The WealthStack Podcast

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

Halo Investing's Joanna Kanakis describes how technology is powering better investment outcomes for clients. 

The founder and CEO of Asset-Map discusses the impact of advice engagement on client outcomes, such as financial wellness and satisfaction.

The president and CEO of GeoWealth details why RIAs are desiring more flexibility and control with their technology solutions.

Derek Notman, the founder of Couplr and Conneqtor, shares his future wealthtech outlook.

The Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.

FP Alpha's Andrew Altfest discusses the disconnect between what investors want and what some advisors deliver.

Russell Feldman, co-founder and CEO of IMTC details the technological shift happening in the fixed income market.

Catchlight's Yelena Melamed details how AI is being used as a tool to support the human work of financial advice.

eCIO founder Rob Roquitte discusses why in the post-pandemic, virtual world the one-size-fits-all service model does not work anymore.