The WealthStack Podcast: Elevating the Client Meeting with Dan Zitting

Published on March 20, 2026

Nitrogen CEO Dan Zitting unpacks how technology is reshaping the before, during and after of client engagement.

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Caprock: Helping Make the Advisor a ‘Force Multiplier’

March 20, 2026
Caprock COO Jefferson Jewell explains how the firm leans on Microsoft products, proprietary financial planning tools, and trust and estate vendors to help “create leverage” for advisors to be able to get the best results for clients.

US Stock Futures Drop as Traders Eye Longer War, Options Expiry

March 20, 2026
US futures extended a drop on Friday as earlier hopes for a quick resolution to the war in the Middle East faded. Meanwhile, traders braced for a historic amount of March options expiry.