Media
Appearances and the public record.
Podcasts, press, the regulator-maintained record, and the profiles I keep myself.
If you are a producer or a journalist, the speaking page has topics, a biography you can cut, and a headshot.
Podcasts and video
Appearances
Video · Achieve Podcast
AI adoption in wealth management
A long-form conversation on where artificial intelligence is useful inside an advisory firm, and where it is being oversold.
Podcast · THOR Financial Technologies (affiliated company channel)
AI for RIA portfolio management
How independent firms can use analytics and automation in portfolio operations without giving up judgment.
Podcast · The Resilient Advisor
The blind spots of TAMPs today
On what TAMP due diligence misses, and fee compression.
Podcast · WealthManagement.com WealthStack
How TAMPs are driving tech forward
October 25, 2024, with host Shannon Rosic, on the evolving role of TAMPs in wealth management.
The public record
The public record, and the profiles I maintain
SEC · IAPD
Registration record
CRD number 5159325. The official registration record, maintained by regulators rather than by me. Registration does not imply any level of skill or training.
Recognition
Ratings and their criteria
Third-party recognitions, described with who publishes them and what they measure.