WealthTech on Deck

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

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Brooke Elliott
University of Illinois, Urbana-Champaign
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Steven Miyao
Coaching Metta
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Russ Tipper
Edward Jones
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Doug Fritz
F2 Strategy
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Jack Sharry
LifeYield
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Matthew Gray
Allianz Life
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Jan Buchsbaum and Mark Fitzgerald
Nassau Financial Group
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Lacy Garcia
Willow
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Ken Dychtwald
Age Wave
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  • Executives shaping the future of financial services
  • Architects of tomorrow’s wealth technology platforms
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Brooke Elliott
University of Illinois, Urbana-Champaign

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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.