David Armstrong

Allianz Life's Heather Kelly discusses the Conversations That Matter project, client and advisor relationships and communications, how the pandemic and technology has changed how advisors work, and the language that...

SS&C Advent's Steve Leivent describes the advisor problem the Black Diamond Wealth Platform is trying to solve.

Rick Ferri talks about his start in the industry, how his thinking has evolved around Wall Street and whether a fee structure that charges clients for investment advice based on AUM can exist in a fiduciary framework.  

Private Ocean Wealth Management's Greg Friedman and Cynthia Greenfield discuss their recent book and their own experiences—both good and bad—maintaining their company’s culture during a merger or acquisition.

Matthew Enyedi, managing director at LPL Financial, describes the many ways in which LPL assists its advisors to run their businesses more efficiently.

Gavin Spitzner, president of Wealth Consulting Partners, details the many ways in which financial technology is growing, even as advisors and wealth managers are underutilizing the tools available to them.