Episodes

Array headshot

Eric Lordi
J.P. Morgan

Full episode
Array headshot

Ted Dimig
J.P. Morgan

Full episode
Array headshot

John Drahzal
Horizon Investments

Full episode
Array headshot

Jack Sharry
LifeYield

Full episode
Array headshot

Paul Hatch
Vestria Capital

Full episode
Array headshot

Jeff Benfield
SEI

Full episode
Array headshot

Arlen Oransky
Money Management Institute

Full episode
Array headshot

Tim Williams
Money Management Institute

Full episode
Array headshot

Rob Pettman
TIFIN

Full episode
Array headshot

Robbie Cannon
Founders Financial

Full episode
Array headshot

Michael Liersch
Wells Fargo

Full episode
Array headshot

Mike Lee
EY

Full episode
Array headshot

Christine Simone
Caribou

Full episode
Array headshot

Tom Rieman
Practice Intel

Full episode
Array headshot

Danielle Learned
Horizon Investments

Full episode
Array headshot

Jay Link
Bank of America Merrill Lynch

Full episode
Array headshot

Roger Paradiso
Franklin Templeton

Full episode
Array headshot

Darren Tedesco
Advisor360°

Full episode
Array headshot

Robert Sofia
Snappy Kraken

Full episode
Array headshot

Jacquelyn Reardon
Franklin Templeton

Full episode
1 2 3 4 … 10
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.