| 171 | Implementing UMH Overlays and Amplifying Existing Systems with Martin Cowley 2021-09-14 |
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| 172 | Optimization and Personalization Using Algorithms with Dana D’Auria 2021-09-07 |
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| 173 | Creating Digital Marketplace Platforms with Keith Gregg 2021-08-31 |
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| 174 | Integrating Advanced Risk and Tax Management in UMAs with Lee Chertavian 2021-08-24 |
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| 175 | Social Security Optimization with Jeff Quigley 2021-08-17 |
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| 176 | Creating the Ideal Client Experience with Scott Holsopple 2021-08-10 |
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| 177 | Human Intervention and the Rise of FinTech with Paul Deer 2021-08-03 |
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| 178 | Risk Management Tools and the Future of Behavioral Finance with Daniel Crosby 2021-07-27 |
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| 179 | Building Your Firm’s Tech Stack with Jud and Kim Mackrill 2021-07-20 |
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| 180 | Narrative Economics and Leveraging Data Sets with John Connors 2021-07-13 |
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WealthTech on Deck
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WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
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