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: Why Direct Indexing is The Future of Investing with Patrick Shaddow

Posted August 9, 2024 • 00:34:58

When it comes to direct indexing, adoption and understanding has historically lagged because the tools were not readily available to advisors, and/or...

The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein

Posted July 26, 2024 • 00:27:41

When you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but...

The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare Planning

Posted July 12, 2024 • 00:33:05

It’s no secret that the healthcare and financial services industries are incredibly complicated and often don’t easily talk to one another. In fact,...

The WealthStack Podcast: Bringing the Power of Planning to Philanthropy

Posted June 21, 2024 • 00:27:56

Philanthropy often remains an overlooked aspect in wealth planning, which traditionally focuses on wealth accumulation rather than distribution. But,...

The WealthStack Podcast: How RIAs Can Prepare for The Latest SEC Cybersecurity Rules

Posted June 7, 2024 • 00:30:34

SEC compliance is top of mind for RIAs across the country, and their cybersecurity needs are specific. RIAs have a fiduciary responsibility to protect...