Begin. Somewhere.

We hear this almost daily at SEI LifeYield :

Advisors and firms want tools to manage a client’s entire portfolio to limit tax drag and improve their prospects for financially secure retirements. But they’re stuck with systems built to manage only single accounts, with no consideration for interoperability – a fancy word for coordinating and optimizing all the tools on an advice platform.

How can firms turn the corner in tech? In my new podcast series, WealthTech in the Weeds, successful architects and builders of modern wealth management platforms share their secrets.

My first guests are Rose Palazzo who successfully led a team to connect investors’ managed and held-away accounts, and Mark Hoffman of LifeYield, who has helped global financial firms build comprehensive advice platforms.

Listen to the podcast and sign up to be alerted to future guests, including:

• Charles Smith of 安永
• Eric Lordi of J.P. 摩根
• Roger Paradiso of Franklin Templeton
• And more.

More WealthTech on Deck Podcast Highlights

• David Blanchett , head of retirement research at PGIM DC Solutions, challenges financial advisors who have skirted annuities to answer his question: Don’t they have any clients who could benefit from protected income?
• Reese Harper , CEO of Elements , describes how his client assessment tool and companion mobile app inspire “safe” conversations between advisors and prospective clients by focusing on financial health “vital signs.”
• Tim Seifert , head of retirement solutions distribution for Lincoln Financial , explains why annuities will stay on an upward trajectory for some time.

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It's Time Wealth Management Ups its Game

Organic growth in wealth management has been a paltry 3% or 4% for some time. I share my perspective on what’s needed to fan the industry’s fire again in FA Magazine.

Inside Social Security

Gen X is waiting

Jeff Quigley, CSSCS ’s More than Social Security newsletter this month features a webinar on generating business from Gen X clients and a Social Security+ tool tip on estimating Social Security benefits for clients with a non-covered pension.

Can ‘expat’ retirees collect Social Security?

By some estimates, as many as 1 in 6 Americans living abroad is retired. LifeYield’s Alyson Dorosky, CSSCS explores the rules about collecting benefits outside the United States in her latest column in FA Magazine .

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Thanks for staying tuned in,

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Jack Sharry

EVP, Chief Growth Officer

SEI LifeYield

P.S. Want to know when my latest podcast drops? Sign up here.