The WealthStack Podcast

As technology for the wealth management industry evolves, financial advisors will have more options than ever before to enhance the services – and value – they deliver to clients.  Understanding and navigating the readily changing WealthTech landscape can be a challenge for many, however. In this episode of the WealthStack podcast, Carina Diamond, the Chief Experience Officer at Dakota...

Financial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navigate complex life and financial decisions – which are frequently intertwined – is at the core of any successful advisor’s long-term relationships.  But how can you ensure that clients understand the true value of the services that you del...

Sponsored by: Nationwide While most consumers rely on mobile apps for the majority of their daily purchases and purchases, financial services apps are largely utility functions that occupy a limited portion of investors’ routines and mindshares.  Enter Embedded Finance, the next “big disruption” for financial services and wealth management.  In this episode of the WealthStack podcast, Mark Bruno t...

When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever.  Where does the advice industry go from here? In this inaugural episode of the WealthStack pod...