Sponsored By

Brought to you by Informa Connect's Zephyr, from the shores of Lake Tahoe

Adjusted for Risk: AdvizorStack's Paul and Nico DeMaio on the Evolution of Financial ServicesAdjusted for Risk: AdvizorStack's Paul and Nico DeMaio on the Evolution of Financial Services

AdvizorStack's Paul and Nico DeMaio join the show in a very fun and energetic conversation.

Ryan Nauman, Market Strategist

March 13, 2023

AdvizorStack's Paul and Nico DeMaio join the show to discuss the evolution of financial services, issues financial advisors face today, and preparing for generational asset transfers & succession planning. We also get an inside glimpse of what it's like to follow in your successful father's footsteps as well as working with your son.

To learn more about AdvizorStack's story and services - www.AdvizorStack.com

Learn more about the award-winning Zephyr: https://informaconnect.com/zephyr/

Listen to the Adjusted for Risk Podcast

About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

See more from Ryan Nauman