Episodes

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Thomas Buckingham
Nassau Financial Group

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John Wernz
Great Hill Partners

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Craig Iskowitz
Ezra Group

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Neal Ringquist
Retirement Clearinghouse

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Rich Romano
FIDx

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Denise Wypiszenski
4U

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Lena Haas
Edward Jones

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Len Reinhart and Jim Seuffert

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David Hegarty
Playbook

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Steve Zuschin
Mammoth Technology

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Chip Roame
Tiburon Strategic Advisors

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Brian McDonald
Morgan Stanley

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Yaqub Ahmed
Franklin Templeton

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Matt Belnap
Cerulli Associates

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John Thiel, John Connors, and Rich Aneser

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Brian Moran
FLX Networks

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David Lau
DPL Financial Partners

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Douglas Fritz
F2 Strategy

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Mike Saunders
Marketing Huddle

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Vinay Nair
TIFIN

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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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