The WealthStack Podcast

As the first AI-powered GPT assistant for financial advisors, SIFA is on a mission to automate ongoing communications between advisors and their clients.

Shufro Rose's Vib Arya talks about staying head of the technology curve.

BridgeFT CEO Joe Stensland talks APIs and wealthtech-as-a-service.

Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone.

Eric Ervin, CEO of Onramp Invest, recently acquired by Securitize, discusses wealth management in the age of digital assets. 

MyVest CEO Anton Honikman discusses how advisors need to evolve and elevate the way they do business.

Risk management expert Rick Bookstaber and Fabric CEO Govinda Quish discuss how technology is keeping up with risk management.

The founder of Chaikin Analytics gives his biggest takeaways from navigating through 10 bear markets.

Smart Kx founder Lacey Shrum details the challenges RIAs face with billing and how the company's software solves them through automation.

Sheryl O'Connor details why it's important for an advisor not just to get clients to retirement, but through it as well.