June WealthTech Insights: Banking, Mentorship, and Big Changes
This month on WealthTech on Deck, we heard from industry experts on a variety of topics, including how a transformed RIA aims for...
In the News
May WealthTech Wrap-Up: AI, Alts, WaaS, and More
Whatever your industry sources—trade publications, podcasts, or personal connections—you’re reading and hearing about artificial...
April in Review: Key Insights from Industry Leaders
We were showered in April with insights from an enterprising business school dean, a former Orion executive who’s made a career turn, and...
March WealthTech Rundown: Retirement Planning, MarTech, and Financial Wellness
In the month of pots of gold and four-leaf clovers, I was lucky to speak with four individuals making a difference in the wealth management...
8 Influential Financial Services Leaders You Need to Know
WealthTech on Deck started 2025 with a bang. We’ve heard from eight impactful players operating at the intersection of technology and...
Guest Spotlight: Danielle Learned
About Danielle Danielle Learned is the Chief of Staff and Head of Sales Execution at Horizon Investments. In addition to her duties at...