Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
Bonsai with Robert DeChellis | E384
MP3•Episode home
Manage episode 494527311 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors. Robert discusses how Bonsai helps advisors plan for client retirements by considering the entirety of a household's balance sheet, income statement, and asset allocation. He shares insights from his extensive 36-year career in financial advising and the motivations behind founding Bonsai during the global financial crisis. The conversation dives into the mechanics of ALM, the significance of risk-based products like annuities, and the challenges and opportunities in integrating investment and insurance solutions. Tune in to learn how Bonsai is making comprehensive retirement planning accessible to all investors.
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
386 episodes
MP3•Episode home
Manage episode 494527311 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors. Robert discusses how Bonsai helps advisors plan for client retirements by considering the entirety of a household's balance sheet, income statement, and asset allocation. He shares insights from his extensive 36-year career in financial advising and the motivations behind founding Bonsai during the global financial crisis. The conversation dives into the mechanics of ALM, the significance of risk-based products like annuities, and the challenges and opportunities in integrating investment and insurance solutions. Tune in to learn how Bonsai is making comprehensive retirement planning accessible to all investors.
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
386 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.