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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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The Resilient Advisor
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Now displaying: Category: fintech
Aug 9, 2022

Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech.

About Vinay:

Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business schools, has a portfolio of venture investments and has started several companies in financial services. As a former finance faculty member at Wharton, with teaching experience at schools such as MIT and Columbia, he focuses on venture capital, private equity, and entrepreneurship. He is also a recognized expert in the areas of sustainable and responsible investing and has written “Investing for Change”, a book published in 2008 by Oxford University Press.

Connect with Vinay:

LinkedIn: https://www.linkedin.com/in/vinay-nair-47390b

Twitter: https://twitter.com/DrVinayNair

Website: https://tifinwealth.com

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Feb 23, 2022

ETFs are fantastic precision tools for portfolio diversification. They are also incredibly useful as a hedging tool. On this episode of Resilient Advisor, Connor Kitko of YCharts shares the findings of a recent White Paper that they published on how you can hedge different risk scenarios via ETFs. Jay Coulter is a big advocate for YCharts for financial advisors who are serious about their investment offering.

Download the YCharts White Paper "Can You Hedge It with an ETF?": https://get.ycharts.com/resources

Follow YCharts on Social:

Twitter: https://twitter.com/ycharts

LinkedIn: https://www.linkedin.com/company/ycharts

Facebook: https://www.facebook.com/ychartsinc

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Nov 24, 2021

Colin Falls of GeoWealth comes on The Resilient Advisor Show with Jay Coulter to talk about how to partner with the right TAMP.

Learn more about GeoWealth: https://geowealth.com

Follow GeoWealth on Social:

LinkedIn: https://www.linkedin.com/company/geowealth

Twitter: https://twitter.com/GeoWealthTech

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Nov 15, 2021

David Barse comes on Resilient Advisor with Jay Coulter to share the findings from a recent paper on 'The Cost of Underestimating Technological Disruption.'

David on Twitter: https://twitter.com/BarseXout

XOUT Capital: https://twitter.com/XoutCapital

Website: https://www.xoutcapital.com/

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Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

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