Episodes

Array headshot

Martin Cowley
LifeYield

Full episode
Array headshot

Jack Sharry
LifeYield

Full episode
Array headshot

Nalika Nanayakkara
EY

Full episode
Array headshot

Rich Cancro
AdvisorEngine

Full episode
Array headshot

Paula Nelson
Global Atlantic Financial Group

Full episode
Array headshot

John Connors
Boathouse

Full episode
Array headshot

Corey Walther
Allianz Life Financial Services, LLC

Full episode
Array headshot

Fred Barstein
The Retirement Advisor University

Full episode
Array headshot

Chip Roame
Tiburon Strategic Advisors

Full episode
Array headshot

Ainslie Simmonds
Pershing X

Full episode
Array headshot

Frank McAleer
Raymond James

Full episode
Array headshot

Jack Sharry
LifeYield

Full episode
Array headshot

Steve Zuschin
LifeYield

Full episode
Array headshot

Aaron Schumm
Vestwell

Full episode
Array headshot

Cheryl Nash
Financial Supermarket at InvestCloud

Full episode
Array headshot

Adrian Johnstone
Practifi

Full episode
Array headshot

Megan Carpenter
FiComm Partners

Full episode
Array headshot

Robert Sofia
Snappy Kraken

Full episode
Array headshot

Paul Gamble
55ip

Full episode
Array headshot

Tricia Rothschild
CFA Institute Board of Governors

Full episode
1 … 6 7 8 9 10 11
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.