RIAcast Podcast
1) Ep. 16: The CIO Roundtable, Part 1
On this episode, RIAcast is joined by four Chief Investment Officers who have been participating for several years in a roundtable with regular meetings in which they openly share ideas and discuss an...Show More
2) Ep. 1, Transition Success Series, featuring Fidelity: Wealth Alliance's Gary Decker and Fidelity's Andy Burgess
On this first episode of a planned RIAcast Transition Success Series, featuring Fidelity, we speak with Gary Decker, RIA Wealth Alliance Advisory Group's President and CEO as well as Fidelity Vice Pre...Show More
3) Special Edition Episode 1: No Protocol, No Cry
This special edition episode of RIAcast was prompted by Morgan Stanley's departure from the Protocol this past Friday, November 3, 2017. Morgan Stanley's Protocol exit has caused considerable buzz an...Show More
4) Episode 15: Interview with Trust Company of America CEO Josh Pace
On RIAcast's 15th episode, we speak with Trust Company of America (TCA) CEO Josh Pace. TCA is an independent RIA custodian. Josh and Matt discuss, among other things: TCA's consultative approach * it...Show More
5) Episode 14: Redtail's Brian McLaughlin Discusses CRM
On this episode, Matt chats with Brian McLaughlin, CEO and Founder of Redtail Technology. Redtail has the largest RIA market share for client relationship management solutions delivered on a web-based...Show More
6) Episode 13: Ashland Partners' Richard Kemmling Discusses GIPS and Performance Standards
On this episode, we speak with Richard Kemmling, President of Ashland Partners, an accounting firm that provides due diligence solutions to the financial services industry.  Ashland Partners is the la...Show More
7) Episode 12: eMoney Advisor's Ed O'Brien Discusses Fintech
On this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor. Ed and Matt discuss, among other things: Ed's background in fintech * His vision as eMoney’s CEO * The greatest challenges currently...Show More
8) Episode 12: eMoney Advisor's Ed O'Brien Discusses Fintech
On this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor. Ed and Matt discuss, among other things: Ed's background in fintech * His vision as eMoney’s CEO * The greatest challenges currently...Show More
9) Episode 11: RightSize Solutions' Wes Stillman Discusses Cybersecurity
On this episode, Matt chats with Wes Stillman, founder of RightSize Solutions, a cloud-based technology solution company servicing the wealth management industry. This episode provides tons of insight...Show More
10) Episode 10: Interview with Bill Van Law, President of Raymond James' Investment Advisors Division
On this episode, we have an insightful conversation with Bill Van Law, President of Raymond James’ Investment Advisors Division. Bill and Matt discuss, among other things: Bill's vision as President o...Show More