Episodes

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Randy Bullard
Charles River Development

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Laura Dinan Haber
Nassau Financial Group

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Jack Sharry
LifeYield

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Kyle Van Pelt
Milemarker

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Harry Bartle
LifeYield

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Jason Fichtner
Bipartisan Policy Center

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Evan Rapoport
SMArtX Advisory Solutions

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Natalie Wolfsen
AssetMark

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Craig Pfeiffer
Money Management Institute

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Jacquelyn Reardon
Franklin Templeton

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Mark Spina
FLX Networks

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Robert Pettman
LPL Financial

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Martin Cowley
LifeYield

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Jack Sharry
LifeYield

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Nalika Nanayakkara
EY

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Rich Cancro
AdvisorEngine

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Paula Nelson
Global Atlantic Financial Group

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John Connors
Boathouse

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Corey Walther
Allianz Life Financial Services, LLC

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Fred Barstein
The Retirement Advisor University

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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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