Castuner

WealthTech on Deck

LifeYield

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.

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Episodes

257 episodes

  1. From Wealth Manager to Wealth Advocate with Shauna Mace 30:00
  2. Why Wealth Firms Need to Own Their Infrastructure with Kevin Mitchell 23:53
  3. Turning Holistic Advice into Holistic Implementation with Max Lane 32:52
  4. Why Advisors Matter More in an Age of Unlimited Information with Jim Patrick 25:36
  5. Women & Wealth: How Women Investors Are Reshaping Wealth Management with Ann Covington 32:38
  6. How Advisors Can Build More Tax-Efficient Portfolios with Andrew Ang 21:48
  7. Building a Protection-First Advice Model with Mike Perry 31:16
  8. How Technology and Operations Enable Total Wealth Advice with Alok Kapoor and John Hogarty 28:41
  9. Five Key Trends Reshaping the Investor Landscape with Andrew Guillette 32:00
  10. Scaling an Independent RIA Without Losing Your Culture with Randy Morris and Seamus O’Brien 28:29
  11. Driving Growth Through Operational Scale with Jack Hannah 23:08
  12. Institutionalizing Organic Growth with Rick Kent & Kay Lynn Mayhue 30:39
  13. Beyond the Hype: How AI Makes a Difference in Wealth Management with Rob Pettman 29:44
  14. Advisor Shortage, AI, and the Next Growth Model with Vlad Golyk 30:03
  15. Why Advisor Capacity Is the Future of Growth with Steve Gresham 30:31
  16. Operationalizing AI: Turning Technology into Sustainable Organic Growth with Alois Pirker 25:44
  17. The Convergence Era: Advancing Advisor Technology and Client Experience with Bradley Kellum 27:54
  18. How Unified Managed Household Was Born with Len Reinhart 32:22
  19. Integrating Fee-Based Annuities into Household Wealth Management with David Lau 28:31
  20. How AI-Native Platforms Transform Advisor Workflows with Bassam Chaptini and Rabih Ramadi 26:21
  21. How Edward Jones Scales Advice for High-Net-Worth Clients with Tom Lewandowski 24:04
  22. Adoption Over Hype: What Actually Drives Growth in Wealth Management with Scott Smith 24:27
  23. Modernizing Legacy Wealth Firms with John Yackel 24:55
  24. Architecting the Future of Financial Advice with Amy Young 30:18
  25. 2025’s Biggest WealthTech Shifts with Jack Sharry 32:41
  26. Designing the Next Wave of Technology-Driven Businesses with Sneha Shah 24:54
  27. The Great Convergence in Wealth Management with Garrett Beam 32:20
  28. Key Findings from the 2025 MMI Investment Advisory Pulse Survey with Tim Kresl and Ashley Wood 34:37
  29. Why the Future of Financial Advice Is Human-Led and AI-Enabled with Michael Liersch 39:52
  30. Five Trends Reshaping the Future of Wealth Management with Chip Roame 30:56
  31. Why Tax-Smart Infrastructure Is the Future of Wealth Management with Arthur Worthington 31:10
  32. Building the Bridge to a Better Retirement with David Goldman 27:04
  33. Empowering Advisors: Technology and Financial Psychology in Action with Morgan Bell 26:28
  34. Enabling Advisors to Serve Aging Clients and Multigenerational Families with Suzanne Schmitt 28:28
  35. From Wirehouse to Independence: Developing Complete Wealth Managers with John Amore 23:23
  36. The Digital Advantage: Enhancing Client Engagement and Advisor Independence with Ritik Malhotra 24:44
  37. Turning Conversations into Compliance-Ready Records with Parker Ence 20:35
  38. From Spreadsheets to Smart Revenue Management with Pete Hess 26:48
  39. The TurboTax for Financial Planning with Stephen Chen 28:05
  40. Turning AI Pilots into Enterprise Wins with Rob Pettman 27:50
  41. The Road to UMH: Why Tax Optimization Is the New Battleground with J. Womack 38:19
  42. Why Tax Optimization Is the New Alpha in Wealth Management with Scott Smith 30:34
  43. The Hidden Costs of Caregiving—and How Advisors Can Help with Ken Dychtwald and Ken Cella 36:42
  44. Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold 27:28
  45. Using AI and Blockchain to Build Custom FinTech Solutions with John Sweeney 32:42
  46. From Scarcity to Scale: Jamie Hopkins on Building a Better Financial Future 29:36
  47. Merging Vision with Scale: How SEI Is Reshaping WealthTech from the Inside Out with Perry Moutzouros & Mathew Dellorso 32:29
  48. The Alt Evolution: How Private Markets Are Reshaping Wealth Management with Tony Davidow 29:06
  49. The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin 25:15
  50. The $6 Trillion Strategy: How Morgan Stanley Is Reshaping Wealth Management with Jed Finn 24:00