WealthTech on Deck
A podcast defining the future of wealth management and financial technology.
Latest Episode
Tom Lewandowski
Edward Jones
Scott Smith
Cerulli Associates
John Yackel
Janney Montgomery Scott
Amy Young
Advice Architects
Jack Sharry
SEI
Launched in March 2021, WealthTech on Deck episodes have attracted more than 75,000 downloads.
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Recent episodes
Tom Lewandowski
Edward Jones
Scott Smith
Cerulli Associates
John Yackel
Janney Montgomery Scott
Amy Young
Advice Architects
Jack Sharry
SEI
Sneha Shah
SEI
Garrett Beam
Cetera Financial Group
Tim Kresl and Ashley Wood
Broadridge
Michael Liersch
Edelman Financial Engines
