WealthTech on Deck

Technology is an agent of innovation and a driver of the digital world, where everything is smarter, searchable, and instantaneous. Gone are the days when you had to sift through hundreds of papers in a briefcase, send off important documents in the mail, or find contact information using a Rolodex. We typically think of digital natives as the main adopters of tech, but tech enthusiasts can be fou...

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. Still, no matter how good tech gets, human connectivity is irreplaceable in building a strong business. The combination of tech and human connectivity can be doubly powerful when executed properly.  Enter Halo Investing, a platform that provides access t...

Physicians are some of the nation’s highest earners, but they are not without their own unique financial challenges. By the time physicians earn their MDs, several factors work against them: the time value of money, delayed earnings, and substantial debt. Compared to their corporate peers who have been working for 10+ years, there is a compressed number of years to accumulate wealth. Most financia...

The word "retirement" is often associated with images of white sand beaches, golf courses, and senior discounts. However, the reality of retirement is changing. The traditional retirement model is no longer feasible for many people. No longer is it about sitting back and stopping work altogether. It's about living a life of purpose and meaning, finding new and creative ways to work, or staying act...

In this episode, Jack talks with Ken Cella, Principal of Branch Development at Edward Jones. In his role, Ken empowers nearly 19,000 financial advisors and their branch teams to serve 8 million clients across North America.  Also joining the conversation is Ken Dychtwald, Founder and CEO of Age Wave. Ken is a psychologist, gerontologist, researcher, speaker, and best-selling author.  Ken Cella and...

The demographic shift toward an older population, concerns about the financial sustainability of traditional pension systems, and lengthening life expectancies are just a few of the challenges facing retirement systems today. While having human and digital advice connected and coordinated is key to the wealth management ecosystem, how can financial advisory firms accelerate the development of weal...

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 retirement savings as they age but still fail to save enough. While there are several reasons for this, others simply do not have easy access to a retirement savings plan at work. In this episode, Jack talks with Michelle Tran, SVP & Head of Enterpr...

One of the most important aspects of digital transformation is the need to bring together assets, people, and processes. The merging and acquisition of the best wealth management platform can bring together the best of all three. This strategy brings together the best of what each company has to offer— award-winning asset management, an industry-leading client experience, and the scale to service...

Nowadays, marketing is about more than just advertising. It's about creating a connection with your customers and giving them a positive experience that will make them want to return for more. In financial services, happy customers are worth their weight in gold.  In this episode, Jack talks with Kimberly Beck, Chief Marketing Officer at YieldX. Kimberly has nearly 25 years of experience in the fi...

It’s been an amazing year for WealthTech on Deck podcast. Jack Sharry interviewed some inspiring and successful thought leaders in the financial services industry. In this year-end edition of the WealthTech on Desk podcast, Jack Sharry, LifeYield's EVP, Chief Growth Officer, and show host, takes the spotlight as Matt Nollman, VP of Marketing, takes the host seat. WealthTech on Deck is the perfect...

In this episode, Jack talks with Deep Srivastav, Senior Vice President and Head of Digital Investment Solutions for Franklin Templeton Investment Solutions. Joining them is Martin Cowley, Executive Vice President and Head of Product at LifeYield.  In his role, Deep is responsible for the development and deployment of Franklin Templeton's investment solutions through digital channels. It involves l...

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, and connect people from all walks of life. In recent years, storytelling has made a comeback in the business world as a powerful marketing tool. But what makes a good story? And how can you use stories to connect with your audience in a way that feel...

In this episode, Jack talks with Kaitlin Hendrix, Senior Researcher and Vice President at Dimensional Fund Advisors, and Shawn Jaberzadeh, Vice President on the Global Client Group at Dimensional Fund Advisors. In her role, Kaitlin conducts research and analyses to evaluate and enhance Dimensional's investment strategies. She focuses on asset allocation research to develop value-added investment s...

Over the years, businesses have focused on providing the best products and services. While this is still important, it's no longer enough. Client experience is the new battleground in today's business environment and will only become more important in the years to come. In this episode, Jack talks with Greg Menefee, Senior Vice President of Consulting & Implementation at Orion Advisor Tech. As a l...

Since its inception, the Social Security program has been a cornerstone of retirement planning. Though most people think of social security as a retirement program, it is much more than that. There are many ways to maximize Social Security benefits people don't realize. In this episode, Jack talks with Alyson Dorosky, Marketing Manager and Head of Social Security Support at LifeYield. Also joining...

Many individuals and families face financial challenges that require professional assistance to navigate. These challenges can range from investment planning and portfolio management to retirement planning and tax optimization. With the best financial planning tools and investment strategies, financial advisors can provide investors with the best-in-class financial advice. In today's episode, Jack...

Digital transformation is inevitable, and financial services companies have to be nimble and adapt to the changing landscape. They need to find ways to capitalize on opportunities to remain relevant. As the world ages and demographics change, client and advisor relationships continuously evolve. In this episode, Jack talks with Kabir Sethi, Managing Director and Chief Product Officer at LPL Financ...

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 enough money to live the life they want? However, financial planning needs to be much more than just a plan. It needs a clear understanding of the current financial situation and a roadmap to achieve future goals. How can investors create a financial p...

Many investors are looking for more integrated solutions to help them manage their portfolios more efficiently. The goal is to minimize the overall tax burden while maximizing after-tax returns. With tax playing a significant role in investment portfolio performance, what can investors do to minimize taxes and transaction costs to achieve their desired investment results? In this episode, Jack Sha...

The investment advisory industry focuses on asset accumulation and allocation as primary drivers of investor outcomes, leaving out opportunities to enhance returns. Taxes are the biggest expense that investors incur throughout their lives, more than everything else combined. In this episode, Jack talks with Mark Hoffman, CEO, Chairman, and Founder at LifeYield. Mark and his longtime business partn...

Wealth management has long been focused on investment products – stocks, bonds, and mutual funds – but there is a shift taking place in the industry. A growing number of wealth management firms are seeing the value in shifting their focus from investment products to investment processes.  In this episode, Jack Sharry talks with Randy Bullard, Global Head of Wealth at Charles River Development. Bef...

Attracted by the city's educated workforce and growing reputation as a hub for tech and entrepreneurship, many innovative companies have made Hartford their home. With the city's rich insurance history and a center for many resources, how can a new generation of insurtech talent find the best resources, mentorship, and networking opportunities to thrive in the city? In this episode, Jack talks wit...

Today, we're seeing three major trends shaping the financial services industry - the retirement of baby boomers, taxes, and the popularity of financial advice platforms. As these trends significantly impact how financial services companies deliver their products and services, what do these trends mean for the future of investors and the industry? In this episode, we flip the script as Matt Nollman...

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 financial firms, data is scattered across different silos, making it difficult to get a comprehensive view of their customers and business operations. While data can only be useful if properly organized and accessible, how can financial services integrat...

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-account unified managed account is one of the exciting developments in the industry. While UMAs are the backbone of the wealth management industry, what does it take to implement multi-account UMAs? In this episode, Jack talks with LifeYield colleagu...