Surprising Things Podcast Guests Do in Their Spare Time
At the end of every WealthTech on Deck episode, host Jack Sharry asks guests his favorite question: “What’s one thing you do outside of...
In the News
The Unified Managed Household and the ‘Smart’ Financial Advisor
Demographers call my generation the “digital natives.” We’re staunchly optimistic about the power of technology to simplify and improve our...
10 Must-Read Books for Innovators
I love to read, and I make it a priority to carve out time to immerse myself in a good book. Books unlock new ideas and prompt me to...
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...
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...