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Podcast: AdvizorStack on Adjusted For Risk
March 7, 2023

Two of our founders, Paul and Nico, joined Ryan Nauman on the Adjusted For Risk podcast to discuss the evolution of financial services, issues facing advisors today, and preparing for generational wealth transfers & succession planning.

They also get into some family dynamics, working with your father and getting started in your career while following in your fathers footsteps.



By Nico DeMaio January 21, 2025
By Nico DeMaio - January 21, 2024 As we step into 2025, the financial services industry stands on the brink of a transformative era driven by generative AI. At AdvizorStack, we’ve consistently highlighted the growing impact of AI in our recent discussions, and we firmly believe that this year will be defined by its rapid adoption. Contrary to common fears, generative AI is not here to replace financial advisors—it’s here to empower them. The true differentiator will be between those who embrace AI-driven tools and those who resist change. From automating routine tasks to enhancing research capabilities and providing deeper insights into financial planning analysis, today’s advisors are gaining access to resources that were once unimaginable. The future belongs to those who leverage these advancements to elevate their client service, streamline operations, and stay ahead in an increasingly competitive landscape. Read More
By Nico DeMaio December 9, 2024
By Nico DeMaio - December 9, 2024 The holiday season brings joy and celebration but also heightened cybersecurity risks for RIA firms. Cybercriminals know that businesses may be more distracted at the end of the year, making it an opportune moment for attacks. According to the cybersecurity firm VMware, attacks against the financial sector have increased by 238% globally since February 2020. With the SEC outlining its 2025 examination priorities—including a significant focus on cybersecurity and artificial intelligence (AI) —RIA firms must act now to protect sensitive data and remain compliant. Read More