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: Portfolio Personalization Without the Ops Headache with Wes Caywood

Posted February 6, 2026 • 00:36:28

As advisors race to deliver “personalized” portfolios at scale, a hard reality is setting in: most personalization is still just a model tweak with...

The WealthStack Podcast: Tech Meets Behavioral Finance with Dr. Joshua Wilson

Posted January 23, 2026 • 00:46:54

As artificial intelligence-powered tools flood the market and marketing becomes faster, cheaper and easier to automate, advisors are discovering an...

From Franken-Stacks to AI Agents: The Annual WealthTech Outlook with Davis Janowski

Posted January 12, 2026 • 00:39:11

For three years running, the WealthStack season has officially started the same way: with an unfiltered wealthtech outlook conversation between Shannon...

The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts

Posted December 19, 2025 • 00:40:16

Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real...

The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein

Posted December 5, 2025 • 00:33:06

Wealth firms are finally moving beyond “CRM as a Rolodex” and into a world where CRM, data and AI operate as the command center of the entire business....