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: How Advisors Can Leverage Online Reviews (and be Compliant) with Brian Thorp of WealthTender

Posted April 14, 2023 • 00:31:23

The SEC’s new marketing rule resulted in sweeping changes to how firms can market themselves and interact with investors. Fortunately, modernization...

The WealthStack Podcast: 5 Trends Shaping Wealth Management in 2023 With Tim Welsh

Posted April 7, 2023 • 00:37:02

Over the last year, the wealth management industry has faced extraordinary market conditions and macro-economic challenges, causing many firms to reconsider...

The WealthStack Podcast: Digitizing Your Practice End-To-End with Jason Pereira

Posted March 31, 2023 • 00:36:15

Financial advisors have a plethora of options when it comes to building their tech stack. But, how can they ultimately leverage new technology to deliver...

The WealthStack Podcast: Solving Integration Challenges is Now a Reality

Posted March 24, 2023 • 00:36:03

Many firms are sitting on a plethora of data, but have struggled to unlock the true value of it all. Integration enables (often disparate) systems to...

The WealthStack Podcast: How Does 401(k) and Held Away Account Management Fit into Holistic Advice?

Posted March 17, 2023 • 00:31:03

What’s in a name? Acting as a “bridge” to better retirement, Pontera enables retirement savers to get help managing their 401(k) from their trusted...