WealthTech on Deck
Episodes
WealthTech on Deck Year-End Review of Innovators and Disruptors in Wealth Management with Jack Sharry and Matt Nollman
19 Dec 2023
Contributed by Lukas
The wealth management industry is evolving rapidly, driven by innovation and disruption. The insights and experiences shared by the brightest and best...
How Technology Drives Annuity Sales Growth with Harry Bartle and Jeff Quigley
12 Dec 2023
Contributed by Lukas
The intersection of market dynamics and technological advancements has not only heightened the value of annuities but also revolutionized how financia...
The Five Areas of Evolution in the Wealth Management Industry with Chip Roame
05 Dec 2023
Contributed by Lukas
As financial markets continue to evolve, so does the way individuals and institutions navigate the world of asset allocation, investment strategies, a...
Empowering Investor Success with Cindy Galiano
28 Nov 2023
Contributed by Lukas
Morningstar is committed to creating a comprehensive wealth management platform. The company is on an accelerated path to modernizing its U.S. wealth ...
Building Custom Model Portfolios with Amanda Robinson
14 Nov 2023
Contributed by Lukas
In this episode, Jack talks with Amanda Robinson, VP of Portfolio Solutions at Fidelity Investments. Amanda leads a team responsible for delivering su...
Strategic Partnerships in FinTech and InsurTech with Chad Virgin
07 Nov 2023
Contributed by Lukas
Strategic partnerships and investments with innovative fintech and insurtech have emerged as key strategies, empowering financial institutions and ins...
Creating a Modern Wealth Management Platform with Reed Colley
31 Oct 2023
Contributed by Lukas
Summit Wealth Systems is at the forefront of transforming the wealth management industry. The company's commitment to collaboration and innovation pos...
The Value of Adding Annuities to a Portfolio with Mark Paulson
24 Oct 2023
Contributed by Lukas
Annuities have long been acknowledged as valuable financial instruments that provide the opportunity to effectively manage risks, making them a corner...
Achieving Peace of Mind and Confidence in Retirement with Scott Stolz
17 Oct 2023
Contributed by Lukas
As people reach their senior years, the support of a social security payment brings a sense of security and stability. People understand the tangible ...
The Power of Data and Analytics in Financial Services with Laura Varas
10 Oct 2023
Contributed by Lukas
Markets thrive on the pulse of data, relying on its flow to maintain balance and informed choices. As data and analytics are catalysts driving the tra...
The Legends of WealthTech with Edmond Walters
03 Oct 2023
Contributed by Lukas
With an innovative approach to financial planning and a commitment to providing clients with a holistic and interactive experience, Edmond's journey i...
The Legends of WealthTech with Roger Paradiso
26 Sep 2023
Contributed by Lukas
Innovation has been a critical driver of progress in wealth management. As a result, various innovative investment strategies have emerged and been ad...
Financial Wellness in the Workplace with Aaron Schumm
19 Sep 2023
Contributed by Lukas
Retirement planning and wealth management are becoming synonymous with financial wellness. It encompasses not just monetary security but also the tool...
The AI Revolution in Wealth Management with Jud Mackrill
12 Sep 2023
Contributed by Lukas
Finance and wealth management are rapidly evolving fields, and embracing artificial intelligence (AI) isn't just a choice. It's a transformative journ...
The Longevity Revolution with Ken Dychtwald
05 Sep 2023
Contributed by Lukas
The world is experiencing a profound demographic shift that is transforming how we think about aging. With people living longer and healthier lives, t...
Debunking Common Myths About Annuities with Thomas Buckingham
29 Aug 2023
Contributed by Lukas
In retirement planning, annuity often raises mixed feelings among individuals. Some may shy away from it, while others might be skeptical due to misco...
Unlocking the Power of Marketing in Financial Services with John Wernz
22 Aug 2023
Contributed by Lukas
Marketing in financial services has transitioned to being a strategic imperative. Financial firms are now recognizing the power of marketing to drive ...
The Tech Stack Revolution with Craig Iskowitz
15 Aug 2023
Contributed by Lukas
In pursuing an optimized tech stack, wealth management firms are engaged in a relentless game of integrating and coordinating their operating systems....
Increasing Retirement Security with Neal Ringquist and Spencer Williams
08 Aug 2023
Contributed by Lukas
In today’s mobile workforce, Americans are chasing new challenges, higher salaries, and better benefits by switching jobs. According to the Employee...
Annuities Made Smarter, Faster, and Better with Rich Romano
01 Aug 2023
Contributed by Lukas
The evolution of annuities within the wealth management advisory space exemplifies a commitment to elevating the client experience. Through technologi...
How Collaboration Drives Innovation with Denise Wypiszenski
25 Jul 2023
Contributed by Lukas
Financial services have seen connectivity and collaboration emerge as game-changers, transforming the way advisors engage with valuable resources and ...
Creating a Meaningful and Fulfilling Retirement with Lena Haas and Ken Dychtwald
18 Jul 2023
Contributed by Lukas
Retirement is no longer considered an endpoint but rather a gateway to a new chapter brimming with purpose. Gone are the days when it was synonymous w...
The Legends of WealthTech with Len Reinhart and Jim Seuffert
11 Jul 2023
Contributed by Lukas
Pioneers in financial technology have reshaped the industry with their visionary ideas and relentless dedication. Among these legends of wealthtech, L...
Tax-Efficient Investing System for High-Earning Millennials and Gen Z with David Hegarty
27 Jun 2023
Contributed by Lukas
For high-earning millennials and Gen Z, financial success often comes hand in hand with a perplexing challenge — how to make the most of their incom...
Simplifying Private Investments Through Technology with Steve Zuschin
20 Jun 2023
Contributed by Lukas
As the demand for private investments continues to rise, bridging the gap between technology and client servicing has become essential. However, the c...
Five Key Wealth and Investment Management Industry Trends with Chip Roame
13 Jun 2023
Contributed by Lukas
Conferences are a wonderful way to expand your network, explore industry trends, and enhance your skills. The most natural networking is hard to repli...
Leveling up Financial Benefits in the Workplace with Brian McDonald
06 Jun 2023
Contributed by Lukas
Businesses are often focused on client retention, but employee retention is equally as important. In order to retain top talent, employers need to sup...
Democratizing Financial Advice with Yaqub Ahmed
30 May 2023
Contributed by Lukas
Financial advice plays a key role in making informed decisions about how to meet your current needs and how to reach your long-term goals, but most U....
Reframing the Client-Advisor Relationship with Matt Belnap
23 May 2023
Contributed by Lukas
According to Cerulli’s research, “22% of wealth managers said consolidating to a unified managed household (UMH) is a significant priority, with h...
The Legends of WealthTech with John Thiel, John Connors, and Rich Aneser
16 May 2023
Contributed by Lukas
The wealth management industry has changed tremendously over the last 20 years, and it’s difficult to remember that what we now consider the norm de...
Leveraging Innovation with Brian Moran
09 May 2023
Contributed by Lukas
Innovation is often accompanied by a fear of failing, and many industry leaders perceive change as a threat rather than an opportunity for progress. T...
Driving Disruption in the Insurance Industry with David Lau
02 May 2023
Contributed by Lukas
Comfort is the enemy of progress, especially in business. Adapting to new models and driving change is frightening, due to fear and risk of failure. S...
How to Build a Unique Client Experience with Douglas Fritz
25 Apr 2023
Contributed by Lukas
Satisfied customers are the foundation of any successful business. Keeping customers satisfied means that every interaction must be positive, from the...
Elevating Trust and Credibility with Mike Saunders
18 Apr 2023
Contributed by Lukas
In today's competitive business landscape, it feels daunting and nearly impossible to gain the attention of prospects. Everyone is selling something, ...
How to Make Investing Engaging Using AI with Vinay Nair
11 Apr 2023
Contributed by Lukas
ChatGPT may have recently taken the world by storm, but artificial intelligence is not new. AI’s greatest strength has always been its ability to pe...
The Voice of the American Worker with Jacquelyn Reardon
04 Apr 2023
Contributed by Lukas
With economic uncertainty on the horizon, employees are feeling more anxious than ever about job stability, inflation, and their retirement plans. It ...
What COVID-19 Taught Us About the Future of Financial Advice with Jack Sharry
21 Mar 2023
Contributed by Lukas
The COVID-19 pandemic changed the way we think about everything - the way we work, the way we interact, the way we approach safety, healthcare, and ev...
Combining Digital Capabilities with Human Interaction with Michael Liersch
14 Mar 2023
Contributed by Lukas
As financial services advance, people increasingly use digital tools and platforms to manage their finances. While these tools can be highly effective...
The Legends of WealthTech with Noreen Beaman, Lori Hardwick, and Cheryl Nash
07 Mar 2023
Contributed by Lukas
A startling 6.6% of Fortune 500 companies have women as their CEOs and only 23% of C-Suites are made up of women. Such statistics show that gender bia...
Using FOMO to Your Advantage with Rod Sayegh
28 Feb 2023
Contributed by Lukas
Technology is an agent of innovation and a driver of the digital world, where everything is smarter, searchable, and instantaneous. Gone are the days ...
Bringing Protective Equity Investing to Retail Wealth with Joanna Kanakis
21 Feb 2023
Contributed by Lukas
Technology has been changing the way we do business for years, and its impact will continue to affect our business outcomes as tech gets smarter. Stil...
Personalized Financial Planning for Physicians with Bill Martin
14 Feb 2023
Contributed by Lukas
Physicians are some of the nation’s highest earners, but they are not without their own unique financial challenges. By the time physicians earn the...
The Paradigm Shift in Retirement with Ken Dychtwald
07 Feb 2023
Contributed by Lukas
The word "retirement" is often associated with images of white sand beaches, golf courses, and senior discounts. However, the reality of retirement is...
The New Retirement Journey with Ken Cella and Ken Dychtwald
31 Jan 2023
Contributed by Lukas
In this episode, Jack talks with Ken Cella, Principal of Branch Development at Edward Jones. In his role, Ken empowers nearly 19,000 financial advisor...
Rethinking Retirement with Steve Gresham
24 Jan 2023
Contributed by Lukas
The demographic shift toward an older population, concerns about the financial sustainability of traditional pension systems, and lengthening life exp...
Providing Easy Access to Workplace Savings with Michelle Tran
17 Jan 2023
Contributed by Lukas
A secure retirement doesn't just happen. It needs to start with planning and saving early. People are becoming increasingly aware of the importance of...
Bringing Together Assets, People, and Processes with Edmund Murphy
10 Jan 2023
Contributed by Lukas
One of the most important aspects of digital transformation is the need to bring together assets, people, and processes. The merging and acquisition o...
The Best Marketing Tool with Kimberly Beck
03 Jan 2023
Contributed by Lukas
Nowadays, marketing is about more than just advertising. It's about creating a connection with your customers and giving them a positive experience th...
WealthTech on Deck Year-End Review with Jack Sharry and Matt Nollman
20 Dec 2022
Contributed by Lukas
It’s been an amazing year for WealthTech on Deck podcast. Jack Sharry interviewed some inspiring and successful thought leaders in the financial ser...
Building a State-Of-The-Art Comprehensive Advice Platform with Deep Srivastav and Martin Cowley
13 Dec 2022
Contributed by Lukas
In this episode, Jack talks with Deep Srivastav, Senior Vice President and Head of Digital Investment Solutions for Franklin Templeton Investment Solu...
Making Authentic Connections Through Storytelling with Meghan McCartan
06 Dec 2022
Contributed by Lukas
The art of storytelling is one of the oldest and most powerful tools in the human toolbox. For centuries, stories have been used to teach, entertain, ...
Transforming Research Into Practical Investment Strategies with Kaitlin Hendrix and Shawn Jaberzadeh
29 Nov 2022
Contributed by Lukas
In this episode, Jack talks with Kaitlin Hendrix, Senior Researcher and Vice President at Dimensional Fund Advisors, and Shawn Jaberzadeh, Vice Presid...
Helping Every Client to Maximize Their Orion Experience with Greg Menefee
22 Nov 2022
Contributed by Lukas
Over the years, businesses have focused on providing the best products and services. While this is still important, it's no longer enough. Client expe...
Getting the Most Out of Social Security with Alyson Dorosky and Jeff Quigley
15 Nov 2022
Contributed by Lukas
Since its inception, the Social Security program has been a cornerstone of retirement planning. Though most people think of social security as a retir...
Providing Best-In-Class Advice and Best-In-Class Technology with Jed Finn
08 Nov 2022
Contributed by Lukas
Many individuals and families face financial challenges that require professional assistance to navigate. These challenges can range from investment p...
Developing and Executing Platform Strategies for Wealth Management with Kabir Sethi
01 Nov 2022
Contributed by Lukas
Digital transformation is inevitable, and financial services companies have to be nimble and adapt to the changing landscape. They need to find ways t...
Investment Strategies to Live an Intelligent Financial Life with Rose Palazzo
25 Oct 2022
Contributed by Lukas
Most people would agree that financial planning is an important part of life. After all, who doesn't want to be able to retire comfortably and have en...
Advisor Education, Tax Efficiency, and Integrated Technology with Amanda Lott
18 Oct 2022
Contributed by Lukas
Many investors are looking for more integrated solutions to help them manage their portfolios more efficiently. The goal is to minimize the overall ta...
Maximizing Your Retirement Income with Mark Hoffman
11 Oct 2022
Contributed by Lukas
The investment advisory industry focuses on asset accumulation and allocation as primary drivers of investor outcomes, leaving out opportunities to en...
Shifting Wealth Management From Investment Products to Investment Processes with Randy Bullard
04 Oct 2022
Contributed by Lukas
Wealth management has long been focused on investment products – stocks, bonds, and mutual funds – but there is a shift taking place in the indust...
Bringing Innovation to Hartford's Thriving Ecosystem with Laura Dinan Haber and Paul Tyler
27 Sep 2022
Contributed by Lukas
Attracted by the city's educated workforce and growing reputation as a hub for tech and entrepreneurship, many innovative companies have made Hartford...
The Top Three Trends Shaping Financial Services Today with Jack Sharry
20 Sep 2022
Contributed by Lukas
Today, we're seeing three major trends shaping the financial services industry - the retirement of baby boomers, taxes, and the popularity of financia...
Solving Data and Integration Problems in Financial Services with Kyle Van Pelt
13 Sep 2022
Contributed by Lukas
Data is at the heart of every organization, and the ability to effectively collect, store, and analyze data is critical to success. Yet, for many fina...
Multi-Account Unified Managed Account (UMA) with Harry Bartle
06 Sep 2022
Contributed by Lukas
As the world of wealthtech continues to evolve, so do the products and services financial advisors use to manage their client's portfolios. The multi-...
Making a Secure Retirement Possible with Jason Fichtner
30 Aug 2022
Contributed by Lukas
According to Alliance for Lifetime Income research, The Peak 65 Generation: Creating a New Retirement Security Framework, "With the U.S. experiencing ...
Redefining Unified Managed Accounts Technology with Evan Rapoport
23 Aug 2022
Contributed by Lukas
Technology has transformed the financial advisory industry in recent years. Financial advisers now have access to a range of tools and platforms to he...
Creating Solutions That Help Advisors Compete and Succeed with Natalie Wolfsen
09 Aug 2022
Contributed by Lukas
Advisors are constantly looking for ways to best serve their clients. However, with the fast-paced and ever-changing landscape of the industry, it can...
Diversity and Inclusion in Wealth Management with Craig Pfeiffer
02 Aug 2022
Contributed by Lukas
As the demographics of investors continue to change, the wealth management industry is starting to pay attention to inclusion and diversity. Many firm...
Why Americans Are Re-Evaluating Work with Jacquelyn Reardon
26 Jul 2022
Contributed by Lukas
In a recent study by Franklin Templeton, U.S. workers are re-evaluating their relationship with their employers and the benefits they receive at work....
Enhancing Business Growth Through Strategic Partnerships with Mark Spina
19 Jul 2022
Contributed by Lukas
Strategic partnerships between businesses can be a powerful way to enhance growth and achieve goals that would be difficult to attain independently. B...
Effectively Running a Models-Based Practice with Robert Pettman
12 Jul 2022
Contributed by Lukas
Leading a financial advisory firm is a challenge. The goal is to provide sound and objective financial planning advice to clients but to do so profita...
Tax-Efficient Strategies for Maximizing Investor Returns with Martin Cowley
28 Jun 2022
Contributed by Lukas
Taxes are a reality for all investors. Their effects can significantly affect financial outcomes and take a big bite out of investment returns. In res...
The Top Five Trends Impacting Wealth Management Today with Jack Sharry
21 Jun 2022
Contributed by Lukas
The wealth management industry is constantly evolving with new trends. These trends are driving significant changes in the wealth management industry,...
Achieving Financial Wellness Through Digitization and Personalization with Nalika Nanayakkara
14 Jun 2022
Contributed by Lukas
Digitization and personalization are two emerging trends in asset and wealth management. With financial wellness also becoming an important factor in ...
Using Technology to Deliver Comprehensive Advisory Services with Rich Cancro
07 Jun 2022
Contributed by Lukas
Technology has always been a driver for change, and the financial sector is no exception. Driven by clients who are looking for more holistic advice, ...
Data And Technology: The Keys to Providing Comprehensive Wealth Advice with Paula Nelson
31 May 2022
Contributed by Lukas
Data and technology are critical when it comes to providing holistic wealth advice. They are two essential resources that can help advisors gain a dee...
The Narrative of Trust in Advisory Services with John Connors
24 May 2022
Contributed by Lukas
Trust is the cornerstone of a successful advisor-client relationship. And earning that trust starts with empathy – the ability to have a complete un...
The 4 Ps of Growing a Business: Process, Performance, Partnership, and People with Corey Walther
17 May 2022
Contributed by Lukas
In a rapidly changing industry, Allianz Life has been able to stay ahead of the curve and emerged as one of its most innovative and thriving companies...
The Convergence of Wealth Management and Retirement with Fred Barstein
10 May 2022
Contributed by Lukas
Wealth management and retirement planning are two important aspects of financial planning. While they are often discussed separately, the convergence ...
Key Trends in Wealth and Investment Management with Chip Roame
03 May 2022
Contributed by Lukas
Wealth and investment management are constantly evolving industries, with new technologies, strategies, and trends emerging every day. In order to s...
The Future of Advisory Services: How Technology is Changing the Way We Invest with Ainslie Simmonds
26 Apr 2022
Contributed by Lukas
Wealth management is constantly evolving as the needs of consumers and businesses change. In order to stay ahead of the curve, companies need a platfo...
Longevity, Retirement Planning, and Empowering Advisors with Frank McAleer
19 Apr 2022
Contributed by Lukas
Retirement planning is evolving in an interesting way as the baby boomer generation retires. As life expectancy is rising and retirees are coming in w...
A WealthTech on Deck Year in Review: The Best Themes, the Most Popular Episodes, and a Look Forward with Jack Sharry and Matt Nollman
12 Apr 2022
Contributed by Lukas
This episode marks the one-year anniversary of the WealthTech on Deck Podcast. Taking a look back at the last 50 episodes, Matt Nollman, VP of Marketi...
Maximizing Retirement Income with Steve Zuschin
05 Apr 2022
Contributed by Lukas
As more and more baby boomers are approaching retirement, advisors are encountering a unique set of challenges, including funds for retirement. With i...
Achieving Financial Stability In The Golden Years with Aaron Schumm
22 Mar 2022
Contributed by Lukas
Saving money is something that should start early in life, but it's never too late to get started. Saving can be difficult at times, but there are way...
Creating Better Retirement Solutions Through Technology with Cheryl Nash and Steve Gresham
15 Mar 2022
Contributed by Lukas
As the population of retirees continues to grow, this puts a lot of stress on the traditional retirement system. Finding better retirement solutions i...
Unifying Data and Integrating Systems to Maximize Growth with Adrian Johnstone
08 Mar 2022
Contributed by Lukas
Data is the lifeblood of business. It’s what drives decisions, helps optimize operations, and fuels innovation. Businesses need to have a good under...
A Marketing Playbook that Disrupts Traditional Models with Megan Carpenter
01 Mar 2022
Contributed by Lukas
Marketing is all about connecting with your audience in a way that resonates with them. One of the best ways to do this is by being authentic and vuln...
The Intersection of Digital Marketing and Financial Advice with Robert Sofia
22 Feb 2022
Contributed by Lukas
There are many things that go into a successful financial planning firm. One of the most important is marketing. Financial planners are good at connec...
Tax-Smart Investment Strategies with Paul Gamble
15 Feb 2022
Contributed by Lukas
When it comes to providing financial services, it is important to remember that one size does not fit all. Not only is this important for the advisor-...
Integrating Technology, Managing Risk, and Simplifying the Complex with Tricia Rothschild
08 Feb 2022
Contributed by Lukas
Risk occurs everywhere in the world of finance, it’s inevitable. As the global business and economic market continue to evolve, so do the risks. Wit...
A Tax-Smart and Risk-Smart Way of Managing Portfolios with Damon Deru
01 Feb 2022
Contributed by Lukas
Rebalancing is one of the most important tasks performed by financial advisors. But in an increasingly complex world where markets are moving faster, ...
Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke
25 Jan 2022
Contributed by Lukas
Technological disruptions have revolutionized the way financial institutions serve their clients. Integrating technology into financial systems not on...
Using Modern Annuity Solutions in Retirement Portfolios with David Lau
18 Jan 2022
Contributed by Lukas
In today’s episode, Jack talks with David Lau, Founder and CEO of DPL Financial Partners. David has been a pioneer in creating products, platforms, ...
The Influence of Human Behavior on Financial Planning with Jess Liberi and Michael Liersch
11 Jan 2022
Contributed by Lukas
The choices people make about their financial future are some of the most important decisions in their lives. Knowledge and experience affect decision...
The Evolution of Risk Solutions and the Multi-Platform Future with Aaron Klein
04 Jan 2022
Contributed by Lukas
Risk has always been a part of financial advice and strategy. But what does it really entail, both for advisors and for their clients? In today’s ep...
The Changing Relationship Between People and Tech with Christina Townsend
21 Dec 2021
Contributed by Lukas
In this episode, Jack talks with Christina Townsend, Managing Director and Head of Relationship Management, Consulting, and Platform Strategy at BNY M...
Solving Complex Problems and the Role of Technology with Jasmine Jirele: Part II
14 Dec 2021
Contributed by Lukas
In this episode, Jack continues his conversation with Jasmine Jirele, President and CEO of Allianz Life Insurance Company of North America. A primary ...
Strengthening Product Innovation and Distribution with Jasmine Jirele: Part I
07 Dec 2021
Contributed by Lukas
In this episode, Jack talks with Jasmine Jirele, President and CEO of Allianz Life Insurance Company of North America. As the head of one of the most ...
The Booming Retirement Wave, UMH, and Meaningful Client Engagement with Mark Hoffman
30 Nov 2021
Contributed by Lukas
This time of year often calls for reflection. As we look back on 2021 and to the year ahead, we’re flipping the script and handing LifeYield’s VP ...