The WealthStack Podcast

Risk management expert Rick Bookstaber and Fabric CEO Govinda Quish discuss how technology is keeping up with risk management.

The founder of Chaikin Analytics gives his biggest takeaways from navigating through 10 bear markets.

Smart Kx founder Lacey Shrum details the challenges RIAs face with billing and how the company's software solves them through automation.

Sheryl O'Connor details why it's important for an advisor not just to get clients to retirement, but through it as well.

Derek Notman, the founder of Couplr and Conneqtor, shares his future wealthtech outlook.

The Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.

FP Alpha's Andrew Altfest discusses the disconnect between what investors want and what some advisors deliver.