WealthTech on Deck

Merging Vision with Scale: How SEI Is Reshaping WealthTech from the Inside Out with Perry Moutzouros & Mathew Dellorso

This week, Jack talks with Perry Moutzouros (Oranj) and Mathew Dellorso (Altigo) about how their companies joined SEI and are now driving innovation from within. Perry shares how Oranj reimagined advisor-facing technology, while Mathew explains how Altigo revolutionized access to alternative investments. Together with SEI, they’re building a unified, streamlined wealthtech ecosystem that enhances the advisor and client experience. The conversation explores scaling challenges, advisor education, the growing role of AI, and SEI’s broader strategy to deliver personalized, tax-smart, multi-account solutions.  In this episode: (00:00) - Intro (01:40) - The origin and evolution of Oranj (04:31) - Matt’s journey to launching Altigo (08:57) - Perry's role in SEI's long-term technology strategy (11:15) - How SEI Access is transforming the alt investment experience (15:30) - What’s next for SEI Connect (18:10) - Scaling the marketplace (23:29) - Why advisor education is the key to alt adoption (25:11) - Can AI bridge the education gap? (27:57) - Matt’s and Perry's interests outside of work Quotes " Alts in client portfolios can create good outcomes. They can create differentiation and be a good source of business for advisors." ~ Mathew Dellorso "The world of alternative investments is very opaque, and it's hard to find certain products that produce yield, help with growth, or provide tax advantages. We create a nice marketplace that helps advisors find what they're looking for to help clients enhance their portfolios." ~ Mathew Dellorso  "A unified front office makes it a lot easier for people to engage, and working with SEI is probably one of the biggest goals that we have." ~ Perry Moutzouros "AI is the great bridge that solves the education problem in alternative investments." ~ Perry Moutzouros Links  Perry Moutzouros on LinkedIn Mathew Dellorso on LinkedIn SEI WealthForge David Lyon SEI Access BlackRock KKR Hamilton Lane Morgan Stanley Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

The Alt Evolution: How Private Markets Are Reshaping Wealth Management with Tony Davidow

This week, Jack Sharry talks with Tony Davidow, Senior Alternative Investment Strategist at Franklin Templeton, about the rising importance of alternative investments. Drawing from decades of experience and his latest book, Private Markets, Tony breaks down how advisors can responsibly incorporate private equity, credit, and real estate into client portfolios. He discusses the evolution of the wealth channel, the challenges of advisor education, and the need for clear, jargon-free communication with clients. Together, they emphasize thoughtful allocation over hype, aiming to empower advisors to build stronger, more resilient portfolios in today’s changing financial landscape. In this episode: (00:00) - Intro (02:08) - Tony’s unconventional path into alternatives (04:58) - Tony's role at Franklin Templeton (07:07) - Tony's book, Private Markets, and its early success (13:54) - The liquidity trap: why alts don’t belong in ETFs (16:33) - Concerns and opportunities in the growing alts market (20:21) - Integrating alternatives within a portfolio  (22:38) - What’s next for alternatives? (24:14) - Tony's key takeaways (25:47) - Tony's interests outside of work Quotes "We need to make sure we can get clients comfortable with what these (alts) strategies are designed to do. If we use them the right way and clients and advisors have a good experience, the overall industry flourishes." ~ Tony Davidow " This industry will always evolve. And that's what makes it so exciting, and it's why people of our generation are still excited about the industry every day." ~ Tony Davidow "There's a lot of information available in the industry. Start on the journey, and wherever you are on the journey, keep on challenging yourself. You'll have a higher likelihood of achieving your client's goals by using alternative investments." ~ Tony Davidow Links  Tony Davidow on LinkedIn Franklin Templeton Franklin Templeton Institute Morgan Stanley Guggenheim Partners Charles Schwab Private Markets: Building Better Portfolios with Equity, Private Credit, and Private Real Estate Alternative Allocations with Tony Davidow Goals-Based Investing: A Visionary Framework for Wealth Management Neil Bathon Alternatives by Franklin Templeton Jenny Johnson Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

The Shopify of Investing: How Apex Is Rebuilding Wealth Infrastructure with Connor Coughlin

This week, Jack Sharry talks with Connor Coughlin, Chief Commercial Officer at Apex FinTech Solutions. Connor shares Apex’s origin story and its mission to become the “Shopify of investing” through API-driven, modular tools. They discuss the convergence of fintech and traditional wealth management, the growing expectations of millennial investors, and how Apex is empowering firms to digitize at scale. Connor also dives into the firm’s cutting-edge AI initiatives, including a custom data lake and chatbot for clients. In this episode: (00:00) - Intro (01:42) - The origin of Apex (03:21) - The Shopify of investing (05:40) - Apex's key initiatives and priorities (09:18) - Connor's career journey (15:56) - Apex's product roadmap (18:20) - AI, data, and the future of advice (20:54) - Connor's key takeaways (22:16) - Connor's interests outside of work Quotes "On one end of the spectrum, we're helping to take sophisticated firms and digitize them. On the other end, we're giving digital firms the arsenal to compete upstream." ~ Connor Coughlin "The next generation of advice is going to look different. AI is going to play a big role. The role of human advisors is going to change. And the tools and self-service around those platforms are going to change." ~ Connor Coughlin "There's a tidal wave of change coming, and you need good partners to help you surf that wave instead of getting knocked out by it." ~ Connor Coughlin Links  Connor Coughlin on LinkedIn Apex Fintech Solutions PEAK6 Jenny Just Matt Hulsizer Robinhood Stash SoFi Betterment Spark Networks William Capuzzi Apex AscendOS™ Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

The $6 Trillion Strategy: How Morgan Stanley Is Reshaping Wealth Management with Jed Finn

Jed Finn is the Head of Wealth Management at Morgan Stanley, where he leads one of the world’s largest and most sophisticated wealth management platforms. Since joining the firm, he has played a central role in its strategic growth, spearheading large-scale integrations, key acquisitions like E*TRADE and Solium, and the adoption of cutting-edge technologies. Under his leadership, Morgan Stanley has expanded its client base from 2.5 million to over 20 million and grown assets under management from $2.5 trillion to $6 trillion. A strong advocate for data-driven strategy and advisor collaboration, Finn is helping redefine the future of wealth management. This week, Jack talks with Jed about the firm’s evolution into a wealth management powerhouse. Jed details how Morgan Stanley has consolidated client relationships, embraced AI and global strategies, and built an ecosystem capable of delivering institutional-grade services to individual clients. He shares how early engagement, integrated capabilities, and relentless execution have positioned the firm as an industry leader—and how Morgan Stanley continues to push the boundaries of what’s possible in wealth management. In this episode: (00:00) - Intro (02:23) - Morgan Stanley's growth strategies (09:00) - Jed's continued pursuit of the new sales growth strategy (10:20) - The three key trends shaping Morgan Stanley's future strategies (16:10) - The pillars of how Morgan Stanley executes and delivers opportunities (20:39) - Jed's interests outside of work Quotes "Wealth management is a scale business, and you need to have the scale to keep up with all the demands in terms of resources, whether it's changes in regulations, technology changes, product proliferation, or changing preferences of clients and advisors." ~ Jed Finn "At Morgan Stanley, we want to give you an experience that builds trust and confidence so that when you're ready to establish an advice relationship, we make an introduction to a financial advisor." ~ Jed Finn "If we listen to the best practitioners in the industry tell us what they need to serve their clients most effectively, and then deliver it to them, good things are going to happen." ~ Jed Finn Links  Jed Finn on LinkedIn Morgan Stanley Eaton Vance E*TRADE Shareworks | Morgan Stanley at Work Carta Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

How AI Helps Advisors Build Trust with Alicia Rich

In this episode, Jack Sharry talks with Alicia Rich. Alicia is the Head of Client and Advisor Digital Enablement at Broadridge, a global fintech company specializing in investor communications, wealth management, and digital transformation solutions. In her role, Alicia focuses on designing seamless, personalized experiences that empower financial advisors to work smarter and build stronger relationships with clients. Jack and Alicia discuss how her team is transforming the advisor experience by integrating intelligent technology with human insight. They explore how personalized content, CRM integration, and AI can deepen client relationships, improve decision-making, and demonstrate ROI. Alicia also emphasizes the importance of understanding clients’ values—not just their data—and discusses how AI can help advisors connect on a more human level. In this episode: (00:00) - Intro (01:56) - Alicia's role at Broadridge (02:41) - Common pain points in the digital advisor-client experience  (04:07) - Broadridge's current and developing projects  (06:00) - Real-world examples of simplifying advisor workflows and boosting engagement (09:31) - Connecting data and content to deepen client relationships (14:23) - Why MarTech is becoming essential to the advisor experience (16:44) - How AI is transforming wealth management (19:15) - Giving advisors deeper, more human insights with AI  (23:02) - How AI and behavioral science help personalize financial conversations (27:38) - Alicia's key takeaways (28:48) - Alicia's interests outside of work Quotes "The more you engage with clients, the more business they're going to do with you and the more they're going to trust you." ~ Alicia Rich "Advisors are in the people business. They're in a relationship business. It's not about the sale of a product. It's about really understanding people." ~ Alicia Rich "Digital advice is not just about technology and technology replacing humans. We focus on removing the friction. We want humans to do the best work they can, and we do and enable that." ~ Alicia Rich Links  Alicia Rich on LinkedIn Broadridge WSJ Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook