WealthTech on Deck

WealthTech on Deck

Por: 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.
226 episodios disponibles

Latest episodes of the podcast WealthTech on Deck

Building the Bridge to a Better Retirement with David Goldman 09/12/2025
Empowering Advisors: Technology and Financial Psychology in Action with Morgan Bell 02/12/2025
Enabling Advisors to Serve Aging Clients and Multigenerational Families with Suzanne Schmitt 18/11/2025
From Wirehouse to Independence: Developing Complete Wealth Managers with John Amore 11/11/2025
The Digital Advantage: Enhancing Client Engagement and Advisor Independence with Ritik Malhotra 04/11/2025
Turning Conversations into Compliance-Ready Records with Parker Ence 28/10/2025
From Spreadsheets to Smart Revenue Management with Pete Hess 21/10/2025
The TurboTax for Financial Planning with Stephen Chen 14/10/2025
Turning AI Pilots into Enterprise Wins with Rob Pettman 07/10/2025
The Road to UMH: Why Tax Optimization Is the New Battleground with J. Womack 30/09/2025
Why Tax Optimization Is the New Alpha in Wealth Management with Scott Smith 23/09/2025
The Hidden Costs of Caregiving—and How Advisors Can Help with Ken Dychtwald and Ken Cella 16/09/2025
Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold 09/09/2025
Using AI and Blockchain to Build Custom FinTech Solutions with John Sweeney 02/09/2025
From Scarcity to Scale: Jamie Hopkins on Building a Better Financial Future 26/08/2025
Merging Vision with Scale: How SEI Is Reshaping WealthTech from the Inside Out with Perry Moutzouros & Mathew Dellorso 19/08/2025
The Alt Evolution: How Private Markets Are Reshaping Wealth Management with Tony Davidow 12/08/2025
The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin 05/08/2025
The $6 Trillion Strategy: How Morgan Stanley Is Reshaping Wealth Management with Jed Finn 29/07/2025
How AI Helps Advisors Build Trust with Alicia Rich 22/07/2025
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