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The WealthStack Podcast episodes
- The WealthStack Podcast: The Post-Merger PlaybookMergers and acquisitions often mark the beginning of a transformative journey, filled with both incredible opportunities and challenging headaches. Few industries offer more enticing M&A potential than wealth management, a fragmented sector where performance, processes, and personnel must consistently operate at peak efficiency. For financial advisory firms, regardless of size or type, preparing for acquisition …
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35 min - The WealthStack Podcast: Why Direct Indexing is The Future of Investing with Patrick ShaddowWhen it comes to direct indexing, adoption and understanding has historically lagged because the tools were not readily available to advisors, and/or they were not intuitive to use. The evolution of direct indexing is not just a trend but a fundamental shift in the investment management industry, driven by technological innovation and the changing needs …
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35 min - The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle FeinsteinWhen you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but fortunately, so are solutions. When it comes to the role of the CTO, technical and analytical skills are only part of the job. It might be the case that …
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28 min - The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare PlanningIt’s no secret that the healthcare and financial services industries are incredibly complicated and often don’t easily talk to one another. In fact, medical bills are reported to be the number-one cause of U.S. bankruptcies. Healthcare costs represent a significant portion of an individual’s or family’s financial landscape, especially as they age. Ignoring this critical …
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34 min - The WealthStack Podcast: Bringing the Power of Planning to PhilanthropyPhilanthropy often remains an overlooked aspect in wealth planning, which traditionally focuses on wealth accumulation rather than distribution. But, high-net-worth individuals and families increasingly recognize that their financial legacy extends beyond the accumulation of assets. This growing interest in philanthropy demands a more integrated approach to planning, where giving is strategically aligned with overall financial …
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28 min - The WealthStack Podcast: How RIAs Can Prepare for The Latest SEC Cybersecurity RulesSEC compliance is top of mind for RIAs across the country, and their cybersecurity needs are specific. RIAs have a fiduciary responsibility to protect their clients’ data and assets, which can be vulnerable to cyber-attacks. A data breach could result in fines, penalties, and reputational damage. With the SEC proposing new rules to address cybersecurity …
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31 min - The WealthStack Podcast: The Importance of a Growth Partner with Andree MohrFor financial advisors, having a growth partner is essential for achieving sustainable success and scaling their business. The right partner can provide strategic insights, and enhance an advisor’s operational efficiencies and client service capabilities. Through strategic partnerships, advisors can access new markets and opportunities more effectively, manage risks better, and stay ahead of industry trends, …
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34 min - The WealthStack Podcast: How LPL Approaches Digital Transformation with Greg GatesLPL Financial has been a leader in the independent broker/dealer space for years, serving nearly 22,000 financial advisors representing over $1 trillion of brokerage and advisory assets. This means the business needs its infrastructure to be fast, reliable and secure. Everything LPL does is positioned around helping advisors take care of their clients, with technology …
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36 min - The WealthStack Podcast: Why Estate Planning is The Next Frontier of Wealth Management with Gene FarrellIs estate planning the next frontier of wealth management? Estate planning solutions are becoming steadily more popular with advisors, especially those seeking to differentiate their services. As clients become increasingly aware of the complexities of wealth transfer, asset protection, and legacy planning, they expect comprehensive guidance from their advisors. By using estate planning tools, advisors …
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34 min - The WealthStack Podcast: Crypto’s Journey to the Mainstream WIth Adam BlumbergThe approval of spot Bitcoin ETFs by the Securities and Exchange Commission dominated trends in the first quarter of 2024. But how did we even get to this point? While Bitcoin has been around since 2009, cryptocurrencies have quickly evolved from digital novelties to trillion-dollar technologies, poised to disrupt the global financial system. Digital currencies …
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39 min
About The WealthStack Podcast
From the publisher's feed
The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the…
WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.
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