WealthTech on Deck

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

Listen here
Array headshot

Lacy Garcia
Willow
Array headshot

Ken Dychtwald
Age Wave
Array headshot

Michael Lane
SEI
Array headshot

Jennifer Ball
Franklin Templeton
Array headshot

Jack Sharry
LifeYield
Array headshot

Scott Smith
Cerulli Associates
Array headshot

Adam Holt
Asset-Map
Array headshot

Mark Hoffman
SEI LifeYield
Array headshot

Tina Powell
Intention.ly
Illustration with a alert bell icon in an orange circle

Join our mailing list

We’ll notify you whenever there’s a new podcast featuring:

  • Executives shaping the future of financial services
  • Architects of tomorrow’s wealth technology platforms
  • Expert industry observers and influencers
Illustration with an audio signal icon in an orange circle

Listen

Latest Episode

Array headshot

Lacy Garcia
Willow

Full episode

Popular Episodes

Array headshot

Ken Dychtwald
Age Wave

Full episode
Array headshot

Michael Lane
SEI

Full episode
Array headshot

Jennifer Ball
Franklin Templeton

Full episode
Array headshot

Scott Smith
Cerulli Associates

Full episode
Array headshot

Adam Holt
Asset-Map

Full episode
Array headshot

Jack Sharry
SEI LifeYield

Full episode
See all episodes

Listen on

Listen on Apple Podcasts
Listen on Spotify
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.