Delivering Weekly Stock Ideas Powered by Market-Beating1 Quantitative SystemVoya Financial announces new collaboration with Savi to offer clients a comprehensive suite of student loan debt solutionsNicholas Wealth Launches Nicholas Crypto Income ETF (BLOX), Offering Diversified Crypto Exposure with an Income ComponentRapid Finance Releases Breakthrough AI Tool to Slash Loan Application Processing Times
2025-06-2022 minBrand StoriesAli Taylor: Business Issues Aren't Always Solved By MarketingWisdom & Wayfinder's Ali Taylor became a business strategist after recognizing that some business issues can't be solved with a better marketing strategy. He discusses how firms can shore up their systems and workforce.
2025-06-1618 minFinancial Services News You Might Have MissedWealthtender, Take Charge America, Financial Planning Association, CFP Board & FynancialFinancial services news for the week of June 13, 2025 featured:Revenue Can't Measure Trust: Wealthtender Launches First Advisor Awards Based on Authentic Client ReviewsStrategies for Managing Debt Amid Tariffs & Rising CostsFPA Launches Groundbreaking Competency Model to Shape the Future of Financial PlanningCFP Board Convenes AI Working GroupFynancial Unveils “Fyn”, the First Agentic AI-Powered Assistant Designed to Simplify and Streamline Communication between Financial Advisors and Clients
2025-06-1324 minBrand StoriesMarqus Aycart: Branding Bleeds Into Your BusinessForager Brands' Marqus Aycart explains why businesses need their branding to be consistent across all aspects of their work.
2025-06-0928 minFinancial Services News You Might Have MissedFinancial Planning Association, HubSpot, Denver Ventures & State StreetFinancial services news from the week of June 6, 2025 included:Planners Embrace Alternative Investments Amidst Market Uncertainty, Survey RevealsHubSpot Launches First CRM Deep Research Connector With ChatGPTDenver Ventures Launches, Announces New $20M Fund I to Invest in Early-Stage Leaders With Founder DNAThe “Retail Revolution” Will Drive 50%+ of Private Market Flows by 2027 – State Street Private Markets Survey
2025-06-0620 minBrand StoriesRich Walker: Your Brand Is a PromiseQuik! Chief Executive Officer Rich Walker discusses how his firm's branding was created and has evolved as well as how he decided to create a successful podcast, The Customer Wins.
2025-06-0123 minFinancial Services News You Might Have MissedUHNW Institute, Charles Schwab, Third View Private Wealth & EmpathyNews from the week of May 30, 2025 included:UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and MoreCharles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic UncertaintyThird View Private Wealth Officially Launches with Advisors Previously Managing Approximately $1 Billion in Client AssetsEmpathy Announces $72 Million Series C and Unveils Empathy Alliance
2025-05-3016 minBrand StoriesEmily Kurisky: Authenticity in Branding Is KeyWealthspire Advisors' Marketing Vice President Emily Kurisky shares how her firm's brand has evolved over the last seven years, what it was like to be part of the brand development process and tips for advisors to own their brand.
2025-05-2617 minFinancial Services News You Might Have MissedSeeds, Lansons, Team, Farner, Antenna Group & IntuitNews from the week of May 23, 2025 included:The Future of Investing Is HumanAlternative Assets Have $1.3 Trillion in Growth Potential Among Retail Investors, but Trust and Awareness Remain Barriers, New Lansons Survey FindsAntenna Group Adds to Influencer Marketing Capabilities With Strategic Investment in AI-Powered Creator Platform No LogoIntuit Honors Small Business Heroes with $20,000 Awards, Launches Small Business Hero Program
2025-05-2313 min
Let’s Talk PR & More!Let's Talk PR & More Show #81: Alexandra Zendrian, AtoZ Communications, on identifying newsworthy storiesSherry Goldman's guest is Alexandra Zendrian, founder of AtoZ Communications. Sherry and Alexandra discuss best practices for creating stories that will make news. Drawing on their earlier careers as journalists before becoming PR pros, Sherry and Alexandra identify the stories and issues that can help companies generate earned media coverage and also effectively engage audiences on social media and in owned tactics.
Let’s Talk PR & More!, hosted by Sherry Goldman, president of the award-winning Goldman Communications Group, is an in-depth conversation on a topic or issue related to public relations and/or a discipline or issue tha...
2025-05-1926 minLet’s Talk PR & More!Let's Talk PR & More Show #81: Alexandra Zendrian, AtoZ Communications, on identifying newsworthy storiesSherry Goldman's guest is Alexandra Zendrian, founder of AtoZ Communications. Sherry and Alexandra discuss best practices for creating stories that will make news. Drawing on their earlier careers as journalists before becoming PR pros, Sherry and Alexandra identify the stories and issues that can help companies generate earned media coverage and also effectively engage audiences on social media and in owned tactics.
Let’s Talk PR & More!, hosted by Sherry Goldman, president of the award-winning Goldman Communications Group, is an in-depth conversation on a topic or issue related to public relations and/or a discipline or issue tha...
2025-05-1926 minBrand StoriesLori Anne De Iulio Casdia: Branding Comes from the Heart, Not the HeadAmerica's #1 Take Action Success Coach and Strategist Lori Anne De Iulio Casdia discusses how her brand has evolved throughout her career and how she remains true to herself.
2025-05-1828 minFinancial Services News You Might Have MissedWells Fargo, CFP Board, Empower, & doxoNews from the week of May 15th included:Wells Fargo Launches $20 Million Open for Business Growth ProgramCFP Board Debuts AI-Powered Practice Exam ToolEmpower and Sagard Partner to Expand Access to Private Markets in Retirement PlansAs the U.S. Economy Shrinks, Cost of Bills Index™ Uncovers Stark Cost-of-Living Gaps Nationwide
2025-05-1615 minBrand StoriesLauren Hong: Brands Must Be Able to BreatheOut and About Communications' President Lauren Hong shares how she helps her clients think about their brand and why branding needs to be fluid.
2025-05-1122 minFinancial Services News You Might Have MissedNitrogen, Achieve, Crowd Power Ventures & Operation HOPENews for the week of May 9, 2025 included:Nitrogen’s 2025 Firm Growth Survey Reveals Disconnect Between Advisors and InvestorsLeading Fintech Achieve Taps FICO Score 10 T to Expand Consumer Access to Personal LoansCrowd Power Ventures Launching $20 Million Fund to Build Marketing Ecosystem for CreatorsOperation HOPE Partners with Right Management to Provide Job Search Skills and Interview Preparation Services to HOPE ClientsWells Fargo and Operation HOPE Introduce Free Financial Coaching to Small Businesses
2025-05-0921 minBrand StoriesMichael Thrasher: Building a Brand & RelationshipsMichael Thrasher has taken his career from an asset and wealth management reporter to the head of a weekly family office newsletter called Modus. Learn more about his journey and why it's important to be kind to people along the way.
2025-05-0430 minFinancial Services News You Might Have MissedSchwab, Uniting Wealth Partners, Kraken, Vera & InvestrioNews from the week of May 2, 2025 included:Schwab Expands Student Loan Matching, Debt Management and College Planning Resources in Collaboration With CandidlyIndustry Veterans Launch Uniting Wealth Partners, a Revolutionary RIA Model that Redefines Advisor Ownership and Succession PlanningKraken Launches Embed, a Crypto-as-a-Service Enabling Banks and Fintechs to Provide Clients Seamless Access to CryptoVera's FundraisingInvestrio Wins Fintech Is Femme Leadership Summit's First Pitch Contest
2025-05-0212 minBrand StoriesRich Richardson: Marketing Plans Need to Be Part of Business PlansRich Richardson, chief equity officer of Richie Rich LLC, looks at marketing as a key part of a holistic business plan. Learn about this and some free ways to market your business.
2025-04-2726 minBrand StoriesTony Steuer: Be Consistent in Your BrandingTony Steuer, a financial preparedness advocate, author and podcaster, gives his insights on how regulators and the financial services industry can get a better brand reputation.
2025-04-2019 minFinancial Services News You Might Have MissedMorgan Stanley Wealth Management, LegalShield, PensionBee & AcquireUpNews for the week of April 18, 2025 includes:Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors BearishBankruptcy Inquiries Hit Pandemic-Era Highs, Warning of Summer SurgeAnalysis: The Hidden Cost of Leaving Your 401k Behind: How $4.55 Per Month Can Cost You Nearly $18,000Advisors Rate Seminars as Second-Best ROI For New Clients, Behind Networking: AcquireUp Survey
2025-04-1823 minBrand StoriesBill McGuire: How Marketing Feeds Into BrandingBill McGuire, Managing Director of W. M. McGuire, shares the various routes for how firms can develop their brands and how small firms can access marketing services.
2025-04-1319 minFinancial Services News You Might Have MissedACI Worldwide, Eagle Freedom Fund, Carefull & Alinea InvestNews from the week of April 11, 2025 included:ACI Worldwide Survey Shows Nearly 40% of Taxpayers Will Use Refunds for Debt ReliefEagle Freedom Fund Closes $18 Million in the First Investment Fund Dedicated to Tech Solutions Combating Human TraffickingCarefull Introduces ScamCheck Technology to Help Older Adults Amid Growing Scam ThreatsFintech Alinea Invest Raises $10.4 Million For Gen Z Wealth Platform
2025-04-1117 minBrand StoriesThomas LoFaso: Making Videos MarketableThomas LoFaso, Head of TLo Production, discusses how social media and video can help build a brand.
2025-04-0619 minFinancial Services News You Might Have MissedSEI Foundation, National Cryptocurrency Association, Advisor 360, & WissNews from the week of April 4, 2025, included:Sei Foundation Establishes US Non-Profit Foundation and Opens New York Office To Fuel Adoption and Growth in AmericaLargest Ever Study of Crypto Holders in the U.S. Finds 21% of Adults Use Digital AssetsAdvisor360° Launches Parrot AI™: A More Secure, Compliant Generative AI Assistant for Financial AdvisorsWiss Expands Financial Literacy Program to Help Students Build Stronger Financial FuturesShoutouts went to SheFi and Drew Boyer and his Hip Hop x Finance book.
2025-04-0415 minBrand StoriesMike Langford: Podcasting & Preparationfinserv Marketing's Founder Mike Langford defines his brand through preparation which leads to more interesting podcasts. He leverages this pre-planning to benefit his clients.
2025-03-3038 minFinancial Services News You Might Have MissedLincoln Financial, LRN Research, Primerica, Tabs, Rillet, & FidvisorNews from the week of March 28, 2025, includes:Lincoln Financial expands financial wellness solutions to empower employee wellbeingLRN Research Reveals Key E&C Challenges Shaping the Future of Financial Services IndustryPrimerica Household Budget Index™: Uncertainty Continues to Increase for Middle-Income Families Over Rising Cost of Necessities and Leveling of Income GrowthTabs and Rillet Partner to Build the Next-Generation Finance StackFidvisor and AffordaCare Partner to Deliver Comprehensive Financial and Healthcare Solutions at Zero Net Cost
2025-03-2820 minFinancial Services News You Might Have MissedAllstate, Kraken, JD Power, & TDNews from the week of March 21, 2025 included:Allstate survey: Americans express growing concern about their personal info at tax time – why identity protection may offer the best safeguardsKraken to Acquire NinjaTrader: Introducing the Next Era of Professional TradingYounger, Do-it-Yourself Investors Seek Human Financial Advice in Uncertain Economy, J.D. Power FindsTD Awards $4 Million to U.S. Nonprofit Organizations Supporting Small Business Owners
2025-03-2118 minBrand StoriesBrand Stories: The BeginningGet a glimpse into how Alexandra Zendrian, founder of AtoZ Communications and Editor-in-Chief of Brand News, created her brand.
2025-03-1804 minFinancial Services News You Might Have MissedBloxley, Marstone, Elm Wealth & FloatNews from the week of March 13, 2025 included:Bloxley Selects Mbanq to Power Its Vision for Effortless Stylish FinanceMarstone's Digital Tool Simplifying Investment Management Coming to Elevations' MembersElm Wealth's Haghani Shares Award for Uncovering Causes of Overnight Drift in Meme Stocks, BitcoinTwo Speed Economy Emerges as 42% of Canadian Businesses Take a 'Wait-and-See' to Tariffs, Float Report Finds
2025-03-1415 minFinancial Services News You Might Have MissedFlex, Take Charge America, Nitrogen & PractifiNews from the week of March 6, 2025 included:Flex Raises $225 Million in Equity and Debt Funding to Build All-in-One Business and Personal Financial Management Platform for Business OwnersDon't Fall for These Credit Card MythsNitrogen Introduces Nitrogen Risk Engine, Unlocking Proprietary Risk Number and Portfolio Analytics APIs for Tech-Savvy Financial Institutions & Wealth EnterprisesPractifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management
2025-03-0719 minFinancial Services News You Might Have MissedWealthspire Advisors, True Link, Gladstone Group & EmburseNews from the week of February 27, 2025 featured: Wealthspire Advisor's ASPIRE True Link Becomes Forbes Fintech 50 Company Gladstone Group's One-Stop Shop Emburse's AI Enhancements
2025-02-2816 min
Healthy Lifestyle with Lori AnneEpisode 293 Alexandra Zendrian From Reporter to PR Pro & Back Again 2-13-25HEALTHY LIFESTYLE with Host & America's #1 Take Action Success Coach & Strategist Lori Anne Casdia chats with ALesandra Zendrian (Allie) PR professional. Our discussion spaned discussions about when does someone know that they might need public relations services? When coaching clients to be interviewed by reporters, what are some of the top pieces of advice Aliie offers her clients. The state of journalism and public relations and why people switch between the two and the launch of her website Brand News. Alexandra Zendrian, more commonly known as Allie, is the founder of AtoZ Communications. A journalist turned public re...
2025-02-1542 minFinancial Services News You Might Have MissedElm Wealth, Diligent, Corporate Board Member, FTI Consulting, CFP Board & ExperianThe news from the week of February 13, 2025 featured: Elm Wealth Launches Dynamic Index Investing ETF With Industry-Leading Low Fee 76% of U.S. Corporate Directors Cite Growth as a Top Priority This Year, Outpacing Efficiencies and Cost-Cutting Study: Americans Working with CFP Professionals Enjoy Greater Financial Well-Being Experian: Financial Strain Leads to Breakups for More Than a Quarter of Americans
2025-02-1425 minFinancial Services News You Might Have MissedinterVal, Auquan, Take Charge America, FinQuery & Future Capital with Axos ClearingThe news from the week of February 7, 2025 featured:
interVal upgrades its business reports
Auquan's Sustainability Agent
Take Charge America offers free housing counseling and mortgage assistance services for California residents
FinQuery launches free CPE hub for accounting and finance professionals
Future Capital integrates with Axos Clearing
2025-02-0712 minFinancial Services News You Might Have MissedArchive Intel, Arteria AI, OneVest & The Helper BeesThis week's news features Archive Intel's latest capital raise, Arteria AI's new research arm and OneVest and The Helper Bees' latest capital raise.
2025-01-3112 minFinancial Services News You Might Have MissedAcquireUp, Wealthtender, Principal Financial Group & Fundraise UpThis week's episode features AcquireUp's new Express Digital offering, Wealthtender's new Testimonial Marketing Studio, Principal Financial Group's latest survey and Fundraise Up's capital raise.
2025-01-2414 minFinancial Services News You Might Have MissedGrant Thornton, Morningstar, CFP Board & iCapitalThis week's episode features news from Grant Thornton and its survey of technology chief financial officers, Morningstar's new direct advisory suite, the CFP Board's largest recruiting year and iCapital's acquisition of Parallel Markets.
2025-01-1718 minFinancial Services News You Might Have Missed512Financial, Citizens, Bitwise, Vettafi, & AnonybitThis week's episode features news from 512Financial, Citizens, Bitwise & Vettafi's latest survey and Fingerprint Cards & Anonybit.
2025-01-1021 minFinancial Services News You Might Have MissedJ.P. Morgan Wealth Management, Allianz Life, Future Capital & AstroPayThis week's episode features news from J.P. Morgan Wealth Management, Allianz Life, Future Capital and AstroPay.
2024-12-2021 minFinancial Services News You Might Have MissedSIGNiX, Interactive Brokers, Yooz & Smarsh with Brandon GaliciThis week we're joined by Brandon Galici of Galici Financial to give his take on my top financial services and fintech news picks from SIGNiX, Interactive Brokers, Yooz, and Smarsh.
2024-12-1314 min