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WealthTech on Deck

WealthTech on Deck

Written by: LifeYield
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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.Copyright LifeYield, LLC Economics Management Management & Leadership Marketing Marketing & Sales Personal Finance
Episodes
  • Five Trends Reshaping the Future of Wealth Management with Chip Roame

    Five Trends Reshaping the Future of Wealth Management with Chip Roame
    Jan 20 2026
    This week, Jack Sharry talks with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors & Tiburon CEO Summits. Chip is a leading strategic advisor to 700+ Tiburon corporate member firms and other clients, primarily advising CEOs, senior executives, and boards of directors of wealth and investment management firms. He is responsible for all of Tiburon's research and advisory activities, keeping him at the leading edge of strategic initiatives in the industry's fastest-growing businesses. Jack and Chip break down the real forces shaping wealth management today. Chip shares insights from the latest Tiburon CEO Summit in Boston, covering shifting client segments, asset flows across channels, the dominance of ETFs and private credit, and why scale continues to win. They discuss lead generation as a defining competitive advantage, the accelerating pace of consolidation, and how AI may drive efficiency and personalization without replacing advisors. In this episode: (00:00) - Intro (01:26) - Five major themes from the Tiburon CEO Summit (02:38) – How investors are changing—and why the generational wealth transfer is overstated (05:39) – Where the money is really flowing across wealth management channels (08:37) – Cheap beta vs. private markets: the widening product divide (11:05) – Why scale keeps winning and the biggest firms keep getting bigger (13:07) – Business strategy today: lead generation, advisors, and growth models (15:03) – What real organic growth looks like—and why it matters (19:47) – Industry structure: consolidation, M&A, and what’s coming next (22:10) – AI in wealth management: efficiency, personalization, and realistic timelines (24:39) - Chip's key takeaways (26:43) - Chip's interests outside of work Quotes "Private equity firms or the stock market value organic growth much higher than inorganic growth. And certainly, your cost to acquire a client will always be lowest in digital marketing, in social media, where you self-create the lead." ~ Chip Roame "Don't get caught up in all the news that gets reported every day. Focus on which firms are actually gathering the most money because they're the ones that are doing something right." ~ Chip Roame "Lead gen is a big deal right now, and I think those who figure it out are going to win. So if I were a wealth firm, I would be figuring out lead gen for my advisors at the home level." ~ Chip Roame Links Chip Roame on LinkedIn Tiburon Strategic Advisors Tiburon CEO Summits Morgan Stanley Merrill Lynch Wells Fargo UBS Edward Jones Ameriprise Financial J.P. Morgan Charles Schwab Fidelity Investments BlackRock Forge Global Vanguard iShares Franklin Templeton Investments Jenny Johnson Envestnet Orion Advisor Solutions Addepar Tiburon Impact Adventures Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
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    31 mins
  • Why Tax-Smart Infrastructure Is the Future of Wealth Management with Arthur Worthington

    Why Tax-Smart Infrastructure Is the Future of Wealth Management with Arthur Worthington
    Jan 13 2026
    This week, Jack Sharry talks with Arthur Worthington, Managing Director of Strategic Business Development & Integration at SEI. With more than a decade of experience working directly with financial advisors, Arthur brings a rare blend of investment, technology, operations, and distribution expertise. In his current role, he leads the integration of major acquisitions—including LifeYield and Stratos—focused on helping wealth management firms scale, improve after-tax outcomes, and move from account-level to household-level implementation. Jack and Arthur examine why organic growth remains elusive for most wealth management firms—even amid the largest wealth transfer in history. Arthur explains how household-level investing, asset location, and tax-aware withdrawals can unlock meaningful after-tax value for clients while driving retention, consolidation, and enterprise growth for firms. They explore the rising complexity of advice, the shrinking supply of advisors, and why scalable infrastructure—not just AI—will define the next generation of successful advisory businesses. In this episode: (00:00) - Intro (02:03) - Arthur's role at SEI and building the platform of the future (03:22) - Why organic growth is so hard for most advisory firms (08:28) – The rising complexity of advice and what the future demands (10:33) – Turning tax management into a true competitive advantage (13:34) – How tax-smart investing can dramatically increase retirement income (15:48) – Using asset location to drive consolidation and organic growth (17:31) – Creating billions in enterprise value through smarter withdrawals (22:58) – Scaling advisory businesses without forcing a one-size-fits-all model (26:18) - Arthur's key takeaways (28:11) - Arthur's interests outside of work Quotes "Today, firms create and build technology infrastructure and then integrate those pieces one-to-one. The future is creating a unified data structure where organic agentic workflows that dynamically move data create real scale." ~ Arthur Worthington "Investing in the future is about creating outcomes at three different levels: how do we create a better experience for the investor with a better after-tax return, how do we create more scaled solutions, and how can we create more enterprise value." ~ Arthur Worthington "Financial planning is a huge part of the industry. Leaning into tax management as a differentiator is a durable way to differentiate their service in the market." ~ Arthur Worthington Links Arthur Worthington on LinkedIn SEI Stratos Wealth Vanguard Amy Young Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
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    31 mins
  • Building the Bridge to a Better Retirement with David Goldman

    Building the Bridge to a Better Retirement with David Goldman
    Dec 9 2025
    This week, Jack Sharry talks with David Goldman, Chief Business Officer at Pontera. At Pontera, David leads strategy, partnerships, and the company’s mission to help Americans retire with greater security by giving financial advisors secure access to their clients’ held-away retirement accounts. Jack and Dave discuss how Pantera is transforming the retirement landscape by empowering investors and their advisors to securely manage 401(k) assets. Dave discusses the firm’s public clash with Fidelity, the broader consumer-choice issues at stake, and why secure advisor access is essential for better outcomes. He also highlights Pantera’s new partnerships with major recordkeepers like John Hancock, the growing need for coordinated and tax-optimized household management, and how AI will enhance—not replace—human advice. In this episode: (00:00) - Intro (01:28) - Security, consumer rights, and the Fidelity dispute (04:52) - How Pontera enables advisors to manage held-away 401(k)s (08:40) - David’s path from Google to fintech and financial literacy (11:19) - Scaling Pontera: integrations, partnerships, and evolving client needs (15:01) - The holy grail of unified, tax-optimized household management (18:49) - How AI serves as a force multiplier for advisors (21:29) - David's key takeaways (23:59) - David's interests outside of work Quotes "The holy grail of wealth management is  being able to collectively manage the entirety of a client's assets based on their risk profile, their preferences, and their needs on a personalized basis. You need one quarterback for that. You can't have siloed accounts with different managers and pull that off effectively." ~ David Goldman "The convergence is no longer coming. It's here. The plan advisors are more and more helping their clients with wealth. The wealth advisors are more and more helping clients with their 401(k) plans. And we just needed somebody to build a bridge to connect them all." ~ David Goldman "If you're a financial advisor and you're not offering holistic wealth solutions, including managing the 401(k), you're likely being left behind. You're disadvantaged as an advisor, and you're disadvantaging your clients." ~ David Goldman Links David Goldman on LinkedIn Pontera Morgan Stanley Orion Advisor Solutions Addepar Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
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    27 mins
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