The Future of Advice™ - podcast cover

The Future of Advice™

Lifeworks Advisors
Business
Investing
A conversation with leaders in wealth management and technology around the future of financial advice, the biggest challenges facing advisors today, and how to build a business to win the future.
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Episodes

Bill Capuzzi

In his role as Chief Executive Officer at Apex Clearing, William sets the vision and strategy to help Apex identify and realize new areas of growth and opportunity. Under his guidance, Apex continues to be a proven leader in custody and clearing, helping to power the digital revolution in financial services. Prior to his role as CEO of Apex, William previously worked at Convergex Group where he was Chief of Staff and a member of the firm’s Executive Committee. As Chief of Staff, he managed criti...

Dec 02, 2020•55 min•Season 1Ep. 2

Marty Bicknell

Marty Bicknell is the CEO and president of Mariner Wealth Advisors, a nationally recognized registered investment advisor with over $33.5 billion in assets under advisement, 346 advisors, and 40 offices across the country. In 2016 He was named in Investment Advisor’s Top 25 Influential People in the investment/financial industry and in the Kansas City Business Journal’s Power 100 List from 2014-2019. Under his leadership, Mariner Wealth Advisors has had the privilege of being ranked in the top f...

Nov 05, 2020•41 min•Season 1Ep. 1
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