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
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Recent Episodes
The WealthStack Podcast: The Post-Merger Playbook
Mergers and acquisitions often mark the beginning of a transformative journey, filled with both incredible opportunities and challenging headaches....
The WealthStack Podcast: Why Direct Indexing is The Future of Investing with Patrick Shaddow
When it comes to direct indexing, adoption and understanding has historically lagged because the tools were not readily available to advisors, and/or...
The WealthStack Podcast: Unlocking AI and Data Strategies: CTO Think Tank Insights with Michelle Feinstein
When 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...
The WealthStack Podcast: Financial Fitness: Strengthening Futures with Healthcare Planning
It’s no secret that the healthcare and financial services industries are incredibly complicated and often don’t easily talk to one another. In fact,...
The WealthStack Podcast: Bringing the Power of Planning to Philanthropy
Philanthropy often remains an overlooked aspect in wealth planning, which traditionally focuses on wealth accumulation rather than distribution. But,...
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