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
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Recent Episodes
The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning
Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserved,...
The WealthStack Podcast: Innovation in Fixed Income with Russell Feldman of IMTC
The fixed income market is 30x larger than the equity market, but while 92% of equities trade electronically, fixed income continues to be dominated...
The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed
Time. It’s the one thing advisors need more of, and fortunately, Catchlight is on a mission to save advisors time and help them reach their top leads...
The WealthStack Podcast: 4 Major Post-Pandemic Trends in the Investment Advisory Industry with Rob Roquitte
Financial advisors are struggling to meet client demands in a post-pandemic, virtual world. Research shows that investors want more virtual services,...
The WealthStack Podcast: Making Data Actionable with Scott Leak of FP Transitions
To help practices monitor, measure, protect and grow their business, FP Transitions provides a valuation driven by customized benchmarks against 50...
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