Trending News: Trump announces he's nominating Dr. Erica Schwartz for CDC directorFederal lawmakers target states' use of unclaimed property after California investigationThe Pentagon claims ‘we control the sky’ over Iran. Experts say the air war isn’t that simple.Sotomayor apologizes for criticizing Kavanaugh over ICE arrests‘Hybrid constellations’ are making it hard for militaries to hideWealthStack Podcast Explores Trends and Conference ROIYour teeth get thinner as you age — here are the best toothpaste for sensitive teeth, according to dentistsSpy agencies eye new Anthropic AI model that spots cyber flawsVantage Point: Building a Tech Stack for Deep Financial PlanningFIFA chief Infantino says Iran will participate in World Cup "for sure"Deals & Moves: Concurrent, Sanctuary Land Merrill BreakawaysBill Ford on the secret to American innovation | 60 MinutesGetting ready for the 250th anniversary of the Declaration of Independence | 60 MinutesRead Zephyr PSN’s Outlook for 2026 on SMAs for InvestingI tried a Cricut machine for a month and I can’t believe here’s everything I’ve been able to makeU.S. Bank Pens Wealth Management Deal With NFLPrivate Placement BDCs Meet 74% of Redemption RequestsBrian Hooker leaves Bahamas to be with ailing mother as search for wife continuesDefense Business Brief: Doubling down on C-UAS; Hypersonic flight; Could AI help the Navy build hulls faster?The WealthStack Podcast: The AI Coworker with Sam SovaTyphoon flipped over cars and ripped away roofs on US islands in the Pacific OceanTrump and Iran in battle of the blockades – The LatestSEC Leadership Faces Questions Over Ryan’s ResignationCorient Bolsters Alts Focus with Deal for $5.6B Vivaldi CapitalOn patrol with Canadian forces securing the Arctic as global threats growPileup of about 70 vehicles on Interstate 70 in Colorado sends 8 to the hospital4 killed after US strikes suspected drug boat in eastern PacificHegseth declares ‘decisive military victory’ in Iran, says U.S. is ‘hanging around’ to enforce ceasefireProsecutors turned away from Federal Reserve after unannounced visitArmy operations center is trying to solve battlefield data problems in real timeSenate rejects 4th attempt to curb Trump's war powers in Iran7-Eleven plans to close 645 stores this yearTwo firms picked as finalists for contract to outsource Army pilot trainingPro-Iran hackers have disrupted some industrial-control systems, US says‘I make people a lot better’: Trump says controversial AI image portrayed him as a doctor – videoEmigrant Takes Minority Stake in $15B Mutual GroupPentagon investigators blocked from using ‘War Department’ in official documentsDavid Woodcock Appointed SEC Enforcement Division ChiefSEC Enforcement Actions Drop 22% in FY 2025People Moves: Compound Hires Wealth Head; Perigon Names HR Chief401(k) Real Talk Episode 187: April 8, 2026P90X Redefined Home Fitness, Yet Gyms and Trainers Still ExistChevron says Venezuelan oil imports are helping curb U.S. gas pricesIRS Can Reach California Property in Nevada Trust CaseBodycam video contradicts police’s earlier account in fatal shooting of 17-year-oldAlready under financial pressure, Midwest soybean farmers are squeezed further by tariffs, Iran warGeneral Atomics pauses drone wingman flight tests after crashHow would the US Navy counter Iran’s mines?Appeals court shuts down criminal contempt probe over deportation flightsThese races could determine control of the SenateAndroid users could get money under $135 million Google settlementColombia to kill dozens of "cocaine hippos" linked to Pablo EscobarCIA deception campaign helped rescue downed airman in Iran, director saysWhat Happened to the Great White Sharks? | Sunday on 60 MinutesTrump’s Strait of Hormuz blockade threat raises risks and leaves predicaments unchangedTake a break from scrolling — these are the best puzzles for adultsGoing huntingThe One Big Beautiful Bill Act Reshapes Wealth PlanningPope Leo says he will continue to speak out against war despite Trump insults – videoEvertern Wealth Launches With $2.4B in AssetsMiracle babies of Mauthausen find each other decades after the Holocaust | 60 Minutes10 Investment Must Reads for This Week (April 7, 2026)Man running for Florida governor accused of battery in domestic altercationHightower Signature to Acquire $3.2B Lexington Wealth ManagementGoldman Sachs Seizes Private Credit Opportunity Amid ExodusDHS orders thousands of employees back to work despite shutdownLow-tax Texas opens London office to lure jobs and investmentTrusts & Estates: April 2026 Digital EditionICE detaining fewer non-criminals, driving a decline in detention populationFrom blast off to splashdown: My days following Nasa’s historic mission to the Moon‘Abhorrent’: the inside story of the Polymarket gamblers betting millions on warCarolyn Armitage Produces Psychedelic Therapy DocumentaryWealthspire Adds $1.9B Firm to Institutional Advisory BusinessThis idyllic US town was full of police families – and a serial killer in their midstMan with machete fatally shot at Grand Central after slashing attack, NYPD saysBeef, that all-American food, is getting harder for Americans to affordMcDonald's to start selling refreshers and crafted sodas nationwide in MayFederal workers struggle to find roles a year after Trump cuts: ‘I’ve applied to over 250 jobs’Swalwell ends bid for California governor amid sexual assault allegationsAllies yank support for Swalwell’s California governor run after sexual assault allegationsBudget would cut Pentagon research by one-third. Can industry compensate?GM recalls more than 270,000 cars in U.S. over rearview camera riskPakistan calls on Iran and US to keep the ceasefire after talks end without agreementBudget seeks billions for Air Force’s F-47 fighter jet, just millions for Navy’s F/A-XXMorgan Stanley Launches Private Credit Fund Amid Market SqueezeSam Altman's San Francisco home targeted with Molotov cocktail, OpenAI says$42B Lido Adds Broker/Dealer to ToolkitNew York Advisor Pleads Guilty to $160M Investment FraudWatch: Pope Leo XIV spins basketball on his finger, with help from Harlem GlobetrottersBlackRock Targets Nasdaq 100 ETF Market Dominated By InvescoWatch: Cold-blooded trespasser found lurking in Florida pool‘Astronauts back on Earth’: Artemis II crew splashes down after record-breaking moon flyby – videoPope Leo issues latest rebuke of Iran conflict: "Enough with war!"SEC Sues Advisor’s Estate Over $1.68M Fraud SchemeMalnourished boy found locked in utility van since 2024, police sayHusband arrested in Bahamas in connection to wife's disappearancePolls open in Hungary election with implications for Europe, Ukraine and beyondProlonged Strait of Hormuz closure would cause oil prices to surge, experts warnThe week around the world in 20 picturesWhite House aims to fold DHS’ main intel arm into secretary’s office
Thu. Apr 16th, 2026
Trending News: Trump announces he's nominating Dr. Erica Schwartz for CDC directorFederal lawmakers target states' use of unclaimed property after California investigationThe Pentagon claims ‘we control the sky’ over Iran. Experts say the air war isn’t that simple.Sotomayor apologizes for criticizing Kavanaugh over ICE arrests‘Hybrid constellations’ are making it hard for militaries to hideWealthStack Podcast Explores Trends and Conference ROIYour teeth get thinner as you age — here are the best toothpaste for sensitive teeth, according to dentistsSpy agencies eye new Anthropic AI model that spots cyber flawsVantage Point: Building a Tech Stack for Deep Financial PlanningFIFA chief Infantino says Iran will participate in World Cup "for sure"Deals & Moves: Concurrent, Sanctuary Land Merrill BreakawaysBill Ford on the secret to American innovation | 60 MinutesGetting ready for the 250th anniversary of the Declaration of Independence | 60 MinutesRead Zephyr PSN’s Outlook for 2026 on SMAs for InvestingI tried a Cricut machine for a month and I can’t believe here’s everything I’ve been able to makeU.S. Bank Pens Wealth Management Deal With NFLPrivate Placement BDCs Meet 74% of Redemption RequestsBrian Hooker leaves Bahamas to be with ailing mother as search for wife continuesDefense Business Brief: Doubling down on C-UAS; Hypersonic flight; Could AI help the Navy build hulls faster?The WealthStack Podcast: The AI Coworker with Sam SovaTyphoon flipped over cars and ripped away roofs on US islands in the Pacific OceanTrump and Iran in battle of the blockades – The LatestSEC Leadership Faces Questions Over Ryan’s ResignationCorient Bolsters Alts Focus with Deal for $5.6B Vivaldi CapitalOn patrol with Canadian forces securing the Arctic as global threats growPileup of about 70 vehicles on Interstate 70 in Colorado sends 8 to the hospital4 killed after US strikes suspected drug boat in eastern PacificHegseth declares ‘decisive military victory’ in Iran, says U.S. is ‘hanging around’ to enforce ceasefireProsecutors turned away from Federal Reserve after unannounced visitArmy operations center is trying to solve battlefield data problems in real timeSenate rejects 4th attempt to curb Trump's war powers in Iran7-Eleven plans to close 645 stores this yearTwo firms picked as finalists for contract to outsource Army pilot trainingPro-Iran hackers have disrupted some industrial-control systems, US says‘I make people a lot better’: Trump says controversial AI image portrayed him as a doctor – videoEmigrant Takes Minority Stake in $15B Mutual GroupPentagon investigators blocked from using ‘War Department’ in official documentsDavid Woodcock Appointed SEC Enforcement Division ChiefSEC Enforcement Actions Drop 22% in FY 2025People Moves: Compound Hires Wealth Head; Perigon Names HR Chief401(k) Real Talk Episode 187: April 8, 2026P90X Redefined Home Fitness, Yet Gyms and Trainers Still ExistChevron says Venezuelan oil imports are helping curb U.S. gas pricesIRS Can Reach California Property in Nevada Trust CaseBodycam video contradicts police’s earlier account in fatal shooting of 17-year-oldAlready under financial pressure, Midwest soybean farmers are squeezed further by tariffs, Iran warGeneral Atomics pauses drone wingman flight tests after crashHow would the US Navy counter Iran’s mines?Appeals court shuts down criminal contempt probe over deportation flightsThese races could determine control of the SenateAndroid users could get money under $135 million Google settlementColombia to kill dozens of "cocaine hippos" linked to Pablo EscobarCIA deception campaign helped rescue downed airman in Iran, director saysWhat Happened to the Great White Sharks? | Sunday on 60 MinutesTrump’s Strait of Hormuz blockade threat raises risks and leaves predicaments unchangedTake a break from scrolling — these are the best puzzles for adultsGoing huntingThe One Big Beautiful Bill Act Reshapes Wealth PlanningPope Leo says he will continue to speak out against war despite Trump insults – videoEvertern Wealth Launches With $2.4B in AssetsMiracle babies of Mauthausen find each other decades after the Holocaust | 60 Minutes10 Investment Must Reads for This Week (April 7, 2026)Man running for Florida governor accused of battery in domestic altercationHightower Signature to Acquire $3.2B Lexington Wealth ManagementGoldman Sachs Seizes Private Credit Opportunity Amid ExodusDHS orders thousands of employees back to work despite shutdownLow-tax Texas opens London office to lure jobs and investmentTrusts & Estates: April 2026 Digital EditionICE detaining fewer non-criminals, driving a decline in detention populationFrom blast off to splashdown: My days following Nasa’s historic mission to the Moon‘Abhorrent’: the inside story of the Polymarket gamblers betting millions on warCarolyn Armitage Produces Psychedelic Therapy DocumentaryWealthspire Adds $1.9B Firm to Institutional Advisory BusinessThis idyllic US town was full of police families – and a serial killer in their midstMan with machete fatally shot at Grand Central after slashing attack, NYPD saysBeef, that all-American food, is getting harder for Americans to affordMcDonald's to start selling refreshers and crafted sodas nationwide in MayFederal workers struggle to find roles a year after Trump cuts: ‘I’ve applied to over 250 jobs’Swalwell ends bid for California governor amid sexual assault allegationsAllies yank support for Swalwell’s California governor run after sexual assault allegationsBudget would cut Pentagon research by one-third. Can industry compensate?GM recalls more than 270,000 cars in U.S. over rearview camera riskPakistan calls on Iran and US to keep the ceasefire after talks end without agreementBudget seeks billions for Air Force’s F-47 fighter jet, just millions for Navy’s F/A-XXMorgan Stanley Launches Private Credit Fund Amid Market SqueezeSam Altman's San Francisco home targeted with Molotov cocktail, OpenAI says$42B Lido Adds Broker/Dealer to ToolkitNew York Advisor Pleads Guilty to $160M Investment FraudWatch: Pope Leo XIV spins basketball on his finger, with help from Harlem GlobetrottersBlackRock Targets Nasdaq 100 ETF Market Dominated By InvescoWatch: Cold-blooded trespasser found lurking in Florida pool‘Astronauts back on Earth’: Artemis II crew splashes down after record-breaking moon flyby – videoPope Leo issues latest rebuke of Iran conflict: "Enough with war!"SEC Sues Advisor’s Estate Over $1.68M Fraud SchemeMalnourished boy found locked in utility van since 2024, police sayHusband arrested in Bahamas in connection to wife's disappearancePolls open in Hungary election with implications for Europe, Ukraine and beyondProlonged Strait of Hormuz closure would cause oil prices to surge, experts warnThe week around the world in 20 picturesWhite House aims to fold DHS’ main intel arm into secretary’s office
Thu. Apr 16th, 2026

WealthStack Podcast Explores Trends and Conference ROI


Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast and welcomes Shannon Rosic, Director of WealthStack Content and Solutions at Informa Connect and host of the WealthStack podcast, to discuss how advisors can get the most out of industry conferences, including Wealth Management Edge (June 9–11 in Boca Raton). Rosic explains WealthStack’s role in helping advisors cut through the growing WealthTech landscape and emphasizes the importance of advisor experience with technology. They explore how conferences have evolved from information delivery to community, hands-on learning, and serendipitous connections, and Rosic shares strategies to maximize ROI by planning ahead, prioritizing meaningful conversations, and following up afterward. Rosic also highlights key wealth management trends including AI implementation, advisor efficiency, personalization at scale, and increased niche specialization among advisors.

Learn more about Zephyr here.
Learn more about Wealth Management Edge here.

00:00 Welcome and Sponsor
01:19 Meet Shannon Rosic
03:55 Wealth Tech Noise and Advisor Experience
06:16 Memorable Interviews and Gadget Girl
09:43 How Conferences Have Evolved
14:18 Why Attend in Volatile Markets
18:03 Wealth Management Edge Highlights
22:19 Conference ROI Plan and Follow Up
23:29 Top Trends AI Efficiency Personalization
27:09 CTO Think Tanks and AI Reality
29:49 Wrap Up and Where to Find More

Connect with Ryan Nauman:  LinkedIn 

Related:Vantage Point: Building a Tech Stack for Deep Financial Planning





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    You Missed

    Trump announces he's nominating Dr. Erica Schwartz for CDC director
    Federal lawmakers target states' use of unclaimed property after California investigation
    The Pentagon claims ‘we control the sky’ over Iran. Experts say the air war isn’t that simple.
    Sotomayor apologizes for criticizing Kavanaugh over ICE arrests
    ‘Hybrid constellations’ are making it hard for militaries to hide
    WealthStack Podcast Explores Trends and Conference ROI