Podcast
Meet the RIA
Hosted by Asset TV · EN
Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.
12episodes
Episodes
Newest firstAll episodes
Meet the RIA: RFG Advisory
Jun 2300:15:31Tap to summarizeRFG Advisory CEO Shannon Spotswood discusses how the firm is helping independent advisors build stronger businesses through technology, investment solutions, and platform support. She shares RFG’s vision for artificial intelligence, including its investment in Zocks and the development of ClickONE, while also highlighting the growing importance of institutional-quality investment capabilities through partnerships like iCapital and Bluemonte.
Transcribe →Meet the RIA: Savvy Wealth
Jun 1600:09:47Tap to summarizeRitik Malhotra, Founder and CEO of Savvy Wealth, discusses the launch of Savvy Intelligence and explains how an AI-native technology stack helps advisors streamline financial planning, automate complex analysis, and deliver more personalized client service. He also shares early adoption results, the firm’s advisor-driven product development approach, and why AI is designed to enhance—not replace—the advisor-client relationship.
Transcribe →