The WealthStack Podcast

In the relaunched WealthStack podcast hosted by Shannon Rosic, she and Davis Janowski discuss technology’s role as a driving force for success in the wealth management industry.

Rick Bookstaber and Dr. Ashby Monk discuss the importance of understanding risk.

Flourish head Ben Cruikshank discusses what role crypto could—and should—play in client portfolios.

As cryptocurrencies grow more popular with investors, advisors need to play catch up. Ric Edelman discusses how.

Wealthtech executive Lori Hardwick discusses the developments in fintech that all advisors need to know.

Dakota Wealth Management's Carina Diamond shares how successful advisory firms are using technology to customize financial plans, improve and deepen relationships with clients — and ultimately run a more productive and profitable business. 

Dive into different ways to communicate your value with prospects and demonstrate what makes you different from other advisors.

In this episode of the WealthStack podcast, Mark Bruno talks with Dani Fava, head of strategic development at Envestnet, about the future of advice - and importantly, how more financial services companies will directly integrate with consumer...

In this inaugural episode of the WealthStack podcast, Mark Bruno and Joe Duran discuss how modern technology and current worldwide events have changed the way that advisors work.