Wealthies Red Carpet Interviews

Celebrating excellence in financial advisory, the 10th annual Wealth Management Industry Awards honored 84 companies and a lifetime achievement award winner at the Ziegfeld Ballroom in NYC.

Listen as Martin Tarlie, Product Lead at Nebo Wealth, as he shares his vision for the future of investing.

Listen as Teresa Hassara, Senior Vice President at Principal as she outlines the firm’s priorities for the future, including a strong focus on service excellence, discovering innovative solutions, and delivering top-tier technology to empower...

Listen as Ghislain Gouraige, Partner at NewEdge Capital Group as he shares how his firm’s commitment to innovation and staying ahead of industry trends empowers advisors to thrive.

Listen as Brian McLaughlin, President of Orion Advisor Technology, as he explores the innovative tech solutions that empower financial advisors to thrive in today's fast-paced market.

Listen as Marissa Herr, Head of Technology Consulting at Fidelity Investments, share insights on her firm’s dedication to enhancing the client experience.

Listen as John Mackowiak, Chief Revenue Officer at Advyzon, as he unveils the challenges of traditional fragmented technology stacks and highlights how his firm’s proprietary tools drive unprecedented efficiency for users.