• 2024 Year-End Wrap-Up: The Dawning of UMH

  • Dec 17 2024
  • Length: 25 mins
  • Podcast

2024 Year-End Wrap-Up: The Dawning of UMH

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  • This week, WealthTech on Deck producer Matt Nollman takes over hosting duties to interview Jack Sharry about the podcast’s standout moments of 2024. They discuss the evolution and future of UMH, including the transformative impact of LifeYield’s recent acquisition by SEI. Jack highlights pivotal industry conversations with leaders advancing UMH capabilities, explores strategies for overcoming implementation challenges, and emphasizes the importance of innovation for financial advisors and firms. Jack also shares key career advice that has shaped his professional journey. In this episode: (00:19) - Year-end wrap-up and review (00:58) - The dawning of UMH (03:10) - Defining UMH and its importance (04:41) - Key elements of UMH (07:43) - UMA vs UMH (09:15) - Memorable episodes from 2024 (13:25) - AI, research, and the digital frontier (15:01) - Building multi-account UMH capabilities (19:05) - Career advice and closing thoughts Quotes “Through this acquisition, SEI will be the first in the industry to provide real-time, automated, unified managed household or UMH capabilities in a cost-effective, fully bundled overlay solution.” ~ Jack Sharry “The single biggest challenge we find is getting all the departments, all the silos to work together. And that is also why it is important to have a single executive sponsor or leader.” ~ Jack Sharry “Improving after-tax returns and income is inherently a multi-account exercise.” ~ Jack Sharry Links SEI: https://www.seic.com Morgan Stanley: https://www.morganstanley.com MoneyGuide Pro: https://www.moneyguidepro.com Tifin: https://tifin.com Wells Fargo: https://www.wellsfargo.com EY: https://www.ey.com Franklin Templeton: https://www.franklintempleton.com Matt Nollman: https://www.linkedin.com/in/mattnollman Mark Hoffman: https://www.linkedin.com/in/mark-hoffman-16946359 Martin Cowley: https://www.linkedin.com/in/martincowley WealthTech in the Weeds with Charles Smith: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-charles-smith WealthTech in the Weeds with Rose Palazzo: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-rose-palazzo-and-mark-hoffman WealthTech in the Weeds with Jeff Benfield: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-jeff-benfield-and-martin-cowley WealthTech in the Weeds with Eric Lori: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-eric-lordi-and-martin-cowley WealthTech in the Weeds with Roger Paradiso: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-roger-paradiso The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham: https://wealthtechondeck.com/episodes/the-evolution-and-resurgence-of-sei-with-ryan-hicke-and-sean-denham The Age of the New Wealth Portfolio with Erich Holland: https://wealthtechondeck.com/episodes/the-age-of-the-new-wealth-portfolio-with-erich-holland Unlocking the Potential of Generative AI in Asset and Wealth Management with Amy Young: https://wealthtechondeck.com/episodes/unlocking-the-potential-of-generative-ai-in-asset-and-wealth-management-with-amy-young Unlocking AI’s Potential in Wealth Management with Rob Pettman: https://wealthtechondeck.com/episodes/unlocking-ais-potential-in-wealth-management-with-rob-pettman WealthTech in the Weeds with Michael Liersch: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-michael-liersch-and-harry-bartle Scott Smith: https://www.linkedin.com/in/scott-smith-148360 Financial Advisor Magazine: https://www.fa-mag.com Frances Frei: https://www.linkedin.com/in/francesfrei Edward Jones: https://www.edwardjones.com JP Morgan: https://www.jpmorgan.com Merrill: https://www.ml.com Harvard Business School: https://www.hbs.edu 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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