The WealthStack Podcast

The WealthStack Podcast

Latest Episodes

The WealthStack Podcast: Crypto’s Journey to the Mainstream WIth Adam Blumberg
April 12, 2024

The 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 20

The WealthStack Podcast: Top Tactics For High-Growth Firms WIth Sara Baker
March 28, 2024

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
March 22, 2024

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
March 15, 2024

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
March 08, 2024

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
March 01, 2024

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
February 23, 2024

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
January 26, 2024

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
January 19, 2024

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
December 15, 2023

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