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.

Strona podcastu

Słuchaj w swojej aplikacji

Odcinki

257 odcinków

  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