Episodes

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Randy Morris
Summit Wealth Group

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Kellan Brown
100 Women in Finance

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Allie Carey
SEI

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Justin Singer
EY

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Neil Bathon
FUSE Research Network

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Arnulf Hsu
GReminders

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Mike Capelle
Modern Wealth Management

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Randy Lambert
Intention.ly

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Ryan VanGorder
Opto

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Ryan Eisenman
Arch

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Brooke Elliott
University of Illinois, Urbana-Champaign

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Steven Miyao
Coaching Metta

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Russ Tipper
Edward Jones

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Doug Fritz
F2 Strategy

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Matthew Gray
Allianz Life

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Jan Buchsbaum and Mark Fitzgerald
Nassau Financial Group

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Lacy Garcia
Willow

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Ken Dychtwald
Age Wave

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Michael Lane
SEI

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Jennifer Ball
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.