The WealthStack Podcast
Latest Episodes
The WealthStack Podcast: Top Tactics For High-Growth Firms WIth Sara Baker
For years, firms have benefited from a rising equity market and an equally long period of near-zero interest rates. RIAs found themselves in a position where they could achieve growth with minimal eff
The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein
The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve client engagement, and enable more personalized, d
The Wealthstack Podcast: Going From Wealth Advisor to a Wealth Coach With Urs Bolt
Financial advisors are much more than just money experts, and their role is evolving from traditional wealth advising to a more personalized wealth coaching approach. As the needs of investors becom
The WealthStack Podcast: Measuring Tech ROI with John Spyers of Buckingham Wealth Partners
Evaluating technology ROI is crucial for ensuring that investments in digital tools and platforms directly contribute to operational efficiency and client satisfaction. This process helps to align tec
The WealthStack Podcast: What Custodial Competition Means for the Industry with Thomas Moore of Betterment for Advisors
The custodial space is notoriously difficult to break into, but Betterment wasnt afraid to take the leap. While larger custodians are locked in a battle for scale, Betterment saw an opportunity to be
The WealthStack Podcast: Will AI Make Advice More Human with Nick Graham of Cambridge
The future of the wealth management industry isnt going to be dominated by robots. Instead, it will be an evolving hybrid market in which human advisors use digital techniques to gather data and gene
The WealthStack Podcast: Can Your Tech Help Tame Volatility with Don Nilsson of Addepar
The fastest-growing, most resilient RIAs are relying on modern technology to deliver a differentiated experience and keep up with client expectations. Given the significant amount of market turmoil ov
The WealthStack Podcast: The Myth of the Perfect Tech Stack with Adrian Johnstone
Is the perfect tech stack a unicorndoes it even exist? The battle between all-in-one versus best-of-breed wages on. But, Practifi, a performance optimization platform, is on a mission to help wealth
The WealthStack Podcast: Bridging the Gap Between Asset Management and Financial Planning with Martin Tarlie
Nebo, which stands for needs based optimization, was born after nearly a decade of GMO research focused on solving for optimal portfolio construction that seeks to minimize shortfall risk. Nebo has al
The WealthStack Podcast: How to Use Generative AI to Scale your Practice with Alan Gurung
AI continues to dominate headlines in the wealth management space. But, will it eventually end up replacing everything outside of actual conversations between an advisor and a client? Possibly. Genera