The WealthStack Podcast

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 m

Recent Episodes

The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin

Posted September 1, 2023 • 00:35:21

*Since recording this episode, Onramp Invest has been acquired by Securitize, with a mission to expand alternative asset access for RIAs.

The...

The WealthStack Podcast: Future-proofing the Next Generation of Wealth Management Firms with Anton Honikman

Posted August 18, 2023 • 00:31:57

What happens to the wealth management industry when your clients can leave you with a click of a button on their smartphone? Change continues to sweep...

The WealthStack Podcast: Demystifying Risk Management with Rick Bookstaber and Govinda Quish

Posted August 4, 2023 • 00:46:01

The risk landscape is rapidly evolving, and wealth managers are seeking out new solutions to measure and manage risk for their clients’ investment...

The WealthStack Podcast: 2023 Market Predictions with Marc Chaikin

Posted July 21, 2023 • 00:42:22

Marc Chaikin didn’t have to come out of retirement, but after watching the 2008 financial crisis unfold around him, he decided to build a technological...

The WealthStack Podcast: Fixing the RIA Fee Billing Conundrum with Lacey Shrum

Posted July 7, 2023 • 00:33:54

RIAs have a billing problem. Mainly because the process has always been manual and prone to errors. Enter Smart Kx – the only software system designed...