The Last Mile: Using APIs to Optimize Your Wealthtech Stack for Portfolio Trading
INTRODUCTION For decades, wealth management firms have built their wealthtech stack by choosing from either all-in-one platforms or disparate solutions. The major issue? These all-in-one platforms may not be best-in-class at every step of the advisor workflow, and the best-in-class disparate solutions may not seamlessly integrate across platforms. In recent years, the wealthtech industry has […]
Adapt or Die: Recent Trends in the TAMP Marketplace
Introduction Turnkey Asset Management Platforms (TAMPs) are evolving marketplaces for large advisor tech platforms with a shopping mall of proprietary investment management choices and asset manager programs. Advisors benefit by having all advisor portfolio management tools and products in a single place. As the advisor marketplace has boomed in the last decade, so has the […]
Carson Group Podcast: Jamie Hopkins interview with Flyer CEO
Brian is the CEO of Fix Flyer, a FinTech company that’s helping wealth managers work smarter. Brian grew up in Southern California and played competitive sports up and through college. That athletic tradition has followed him and even now he’s an accomplished distance swimmer. He studied computer science as an undergrad and eventually worked on […]
All Talk, No Walk: Wealth Management’s Lack of Diversity
One year ago, Ken Fisher sent the wealth management industry into a tizzy when he made inappropriate comments about women at a Tiburon Strategic Advisors conference in San Francisco. The flood gates opened and an industry-wide movement ignited about how women are treated in business, and the general lack of equality and diversity. The message was clear: […]
New Fixed Income Survey Reveals Competitive Opportunities for Advisors
Wealth and asset managers are being forced to rethink their business, technology, and client engagement strategies due to rapid advances in technology and ever greater and faster industry movement towards digitalization. Indeed, over a decade past the global financial crisis and well into the global COVID-19 crisis, access to data and connectivity are increasingly moving […]
Flyer Featured in Wealth Management Mid-Year Report
The Best Offense is a Good Defense Introduction No matter your market views right now, everyone would agree that we are in a period of intense uncertainty that has shocked the economy and the markets. There are many divergent views on how recovery will play out, not just in the coming months, but in the […]
Flyer Adds Brian Bleasdell as Chief Product Officer
Flyer Adds Brian Bleasdell as Chief Product Officer Focus will be on innovation in Flyer’s Wealth Management Solutions Suite NEW YORK, NY – AUGUST 5th, 2020 – Flyer, a leading provider of trading tools, connectivity and infrastructure for the wealth management industry, announced today that Brian Bleasdell has joined the firm’s executive team as Chief […]
Kitces Nerd’s Eye View: The Latest In Financial #AdvisorTech
Flyer’s recent fixed income integration with Tamarac was highlighted in Michael’s Kitces’ August 2020 issue of the Latest News in Financial #AdvisorTech – where he looks at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors. This month’s edition welcomes new co-author (and AdvisorTech guru) […]
Now is the Time for the API Economy with Brian Ross
Wealth Management Today Podcast: In the phase two reopening version of his Wealth Management Today podcast, Craig Iskowitz sat down with Flyer CEO, Brian Ross, to talk about how the API economy is forcing a shift in how firms build software, how his firm is supplying the core plumbing of some of the biggest technology vendors […]
Wealth Management Trading Blogcast with Riskalyze and Flyer
Join Aaron Klein and Brian Ross for an engaging conversation on wealth management trading technology and Riskalyze’s partnership with Flyer. By Aaron Klein, CEO at Riskalyze & Brian Ross, CEO of Flyer Aaron: Hey everyone, thanks for tuning into the Riskalyze blog today. We’re going to try something a little different. It’s not a transcript, […]
