WealthTech on Deck

A podcast defining the future of wealth management and financial technology.

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Jamie Hopkins
WSFS Bank
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Perry Moutzouros and Mathew Dellorso
SEI
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Tony Davidow
Franklin Templeton
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Connor Coughlin
Apex FinTech Solutions
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Jack Sharry
LifeYield
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Jed Finn
Morgan Stanley
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Alicia Rich
Broadridge
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Jeffrey Levi and Rafael Couto
Deloitte
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Colleen Bell
Cambridge Investment Research
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  • Executives shaping the future of financial services
  • Architects of tomorrow’s wealth technology platforms
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Jamie Hopkins
WSFS Bank

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WealthTech on Deck

About this Podcast

WealthTech on Deck is a LifeYield podcast about the future of wealth management and the major role technology plays in it.

About LifeYield

LifeYield technology improves after-tax returns by minimizing investment taxes and maximizing retirement income. Major financial institutions leverage LifeYield to improve financial outcomes and increase advisor productivity through multi-account portfolio management. Learn more at lifeyield.com.