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Overheard at the Wealth Management Industry Awards Tech Roundtables

By Staff | September 25, 2018 | News

LifeYield Executive VP and CMO Jack Sharry

Tech leaders sound off on a range of topics at’s tech roundtable event.

Dozens of technology leaders from more than 50 firms joined editors and reporters from at a technology roundtable event in New York on Sept. 13. This was held in conjunction with the Fourth Annual Wealth Management Industry Awards.

Participants discussed a range of technology topics and themes from how client experience is evolving, and the technologies shaping and influencing these changes to how artificial intelligence technologies are affecting business models.

While most participants saw a great deal of progress in recent years, there was agreement that various thorny issues would continue to challenge the industry: cybersecurity, integration, lack of data standards and the many threats posed by consumers embracing the Internet of Things.

View the full slideshow here.

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About LifeYield
LifeYield (, creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
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