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Blogs
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April 14, 2025
There are over 20 specific trading-related risks financial professionals must consider when researching securities, building models, conducting buys/sells and reallocating portfolios on behalf of clients. This speaks to the complexities of the trading process as well as the importance of getting it right. However, one line item typically unmentioned in the trading risk roster is far and above the most nefarious … because when you get it wrong, other potential risks are sure to actualize. We’re talking about the risk of partnering with the wrong firm.
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April 3, 2025
In asset management, risk and reward have a long, storied relationship. It’s one that is essential to the asset management/financial planning process and is becoming increasingly complex as new products enter the marketplace and new risk metrics and calculation models become available. From meeting compliance standards to acing client engagement, getting risk right is non-negotiable … and a key driver of practice growth.
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February 27, 2025
Learn how outsourcing can give you the inside track on success. Ever-evolving products, shifting client expectations, increasing regulatory requirements, cybersecurity concerns, and rapidly advancing technology have made thriving in the wealth management industry more complex than ever. While industry growth signals opportunity, financial professionals often find themselves bogged down with operational tasks that, while necessary, do little to enhance client relationships or drive business growth.
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APR 130 MIN
Amplify with Vickie Lewin | 369
The Fintape ▶ PlayIn this episode Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify’s focus on reducing complexity,…
APR 1036 MIN
Byte-sized progress: How technology reshapes financial advising with Vickie Lewin
The Fintape ▶ PlayVickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.
JUN 445 MIN
Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify
In The Suite ▶ PlayToday, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.
Integrations
Built with modern, flexible APIs and cloud-based tech—not outdated legacy systems—Amplify
integrates with the best in WealthTech so you don’t have to.
