Talking Wealth
Talking Wealth is a podcast that helps financial advisors build the practice of their dreams. Hosted by The Compound, it offers insights and strategies for freeing advisors from common constraints. The show aims to empower listeners with practical advice for growing their business.
Episodes
Jon Stein Built Betterment. Here's What He's Building Now
Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human financial advisor.It's a fascinating moment to build it, with AI increasingly able to deliver quality advice to that same mass affluent client. So where do human advisors fit in — and w
How to Give Clients More Peace of Mind in Retirement
On this episode of Talking Wealth, Ben Carlson is joined by David Lau, founder and CEO of DPL Financial Partners. They discuss the evolving role of insurance and annuities in financial planning, why many advisors remain wary of these products, how annuities can help manage retirement income and longevity risk, and the impact AI could have on the future of the insurance industry.
For more from Ta
"The Tech Stack Is Dead" — Jason Wenk on Rebuilding Advisor Infrastructure
There's never been a more disruptive moment in wealth management — and few people are shaping it more directly than my guest this week.
Jason Wenk is the founder and CEO of Altruist, the modern custodian built exclusively for RIAs that's grown into one of the largest custodians in the country, serving nearly 5,000 advisory firms. But the conversation everyone's having right now is about AI. Whe
It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now Hiring Advisors, SpaceX Employee Wealth
On this episode of Talking Wealth, Josh Brown and Sarah Solomon discuss why financial planners are reporting record-high compensation and job satisfaction, Robinhood's aggressive expansion into wealth management and advisor recruiting, and how SpaceX employees are teaming up to negotiate lower advisory fees ahead of the company's anticipated IPO.
This episode is sponsored by TEMA. Learn more ab
SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know
SpaceX just filed to go public, and this isn't just another IPO — it's shaping up to be the biggest one in history. The company is targeting a valuation around $1.75 trillion and looking to raise as much as $75 billion, which would make it roughly three times the size of the largest U.S. IPO on record.
It's set to list on the Nasdaq under the ticker SPCX, with June 12th cited as the expected l
Jeremy Schwartz on Rethinking the 60/40 Portfolio
On this episode of Talking Wealth, we’re going to talk about one of the biggest challenges advisors face in portfolio construction: How do you improve diversification and add alternative return streams without sacrificing your core equity and bond exposure?
Jeremy Schwartz from WisdomTree is here to talk about capital efficiency in portfolio management, how to think about the intelligent use o
The Tax-Loss Machine: How Long-Short Took Over Wealth Management
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan to discuss the rise of tax-aware long-short investing and how it’s changing wealth management. They cover direct indexing, 130/30 and 250/150 strategies, why traditional tax-loss harvesting dries up in bull markets, the risks advisors may be overlooking, and why firms like Fidelity Investments and Charles Schwab Corpora
Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)
On this episode of Talking Wealth, Downtown Josh Brown is joined by Manish Khatta, CEO of Potomac Fund Management, to discuss what it really takes to build a modern asset management firm in today’s advisory landscape. They talk about growing Potomac from a struggling boutique into a $3 billion powerhouse without outside capital or acquisitions, the “content bazooka” strategy that helped the firm b
Are Financial Advisors Dead? Michael Kitces Weighs In
On this episode of talking Wealth, Michael Kitces joins Michael Batnick to separate what's real from what's hype in AI's impact on wealth management. Is technical expertise really being commoditized, or is this robo advisor redux? They discuss the future of an industry that is changing faster than it wants to admit, but maybe not in the way everyone assumes.
This episode is sponsored by YCharts.
How to Improve Client Portfolios
On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while maintaining control.
They cover how Modelist helps advisors build and manage custom portfolios, how it differs from traditional Turnkey Asset Management Platforms (TAMPs), and the role of direct indexing, reporting, and AI in modern
Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire
On this episode of Talking Wealth, Josh Brown is joined by Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement, with over 11,000 advisors switching firms in 2025.
They discuss what’s driving the trend, where top teams are landing, and whether a “winning model” even exists anymore. The conversation also covers what 2026 could look like, the impact of the LPL/Co
How to Create Tax Alpha
On this episode of Talking Wealth, Ben Carlson is joined by Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha.
They discuss OSAM’s evolution from a quant shop to a full portfolio solution for advisors, the growing appeal of direct and custom indexing, and why the concept “clicks” once you understand it. The conversation covers tax lo
Death of the Advisor
On this episode of Talking Wealth, Michael Batnick is joined by John Giovannucci to discuss a shift few in wealth management say out loud: has the advisor’s role drifted away from doing the actual work?
For years, strong markets made it easier to look smart and harder to tell skill from environment. Along the way, more of the thinking behind portfolios was outsourced to platforms, products, and
The $3.9 Trillion Land Grab
On this episode of Talking Wealth, Michael Batnick is joined by Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, to unpack the rise of the RIA and the growing pains that come with scaling it.
They discuss insights from Cerulli’s The RIA Marketplace: Solving for Scale, including asset growth across channels, whether clients differ between wirehouses and RIAs, and wh
The Missing Layer in Wealth Management
On this episode of Ben with Benefits on Talking Wealth, Ben Carlson sits down with Joe Mrak, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management.
Joe shares his background in the nonprofit investment world and explains how Foundation Source provides the technology and infrastructure advisors need to make charitable giving easier, more strategic,
The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney
On this episode of Talking Wealth, On this episode of Talking Wealth, Josh Brown speaks with Dynasty CEO Shirl Penney about OpenArc Corporate Advisory’s $129 billion breakaway from Merrill Lynch.They discuss how a team of that size makes the leap to independence, what they couldn’t build inside a wirehouse, how Dynasty won the mandate, and whether this deal signals the next wave of mega-team break
How to Borrow Against Your Portfolio For Less
On this episode of Talking Wealth, Ben Carlson is joined by Joseph Wang, co-founder and CRO of SyntheticFi, a company that helps clients borrow against their portfolios for lower financing rates using box spread loans. They cover how box spreads work, how to use the options market to borrow at more competitive rates, box spread loan use cases, how SyntheticFi works with financial advisors and more
The Extinction Event in Wealth Tech
Last week, Anthropic’s Claude announced integrations with Orion and LPL — not as a demo, not as a side tool, but embedded directly into the advisor workflow. That’s a big deal. When AI plugs into the plumbing of wealth management, it stops being optional. What happens when your custodian has a brain? When reporting, research, client communications, compliance workflows, and portfolio analysis are
Private Credit: Now Youse Can’t leave
For years, private credit investors were told they could have it all — higher yields, low volatility, and relatively little risk. Semiliquid funds became the bridge between Wall Street’s private deals and Main Street’s capital. Smooth returns. Quarterly liquidity. No drama. Until there was.
When redemption requests surged at a major private credit fund managed by Blue Owl Capital, the illusion cr
Demographics are Destiny in the Housing Market
On this episode of Ben with Benefits, Ben Carlson sat down with Eric Finnigan, Vice President of Demographics Research at John Burns to break down why demographics are destiny in the housing market and what that means going forward. They discuss:
How today’s young people are different from past generations.
Where people are moving to find more affordable housing.
How trillions of
Why 3,000 Financial Advisors Are Meeting up to Discuss AI
On this episode of Talking Wealth, Michael Batnick sits down with Matt Middleton, the founder and CEO of Future Proof, the fastest-growing and now largest event in wealth management.
What started as an ambitious idea — to reimagine what an industry conference could look and feel like — has quickly become the most talked-about gathering in financial advice. With thousands of advisors, asset mana
Private Equity's Liquidity Problem
Secondaries used to be a niche corner of private markets — a way for institutions to quietly offload old fund positions. Today, they’re becoming a core feature of modern finance. In this conversation, Marc Rubinstein and Michael Batnick dig into the rapid rise of secondaries: why private assets are staying private for longer, how liquidity is being engineered rather than waited for, and what this
Is Social Security Going Bankrupt?
On this episode of Ben With Benefits, Ben Carlson is joined by Mike Piper, creator of the Oblivious Investor blog and author of a number of books including Social Security Made Simple. They discuss Social Security from every angle. Is the trust fund going bankrupt? When should you file for benefits? What are the pros and cons of filing early? What are the most important variables in determining wh
Why Advisors Go Independent
On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson, Founder of 9i Capital Group, to unpack the biggest issues facing financial advisors and investors today. They break down Wealthfront’s rocky IPO and cash-heavy business model, and debate private market exposure in 401(k)s as BlackRock pushes forward. Plus, why retirement assets just hit a record $48.1 trillion and why som
The Lie on Both Sides of Investment Management
Investment management has become strangely polarizing in the advisory industry. On one end, many “planning-led” firms treat portfolios as a commodity—something clients can DIY or outsource entirely because “markets are efficient anyway.” On the other, some firms still rely on outdated investment storytelling: credentials, access, and vague promises of outperformance.
On this episode of Talking We
Be the GP: How to Invest in the 2 & 20
On this episode of Talking Wealth, Michael Batnick sits down with Todd Owens, Managing Partner at Cantilever to break down the rapidly growing world of GP stakes investing. They discuss why asset managers are selling minority interests in their firms, what investors actually get exposure to when they buy GP stakes, and how this strategy differs from traditional private equity.
Todd explains the e
How to Beat the 4% Retirement Spending Rule | Ben with Benefits
On this episode of Ben with Benefits, Ben Carlson is joined by Stefan Sharkansky, author of the new research paper “The Only Other Spending Rule Article You Will Ever Need.” Millions of retirees and advisors are trying to solve the retirement spending puzzle of how to both avoid outliving one’s assets while simultaneously avoiding chronic underspending. We discuss the trade-offs involved in a vari
When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call
On this episode of Talking Wealth, we’re diving into one of the most misunderstood—and increasingly controversial—corners of investing: alternatives.
Over the past few years, interval funds and other semi-liquid vehicles have exploded in popularity, promising access to private markets with smoother returns and less volatility. But as recent events around BlueRock have made painfully clear, the s
FINNY Reveals New $150 Million Valuation!
On this episode of Talking Wealth, Josh Brown is joined by Eden Ovadia and Victoria Toli, two of the three founders of FINNY AI. FINNY AI is one of the hottest startups in the wealth management industry fresh off a major new funding round with some of the smartest venture capitalists in the space. Josh is an investor and an advisor to the company.
This episode is brought to you by VanEck. Lear
BOMBSHELL - 90 Percent of RIAs are Actually Shrinking!
On this episode of Talking Wealth, we’re doing something special as part of the Compound Insights Research Program, our initiative to bring original data, white papers, and strategic intelligence to the wealth management profession. Our latest publication — The RIA Real Deal: What We’ve Learned from a Golden Era of Deal-Making — is one of the first true retrospective analyses of RIA M&A outcomes o
Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study
On this episode of Talking Wealth, Michael Batnick is joined by Lisa Salvi, Managing Director of Business Consulting and Education at Charles Schwab Advisor Services. We’re diving deep into Schwab’s RIA Benchmarking Study, which is the leading study in the industry, with 1,288 firms representing over $2.4 trillion in AUM. The study reveals actionable insights into what’s fueling growth across the
The Yield Mania: Why Investors Are All in On Income
On this episode of Talking Wealth, we’re diving into one of the biggest shifts in the advisory world: the surge in income-oriented products. From covered-call ETFs and bond ladders to private-credit funds and interval structures, advisors are increasingly building portfolios around steady cash flow rather than pure total return. Jeffrey Ptak, managing director at Morningstar, joins Michael Batnick
The Age of Easy AUM Is Over
On this episode of Talking Wealth, Michael Batnick and Ian Wenik go deep on the RIA industry’s two biggest stress fractures: the organic growth slowdown and the unraveling of some of private equity’s largest wealth rollups. From referral fatigue to valuation pressure to PE firms discovering the limits of financial engineering, this is a candid look at why multi-billion-dollar platforms suddenly ca
How to Start Your Own ETF
On this episode of Talking Wealth, Ben Carlson is joined by Cullen Roche, founder and CIO of Discipline Funds. They'll explore how Cullen turned his blog, Pragmatic Capitalism, into a funnel for wealth management clients, why he turned his client portfolios into ETFs, the process that goes into starting an ETF, the challenges facing advisors when it comes to reaching client goals and more.
This ep
The Kyle Busch Insurance Scam Explained
Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. They'll discuss the Kyle Busch IUL scam, ChatGPT bans “tailored financial advice”, CFP & being young, what does everyone do to inoculate retiring clients from the full court press, and more.
This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/
For more f
This AI Tool Is Changing How Advisors Work
On this episode of Talking Wealth, Michael Batnick sits down with John Connell, Co-Founder and CEO of Focal, the AI-powered productivity platform transforming how advisory firms document, automate and scale client service. With roots at Microsoft and multiple startups, John brings deep enterprise SaaS experience to the advisor space. We’ll explore how Focal is moving beyond note-taking to orchestr
How AI Can Help Advisors Get Bigger Clients
On this episode of Talking Wealth, Ben Carlson sits down with Nick Downer, Head of Advisory Services at Opto Investments. Opto Investments is a tech-driven platform that helps financial advisors and family offices better manage private investments. We’re going to discuss how Opto does this, their new AI tool for private market due diligence, and more. If you're a financial advisor and interested i
Your Custodian Just Drank Your Milkshake
Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. Charles Schwab is reportedly raising its referral minimum from $500,000 to $2,000,000 which will significantly shrink the pool of potential referred clients to its advisor network. Josh and Kevin discuss this and more. If you're a financial advisor and interested in going deeper, subscribe to the Talking Wealth email
RIAs Sell for Record Amounts in Orgy of Consolidation - Brandon Kawal
On this episode of Talking Wealth, Michael Batnick is joined by Brandon Kawal, Partner at Advisor Growth Strategies, to break down the findings of their highly anticipated RIA Deal Room report. Brandon shares a behind-the-scenes look at today’s red-hot RIA M&A landscape, where deal volume and valuations are at all-time highs, but buyers are more selective than ever. We explore what’s driving recor
The Advisor Cheat Code for Massive Client Growth | Ben with Benefits - Fred Barstein
On this episode of The Unlock, Ben Carlson is joined by Fred Barstein to discuss the growing importance of defined contribution retirement plans for financial advisors and how you can better position yourself to gain more clients. Fred is the founder and CEO of The Plan Sponsor University, which offers online and live workplace retirement plan education for business owners, benefits specialists an
Advisors Face an $80 Trillion Tidal Wave as 10,000 Clients Retire Every Day | Ben with Benefits - Christine Benz
On the latest episode of Ben with Benefits, Ben Carlson spoke with Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz. Christine is also the author of the new book How to Retire. Ben and Christine discuss some of the biggest challenges and opportunities for financial advisors with the tidal wave of baby boomer assets that need to be managed in retirement. They dive
Eight Marketing Moves Advisors Can Make Today | Sam Russell
On this episode of The Unlock, Downtown Josh Brown is joined by Samantha Russell, to discuss the eight marketing moves advisors can make today. Samantha is the Chief Evangelist at FMG Suite, an all-in-one financial advisor marketing platform that provides marketing tools and custom websites for advisors to grow their business. For more from The Unlock, sign up at: https://www.advisorunlock.com/
Building the Best Advisor Tech Stack | Jason Pereira
On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by financial planner and fintech expert Jason Pereira to discuss the current state of technology in the wealth management industry. Jason explains what he looks for in a technology provider, how advisors are using software and what's happening in the wealth tech startup space. For more from The Unlock, sign up at: ht
A $12 Trillion Opportunity For Financial Advisors | Ben with Benefits - Shawn O'Brien
Welcome to the first episode of The Unlock's new show, Ben with Benefits! Ben Carlson is joined by Shawn O'Brien, Director of Retirement at Cerulli Associates, to discuss the massive opportunities for financial advisors to grow their business in the defined contribution retirement plan space.
Thanks to YCharts for sponsoring this episode. Follow the link to unlock exclusive access to downloadab
Financial Advisors Cannot Blow This Decision | Alec Crawford
On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by Alec Crawford to discuss the future of financial advice, how AI will be used by most advisors, and the critical role of AI cybersecurity in the financial industry. For more from The Unlock, sign up at: https://www.advisorunlock.com/
This episode is sponsored by Wealthbox®, a CRM platform for financial advisors. I
Stop Saving - Give Your Kids the Money Now! | Ben With Benefits - Nick Maggiulli
On this episode of Ben with Benefits, Nick Maggiulli joins Ben Carlson to discuss their thoughts on the timing of an inheritance, the psychology behind spending & giving in retirement, how advisors can help bridge the generational gap, the best giving strategies, how to think about the inheritance puzzle and more!
This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way
Your Clients’ Biggest Risk is Spending Too Little | Ben with Benefits - Scott Rick
On this episode of Ben with Benefits, Ben Carlson speaks with Scott Rick, author of Tightwads & Spendthrifts, to explore the psychology of spending. They discuss why most financial advice ignores the emotional side of money, how your spending habits are shaped, and why helping clients actually spend their wealth is one of the biggest challenges for financial advisors today.
This episode is spons
The One Thing Everyone Gets Wrong About the 4% Rule | Ben with Benefits - Bill Bengen
On this episode of Ben with Benefits, Ben Carlson speaks with Bill Bengen, creator of the famed “4% rule,” to revisit the groundbreaking research he published over 30 years ago and answer the question on every retired client’s mind: Does the 4% rule still hold up today? They share insights about misconceptions about the 4% rule, what a “safe” withdrawal rate actually means, why so many retirees st
Will AI Replace Your Financial Advisor? Michael Batnick and Dave Nadig on the Future of Wealth
Welcome back to Talking Wealth. Today, we’re going to be talking about the future of AI and financial advice. I won’t bury the lede. Artificial intelligence has the potential to do to financial advisors what the comet did to dinosaurs. The financial advice my children get won’t be delivered by human beings the same way it is today.
I couldn’t think of a better person to have on than my friend Dav
Josh Brown on How the Next Generation of Millionaires Will Custody Their Assets | Jason Wenk
On this episode of Talking Wealth, Ritholtz Wealth Management CEO Josh Brown and Altruist Founder and CEO Jason Wenk have a live conversation for an audience of financial advisors at Future Proof Festival 2025 in Huntington Beach, California. In this discussion, Josh and Jason reveal some of the latest developments involving portfolio management, financial advice, brokerage custody, investing tool
The Man Who Advises Your Financial Advisor | Ben with Benefits - Carl Richards
On this episode of Ben with Benefits, Ben Carlson speaks with Carl Richards, author of The Behavior Gap and one of the most influential voices in financial advice, about challenges advisors face including: what advisors secretly worry about beyond the markets, how to create authentic content that connects with clients, how to have difficult conversations with your clients, the lessons he learned f
Financial Advisors Are Furious Over New Ad Campaign - Michael Kitces
On this episode of Talking Wealth, Josh Brown is joined by Michael Kitces, one of the most influential financial advisors in America. Michael is the Head of Planning Strategy for Buckingham Wealth Partners, Co-Founder of the XY Planning Network, and publisher of the blog Nerd’s Eye View. The guys discuss the CFP Board, which controls the CERTIFIED FINANCIAL PLANNER™ standard and manages the organi
How to Make Sure Your Clients Never Run Out of Money | Justin Fitzpatrick
On this episode of Talking Wealth, Michael Batnick is joined by Justin Fitzpatrick, co-founder and chief innovation officer of Income Lab — a platform that’s rethinking retirement income planning for advisors and their clients. Justin’s work sits at the intersection of technology, behavioral finance, and real-world retirement challenges, helping advisors deliver smarter, more adaptive plans that r
Meb Faber’s New Big Idea
On this episode of The Unlock, Michael Batnick is joined by Meb Faber, CEO of Cambria Investment Management, to discuss 351 ETF conversions and how they allow investors to exchange concentrated positions in individual securities for a diversified portfolio without immediate tax implications.
Sign up for The Unlock newsletter and never miss out: https://www.advisorunlock.com
Participants include
6 Ways Financial Advisors Can Improve Client Confidence | Ben with Benefits - Ben White
On today’s episode of Ben with Benefits, Ben Carlson is joined by Pontera’s Senior Director of Public Policy, Ben White to discuss Pontera’s new 401(k) Literacy Survey and how it helps you understand what 401(k) investors are looking for when it comes to financial advice, how financial advisors can improve investor confidence, how to ask better questions, the biggest problem areas for retirement i
Advisor Chat Live | Kevin Thompson
Downtown Josh Brown is joined by Founder of 9I Capital Group Kevin Thompson to discuss The TikTok financial advice epidemic, building an ecosystem your clients won't leave, attaining media features for advisor credibility and much more!
For more from The Unlock, sign up at: https://www.advisorunlock.com/
Participants include employees of Ritholtz Wealth Management. All opinions expressed by the
Why This Juggernaut is Going All-In on Wealth Management | Michael Lane
On this episode of Talking Wealth, Michael Batnick sits down with Michael Lane, Head of Asset Management and an Executive Vice President at SEI, to dive into the evolving landscape of financial advice and advisor platforms. Lane shares his perspective on how RIAs can scale, compete, and thrive in a rapidly changing environment, and why SEI is doubling down on technology, custody, and operational s
How the Wealthy Reduce Taxes and Diversify with 351 Exchange Funds | Wes Gray
Today we’re talking with Wes Gray, founder of Alpha Architect, about one of the most interesting new investment products to hit the market — the 351 Exchange Fund. If you’ve got a big, concentrated stock position and don’t want to get clobbered by taxes when you diversify, this is something you’ll want to hear about. Wes breaks down how this structure works, why they launched it, and what it could
The #1 Mistake Advisors Make When They Cash Out | John Phoenix
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Today we’re diving into one of the biggest decisions a financial advisor will ever face: Should you sell your business — and if so, how do you do it right? John Phoenix, founder and partner at Wealth advisor Growth Network, and longtime advisor advocate, joins us to unpack the real trade-offs behind M&A
How Do I Train Young Financial Advisors? | Kevin Thompson
Today on Talking Wealth, Join Josh Brown and special guest Kevin Thompson for a ride through the CFP subreddit as they answer questions no one asked them to. In this episode, Josh and Kevin discuss whether or not an advisor must build a "holistic" practice, how a firm can train its younger advisors, whether the hourly billing business model works for large clients and what the future of financial
Here’s How Advisors Can Run a Successful Business | Kyle Van Pelt
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. RIAs have evolved from mom and pop store fronts to bonafide businesses. A big part of that evolution has been powered by more technology. But one of the downsides to that is we're using in some cases literally a dozen companies or more to perform various functions. With information spread out all over t
3 Reasons Clients Leave Advisors | Kevin Thompson
On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson to break down the 3 biggest reasons clients leave their financial advisors. For more from The Unlock, sign up at: https://www.advisorunlock.com/
Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Manag
What Every Financial Advisor Needs to Know About Wealth.com
On today’s episode of Talking Wealth, Michael Batnick will be speaking with Tim White and Danny Lohrfink, two of the four co-founders of wealth.com. Danny is the Chief Product Officer, and Tim is the Chief Growth Officer. We’ll explore some of the biggest trends shaping what we do every day, including practice management, M&A, asset management, technology, and everything in between. Wealth.com is
How Altruist is Winning the War for $25 Trillion
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Custodians have traditionally been one of the most boring rungs of the RIA tech ladder. They watch over our clients assets, help us trade, facilitate billing, and provide all sorts of other essential services. The landscape is dominated by two giant incumbents; Fidelity and Charles Schwab. But there's a
Private Markets Are Eating the World | Phil Huber
Welcome to talking wealth with Michael Batnick. On today’s show we’re joined by my good friend Phil Huber. I wanted to talk about the tsunami of alts crashing on the shores of the wealth management industry, and I couldn’t think of a better person than Phil to tackle this with me. Phil has been on both sides of the aisle, first as the Chief Investment Officer of Savant Wealth, where he had extensi
The $100M Startup Taking on Wall Street’s Advice Industry
Today on Talking Wealth, Michael Batnick sits down with Ritik Malhotra, CEO and co-founder of Savvy Wealth — a fast-growing digital platform transforming how financial advisors launch, grow, and scale their practices. They'll discuss his journey as a founder, how Savvy is modernizing wealth management, and the biggest opportunities and challenges facing advisors today. From technology adoption to
How Financial Advisors Use Bitcoin for Client Portfolios | Ric Edelman
On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by Ric Edelman to discuss: the right allocation to Bitcoin, the rise of Bitcoin ETFs, using blockchain technology for inventory management, entrepreneurship, and more! For more from The Unlock, be sure to sign up at: https://www.advisorunlock.com/
This episode is sponsored by Opto. Opto’s Co-Founder Jacob Miller rec
Why Ian Wenik is the Most Feared and Respected Reporter in Wealth
Today on Talking Wealth, we’re joined by Ian Wenik, Editor of Citywire RIA and one of the sharpest reporters covering the RIA space. Ian gives us a front-row seat to the M&A frenzy, private equity land grabs, and behind-the-scenes drama that rarely makes it into press releases. From the tips that hit his inbox to the power struggles shaping the future of wealth management, Ian shares how the headl
How Conquest Planning is Conquering the US Advisor Market
Welcome to Talking Wealth, I am your host Josh Brown. Conquest Planning is the hottest software company in wealth tech this summer fresh from a capital raise of over $80 million in Series B funding led by Growth Equity at Goldman Sachs Alternatives. The round attracted new investors like Canapi Ventures, BDC Capital, Citi Ventures, TIAA Ventures and USAA. Existing investors BNY and Portage also pa
How Top Advisors Talk to Their Clients
In this episode of Talking Wealth, Ben Carlson sits down with Caleb Eplett, Chief Product Officer at YCharts, to talk about how the Ycharts platform is helping financial advisors deliver a better client experience. We explore how YCharts equips advisors with powerful tools for research, portfolio analysis, and communication—making it easier to build trust, tell a clearer story, and drive smarter i
The Value Proposition of a Financial Advisor With Nick Murray
Welcome to the inaugural episode of The Unlock! Downtown Josh Brown and Michael Batnick are joined by Nick Murray to discuss the value proposition of a financial advisor, how Nick's book changed the field of financial advice, and what the future of financial planning might look like.
For more from The Unlock, be sure to sign up at: https://www.advisorunlock.com/
Participants include employees of
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