Explore the transformative potential of robo-advisors and virtual assistants in shaping the future of financial decision-making. Join us in this episode of FintechX where we delve into the role of artificial intelligence, automation, and virtual support in the financial industry. Hear from the industry experts, Aniruddha Bose, Chief Business Officer at FinEdge AND Edul Patel, CEO and Co-Founder of Mudrex, as they discuss how these technologies are poised to revolutionize how we manage our finances and make informed investment choices. Join us as we navigate the evolving landscape of finance and consider the impact of these digital innovations on our financial futures.

Navigating The Future Will Robo - Advisors And Virtual Assistants Truly Drive Financial Decisions

🌟 New Episode Alert: Dive into the latest Billion Dollar Podcast featuring Sandra Lastovic, a trailblazer in Canada's mortgage industry! 🚀

In this episode: 
📌 Sandra's inspiring journey from food science to a thriving mortgage career. 
📌 The unique business model behind her success. 
📌 Balancing profit and people-first values in today’s market.
 📌 Tips on managing stress during financial transactions. 
📌 Her strategies for time blocking and staying productive. 

Discover actionable insights and powerful lessons from Sandra’s two-decade career.

Billion Dollar Podcast #07 - Sandra Lastovic

The future of wealth management isn’t just about managing portfolios—it’s about leveraging technology to deliver personalized, client-centric solutions at scale. As the industry evolves, advisors and firms must adapt to new digital tools, automation and AI-driven insights to remain competitive.

In this episode of the WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with David Crow, head of Axos Clearing at Axos, to explore how firms can harness technology, data and AI to better serve clients and drive efficiency.

Shannon and David discuss:

- The evolution of hybrid wealth models and what it means for the future of advice
- AI, automation and digital tools—where they add value and where the industry is still playing catch-up
- The Axos approach to integrating banking and investing to create a seamless client experience
- Emerging trends in clearing and custody

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Guest Name:

LinkedIn: David Crow: https://www.linkedin.com/in/crow-david/ 
Axos® Clearing: https://www.axosclearing.com/ 

About Our Guest:

David Crow is an accomplished executive with a wealth of experience dedicated to helping organizations optimize, scale, and transform. As Executive Vice President and Head of Axos Clearing, he leads the company’s strategic growth efforts, driving innovation and client-focused solutions that address the unique challenges each organization faces. His passion for cultivating strong client relationships is at the core of his work, with a focus on listening attentively, collaborating deeply, and connecting strategy to execution to deliver measurable results.

With over 25 years of experience in various financial services roles, from sales to relationship management, David has built a reputation for offering forward-thinking guidance that empowers clients to navigate the evolving financial landscape. His expertise in building tailored solutions has made him a trusted partner to clients across the country. Beyond his role at Axos Clearing, David is an active member of industry groups, serving on the SIFMA Private Client Services Committee and the FINRA Clearing Firm Advisory Committee.


The WealthStack Podcast: The Next Era of Personalized Wealth Solutions with David Crow

What if your clients could actually see how every dollar of their wealth supports their life goals, without relying on a Monte Carlo simulation or generic risk questionnaire?

In this episode of the WealthStack Podcast, host Shannon Rosic is joined by Jeff Coyle, founder and CEO of Libretto, a platform built to help advisors deliver holistic, personalized wealth strategies. Drawing on decades of experience serving ultra-high-net-worth clients, Jeff shares how Libretto takes institutional-grade planning concepts, like liability-driven investing, and makes them accessible, intuitive, and actionable for all investors.

Shannon and Jeff discuss:

- Why traditional risk tolerance tools often miss the mark—and what to use instead
- The role of LDI in hedging real-life client needs—not just targeting returns
- How Libretto empowers clients to move from a scarcity mindset to one of abundance
- Why personalization (not simulation) is the future of financial planning

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect With Jeff Coyle:
 
Libretto: https://www.libretto.io/ 
LinkedIn: Libretto: https://bit.ly/3SxpgOH 
LinkedIn: Jeff Coyle: https://www.linkedin.com/in/jeffcoylelibretto/ 

About Our Guest:

Jeff Coyle is the founder and CEO of Libretto, a powerful advice platform unifying planning, total wealth portfolios, and risk management for RIAs and family offices, offering an alternative to the risk tolerance and Monte Carlo ecosystem.
A former advisor, Jeff has 25+ years of experience managing UHNW clients and over 30 years of experience pioneering and building multi-generational and multi-disciplinary approaches to wealth management. Over his career, Jeff founded three boutique advisory firms delivering to UHNW private clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust, and was Chief Strategy Officer at myCFO. In 2017, Jeff founded Libretto to streamline comprehensive advice delivery to private clients. He regularly speaks and shares his thought leadership at influential industry conferences and has been featured in prominent industry publications.

The WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle

In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships. They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.

Key points:

- The significance of personal connection in client relationships and the integration of digital advisory tools 
- Modera’s tactical approach to client acquisition, incorporating traditional referrals, digital marketing, and centers of influence
- The role of technology in enhancing estate planning and the essentials of client preparation
- How Modera differentiates itself through fee-only fiduciary services and ownership plans for team members 
- The industry’s future disruptions and how AI provides opportunities for more personal advisory roles 

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 
The Net Positive Consortium in Wealth Management: http://netpositivewealth.com 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Tom Orecchio:

Modera Wealth Management: https://moderawealth.com/ 
LinkedIn: Modera Wealth Management: https://www.linkedin.com/company/modera-wealth-management/ 
LinkedIn: Tom Orecchio: https://www.linkedin.com/in/tom-orecchio-cfa-cfp-5968b44/ 
Email: tomo@moderawealth.com 

About Our Tom Orecchio:

With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts, and others in all areas of their investment and wealth management needs.

Creating a Client-Centric Wealth Management Firm with Tom Orecchio

📍 How to Make Your Mark in Any Industry
🎙️ Weekly interviews with entrepreneurs
⭐️ Hosted by Joe White & Cain Daniel
💎 Founders of Remic

The KredX Podcast discusses trends, topics & ideas reshaping financial services in India & Asia. It features founders, investors, experts & students with their own unique thought processes and provides viewers with unique insights

New tracks tagged #AIinFinance