WealthTech on Deck
By LifeYield
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by LifeYield
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 5
Reviews: 0
Episodes: 209
Description
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
| Episode | Date |
|---|---|
|
The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin
|
Aug 05, 2025 |
|
The $6 Trillion Strategy: How Morgan Stanley Is Reshaping Wealth Management with Jed Finn
|
Jul 29, 2025 |
|
How AI Helps Advisors Build Trust with Alicia Rich
|
Jul 22, 2025 |
|
The Five Drivers of Future-Ready Wealth Management Firms with Jeffrey Levi and Rafael Couto
|
Jul 15, 2025 |
|
Modernizing the Client and Advisor Experience with Colleen Bell
|
Jul 08, 2025 |
|
From Broker-Dealer to Boutique RIA: Why Summit Wealth Made the Leap with Randy Morris
|
Jun 24, 2025 |
|
Advancing Women in Finance with Kellan Brown
|
Jun 17, 2025 |
|
The Growth Potential of Bank Trusts and Private Banks with Allie Carey
|
Jun 10, 2025 |
|
Wealth as a Service: The Future of Wealth Management with Justin Singer
|
May 27, 2025 |
|
Alternative Investments: Trends, Challenges, and Opportunities with Neil Bathon
|
May 13, 2025 |
|
AI-Powered Meeting Management for Financial Advisors with Arnulf Hsu
|
May 06, 2025 |
|
Building a Full-Service Wealth Management Platform with Mike Capelle
|
Apr 29, 2025 |
|
Strategies for Sustainable Business Growth with Randy Lambert
|
Apr 22, 2025 |
|
Delivering Alpha in Private Markets with Ryan VanGorder
|
Apr 15, 2025 |
|
The Rise of Alternative Investments with Ryan Eisenman
|
Apr 08, 2025 |
|
Creating Purpose-Driven Leaders with Brooke Elliott
|
Apr 01, 2025 |
|
Redefining Career and Purpose with Steven Miyao
|
Mar 25, 2025 |
|
How Edward Jones is Redefining Financial Planning with Russ Tipper
|
Mar 18, 2025 |
|
Wealth as a Service: A New Era in Financial Strategy with Doug Fritz
|
Mar 11, 2025 |
|
The Convergence of Workplace and Wealth with Matthew Gray
|
Mar 04, 2025 |
|
Integration of Annuities and Social Security Planning with Jan Buchsbaum and Mark Fitzgerald
|
Feb 25, 2025 |
|
Helping Advisors Better Serve Women and Next-Gen Investors with Lacy Garcia
|
Feb 11, 2025 |
|
The Longevity Revolution: Rethinking Wealth and Health in Retirement with Ken Dychtwald
|
Feb 04, 2025 |
|
How SEI Is Setting New Standards for UMH with Michael Lane
|
Jan 30, 2025 |
|
Creating Impactful Narratives: Franklin Templeton's Storytelling Strategy with Jennifer Ball
|
Jan 21, 2025 |
|
The Future of UMH with Scott Smith
|
Jan 14, 2025 |
|
Mapping the Future: Turning Financial Conversations into Action with Adam Holt
|
Jan 07, 2025 |
|
2024 Year-End Wrap-Up: The Dawning of UMH
|
Dec 17, 2024 |
|
SEI Acquires LifeYield with Mark Hoffman and Paul Samuelson
|
Dec 11, 2024 |
|
Leading with Purpose: Championing Growth and Advocating for Health with Tina Powell
|
Dec 03, 2024 |
|
Turning Advisors into Trusted Business Partners with Jason Early
|
Nov 19, 2024 |
|
The Rise of Private Markets and Alternative Investments with Steve Zuschin
|
Nov 12, 2024 |
|
Tax-Smart Strategies for Maximizing Retirement Income with Paul Samuelson and Mark Hoffman
|
Nov 05, 2024 |
|
The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham
|
Oct 29, 2024 |
|
Public Relations and Credibility Marketing with Jimmy Moock and Elena Krasnow
|
Oct 22, 2024 |
|
WealthTech in the Weeds with Eric Lordi and Martin Cowley
|
Oct 15, 2024 |
|
WealthTech in the Weeds with Ted Dimig and Mark Hoffman
|
Oct 08, 2024 |
|
Building a Winning Culture with John Drahzal
|
Oct 01, 2024 |
|
Navigating the Future of Wealth Tech: Insights from 150+ Industry Leaders with Jack Sharry
|
Sep 24, 2024 |
|
The Legends of WealthTech with Paul Hatch
|
Sep 17, 2024 |
|
WealthTech in the Weeds with Jeff Benfield and Martin Cowley
|
Sep 10, 2024 |
|
The Legends of WealthTech with Arlen Oransky
|
Sep 03, 2024 |
|
Developing the Future Leaders of Wealth Management with Tim Williams
|
Aug 20, 2024 |
|
Unlocking AI's Potential in Wealth Management with Rob Pettman
|
Aug 13, 2024 |
|
The Evolution of Goals-Based Investing with Robbie Cannon
|
Aug 06, 2024 |
|
WealthTech in the Weeds with Michael Liersch and Harry Bartle
|
Jul 30, 2024 |
|
Execution, Transformation, and Democratization of Wealth Management with Mike Lee
|
Jul 23, 2024 |
|
The Intersection of Healthcare and Finance with Christine Simone
|
Jul 16, 2024 |
|
How to Boost Organic Growth the Right Way with Tom Rieman
|
Jul 09, 2024 |
|
The Qualities of Highly Effective Leaders with Danielle Learned
|
Jun 25, 2024 |
|
Embracing Change and Innovation in Wealth Management with Jay Link
|
Jun 18, 2024 |
|
WealthTech in the Weeds with Roger Paradiso
|
Jun 11, 2024 |
|
The Next Frontier in Financial Advice with Darren Tedesco
|
Jun 04, 2024 |
|
AI-Powered Marketing for Financial Advisors with Robert Sofia
|
May 28, 2024 |
|
Aligning Employee and Employer Expectations in the American Workplace with Jacquelyn Reardon
|
May 21, 2024 |
|
The Age of the New Wealth Portfolio with Erich Holland
|
May 14, 2024 |
|
Redefining Innovation in Wealth and Management with Matt Reiner
|
May 07, 2024 |
|
Celebrating 150 Episodes of WealthTech on Deck with Jack Sharry
|
Apr 30, 2024 |
|
How Innovation and Disruptive Technology Is Reshaping Asset and Wealth Management with Sandy Kaul
|
Apr 23, 2024 |
|
WealthTech in the Weeds with Charles Smith
|
Apr 16, 2024 |
|
Unlocking the Potential of Generative AI in Asset and Wealth Management with Amy Young
|
Apr 09, 2024 |
|
The AI-Augmented Advisor with Jonathan Michael
|
Apr 02, 2024 |
|
The Evolution and Growth of Annuities with Tim Seifert
|
Mar 26, 2024 |
|
WealthTech in the Weeds with Rose Palazzo and Mark Hoffman
|
Mar 19, 2024 |
|
Understanding Financial Health for Better Financial Planning with Reese Harper
|
Mar 12, 2024 |
|
Making Retirement Easier Through Lifetime Income Solutions with David Blanchett
|
Mar 05, 2024 |
|
The Challenges of Generating Organic Growth in Wealth Management with Steve Gresham
|
Feb 27, 2024 |
|
The Growth Formula for Wealth Management Firms with Craig Clark
|
Feb 20, 2024 |
|
Modern Marketing Strategies for Financial Services with Kelly Waltrich
|
Feb 13, 2024 |
|
A Practical Approach to Innovation with Michael Liersch
|
Feb 06, 2024 |
|
The Dynamics of Innovation in Wealth Management Technology with Reed Colley
|
Jan 30, 2024 |
|
The Difference Between Hyper-Personalization and Digitization with Nalika Nanayakkara
|
Jan 23, 2024 |
|
Making Investing Simple and Accessible with Bill Capuzzi
|
Jan 16, 2024 |
|
The Legends of WealthTech with Paul Samuelson
|
Jan 09, 2024 |
|
WealthTech on Deck Year-End Review of Innovators and Disruptors in Wealth Management with Jack Sharry and Matt Nollman
|
Dec 19, 2023 |
|
How Technology Drives Annuity Sales Growth with Harry Bartle and Jeff Quigley
|
Dec 12, 2023 |
|
The Five Areas of Evolution in the Wealth Management Industry with Chip Roame
|
Dec 05, 2023 |
|
Empowering Investor Success with Cindy Galiano
|
Nov 28, 2023 |
|
Building Custom Model Portfolios with Amanda Robinson
|
Nov 14, 2023 |
|
Strategic Partnerships in FinTech and InsurTech with Chad Virgin
|
Nov 07, 2023 |
|
Creating a Modern Wealth Management Platform with Reed Colley
|
Oct 31, 2023 |
|
The Value of Adding Annuities to a Portfolio with Mark Paulson
|
Oct 24, 2023 |
|
Achieving Peace of Mind and Confidence in Retirement with Scott Stolz
|
Oct 17, 2023 |
|
The Power of Data and Analytics in Financial Services with Laura Varas
|
Oct 10, 2023 |
|
The Legends of WealthTech with Edmond Walters
|
Oct 03, 2023 |
|
The Legends of WealthTech with Roger Paradiso
|
Sep 26, 2023 |
|
Financial Wellness in the Workplace with Aaron Schumm
|
Sep 19, 2023 |
|
The AI Revolution in Wealth Management with Jud Mackrill
|
Sep 12, 2023 |
|
The Longevity Revolution with Ken Dychtwald
|
Sep 05, 2023 |
|
Debunking Common Myths About Annuities with Thomas Buckingham
|
Aug 29, 2023 |
|
Unlocking the Power of Marketing in Financial Services with John Wernz
|
Aug 22, 2023 |
|
The Tech Stack Revolution with Craig Iskowitz
|
Aug 15, 2023 |
|
Increasing Retirement Security with Neal Ringquist and Spencer Williams
|
Aug 08, 2023 |
|
Annuities Made Smarter, Faster, and Better with Rich Romano
|
Aug 01, 2023 |
|
How Collaboration Drives Innovation with Denise Wypiszenski
|
Jul 25, 2023 |
|
Creating a Meaningful and Fulfilling Retirement with Lena Haas and Ken Dychtwald
|
Jul 18, 2023 |
|
The Legends of WealthTech with Len Reinhart and Jim Seuffert
|
Jul 11, 2023 |
|
Tax-Efficient Investing System for High-Earning Millennials and Gen Z with David Hegarty
|
Jun 27, 2023 |
|
Simplifying Private Investments Through Technology with Steve Zuschin
|
Jun 20, 2023 |
|
Five Key Wealth and Investment Management Industry Trends with Chip Roame
|
Jun 13, 2023 |
|
Leveling up Financial Benefits in the Workplace with Brian McDonald
|
Jun 06, 2023 |
|
Democratizing Financial Advice with Yaqub Ahmed
|
May 30, 2023 |
|
Reframing the Client-Advisor Relationship with Matt Belnap
|
May 23, 2023 |
|
The Legends of WealthTech with John Thiel, John Connors, and Rich Aneser
|
May 16, 2023 |
|
Leveraging Innovation with Brian Moran
|
May 09, 2023 |
|
Driving Disruption in the Insurance Industry with David Lau
|
May 02, 2023 |
|
How to Build a Unique Client Experience with Douglas Fritz
|
Apr 25, 2023 |
|
Elevating Trust and Credibility with Mike Saunders
|
Apr 18, 2023 |
|
How to Make Investing Engaging Using AI with Vinay Nair
|
Apr 11, 2023 |
|
The Voice of the American Worker with Jacquelyn Reardon
|
Apr 04, 2023 |
|
What COVID-19 Taught Us About the Future of Financial Advice with Jack Sharry
|
Mar 21, 2023 |
|
Combining Digital Capabilities with Human Interaction with Michael Liersch
|
Mar 14, 2023 |
|
The Legends of WealthTech with Noreen Beaman, Lori Hardwick, and Cheryl Nash
|
Mar 07, 2023 |
|
Using FOMO to Your Advantage with Rod Sayegh
|
Feb 28, 2023 |
|
Bringing Protective Equity Investing to Retail Wealth with Joanna Kanakis
|
Feb 21, 2023 |
|
Personalized Financial Planning for Physicians with Bill Martin
|
Feb 14, 2023 |
|
The Paradigm Shift in Retirement with Ken Dychtwald
|
Feb 07, 2023 |
|
The New Retirement Journey with Ken Cella and Ken Dychtwald
|
Jan 31, 2023 |
|
Rethinking Retirement with Steve Gresham
|
Jan 24, 2023 |
|
Providing Easy Access to Workplace Savings with Michelle Tran
|
Jan 17, 2023 |
|
Bringing Together Assets, People, and Processes with Edmund Murphy
|
Jan 10, 2023 |
|
The Best Marketing Tool with Kimberly Beck
|
Jan 03, 2023 |
|
WealthTech on Deck Year-End Review with Jack Sharry and Matt Nollman
|
Dec 20, 2022 |
|
Building a State-Of-The-Art Comprehensive Advice Platform with Deep Srivastav and Martin Cowley
|
Dec 13, 2022 |
|
Making Authentic Connections Through Storytelling with Meghan McCartan
|
Dec 06, 2022 |
|
Transforming Research Into Practical Investment Strategies with Kaitlin Hendrix and Shawn Jaberzadeh
|
Nov 29, 2022 |
|
Helping Every Client to Maximize Their Orion Experience with Greg Menefee
|
Nov 22, 2022 |
|
Getting the Most Out of Social Security with Alyson Dorosky and Jeff Quigley
|
Nov 15, 2022 |
|
Providing Best-In-Class Advice and Best-In-Class Technology with Jed Finn
|
Nov 08, 2022 |
|
Developing and Executing Platform Strategies for Wealth Management with Kabir Sethi
|
Nov 01, 2022 |
|
Investment Strategies to Live an Intelligent Financial Life with Rose Palazzo
|
Oct 25, 2022 |
|
Advisor Education, Tax Efficiency, and Integrated Technology with Amanda Lott
|
Oct 18, 2022 |
|
Maximizing Your Retirement Income with Mark Hoffman
|
Oct 11, 2022 |
|
Shifting Wealth Management From Investment Products to Investment Processes with Randy Bullard
|
Oct 04, 2022 |
|
Bringing Innovation to Hartford's Thriving Ecosystem with Laura Dinan Haber and Paul Tyler
|
Sep 27, 2022 |
|
The Top Three Trends Shaping Financial Services Today with Jack Sharry
|
Sep 20, 2022 |
|
Solving Data and Integration Problems in Financial Services with Kyle Van Pelt
|
Sep 13, 2022 |
|
Multi-Account Unified Managed Account (UMA) with Harry Bartle
|
Sep 06, 2022 |
|
Making a Secure Retirement Possible with Jason Fichtner
|
Aug 30, 2022 |
|
Redefining Unified Managed Accounts Technology with Evan Rapoport
|
Aug 23, 2022 |
|
Creating Solutions That Help Advisors Compete and Succeed with Natalie Wolfsen
|
Aug 09, 2022 |
|
Diversity and Inclusion in Wealth Management with Craig Pfeiffer
|
Aug 02, 2022 |
|
Why Americans Are Re-Evaluating Work with Jacquelyn Reardon
|
Jul 26, 2022 |
|
Enhancing Business Growth Through Strategic Partnerships with Mark Spina
|
Jul 19, 2022 |
|
Effectively Running a Models-Based Practice with Robert Pettman
|
Jul 12, 2022 |
|
Tax-Efficient Strategies for Maximizing Investor Returns with Martin Cowley
|
Jun 28, 2022 |
|
The Top Five Trends Impacting Wealth Management Today with Jack Sharry
|
Jun 21, 2022 |
|
Achieving Financial Wellness Through Digitization and Personalization with Nalika Nanayakkara
|
Jun 14, 2022 |
|
Using Technology to Deliver Comprehensive Advisory Services with Rich Cancro
|
Jun 07, 2022 |
|
Data And Technology: The Keys to Providing Comprehensive Wealth Advice with Paula Nelson
|
May 31, 2022 |
|
The Narrative of Trust in Advisory Services with John Connors
|
May 24, 2022 |
|
The 4 Ps of Growing a Business: Process, Performance, Partnership, and People with Corey Walther
|
May 17, 2022 |
|
The Convergence of Wealth Management and Retirement with Fred Barstein
|
May 10, 2022 |
|
Key Trends in Wealth and Investment Management with Chip Roame
|
May 03, 2022 |
|
The Future of Advisory Services: How Technology is Changing the Way We Invest with Ainslie Simmonds
|
Apr 26, 2022 |
|
Longevity, Retirement Planning, and Empowering Advisors with Frank McAleer
|
Apr 19, 2022 |
|
A WealthTech on Deck Year in Review: The Best Themes, the Most Popular Episodes, and a Look Forward with Jack Sharry and Matt Nollman
|
Apr 12, 2022 |
|
Maximizing Retirement Income with Steve Zuschin
|
Apr 05, 2022 |
|
Achieving Financial Stability In The Golden Years with Aaron Schumm
|
Mar 22, 2022 |
|
Creating Better Retirement Solutions Through Technology with Cheryl Nash and Steve Gresham
|
Mar 15, 2022 |
|
Unifying Data and Integrating Systems to Maximize Growth with Adrian Johnstone
|
Mar 08, 2022 |
|
A Marketing Playbook that Disrupts Traditional Models with Megan Carpenter
|
Mar 01, 2022 |
|
The Intersection of Digital Marketing and Financial Advice with Robert Sofia
|
Feb 22, 2022 |
|
Tax-Smart Investment Strategies with Paul Gamble
|
Feb 15, 2022 |
|
Integrating Technology, Managing Risk, and Simplifying the Complex with Tricia Rothschild
|
Feb 08, 2022 |
|
A Tax-Smart and Risk-Smart Way of Managing Portfolios with Damon Deru
|
Feb 01, 2022 |
|
Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke
|
Jan 25, 2022 |
|
Using Modern Annuity Solutions in Retirement Portfolios with David Lau
|
Jan 18, 2022 |
|
The Influence of Human Behavior on Financial Planning with Jess Liberi and Michael Liersch
|
Jan 11, 2022 |
|
The Evolution of Risk Solutions and the Multi-Platform Future with Aaron Klein
|
Jan 04, 2022 |
|
The Changing Relationship Between People and Tech with Christina Townsend
|
Dec 21, 2021 |
|
Solving Complex Problems and the Role of Technology with Jasmine Jirele: Part II
|
Dec 14, 2021 |
|
Strengthening Product Innovation and Distribution with Jasmine Jirele: Part I
|
Dec 07, 2021 |
|
The Booming Retirement Wave, UMH, and Meaningful Client Engagement with Mark Hoffman
|
Nov 30, 2021 |
|
Leveraging APIs as a Strategic Advantage with Brian Ross
|
Nov 16, 2021 |
|
Intelligent Portfolio Withdraws and Account Coordination with Rose Palazzo
|
Nov 09, 2021 |
|
The Pathway to Digital Empowerment with Tricia Haskins
|
Nov 02, 2021 |
|
Asset Allocation, Client Engagement, and Financial Wellness with Steve Zuschin
|
Oct 26, 2021 |
|
Boosting Lead Generation and Embracing Client-Focused Strategies with Steve Gresham
|
Oct 19, 2021 |
|
Cyber Security, Personalization, and the Future of UMH with Nicole Casperson
|
Oct 12, 2021 |
|
Creating a Frictionless Investor Experience with Noreen Beaman
|
Oct 05, 2021 |
|
Implementing UMH Overlays and Amplifying Existing Systems with Martin Cowley
|
Sep 14, 2021 |
|
Optimization and Personalization Using Algorithms with Dana D’Auria
|
Sep 07, 2021 |
|
Creating Digital Marketplace Platforms with Keith Gregg
|
Aug 31, 2021 |
|
Integrating Advanced Risk and Tax Management in UMAs with Lee Chertavian
|
Aug 24, 2021 |
|
Social Security Optimization with Jeff Quigley
|
Aug 17, 2021 |
|
Creating the Ideal Client Experience with Scott Holsopple
|
Aug 10, 2021 |
|
Human Intervention and the Rise of FinTech with Paul Deer
|
Aug 03, 2021 |
|
Risk Management Tools and the Future of Behavioral Finance with Daniel Crosby
|
Jul 27, 2021 |
|
Building Your Firm’s Tech Stack with Jud and Kim Mackrill
|
Jul 20, 2021 |
|
Narrative Economics and Leveraging Data Sets with John Connors
|
Jul 13, 2021 |
|
Innovating and Integrating Tech in the Financial Industry with Heather Kelly
|
Jul 06, 2021 |
|
The Power of UMH with Len Reinhart
|
Jun 29, 2021 |
|
Quantifying Value, Rollovers and Retirement, and Connecting the Dots with Harry Bartle & Steve Zuschin
|
Jun 22, 2021 |
|
Holistic Solutions, Intelligent Automation, and the Future of Asset Management with Yaqub Ahmed and Harshendu Bindal
|
Jun 15, 2021 |
|
How Tech Drives Innovation & Accelerating Through Integration with Andrew Salesky
|
Jun 08, 2021 |
|
Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo
|
Jun 01, 2021 |
|
Balancing Technology and Personalization and Giving Digestible Advice with John Thiel
|
May 25, 2021 |
|
Driving Digital and Communicating Effectively with Samantha Russell and Matt Nollman
|
May 18, 2021 |
|
Behavioral Psychology and Supporting Proactive Advisors with Eric Clarke
|
May 11, 2021 |
|
Using Transparent Data and Personalization to Build Trust and Improve Client Outcomes with Lori Hardwick
|
May 04, 2021 |
|
The Power of Software and Navigating an Ever-Changing Retirement Landscape with Mary Beth Franklin
|
Apr 27, 2021 |
|
Helping Your Clients Transition Into Retirement and the Importance of Innovation with Steve Gresham
|
Apr 20, 2021 |
|
Keep It Simple, Score Everything, and Other Lessons From LifeYield with Mark Hoffman
|
Apr 13, 2021 |
|
The Future of Human & Digital Advice, Why Tech Matters, and the Power of Personalization with Cheryl Nash
|
Apr 06, 2021 |
|
Transforming the Financial Decision-Making Process with Michael Liersch
|
Mar 30, 2021 |
|
Experimentation, the Impact of Consumer Trends, and How Tech Will Transform the Advisor Space with Dani Fava
|
Mar 23, 2021 |
|
Personalization, Scaling Efficiently, and Serving the Underserved with Ed Murphy
|
Mar 16, 2021 |
|
Introducing: WealthTech on Deck!
|
Feb 25, 2021 |