The WealthTech Insider

What's on tap?

We dove deep into the industry’s history and the inner workings of?wealthtech this month.?

Check out four special WealthTech on Deck episodes: two Legends of WealthTech sessions, a WealthTech in the Weeds episode, and another where I offer my thoughts on the 170+ episodes I’ve hosted. Our guests this month:

• Arlen Oransky , Money Management Institute EVP and chief membership officer,?shares insights he’s gained on the industry’s evolution over 20+ years at MMI.
• Jeff Benfield , advisor solutions head at SEI , and SEI LifeYield 's Chief Product Officer, Martin Cowley , speak about the future of the advisory tech stack, which they believe lies in a UMH approach.
• Paul Hatch , Vestria Capital CEO and a real industry veteran, recounts the changes he’s witnessed and led over his 40-year career.
• And I share my perspective on?the lessons I’ve learned over 170+ podcast episodes?with?WealthTech?on Deck producer, Matt Nollman . ?

WealthTechonDeck.com?

I moderated an MMI career panel on leadership in March along with my new friend, Danielle Learned , head of sales execution at Horizon Investments? and a rising star in our industry. Danielle was a podcast guest in June, and I was so impressed we published a Guest Spotlight of Danielle on our Perspectives page.

Will Social Security Be There and…??

In this month’s?More than Social Security?newsletter,?LifeYield’s Jeff Quigley, CSSCS ?writes about the gap consumers have in understanding Social Security issues identified in?a recent Allianz study.? Read about its implications in?this FA Magazine article. And, learn about the Social Security question most commonly asked by retirees – “Will Social Security be there and how much will I get?” Answers are in this episode?of?WE Money Talk?with Terry Wheeler JD, CFP? .

Until next month!

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Jack Sharry

EVP, Chief Growth Officer

LifeYield

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