The WealthStack Podcast
Latest Episodes
The WealthStack Podcast: How LPL Approaches Digital Transformation with Greg Gates
LPL 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 th
The WealthStack Podcast: Why Estate Planning is The Next Frontier of Wealth Management with Gene Farrell
Is 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 clie
The WealthStack Podcast: Crypto’s Journey to the Mainstream WIth Adam Blumberg
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
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