WealthTech on Deck

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

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Eric Lordi
J.P. Morgan
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Ted Dimig
J.P. Morgan
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John Drahzal
Horizon Investments
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Paul Hatch
Vestria Capital
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Jack Sharry
LifeYield
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Jeff Benfield
SEI
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Arlen Oransky
Money Management Institute
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Tim Williams
Money Management Institute
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Rob Pettman
TIFIN
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  • Executives shaping the future of financial services
  • Architects of tomorrow’s wealth technology platforms
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Latest Episode

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Eric Lordi
J.P. Morgan

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Popular Episodes

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Ted Dimig
J.P. Morgan

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John Drahzal
Horizon Investments

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Jack Sharry
LifeYield

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Paul Hatch
Vestria Capital

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Jeff Benfield
SEI

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Arlen Oransky
Money Management Institute

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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.