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wealthtech on deck podcast - Rich Romano

Annuities Made Smarter, Faster, and Better with Rich Romano

The evolution of annuities within the wealth management advisory space exemplifies a commitment to elevating the client experience. Through technological advancements, data analysis, and streamlined processes, annuities have emerged as an essential building block in portfolios. This transformation not only benefits clients but also empowers financial advisors to deliver comprehensive and fiduciary-guided solutions that truly align with their client’s best interests.

In this episode, Jack talks with Rich Romano, Chief Executive Officer and Co-Founder of FIDx. In his role, Rich is responsible for the company’s strategy, vision, and growth. With 30 years of financial services consulting experience and expertise in the brokerage and insurance industries, Rich has built and managed IT consultancies and provided enterprise consulting services and subject matter expertise to the industry leaders in insurance, retirement, and asset management.

Passionate about helping advisors deliver better outcomes to their clients, Rich talks about the motivation behind the FIDx foundation, how FIDx’s partnership with other investment platforms plays out, and how annuities can be made smarter, faster, and better.