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...
Special Edition: The Spaulding Group's London Performance and Risk Summit Panel Discussion
Whiskey&WealthTech
55 minutes
1 year ago
Special Edition: The Spaulding Group's London Performance and Risk Summit Panel Discussion
The wait is over! 🎉 We are thrilled to release a Special Edition of our Whiskey & WealthTech Podcast, featuring an exclusive panel discussion from the London Performance and Risk Summit! Moderated by Steve O’Brien, and including expert panelists Alex Serman, Alexander Shalson, and Paul Farrar.In this insightful episode, the panel delves into the transformative power of Artificial Intelligence (AI) in wealth management. Alex Serman offers a behind-the-scenes look at how First Rate is using...
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...
