The WealthTech Insider: July 2024

People You Should Know, If You Don't?

I have spoken with many interesting folks recently who are making important contributions in the wealthtech world. If you don’t know them yet, you will want to.?

How does healthcare impact financial planning? How can data help us better understand and improve the advisor-client relationship? How can virtual experts contribute to the capabilities of advisory firms? Meet the people who hold the answers to these questions and more:?

• Tom Rieman, CPWA , CEO and founding partner of Practice Intel , uses client feedback to enhance advice and advisory offerings. Practice Intel, quantifies this feedback to empower advisors to better serve clients.
• Christine Simone , CEO of Caribou Wealth, speaks with me about the importance of healthcare costs and needs when formulating a financial plan. These costs are top of mind for clients, but most advisors feel ill-equipped to deal with these concerns. Christine and Caribou are changing that.
• Mike Lee , global wealth and asset management leader at 安永 , shares his perspective on broadening investor demographics, the quality of data and data management, and personalized client experience.

WealthTechonDeck.com Updates

The wealthtechondeck.com team has expanded our new Perspectives publication. Head over to learn what Paul Tyler of Nassau Financial Group says about how AI will change the insurance industry, what Scott MacKillop of First Ascent Asset Management thinks about the benefits of virtual team building and much more. Drop me a line if you’re interested in making your own contribution to our Perspectives publication.

Keep an eye out for a new series – What You Didn't Hear. We’ll revisit our most popular podcasts and ask follow-up questions to understand the career journeys of our guests and how they’ve gotten to where they are.

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How to Navigate Divorce and Social Security

In his latest More than Social Security newsletter, LifeYield’s Jeff Quigley, CSSCS explores how Social Security optimization tech can help clients navigate Social Security benefits after divorce. Our colleague, Alyson Dorosky, CSSCS , has also written about the topic—check out her article titled “With Social Security, Divorce Doesn’t Always Spell ‘The End’” in Financial Advisor Magazine .

More to come in August!

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Jack Sharry

EVP, Chief Growth Officer

LifeYield

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