The WealthStack Podcast

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth m

Recent Episodes

The WealthStack Podcast: Can Your Tech Help Tame Volatility with Don Nilsson of Addepar

Posted January 26, 2024 • 00:44:21

The fastest-growing, most resilient RIAs are relying on modern technology to deliver a differentiated experience and keep up with client expectations....

The WealthStack Podcast: The Myth of the Perfect Tech Stack with Adrian Johnstone

Posted January 19, 2024 • 00:26:55

Is the perfect tech stack a unicorn…does it even exist? The battle between all-in-one versus best-of-breed wages on. But, Practifi, a performance...

The WealthStack Podcast: Bridging the Gap Between Asset Management and Financial Planning with Martin Tarlie

Posted December 15, 2023 • 00:34:41

Nebo, which stands for needs based optimization, was born after nearly a decade of GMO research focused on solving for optimal portfolio construction...

The WealthStack Podcast: How to Use Generative AI to Scale your Practice with Alan Gurung

Posted December 1, 2023 • 00:32:42

AI continues to dominate headlines in the wealth management space. But, will it eventually end up replacing everything outside of actual conversations...

The WealthStack Podcast: The Power of Visuals to Create Deeper Engagement with Dr. Ross Riskin

Posted November 17, 2023 • 00:41:16

Is a picture worth a thousand words? In the case of visiWealth, the answer is yes. Financial planning is complicated and often full of jargon that is...