WealthTech on Deck

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

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Morgan Bell
Constellation Wealth Capital
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Suzanne Schmitt
Next Chapter
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John Amore
Kestra Financial
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Ritik Malhotra
Savvy Wealth
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Jack Sharry
LifeYield
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Parker Ence
Jump Advisor AI
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Pete Hess
PureFacts
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Stephen Chen
Boldin
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Rob Pettman
TIFIN
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  • Executives shaping the future of financial services
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Morgan Bell
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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.