Inside The Flows

Just a quick update on the show (or lack thereof)! NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

In this episode of Inside the Flows, we break down a week of meaningful shifts across the advisory landscape, from continued consolidation among firms to strong bank earnings driven by market volatility, and what those trends signal for advisors navigating scale, technology, and client demand.The conversation then moves into a deeper discussion on retirement and inflation, focusing on a lesser known measure showing that older Americans are experiencing higher cost pressures than the broader population.00:00 Introduction05:16 Weekly Recap12:40 Bank Earnings and Market Volatility15:51 The Pulse of the Economy: Consumer Credit and Its Impact17:28 AI Trends: The Shift in Business Models20:29 Oil Prices and Global Conflicts: Market Reactions22:51 Inflation and Its Effects on Retirees30:31 The Importance of Financial Planning Tools36:23 Future-Proofing Financial Advisory Services#retirementplanning #retirement #ai #financialplanning #wealthmanagement #ria NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Inside this episode of Inside the Flows, Iyassu and Juan Vallejo step back to assess how rapidly AI is reshaping the operating model across industries, from the massive capital being deployed into infrastructure to what that means for productivity, cost structures, and long term competitive positioning. They frame AI not as a distant concept, but as a real time shift that advisors and firms should be paying attention to now, particularly as timelines for innovation continue to compress.The conversation then moves into a practical lens on how AI is actually being used to build and scale a business, highlighting how pairing domain expertise with AI agents can dramatically accelerate output while still requiring oversight, judgment, and process discipline. For advisors, the takeaway is clear: AI is far more likely to augment high quality practitioners than replace them, with the potential to enhance research, monitoring, and decision support in ways that mirror a highly efficient junior analyst working continuously in the background.#ai #wealthmanagement #agenticai #financialplanning #financialadvisor #portfoliomanagement #ria NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Inside Episode 9 of Inside the Flows, we break down a week that shows just how quickly the industry is evolving, from advisor movement across firms to rising investment in AI and its real impact on jobs and cost structures. We also explore how asset managers like Capital Group are leaning in to support advisors more directly, signaling a shift toward deeper partnerships as demand grows and competition intensifies.We then turn to private credit, focusing on illiquidity risk, client psychology, and what happens when investors want out during uncertain markets. We unpack how advisors can navigate these moments, manage expectations, and reinforce discipline as more retail investors enter private markets without fully understanding the tradeoffs.#financialadvisor #wealthmanagement #privateequity #privatecredit #ai #genz #millionaire NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Inside this special episode of Inside the Flows, Iyassu sits down with Ryan Chand to explore how advisors can better position themselves for the next generation of wealth, starting with lessons from the Future Proof Citywide event and a growing wave of younger, entrepreneurial advisors entering the industry. They discuss how shifting wealth dynamics, rising high net worth households, and the influence of digital platforms are reshaping how advisors connect, build trust, and stay relevant in an increasingly competitive landscape.The conversation then turns to a deeper, more reflective discussion inspired by Ryan’s “Think With Ryan” newsletter, focusing on the idea that “nearly” is not enough when it comes to financial planning and life decisions. They emphasize the importance of slowing down, being intentional, and addressing affordability and financial tradeoffs early, rather than waiting for the perfect moment that never comes, offering a grounded perspective on how individuals and households can take control of their financial future.#genz #millennials #financialadvisor #wealthmanagement #jpmorgan #ria #financialplanning NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Inside this episode of Inside the Flows, Iyassu sits down with Anna Smukowski from Enterprise Community Partners for a deep dive into one of the most pressing issues facing both households and markets today: affordability. The conversation centers on the structural challenges behind the affordable housing crisis, including rising development costs, regulatory friction, and the growing gap between income and housing prices, and why these forces are making it harder for communities to access stable, quality housing.00:00 Introduction01:34 Weekly Market Recap: SEC Reporting Changes06:06 AI in Financial Advisory: Future Proof Conference Insights09:52 Regulatory Updates: Fiduciary Rule Changes11:46 IPO Market Trends: SpaceX14:49 Impact of Middle East Conflicts on Oil Prices18:47 Introduction to Ana Smukowski 22:48 Enterprise Community Partners and Their Recent Resources25:15 Affordable Housing and CDFI's Role28:59 Navigating Regulatory Burdens in Affordable Housing31:45 The Role of Catalytic Capital in Development33:26 Community Engagement and NIMBYism36:51 CDFI Performance and Default Rates40:08 Exploring Impact Notes and Their Mechanics44:02 Engaging the Next Generation of Investors49:59 ConclusionNEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify:https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy?si=aa290273dca243a6Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Inside this special episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel share their on the ground experience from the Future Proof conference in Miami, reflecting on the energy, networking, and breakthrough meetings that brought advisors, fintech innovators, and asset managers together on the beach. They discuss how the conference format removes barriers to conversation, why the speed meeting structure creates meaningful industry connections, and what themes dominated discussions across wealth management and fintech.00:00 Introduction and Conference Overview01:23 Breakthrough Meetings and Networking Strategies02:21 What is Future Proof? Conference Goals and Atmosphere03:19 The Speed Dating Format for Networking04:38 Conference Layout Designed for Engagement05:33 Keynote Highlights06:39 Themes of Innovation07:33 Kathy Woods and Future Outlooks in Wealth Management08:27 Advisors Sharing Best Practices and Peer Learning09:40 Community and Peer Support on Inflows10:45 DeepVest and AI-Powered Investment Platforms11:22 Agentic CIOs and AI in Portfolio Management13:59 Young Entrepreneurs and the Future of Advisory Firms15:53 Conference Growth and Industry Trends16:36 The Value of Engagement and Learning at Future Proof17:54 Conference Highlights: Music and Networking Events18:51 Closing Remarks and joining Inflows#financialadvisor #financialplanning #wealthmanagement #futureproofcitywide #deepvest NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

In this episode of Inside the Flows, Iyassu is joined by sustainable investing pioneer Allan Moskowitz to break down a wild week in the markets. We cover the ripple effects of oil spiking to $80 a barrel, Morgan Stanley's surprising wealth management layoffs, the launch of a new free AI tax service, and a shocking drop in February job numbers that will definitely keep the Fed on its toes.For our deep dive, Allan shares his 35-year journey from the first Earth Day to the front lines of values-based investing. We cut through the noise surrounding "ESG," exploring why the industry is moving past the acronym , how environmental threats are becoming undeniable financial risks , and the power of keeping your capital local with CDFIs and credit unions.00:00 Introduction to Sustainable Investing11:59 Weekly Recap of Economic Events21:03 The Evolution of Sustainable Investing27:29 Understanding ESG Factors and Their Importance30:52 The Pushback Against ESG and Its Implications32:10 Value Alignment in Sustainable Investing33:29 Historical Context of Sustainable Investing39:21 The Current Landscape of Sustainable Assets39:41 Rebranding ESG: A Shift in Terminology43:30 Investing for Future Generations46:01 The Complexity of Sustainable Investing Terminology50:11 Looking Ahead: The Future of Sustainable InvestingNEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

In this episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel break down a packed week across wealth management and markets, from industry leadership changes and continued RIA consolidation to cooling mortgage rates and shifting capital flows, while also sharing a fun preview of the upcoming Future Proof conference and the conversations they are most looking forward to having there. We unpack what these developments signal for advisors navigating volatility, client expectations, and an increasingly competitive landscape.For the special topic, Nisheet and Iyassu dive into the “Global Intelligence Crisis” memo making waves online, separating signal from noise on AI’s real impact on white collar work and the advisory profession. The discussion centers on how advisors can stay grounded, think long term, and adapt thoughtfully as technology narratives evolve at a rapid pace.00:00 Introduction and Conference Insights05:28 Weekly Market Recap05:52 UBS Promotes Lisa Golia09:19 Osaic Takes Stake In Bard Financial11:50 Mortgage Interest Rates and Home Buying Trends16:30 Barron's Best Fund Families18:20 Paramount Outbids Netflix for Warner Bros. Discovery23:21 Citrini Research - The Global Intelligence Crisis32:45 Conclusion - What Are You Looking Forward To Next Week?Link to Citrini Research's THE 2028 GLOBAL INTELLIGENCE CRISIS: https://www.citriniresearch.com/p/2028gicNEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsapp

In this episode of Inside the Flows, Iyassu is joined by Ryan Chand, Element Wealth Management, and Nisheet Patel, Inflows Contributor, to break down the week’s biggest stories, including accelerating CEO turnover, rising consumer prices, AI entering the advisor tech stack, the Supreme Court’s tariff decision, and what it all means for markets and advisors. The deeper conversation explores the rapid expansion of data centers outbidding homebuilders, the long term impact on housing supply, and why events like the upcoming Future Proof conference matter as advisors navigate technology shifts, policy uncertainty, and structural economic change.00:00 Introduction and Welcome02:22 Inside the Flows and Community Building05:32 Upcoming Conferences and Networking Opportunities10:29 Corporate Leadership Changes and Trends15:13 Rising Prices and Economic Implications18:30 AI in Financial Services and Compliance Challenges24:24 Beef Prices and Economic Implications29:08 Tariff Policies and Market Reactions31:40 Data Centers and Land Acquisition Trends45:29 What to Look Forward to Next Week#financialplanning #financialadvisors #wealthmanagement #ria #genz #futureproofhq #futureproofcitywide Morning Brew article on Datacenters: https://www.instagram.com/p/DU50VkKjD_C/?utm_source=ig_web_copy_link&igsh=NTc4MTIwNjQ2YQ%3D%3D&img_index=2 NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229YouTube: https://www.youtube.com/@Inflows-RIA

In this episode of Inside the Flows*, Iyassu and special guest Ryan Chand from Element Wealth Management break down the week’s biggest stories, from Google issuing a 100 year bond and cooling inflation numbers to housing market data and major asset manager mergers.They also dive into a deeper conversation about generational wealth gaps, why some young investors feel locked out of traditional wealth building, and the rise of gambling style investing. The episode explores long term thinking, risk, discipline, and why self improvement may be a better strategy than chasing quick wins.Ezra Klein podcast on housing referenced in show: https://podcasts.apple.com/us/podcast/why-housing-is-so-expensive-particularly-in-blue-states/id1548604447?i=1000570446982The Prison of Financial Mediocrity - https://x.com/systematicls/status/2004900241745883205?s=2000:00 Ryan's Background and Motivation00:00 Intro06:59 Weekly News Recap17:50 Weekly Recap - Housing Market Insights and Generational Challenges20:42 Weekly Recap - The Impact of Economic Cycles on Home Ownership23:36 Weekly Recap - Consolidation in Asset Management and Financial Strategies26:19 Weekly Recap - Inflation Trends and Consumer Behavior30:16 The Changing Landscape of Work and Financial Independence36:26 Special Topic - Navigating the Dilemma of Degeneracy in Investments44:06 Special Topic - The Prison Of Financial Mediocrity*This discussion is for general educational purposes only and should not be considered investment advice. Listeners should consult their own financial professional regarding their situation.NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

Episode 2 - In this episode, the hosts discuss the recent volatility in financial markets, the impact of AI on the financial services industry, and the challenges of recruiting and retaining talent, particularly from the Gen Z demographic. They explore how companies must adapt to changing market conditions and the importance of clear communication of values to engage younger employees.NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com 🔗 https://www.linkedin.com/company/inflowsapp/

Episode 1 - Today we dive into our fist episode! Special guest, Nisheet Patel, joins me to discuss all things related to the financial advisory industry, including a weekly recap, market trends, and the impact of AI on financial advisors. We delve into the recent performance of gold and silver, challenges in the healthcare sector, and the Federal Reserve's interest rate decisions. We also touches on tech investments, the future of financial advisors, and predictions for the market.NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsapp