Episodes

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Chip Roame
Tiburon Strategic Advisors

Full episode
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Ainslie Simmonds
Pershing X

Full episode
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Frank McAleer
Raymond James

Full episode
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Jack Sharry
LifeYield

Full episode
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Steve Zuschin
LifeYield

Full episode
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Aaron Schumm
Vestwell

Full episode
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Cheryl Nash
Financial Supermarket at InvestCloud

Full episode
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Adrian Johnstone
Practifi

Full episode
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Megan Carpenter
FiComm Partners

Full episode
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Robert Sofia
Snappy Kraken

Full episode
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Paul Gamble
55ip

Full episode
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Tricia Rothschild
CFA Institute Board of Governors

Full episode
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Damon Deru
AdvisorPeak

Full episode
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Ben Huneke
Morgan Stanley

Full episode
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David Lau
DPL Financial Partners

Full episode
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Jess Liberi
eMoney Advisor

Full episode
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Aaron Klein
Riskalyze

Full episode
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Christina Townsend
BNY Mellon | Pershing

Full episode
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Jasmine Jirele
Allianz Life Insurance

Full episode
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Mark Hoffman
LifeYield

Full episode
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WealthTech on Deck

About WealthTech on Deck

WealthTech on Deck is an SEI podcast about the future of wealth management and the major role technology plays in it.

About SEI

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives.

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