The Legends of WealthTech with Roger Paradiso

Innovation has been a critical driver of progress in wealth management. As a result, various innovative investment strategies have emerged and been adopted. These vehicles offer customization, transparency, and flexibility, giving investors more control over their portfolios and aligning investments with their unique financial objectives.

In this episode, Jack talks with a legend in wealthtech, Roger Paradiso, Global Head of Product Solutions at Franklin Templeton and Executive Chairman of O’Shaughnessy Asset Management. With every merger, acquisition, and sale in the past 30 years, Roger has seen problems and changes as opportunities. In 2014, Roger was bestowed the Money Management Institute’s Advisory Solutions Pioneer Award, and in 2016, the All-Star Achiever Award.

An advisory solutions industry leader with expertise in innovation, transformation, business enhancement, and strategy, Roger talks to Jack about how he created the concept of multiple-discipline accounts, commonly known as MDAs. Roger also shares how he moved the industry from mutual funds to separately managed accounts (SMAs) to multiple-discipline accounts (MDAs) to unified managed accounts (UMAs) and beyond.