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...
Pouring Wine & Wisdom: Fiduciary Responsibility and Investment Insights
Whiskey&WealthTech
36 minutes
1 year ago
Pouring Wine & Wisdom: Fiduciary Responsibility and Investment Insights
Hosted by Alex Serman, Managing Director of Wealth and Institutional at First Rate, this episode takes a unique turn away from whiskey to explore the world of port wine with guest Stephen Campisi from the Pensar Group. The discussion touches on critical topics such as sustainable withdrawal rates, intergenerational equity, and the shift towards client-focused investing. Campisi emphasizes the need for a client-centric approach, urging professionals to prioritize client goals over s...
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...
