Episodes

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Eric Lordi
J.P. Morgan

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Ted Dimig
J.P. Morgan

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John Drahzal
Horizon Investments

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Jack Sharry
LifeYield

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Paul Hatch
Vestria Capital

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Jeff Benfield
SEI

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Arlen Oransky
Money Management Institute

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Tim Williams
Money Management Institute

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Rob Pettman
TIFIN

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Robbie Cannon
Founders Financial

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Michael Liersch
Wells Fargo

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Mike Lee
EY

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Christine Simone
Caribou

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Tom Rieman
Practice Intel

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Danielle Learned
Horizon Investments

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Jay Link
Bank of America Merrill Lynch

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Roger Paradiso
Franklin Templeton

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Darren Tedesco
Advisor360°

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Robert Sofia
Snappy Kraken

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Jacquelyn Reardon
Franklin Templeton

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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.