Podcasts

Successful investment advice for retirement assets — with Brian Murphy

close

Email a Friend

Successful investment advice for retirement assets — with Brian Murphy
Getting good investment advice for your retirement portfolios isn't easy and the industry doesn't make an investor's work any easier in this respect. Brian Murphy, CEO and Co-founder of Kivalia, has found a better way. Through an innovative use of crowdsourcing, he's able to determine the investment universe within any given retirement plan. From there, investors receive periodic retirement advice from Kivalia. And the results speak for themselves. Brian joins us on Tradestreaming Radio to discuss the struggles investors face when investing for retirement, how the market is changing, and the resources people can use to improve their investing results.

Listen to the FULL interview

About Brian Murphy

CEO and cofounder of KivaliaBrian is the CEO and Co-founder of Kivalia. He also runs Registered Investment Advisory firm, Pariveda.

Learn more

Even More Resources

0 comments on “Successful investment advice for retirement assets — with Brian Murphy”

Podcasts

Behind the Pathward rebranding with CEO Brett Pharr

  • Meta Bank, a well-known community FI serving other banks with payments programs, recently rebranded.
  • Pathward CEO Brett Pharr takes us through the process of taking his institution into a new era for fintech, banking, and technology.
Zachary Miller | February 08, 2023
Podcasts

‘There’s been a shift in what banks want to work on versus what consumers are driving’: Mambu’s Robin Smith

  • Mambu's Robin Smith has been through a cycle or two with core banking software.
  • He joins us on the Tearsheet Podcast to discuss what the evolution of banking software has to tell us about banks' needs today.
Zachary Miller | February 01, 2023
Payments, Power of Payments Podcast

Power of Payments Ep. 22: ‘Frankly, the most important asset for SMB owners is time’ – Chase’s Brad Brodigan

  • Brad Brodigan, managing director and global head of SMB payments at Chase, joins host Ismail Umar on this week’s podcast.
  • He discusses the most important trends he’s seeing in SMB payments, the kinds of attributes SMBs look for in a payment processor, and how their needs differ from those of enterprise and retail customers.
Ismail Umar | January 27, 2023
Podcasts

Behind the launch of the QuickBooks Business Network with Intuit’s Juliana Berger

  • Intuit is looking to get a bigger payments chunk of the $2 trillion in invoices it tracks on QuickBooks.
  • The firm has launched a B2B business network aimed at targeting larger firms with payments automation.
Zachary Miller | January 26, 2023
Podcasts

Behind Citi’s move to become a global partner bank, with Chafic Haddad

  • If 2022 was the year of launching partnerships between FIs and tech firms, this year is more about fine-tuning them.
  • Tearsheet sat down with Chafic Haddad to discuss what Citi offers fintechs and the challenges and opportunities in providing these firms with global transaction and trade capabilities. 
Zachary Miller | January 18, 2023
More Articles