n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
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n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
Interactive Summit Designed to Impact and Empower the Wealth Management Industry
Whiskey&WealthTech
13 minutes
2 years ago
Interactive Summit Designed to Impact and Empower the Wealth Management Industry
Welcome to the latest episode of Whiskey&WealthTech! In this engaging conversation, we sat down with Patrick Fowler, President and COO of The Spaulding Group, to delve into the captivating members-only Spaulding Group Forum. These dynamic forums, fueled by the fervor of dedicated wealth management industry professionals - from institutional asset managers to the vendors that support them - have shaped numerous facets of the industry's evolution. We discuss an array of compelling top...
Whiskey&WealthTech
n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
