Shows
Celebrity Estates: Wills of the Rich and FamousCelebrity Estates: Philanthropy, Legacy and Family Wealth with Philip RichterLegacy is often shaped less by what is given and more by how values are shared across generations.
In this episode of Celebrity Estates, wealth manager Philip Richter joins the show to explore philanthropy as a core part of estate planning and family decision-making. The conversation examines The Giving Pledge and how charitable intent, when left informal or unspoken, can lead to confusion, missed opportunities and misalignment among heirs.
Philip explains why separating legacy from inheritance helps families focus on purpose rather than dollar amounts. He also shares how donor-advised funds, private foundations and charitable...
2025-12-2230 min
WealthManagement EDGEWealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCrudenErnst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Cory McCruden, managing director of wealth and asset management at Ernst & Young, about the transformative potential of generative AI. From content creation to real-time insights for advisors, Gen AI is reshaping the financial landscape and it has become crucial for advisory firms to keep up with changing technology.
Specifically, Nabia and Cory discuss:
How content generation is revolutionizing the way advisors create custom, comp...
2023-12-0736 minWealthManagement EDGEWealthManagement EDGE Podcast: Toussaint Bailey on Unlocking Profit in Impactful Wealth ManagementTurning visions of impact investing into actionable and profitable solutions.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Toussaint Bailey, founder and CEO of Uplifting Capital, on why he chose his career path, moving from lawyer to investment firm executive. From books to conversations, Toussaint researched the issues and causes near to his heart and brought them into focus within the wealth management industry.
Specifically, Nabia and Toussaint discuss how:
Impact investing can align with capitalism, providing market-rate returns while addressing global chal...
2023-11-0928 minWealthManagement EDGEWealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong LearningCareer shifts and mentorships keep Jamie Hopkins facing forward.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston asks Jamie Hopkins about his recent transition from his role at Carson Group, a role he cherished, to SVP and director of private wealth management at Bryn Mawr Trust. They also discuss what it means to provide a community of support and mentorship to young professionals through the FinServ Foundation.
Specifically, Nabia and Jamie discuss:
Jamie’s career transition insights and embracing new challenges in finance
Impactful success stories from Carson Grou...
2023-11-0231 minWealthManagement EDGEWealthManagement EDGE Podcast: Breaking Conventions for Inclusive Equity with Dana WilsonFrom finance to fintech disruption, CHIP founder Dana Wilson redefines fear and empowers change.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper). Dana’s journey from banking to fintech innovation is a remarkable one. With awards for diversity and inclusion, as well as thought leadership, she’s been recognized as a “One To Watch” in Fintech by Money 20/20. Known as the mastermind behind “Dana Disrupts” (@DanaDisrupts), she offers unique insights into reshaping the financial sector to be more inclusive...
2023-10-1928 minWealthManagement EDGEWealthManagement EDGE Podcast: Casting a Bold and Impactful Vision with Aisha HuntIn this next episode of the WealthManagement EDGE Podcast, Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Aisha Hunt, founder of law firm Kelley Hunt & Charles, talk about legal changes in the way we do business, gaining a perspective on diversity and inclusion, and emphasizing the need to create an inclusive, mutually beneficial financial landscape.
Aisha brings over two decades of experience in her role as principal of KHC, a majority women- and minority-owned law firm that specializes in helping asset managers bring legal and business aspects together. Here, she discusses the firm’s invol...
2023-10-1224 minWealthManagement EDGEWealthManagement EDGE Podcast: Retirement, Annuities, and Regulation UnveiledProtecting the average retiree in a confusing landscape of investment planning vs. financial planning.
In this episode of the WealthManagement EDGE Podcast Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Michelle Richter-Gordon, co-founder, Annuity Research and Consulting, explore fiduciary roles and regulatory definitions in the financial world. They unveil the impact of misaligned titles, where financial and investment advisors differ, and the necessity for wealth management.
Specifically, they cover:
Fiduciary roles in financial management
Differences between financial and investment advisors
The importance of wealth management
The significance of insurance and annuities in retirement pla...
2023-10-0529 minWealthManagement EDGEWealth Management EDGE Podcast: Marguerita Cheng’s Journey: Thriving as a Financial AdvisorReaching career heights and client goals on the road to success.
In this episode of WealthManagement Edge, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.
Specifically, Nabia and Marguerita discuss:
Building credibility before entering the financial planning profession.
The importance of authenticity and Inclusivity in creating judgment-free spaces for clients to openly...
2023-09-1430 minWealthManagement EDGEWealth Management EDGE Podcast: LPL Financial’s Marc Cohen on Unlocking Growth in Wealth ManagementWhat will be the winning strategies behind growth and success in the future of wealth management?
In this episode of the Wealth Management Edge podcast, Mark Bruno, managing director of the wealth management group at Informa talks with Marc Cohen, executive vice president at LPL Financial about the future of wealth management, mergers and acquisitions, and effective technology and workflow management will drive a new wave of growth in the advice industry.
Specifically, Mark and Marc discuss:
How specific technology utilization, time management, and diverse team collaboration can create capacity and leverage to add mo...
2023-09-0734 minCelebrity Estates: Wills of the Rich and FamousEp 60 – Audrey Hepburn: When Secrets Destroy A FamilyEncore Presentation David Lenok, senior editor at WealthManagement.com, is joined by Dr. Denise Federer, speaker, consultant, coach, psychologist, author, and founder of the Federer Performance Management Group (FPMG) as they discuss the impact of families not having those difficult conversations about their money and wealth. This episode focuses on an icon from Hollywood’s Golden Age, … Read More Read More
2022-01-0329 minCelebrity Estates: Wills of the Rich and FamousEp 59 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan GormanIn this episode’s encore presentation, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only … Read More Read More
2021-12-2030 min
Wealthies CircleGrow Your Brand Without Giving It Up with Carolyn ArmitageMore and more financial advisors are outsourcing various aspects of their business, from compliance and HR to asset management and back office work. Finding an ethical company that can provide all this without taking over your brand can be a great option for growth.
In this episode, Davis Janowski is joined by Carolyn Armitage, head of Thrivent Advisor Network. Thrivent has been named one of the world’s most ethical companies 10 years in a row by the Ethisphere Institute. Thrivent provides financial advisors with a partner that they can outsource as much or as little as they ne...
2021-12-1015 minWealthies CircleAdapting To Change With Fidelity Investments’ Amanda Robinson and Bill SperaThe needs and demands of younger generations of clients are changing dramatically, and advisors are going to have to change and evolve with them. And adapting to prospect and client expectations will change how financial advisors market their services as well.
In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by Amanda Robinson, director of model portfolios business development and Bill Spera, director of market research at Fidelity Investments. They discuss what Fidelity research has shown are some of the key differences between Gen X, Y and Z expectations as compared to their...
2021-12-0313 minWealthies CircleA Look Into 2022 for Financial Advisors with John Pierce of CeteraAs we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022.
In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of business development at Cetera Financial Group to talk about what his firm is doing on many fronts to both help advisors grow and assist them in their work with clients to establish the best version of their own financial wellbeing.
In this episode, you will learn:
About some of the many challenges Cetera is...
2021-11-1920 minWealthies CircleThe Tools Of The Trade with Kristi Rodriguez and John CarterA financial advisor’s toolkit should consist of two parts: the tools to build a client’s optimal financial plan and the empathy to relate to the client’s wishes, both in and outside of the office.
In this episode, David Armstrong is joined by Kristi Rodriguez, SVP of Nationwide Retirement Institute and John Carter, president of Nationwide Financial. Kristi and John discuss how advisors can provide additional value to their clients through diverse markets and with a sense of empathy for their needs and wishes.
In this episode, you will learn:
The challenges adviso...
2021-11-1133 minWealthies CircleThe Virtual Connection with Shannon SpotswoodThe past year and a half has taught us that virtual platforms need to be available for advisors to stay in contact with their clients. How can advisors leverage new technology to create the optimal client experience?
In this episode, David Armstrong is joined by Shannon Spotswood, president of RFG Advisory, a two-time finalists for the non-custodial RIA support platform at the Wealth Management Industry Awards. Shannon discusses how technology changed the way advisors interact with clients and the future of advisory platforms.
In this episode, you will learn:
Why RFG Advisory decided, six...
2021-11-1159 minWealthies CircleSuccession Planning with Key Family Wealth Management’s Jeff GettyThere are approximately 390,000 businesses in the U.S. with under $100 million in enterprise value, and some 65% of those closely held firms are expected to change hands in the next ten years, passing from baby boomer owners and entrepreneurs to the next generation of owners.
In this episode, David Armstrong is joined by Jeffrey Getty, an advisor for Key Banks Family Wealth Consulting Team and 2021 Industry Award winner for their business advisory services initiative at family offices.
In this episode, you will learn:
Common mistakes made by business owners when preparing for succession
Why only...
2021-11-1140 minWealthies CircleThe Future Of Technology Is Now with Jack SwiftPersonalization and artificial intelligence are buzzwords advisors are hearing all the time these days but few have real access to either.
In this episode, Wealth Management Senior Technology Editor Davis Janowski is joined by Jack Swift, senior partner and president of The TIFIN Group. Jack dives into financial technology and artificial intelligence, detailing how the nine business units in the group use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.
In this episode, you will learn:
How The TIFIN Group’s nine business uni...
2021-11-0425 minCelebrity Estates: Wills of the Rich and FamousEp 54 – James Brown: Philanthropy After Death With Robert StraussIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Robert Strauss, shareholder and director of Weinstock Manion, specializing in guiding high net worth families, business owners, and real estate developers through the complex process of estate and wealth transfer planning. Today’s celebrity example is the estate of legendary musician and American icon … Read More Read More
2021-10-1130 minWealthies CircleThe Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve LeiventIn this episode, David Armstrong is joined by Steve Leivent, the SVP and co-general manager of SS&C Advent’s Advisory business, to discuss his firm’s recognition in the Wealthmanagement.com Industry Awards for the Technology Category of Rebalancing and Client Portals for their Black Diamond Wealth Platform.
In this episode, you will learn:
Steve Leivent’s background and role with SS&C Advent
The advisor problem Black Diamond is trying to solve
How continuous advisor feedback helps guide the iterations of Black Diamond
The future of technology integration in advisor workflows
Which areas of technol...
2021-09-2233 minCelebrity Estates: Wills of the Rich and FamousEp 51 – Preserving Your Inherited Collectibles with Barbara ArcherIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with Barbara Archer, managing director and partner at Hightower. David and Barbara speak about Barbra’s story of researching, purchasing and preserving art that can be shared with the world. Today’s celebrity example begins with Lilly Pulitzer. Lilly quickly grew to fame through her fashion and … Read More Read More
2021-06-2825 minCelebrity Estates: Wills of the Rich and FamousEp 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick KahlerIn this episode, David Lenok, senior editor at WealthManagement.com, sits down with Rick Kahler, president of Kahler Financial Group, as they dive into the subconscious mind around money. Today’s celebrity example is Warren Buffett and his interesting relationship with money. Buffett, once the most wealthy man in the world, now sits in 7th place. It … Read More Read More
2021-06-0728 minCelebrity Estates: Wills of the Rich and FamousEp 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan GriffithIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Dan Griffith, senior vice president and director of wealth strategy at Huntington Private Bank. Today’s celebrity example is brought to you by Clare Bronfman. We discuss Clare’s journey into using generational wealth to fund a company with negative ties. We use this infamous … Read More Read More
2021-05-2436 minCelebrity Estates: Wills of the Rich and FamousEp 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin DonohueIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with Rob Wermuth, senior partner and Kevin Donohue, partner at the Pennsylvania-based firm Legacy Planning about the intricacies of estate planning. Today’s celebrity estate example is brought to us by Playboy Magazine founder and figurehead Hugh Hefner. Through the use of trusts, prenups and taking … Read More Read More
2021-04-2626 minCelebrity Estates: Wills of the Rich and FamousEp 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex WeingartenIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Alex Weingarten, partner at Venable LLP, where he is a commercial trial lawyer who represents clients in all facets of entertainment, probate and business litigation. Today’s celebrity example is Aretha Franklin; we discussed her estate in episode 8 and at that time it … Read More Read More
2021-04-1232 minCelebrity Estates: Wills of the Rich and FamousEp 46 – Advising Entertainment Industry ClientsDavid Lenok, senior editor at WealthManagement.com, is joined by Jeff Fishman, founder and managing member of JSF Financial, a financial firm that specializes in working with high profile clients and those in the entertainment industry. Unlike our other episodes focusing on the estates of celebrities who have passed, this episode is all about advising those … Read More Read More
2021-03-2223 minCelebrity Estates: Wills of the Rich and FamousEp 45 – Larry King: Get Your Financial House In Order –– With Megan GormanIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about the issues surrounding the celebrity estate of none other than legendary talk show host Larry King. There was an estate plan, multiple children from multiple marriages, a holographic will written after filing for divorce, and … Read More Read More
2021-03-0830 minWealthies CircleGrowing The RIA Space — with Guest Cheryl NashIn this episode, David Armstrong is joined by the CEO of Tegra118, Cheryl Nash, as they discuss the changes that the company went through in 2020 and what creative challenges are planned for the future.
In this episode you will learn:
How Tegra118 has evolved in the year following the Motive Partners investment.
How recent acquisitions and partnerships set up Tegra118 for the RIA space.
How using risk capabilities will help their clients.
Why the diversity and inclusion needle moves slowly in the wealth management industry.
Resources: WealthManagement.com | Tegra118 | Cheryl Nash
2021-02-2532 minCelebrity Estates: Wills of the Rich and FamousEp 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien MartinToday, David Lenok, senior editor at WealthManagement.com, is joined by Damien Martin, tax partner at BKD CPAs and Advisors. This episode focuses on the father of rock ‘n roll, Chuck Berry, the legendary musician who worked up into his 80’s, amassing a sizable estate upon his death in 2017 at the age of 90, despite … Read More Read More
2021-02-2227 minWealthies CircleAdvisor Digital Transformation with Pershing – With Claire SantanielloIn this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results.
In this conversation, you’ll learn:
How COVID-19 has enhanced Pershing’s digital approach for advisors
How Pershing utilizes a streamlined and paperless workflow for advisors and their clients
E-signature, e-delivery, and digital authorizations: Pershing’s technique to digitalize deposits, account openings, and maintenance
The role of education in enhancing the advisor-related digital experience
How Pershing’s API integration platform boosts...
2021-02-1816 minWealthies CircleReal-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan RapoportIn this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisories, and their clients. Evan also explains SMArtX’s very unique cryptocurrency infrastructure.
In this episode, you’ll learn:
How SMArtX’s managing account technology helps advisors rebalance their workflow
The role of the firm’s UMA platform when it comes to ETFs, mutual funds, and SMAs
How technology serves as a model to manage individual equities and portfolios
SMArtX’s cryptocurrency infrastructure and how advisors are...
2021-02-1148 minWealthies CircleData vs Documents; The Battle Within The Financial Services Industry – with David KnochIn this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and automating front to back office wealth management operations.
In this episode, we discuss:
How Docupace can help a financial advisor whether they are part of a large IBD or if they are a small RIA
David’s view on how the industry handled the rollout of Reg BI (Regulation Best Interest)
The steps Docupace is taking with compliance to keep advisors on track
How is Docupace alleviating the need for “repapering”
Why “document manageme...
2021-02-0434 minCelebrity Estates: Wills of the Rich and FamousEp 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise FedererDavid Lenok, senior editor at WealthManagement.com, is joined by Dr. Denise Federer, speaker, consultant, coach, psychologist, author, and founder of the Federer Performance Management Group (FPMG) as they discuss the impact of families not having those difficult conversations about their money and wealth. This episode focuses on an icon from Hollywood’s Golden Age, the legendary … Read More Read More
2021-02-0129 minWealthies CircleLeading the Way for the Next Generation – with Jennifer BacarellaIn this episode, David Armstrong is joined by Jennifer Bacarella, director of firm development at Sigma Financial, as they discuss how Sigma Financial is leading the industry by helping to cultivate and develop the next generation of advisors.
In this episode, we discuss:
What is the Next Gen Fusion Program
The skills not taught that every emerging finance student needs to know
Where are the schools falling short
What are some ways to infuse new blood into the industry
How Sigma is giving back to military veterans
Resources: WealthManagement.com | Sigma Financial| Jennifer Bacarella
2021-01-2837 minWealthies CircleJoining a Broker Dealer Firm — with Guests Tim Edwards and Tony MontanariIn this episode, David Armstrong is joined by Prospera Financial Services’ Tim Edwards, principal and Tony Montanari, vice president of business development, as they discuss what you can expect when you join the firm as an independent advisor. They dive into conversation about what Propera has to offer and Tony shares insight from an advisor’s perspective.
In this episode you will learn:
The background of Prospera Financial Services
About Prospera’s fundamental behaviors program
How Prospera created their core engine software
Tony’s experience as an advisor working with Prospera
And more!
Tune in now to discover wha...
2021-01-2137 minCelebrity Estates: Wills of the Rich and FamousEp 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher MelcherIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Christopher Melcher, partner at Walzer Melcher LLP where they focus on complex family law litigation and premarital agreements of high net worth individuals. Today’s celebrity example is Jack Cassidy; an American actor and singer known for his works in theatre, tv and film. … Read More Read More
2021-01-1821 minWealthies CircleBuilding a Community of Advisors — with Guest Luke WinskowskiIn this episode, David Armstrong is joined by Luke Winskowski, Senior Vice President, Advice & Wealth Management at Thrivent, to discuss the work Thrivent is doing to bring together a community of advisors and provide them with the tools they need.
In this episode you will learn:
The background of Thrivent Advisor Network
How Thrivent brings together a community of advisors
Ways that Thivent brings faith into financial discussions
How Thrivent helps advisors with succession planning
And more!
Tune in now as we uncover Thrivent’s aim to create a network of advisors where individuals are provided with...
2021-01-1430 minWealthies CircleSuccession Planning in Wealth Management – with Guest Ric EdelmanIn this episode, David Armstrong is joined with Ric Edelman, founder of Edelman Financial Engines, as they discuss the succession planning that financial advisors should be doing in order to keep up with the changing industry.
In this episode, we discuss:
The results from a survey Edelman Financial Engines completed to uncover the impact of the COVID-19 pandemic
The changing advisory model since COVID-19
How the financial Advising role might change as the industry changes
What the market may look like for younger advisors in the financial industry
And more!
Tune in to learn what succ...
2021-01-0735 minWealthies CircleThe Future of the Financial Advising Industry – with Guest Eric ClarkeIn this episode, David Armstrong is joined by Eric Clarke, the CEO of Orion Advisor Services. David and Eric dive into their thoughts about the future of financial advising and how COVID-19 has changed the course of the industry.
In this episode, we discuss:
How COVID-19 has changed the way that Orion does work
What Marketer is and how it works
Orion’s COVID-19 social media campaign
What the future looks like for the financial management industry
And more!
Tune in as we uncover what the future might hold for financial advising and changes are coming...
2020-12-3130 minCelebrity Estates: Wills of the Rich and FamousEp 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan GormanIn this episode, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only estate documentation … Read More Read More
2020-12-2830 minWealthies CircleTechnological and Investment Solutions with Vestmark – With Rob KlapprodtIn this episode, David Armstrong speaks with Rob Klapprodt, corporate strategy officer at Vestmark. Rob shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors, and their clients.
In this conversation, you will learn:
Vestmark’s commitment to delivering investment solutions to clients
How the firm uses outsourcing as a benefit for them and their clients
Rob’s take on how Adhesion Wealth supports Vestmark with customer support models
Vestmark’s approach to compliance solutions
And more!
Tune in to learn how technology and outsourcing solutions can help you achieve a long-term t...
2020-12-2426 minWealthies CircleCreating Programs for Advisors at Janney Montgomery Scott – With Guest Tony MillerIn this episode, David Armstrong is joined by Tony Miller, chief administrative officer at Janney Montgomery Scott as they discuss the programs that led Janney to be recognized as a finalist in this year’s WealthManagement.com Industry Awards.
In this conversation, you’ll learn:
What Janney Montgomery Scott does as a firm
What the Women’s Interactive Network is at Janney and how it was created
The success of Janney’s Private Client Associate Development Program
What is to come for Janney Montgomery Scott
And more!
Tune in now to learn more about the programs...
2020-12-1734 minCelebrity Estates: Wills of the Rich and FamousEp 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian WeinerIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with Brian Weiner, Founder and Managing Partner of Audent Family Wealth Advisors. As managing partner, Brian leads the family offices service program, CIO Platform and next generation education program. This episode focuses on world famous singer/songwriter, dancer, and the king of pop himself Michael Jackson. … Read More Read More
2020-12-1424 minWealthies CircleManaging Financial Risk with Riskalyze – With Guest Aaron KleinIn this episode, David Armstrong, executive director of content at WealthManagement.com,speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firm’s digital technology designed to help financial advisors and their clients manage risk.
In this episode, you’ll learn:
How Riskalyze’s Life Alignment software, portfolio analytics, and investment research help advisors and their clients manage risk
About the firm’s spreadsheet that promises to efficiently keep up with custodial workflow
Riskalyze’s advisor questionnaire-approach for client risk assessment calculation
Aaron’s take on their Volatility Resource Kit as volatility and pandemic-relief...
2020-12-1031 minWealthies CircleDigital Solutions For Professionals with Fidelity – With Guest Lisa BurnsIn this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa introduces the firm’s technological integration system available for financial professionals while referring to Fidelity’s technology consultants that work with clients to optimize the use of digital tools.
In this conversation, you’ll learn:
The details of Fidelity’s Health Savings Account as a solution for clients to prepare for the rising cost of healthcare and retirement
How the company uses its Wealthscape onboarding platform for a seamless client onboarding process
What the...
2020-12-0331 minCelebrity Estates: Wills of the Rich and FamousEp 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda KoplinToday, David Lenok, senior editor at WealthManagement.com, is joined by Amanda Koplin, LPC, a mental health entrepreneur who is the founder and CEO of Koplin Consulting. This episode focuses on legendary comedic actor Robin Williams’ tragic suicide and the shocking, unspoken truth about male suicide statistics. Notably, the victims –– namely middle-aged white men –– … Read More Read More
2020-11-3019 minWealthies CircleReps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael LomasIn this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services’ owner and partner, Michael Lomas about everything from Medicare, Social Security and college planning. Mike reveals why his firm is a “one-stop financial shop” and why it resonates with the firm’s marketing, compliance, and “reps help reps” vision.
In this conversation, you’ll learn:
Mike’s insight on Peak Reps’ as a “one-stop financial shop” that creates a virtually-connected atmosphere for advisors
Peak Reps’ family-like approach to educate advisors to get out there and grow their practice
How Mike’s firm uses workshops, online pl...
2020-11-2535 minWealthies CircleHelping Advisors Make A Move to Independence with Goldman Sachs Private Bank Select – With Guest Gary BassoIn this episode, David Armstrong, editor in chief at WealthManagement.com speaks with Gary Basso, head of distribution and institutional sales at Goldman Sachs Private Bank. Gary discusses the firm’s tech and digital banking strategy for independent advisors and clients and how the company’s securities-based lines of credit allow borrowers to access cash without liquidating their investment portfolios.
In this conversation, you’ll learn:
How Goldman Sachs Private Bank Select approaches technology and digital banking for liquidity and line of credit purposes
The firm’s tech commitment for high-speed loan processing
How clients and independent...
2020-11-1922 minCelebrity Estates: Wills of the Rich and FamousEp 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James BertlesIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by James Bertles, managing director at Tiedemann Advisors and head of the firm’s Palm Beach office. Today’s celebrity example is Tom Carvel, the creator of soft serve ice cream and one of the founding fathers of the franchise system in America. Thinking he was … Read More Read More
2020-11-1634 minWealthies CircleOptimize The Growth and Profitability of your Business with LPL Financial – With Guest Rich SteinmeierIn this episode, David Armstrong, editor in chief at WealthManagement.com, talks to LPL Financial’s Rich Steinmeier. Today, Rich discusses the firm’s tech strategy for business owners and independent advisors. While it allows business owners to reach their business goals, it allows advisors to secure their and their client’s financial path.
LPL is a three-category finalist for 2020’s WealthManagement.com industry awards.
In this conversation, you’ll learn:
The firm’s CFO Solutions as a tool for advisors and business owners designed to cut expenses and maximize profit
LPL Financial’s technological app...
2020-11-1229 minWealthies CircleAddressing Systematic Volatility with Hercules Investments – With Guest James McDonaldIn this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Hercules Investments’ James McDonald. Today, James not only discusses all things volatility but also explains different risk-related techniques professionals can use to keep clients comfortable with their portfolios in the market. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager.
In this conversation, you’ll learn:
How Hercules Investments capitalizes on systematic volatility
The company’s risk hedging technique designed to help financial advisors and clients
How James McDonald’s firm helps financial advisors grow their prospects
Hercules Investments’ ideal client as...
2020-11-0527 minCelebrity Estates: Wills of the Rich and FamousEp 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan GormanIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management. The celebrity examples in this episode are Ric Ocasek and his third wife, Paulina Porizkova. Ric Ocasek was an American musician who was most well known as the co-lead vocalist, rhythm guitarist, and songwriter for the … Read More Read More
2020-11-0223 minWealthies CircleLaserfiche’s Award-Winning Vault and Cloud System –– With Linda Ding & Justin PavaLaserfiche provides intelligent content management and business process automation to boost productivity, scale your business, and deliver a digital-first customer experience.
In this episode, David Armstrong, editor-in-chief at Wealthmanagement.com, talks to Linda Ding and Justin Pava about Laserfiche’s award-winning vault and cloud platform and how it helps financial professionals with their document management.
In this episode, you’ll learn:
How Laserfiche’s vault and cloud system can better archive, automate, and organize your financial practice
Why broker-dealer compliance is a breeze with the firm’s vault integration
About the company’s AI automatic cap...
2020-10-2939 minWealthies CircleNew 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci SkidgelThe new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances.
In this episode, David Armstrong, editor in chief at Wealthmanagement.com, talks to Jon Anderson and Kaci Skidgel. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness programs and how they can help improve financial outcomes while reducing its stress implications.
In this episode, you’ll learn:
How the 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship
How financial professionals can set their service c...
2020-10-2227 minCelebrity Estates: Wills of the Rich and FamousEp 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee ThoreenIn this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Vivian Lee Thoreen of Holland & Knight. The celebrity example in this episode is Richard Pryor, an American actor, writer, and one of the most influential standup comedians of all time. Richard was married five times and fathered seven children from six … Read More Read More
2020-10-1926 minWealthies CircleAdvanced Technology for Advisors with PractifiWith headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there.
Listen in as David Armstrong, Editor and Chief at Wealthmanagement.com, and Practifi’s Co-Founder & Chief Commercial Officer, Adrian Johnstone, talk about his company’s technological customer relationship management (CRM) approach and the advanced platform-building experience.
In this episode, you’ll learn:
How Practifi can help financial advisors achieve an integrated professional experience
Ways the firm’s technology better connects remote-located workforce
The company’s automation and customization a...
2020-10-1532 minWealthies CircleSimplify Your RIA Life — With Yang Xu of TradingFrontIn this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution. TradingFront was a finalist in two categories at this year’s Wealthies in the categories of Client Onboarding and Client Portal Technology. Yang has also been recognized as one of the “Ten to Watch for 2021” by wealthmangement.com.
In this episode, you’ll learn:
How the idea came about for the creation of TradingFront
What exactly does TradingFront do for RIA’s
Which type of advisors are ideal clients for TradingFront
What does TradingFron...
2020-10-0833 minCelebrity Estates: Wills of the Rich and FamousEp 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline BevilaquaIn this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Jacqueline Bevilaqua, a tax, trust and estates associate at Katzy Korins. The celebrity example in this episode is actor Chadwick Boseman, who was best known for portraying heroes, specifically Black heroes, in films, such as “42,” “Get On Up,” “Marshall,” and, of … Read More Read More
2020-10-0519 minWealthies CircleMake a Unique Portfolio for Every Single Client –– With Jonathan Hudacko of Just InvestIn this episode, David Armstrong, editor and chief at Wealthmanagement.com, talks to Jonathan Hudacko, CEO of Just Invest.
Just Invest strives to deliver the best that modern finance can deliver to its clients. It’s a mandate that has earned them three finalist spots in this year’s Wealthies. In fact, they brought home the win for their ESG Reporting in the category of Asset Managers: Socially Responsible Investing(SRI)/Impact Investing.
In this episode, you’ll learn:
How Just Invest distinguishes between ESG and SRI
What problems Just Invest solves for advisors
What di...
2020-09-2927 minCelebrity Estates: Wills of the Rich and FamousEp 34 – Luke Perry: Replenishing the Earth in a Mushroom SuitIn this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Megan Gorman, founder of Chequers Financial Management, to discuss the perfection that was Luke Perry’s estate and funeral plan. American actor and teen idol, Luke Perry, was best known as “bad boy” Dylan Mckay on the TV series Beverly Hills, 90210. When … Read More Read More
2020-09-2130 minCelebrity Estates: Wills of the Rich and FamousEp 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be RememberedWhen you realize your client is living beyond their means and creating nothing but headaches for the executor of their estate, how can you help? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Mark Brandenburg, an attorney who focuses on estate planning, estate administration, and probate law. The celebrity example of today’s … Read More Read More
2020-09-0725 minCelebrity Estates: Wills of the Rich and FamousEp 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl FioreAre your clients charitably inclined, but also want to provide for their heirs? There may be a way to do both, while saving on taxes. In this episode, David Lenok, senior editor at WealthManagement.com, talks to Carl Fiore, a managing director in the Andersen U.S. National Tax office, about how wealthy people are saving their … Read More Read More
2020-08-2424 minCelebrity Estates: Wills of the Rich and FamousEp 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)Most people believe their marriages will last forever. But whether their marriage endures or ends, it’s in your clients’ best interests to have a prenuptial agreement –– especially if the split isn’t amicable In this episode, David Lenok, senior editor at WealthManagement.com, talks with Aviva Pinto, a managing director at Wealthspire Advisors. This episode is … Read More Read More
2020-07-2740 minWealthies CircleEp 10 – RPA is Tying Your Documents Together — With Linda DingIs technology becoming more of a hindrance than a help? Are you looking for something to tie all your document-centric processes together so you have more face time with your clients?
In this episode, Tim Welsh, president of Nexus Strategy, speaks with Linda Ding, Director of Strategic Marketing at Laserfiche. Laserfiche won an Industry Award in 2019 for Technology Providers: Documentation Management with their Robotic Process Automation (RPA) Initiative.
In this episode, you will learn:
How Laserfiche allows advisors to streamline their document processing
Why integration is at the top of the list of tech ch...
2020-07-1620 minCelebrity Estates: Wills of the Rich and FamousEp 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in OneAre your clients thinking about investing in wine? Wine is a true portfolio diversifier, but there are a few things your clients should know first. In this episode, David Lenok, senior editor at WealthManagement.com, talks to Tom Gearing, CEO and co-founder of Cult Wines Limited, about investing in wine. This topic is inspired by golf … Read More Read More
2020-07-1333 minCelebrity Estates: Wills of the Rich and FamousEp 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for CollectiblesCollectibles have different values depending on who collected them, who owns them, and who wants them. In this episode, David Lenok, senior editor at WealthManagement.com, talks again with Sarah McDaniel, a CFA and managing director who heads the Wealth Strategies Group and Advanced Planning Centers at Morgan Stanley. Together, they discuss estate planning for collectibles. … Read More Read More
2020-06-2936 minWealthies CircleEp 8 – Tech Opportunities for Today’s Advisors –– With Michelle FeinsteinWith everything going on in the world today, are you struggling to choose the platform right for you? Find a partner to help you navigate the digital tools required to give your all to that client experience.
In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Michelle Feinstein, a director in technology at BNY Mellon Pershing. Pershing won two Wealthies in 2019: one in the Custodians Corporate Social Responsibility/Diversity category for Pershing’s Financial Literacy Program and the second one in the Technology Providers: Innovative Platforms category for their investor bio...
2020-06-1825 minCelebrity Estates: Wills of the Rich and FamousEp 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)The millennial generation is simultaneously the most talked about, sought after, and yet curiously underserved demographic in the financial planning industry. In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Douglas Boneparth, founder of Bone Fide Wealth. They discuss how today’s financial advisors can appeal to millennials –– and why bringing in … Read More Read More
2020-06-1533 minWealthies CircleEp 7- Tech Assisting Advisors Now More Than Ever — With Stuart DePinaDo you struggle with being able to connect with your clients? Did you know that AI enables advisors to stay in touch with their clients in any space the client chooses? Are you ready for that?
In this episode, David Armstrong, Editor in Chief at Wealthmanagement.com, speaks with Stuart DePina, Chief Executive at Envestnet Data & Analytics. Envestnet won a Wealthies award in 2019 for TAMPs: Model Marketplaces – Multi-Asset Strategist Due Diligence Reports, they were also finalists in several other categories.
In this episode, you will learn:
How Envestnet strives to make the Model Marketplace bette...
2020-06-0428 minCelebrity Estates: Wills of the Rich and FamousEpisode 26: How to Make Your Family Business Last –– With Mitzi PerdueOnly one-third of family businesses make it to the next generation. What are you doing today to help your family business last? In this episode, David Lenok, senior editor at WealthManagement.com, has the pleasure of speaking with Mitzi Perdue, a businesswoman, author, and professional public speaker. Mitzi is also the daughter of Sheraton Hotel’s co-founders … Read More Read More
2020-06-0136 minWealthies CircleEp 6- Bringing You the Latest in Innovation- Jon PatulloIn this episode, David Armstrong Editor in Chief of Wealthmangement.com, talks with Jon Patullo, from TD Ameritrade, who won a 2019 Wealthies award for Chief Technology Officer of the Year (Custodians est $25B and over). They go in-depth about the technological innovations that TD Ameritrade has implemented for its over 7000 advisors utilizing 175 different integrations under the umbrella of their VEO One platform.
In this episode, you will learn:
How did TD Ameritrade revolutionize tech for advisors
What are advisors looking from technology
What does the desktop of the future look like for advisors
How companies use...
2020-05-2122 minCelebrity Estates: Wills of the Rich and FamousEp 25 – Prince: Nothing Compares 2 Having a Proper Estate PlanYour clients’ beneficiaries will have a lot of unintended expenses if your clients don’t take the right estate-planning steps –– especially if the plan is nonexistent. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about what happens to an estate when there is no … Read More Read More
2020-05-1931 minCelebrity Estates: Wills of the Rich and FamousEp 24 – Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline BevilaquaIt’s surprisingly easy to have estate planning documents and wills modified or overturned. Can your clients be assured that their estate planning documents will be enforced after they’re gone? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with three-time guest, Jacqueline Bevilaqua, an associate at Katsky Korins, about what can happen to a … Read More Read More
2020-05-1124 minWealthies CircleEp 5 – Providing a Better Advisor & Client Experience – Steve LeiventIn this episode, Tim Welsh, President of Nexus Strategy and consultant to the Wealthies, speaks with Steve Leivent Senior VP at SS&C Advent Advisory responsible for the business development of Black Diamond. In 2019, SS&C Advent was a double Wealthies winner. They won an award for their Best Client Portal – Black Diamond Wealth Platform as well as Best Portfolio Management, Accounting, and Performance Reporting – Black Diamond Wealth Platform.
In this episode, you will learn:
How SS&C is continuing to assist advisors with their client experience
From the tech perspective, what are some of the advi...
2020-05-0721 minCelebrity Estates: Wills of the Rich and FamousEp 23- George Steinbrenner and the Value of Flexibility –– With Amy CastoroAre you willing to let your children take the reigns of the family business? Giving your children the space to try and make their own mistakes as they learn will help you identify who is ready to take on the family business. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest … Read More Read More
2020-04-2728 minWealthies CircleEp 4: Are You Automating These 5 Critical Growth Objectives Yet? –– With Robert Sofia of Snappy KrakenAre you automating your high-value and time-consuming activities so that you can focus on what your most qualified to do?
In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with the co-founder and CEO of Snappy Kraken, Robert Sofia. Snappy Kraken won two Wealthies in 2019: Social Media Leadership for their Visual Insights Digital Campaigns and the other for Chief Marketing Officer of the Year. Now, Robert uncovers valuable practices that advisors can automate and why he believes we’re close to a time when spending hours on a financial plan will be...
2020-04-2328 minCelebrity Estates: Wills of the Rich and FamousEp 22 – Steve Jobs: Dying with Digital Assets with Karin PrangleyWhether you know it or not, you have digital assets, your email, your photos, all your social media accounts. Those are your digital assets. What happens to those accounts when you die? In this episode, David Lenok, senior editor at WealthManagement.com, is talking with Karin Prangley, Senior Vice President Private Wealth Management at Brown Brothers … Read More Read More
2020-04-1334 minWealthies CircleEp 3 – Use Technology to Start Conversations About Longevity –– With Kevin Ruth of Whealthcare PlanningPeople are more inclined to be truthful when they’re telling their answers to a computer rather than to a person. With that said, are you using technology to help you gather client information about important, but challenging, topics?
In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined by Kevin Ruth, the interim CEO of Whealthcare Planning. Whealthcare Planning scooped multiple 2019 Wealthies, including one in the Thought Leadership category for their Whealthcare Academy and Education Center. Now, Kevin explains how advisors can use technology to gather information from their cl...
2020-04-0927 minWealthies CircleEp 2 – Delegate to Technology With Betterment For Advisors — With Jon MauneyAre you still manually rebalancing your clients’ portfolios? Consider delegating these types of tasks to technology.
In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Jon Mauney, the general manager at Betterment For Advisors. Betterment For Advisors won a Wealthies award in 2019 in the Technology Providers: Digital Advisors category for their Dimensional Funds portfolio-construction tool. Now, Jon shares how Betterment For Advisors is leading the way for advisors to improve their technology game for the next generation of clients.
In this episode, you will learn:
How Betterment For...
2020-03-2619 minCelebrity Estates: Wills of the Rich and FamousEp 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott SteinerToo many people are oblivious to the estate tax. But as an advisor, you’re perfectly positioned to help your clients avoid passing on a tax bill to their heirs. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Scott Steiner of Calamos Wealth Management about what you can do to make your clients … Read More Read More
2020-03-1630 minWealthies CircleEp 1 – Create Fearless Investors With Riskalyze — With Aaron KleinWelcome to the WealthTech Winners Circle Podcast! This is the show that explores solutions to the technological challenges that impact today’s financial professionals.
In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, is joined by Aaron Klein, CEO of Riskalyze. Riskalyze took home multiple Wealthies in 2019, including a win in the Technology Provider: Risk Tolerance and Client Servicing category for The Riskalyze Experience. Now, Aaron shares how advisors can use Riskalyze to transform fear-bound investors who make bad short-term decisions into fearless investors who make great short-term decisions.
In...
2020-03-1123 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David LesperanceWhat is it about the American tax system that’s compelling people to renounce their U.S. citizenship? Is there a better option for you and your money? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined by David Lesperance, a tax and immigration lawyer who has been helping people save their wealth from the taxman … Read More Read More
2020-03-0227 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 18 – Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation — With Vivian Lee ThoreenSponsored By: FS Investments Numerous post-death estate-litigation cases happen across the U.S. every day. How will you help your clients understand their estate planning decisions and ultimately prevent post-death litigation? In this episode, David Lenok, WealthManagement.com’s senior editor, is joined by the attorney who represented Mickey Rooney and his estate in his elder abuse and estate … Read More Read More
2020-02-1630 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskeySponsored By: FS Investments What kind of difference do your clients want to make in the world — and for themselves — with their philanthropy? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined by Bruce DeBoskey, president and founder of The DeBoskey Group. Bruce has dedicated his life to helping others maximize the … Read More Read More
2020-02-0329 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline BevilaquaSponsored By: FS Investments There is a special kind of fear that estate planning brings out in many people. As an advisor, how will you help your clients move past this fear enough to do thorough estate planning? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined again by Jacqueline Bevilaqua of Katsky Korins … Read More Read More
2020-01-2124 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim KaminIf you had a client with multiple spouses, would you know how to handle their estate planning? In this episode, WealthManagement.com’s senior editor, David Lenok, speaks with Kim Kamin, principal at Gresham Partners, about the success of Jerry Weintraub’s estate plan. Its success is notable given that this Emmy-Award winning producer, talent manager, and actor … Read More Read More
2020-01-0626 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel BernardSponsored By: FS Investments Since not all states treat taxes the same, snowbirds who don’t know the rules might experience great heartache when they receive their tax bill. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with tax attorney Daniel Bernard. Together, they discuss John D. Rockefeller, the legendary American industrialist, philanthropist, and … Read More Read More
2019-12-1325 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFASponsored By: FS Investments Art collections can be a difficult asset to comprehend. You need to surround yourself with highly qualified and good-intentioned experts to ensure your legacy lives on. In this episode, WealthManagement.com’s senior editor, David Lenok, speaks with Sarah McDaniel, CFA and managing director: head of Wealth Strategies Group and Advance Planning Centers … Read More Read More
2019-12-0228 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya MughalHave you created a business that you want to outlast you? Do you know who would take over if something were to happen to you? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Sonya Mughal, COO of Bailard Inc. Together, they explore the estate of Jerry Buss, the legendary owner of the … Read More Read More
2019-11-1820 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce HoffmeisterSponsored By: FS Investments Living a secret life can be so utterly complicated. Take it from Liberace. As you’ll soon find out, it is essential for LGBT couples to have a prenup or partnership agreement that can unfold if a relationship ends. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Bruce Hoffmeister, … Read More Read More
2019-11-0423 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi KestenbaumSponsored by: Nationwide Advisory You can have everything planned out, accounted for, and your family members will still find something to fight over once you are gone. In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate plan of beloved comedian and Oscar-winning actor Robin Williams. As you’ll … Read More Read More
2019-10-3120 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 9 – Marlon Brando: Loss of CapacityThe loss of capacity is a very real threat to all clients, particularly those who are getting older. If your client were to show signs of cognitive impairment, would you know how to proceed with their estate planning? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Letha McDowell, a shareholder of Hook … Read More Read More
2019-10-2124 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of TrustsSponsored By: FS Investments When celebrities with trusts pass away, we may never learn the full details of their estates. And that’s largely the point. But the benefits of using a trust don’t stop at privacy. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Geoff Madsen, CEO and chairman of Independent Trust Company. … Read More Read More
2019-10-0728 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline BevilaquaSponsored By: FS Investments Do you have co-owned assets, similar to how the three members of Beastie Boys co-own their music? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Jacqueline Bevilaqua, associate at Katsky Korins, about what was done correctly and incorrectly in the estate plan of rapper Adam Yauch ( ⅓ of … Read More Read More
2019-09-2328 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 6 – Women and their Finances: Gloria Vanderbilt — With Guest Michelle Smith, CDFAA massive demographic shift is underway for women with money. As an advisor, are you equipped to help women take control of their finances? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Michelle Smith, a Certified Divorce Financial Analyst about women and money. Together, they unpack what advisors can learn from the … Read More Read More
2019-08-2726 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 5 – Tom Petty’s Children and a Second Marriage — With Returning Guest Megan GormanWhen you’re creating or updating your estate planning documents, using clear language takes on a whole new level of importance. Your carefully crafted language can ensure that your wishes leave no room for interpretation. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Megan Gorman, founding partner of Chequers Financial Management. Together, they … Read More Read More
2019-07-2525 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 4 – Joan Crawford’s Decision to Exclude Children From Her Estate — With Guest Dr. Stanley Teitelbaum, PsyDToo many times we allow our emotions to get the better of us, leading us to make unfair or judgmental decisions. Will you use your estate plan to punish your heirs? Or will you choose to resolve issues before it’s too late? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Dr. Stanley … Read More Read More
2019-07-1727 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 3 – Will Your Pets Become Heirs? A Look at Karl Lagerfeld and His Cat — With Guest Megan GormanHave you considered what would happen to your pet if something happened to you? Do you want to ensure that your family friend is taken care of after you’re gone? This episode will open your mind to the options available to you and your pet. In episode three of Dead Celebrity, by Informa WealthManagement.com, … Read More Read More
2019-06-1920 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 2 – Robin Williams Planned It Right — With Guest Avi KestenbaumYou can have everything planned out, accounted for, and your family members will still find something to fight over once you are gone. In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate plan of beloved comedian and Oscar-winning actor Robin Williams. As you’ll soon find out, even … Read More Read More
2019-06-0519 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 1 – The Bizarre Story of Casey Kasem — With Guest Jim DoughertyAre you that person who thinks, “I don’t need to do that paperwork today. It can wait”? Do you think it’s unnecessary to plan out your final wishes and make sure your estate plan is in order? In this inaugural episode of Dead Celebrity, by Informa WealthManagement.com, we learn lessons from the life and death … Read More Read More
2019-05-3130 min