Episodes

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
Array headshot

Erich Holland
SEI

Full episode
Array headshot

Matt Reiner
Capital Investment Advisors

Full episode
Array headshot

Jack Sharry
LifeYield

Full episode
Array headshot

Sandy Kaul
Franklin Templeton

Full episode
Array headshot

Charles Smith
EY

Full episode
Array headshot

Amy Young
Microsoft's Financial Services

Full episode
Array headshot

Jonathan Michael
Wealth I/O

Full episode
Array headshot

Tim Seifert
Lincoln Financial Group

Full episode
Array headshot

Rose Palazzo
Envestnet | MoneyGuide

Full episode
Array headshot

Reese Harper
Elements

Full episode
Array headshot

David Blanchett
PGIM DC Solutions

Full episode
Array headshot

Steve Gresham
Next Chapter

Full episode
Array headshot

Craig Clark
Nitrogen

Full episode
Array headshot

Kelly Waltrich
Intention.ly

Full episode
1 2 3 4 5 … 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.