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

Lori Hardwick: How Technology is Revolutionizing the Wealth Management Industry

Posted February 3, 2022 • 00:34:49

Innovation and adoption of technology are rapidly redefining the way financial advisors work with clients – and are revolutionizing the wealth management...

Dakota’s Carina Diamond: WealthTech’s Impact on the Future of Advice

Posted December 17, 2021 • 00:23:57

As technology for the wealth management industry evolves, financial advisors will have more options than ever before to enhance the services – and...

3. The Value of Advice: Articulating and Demonstrating Your True “Alpha” with Jamie Hopkins

Posted November 18, 2021 • 00:35:00

Financial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navigate...

2. Dani Fava: Why Embedded Finance is a Game-Changer for Financial Advice

Posted November 10, 2021 • 00:24:55

Sponsored by: Nationwide While most consumers rely on mobile apps for the majority of their daily purchases and purchases, financial services apps are...

1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management

Posted October 14, 2021 • 00:20:57

When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them...