The Advisor Upside Show
The wealth management industry is evolving rapidly, yet many financial advisors stick to outdated strategies. Hosts Sean Allocca and John Manganaro, alongside expert guests, explore key trends affecting advisors' businesses. Topics include retirement income planning, Social Security, behavioral investing, and client perceptions. New episodes drop every Wednesday.
Episodes
The Future of RIAs: Joe Duran on Organic Growth, AI and Private Equity
Are private equity-backed RIAs losing what made them successful in the first place?Joe Duran, founder of Rise Growth Partners, joins John Manganaro on the Advisor Upside Show to discuss where wealth management is headed.Duran shares his candid take on private equity’s role in RIA consolidation, why organic growth and brand will matter more than acquisitions over the next decade, and what
Is Private Equity Reshaping RIA Independence?
What does it actually mean to be an independent financial advisor today? Advisory Services Network's Trey Prescott joins the Advisor Upside Show to discuss the changing RIA landscape, from private equity and consolidation to AI, advisor technology, succession planning and the growing appeal of entrepreneurship. Plus, why he believes human relationships will remain at the center of wealth
What Makes an RIA More Valuable? Inside the New M&A Playbook
Elevation Point CEO Jim Dickson joins the Advisor Upside Show to explain how the economics of RIA M&A are changing and why AUM alone no longer tells the whole story. He breaks down what buyers are looking for in organic growth, technology, data and succession planning, why some advisors mistake market gains for actual business growth, and how founders can turn an advisor practice into
Future Proof, Data Centers and ETF "Slop"
AI was a hot topic for many advisors out on the sand at Huntington Beach's Future Proof, but it wasn't the only trend getting their attention. The Daily Upside Managing Editor Emile Hallez joins John Manganaro to break down the biggest conversations from the event, from organic growth and advisor technology to the data center buildout. Plus, they dig into the explosion of new ETFs, includ
Why the Old Financial Advisor Playbook Is Changing
Technology, client expectations and more holistic planning are reshaping wealth management. Nitrogen CEO Dan Zitting explains what that means for advisors, their businesses and the clients they serve.This episode is presented by Fidelity.Submit your questions and guest suggestions to podcast@thedailyupside.com!Instagram: / thedailyupsideTwitter: https://x.com/TheDailyUpsideLinkedin: / adv
How Advisor Upside Finds the Stories That Matter
Daily Upside reporter Griffin Kelly joins John Manganero for a behind-the-scenes look at how financial journalism gets made. They discuss Griffin’s path from local news to wealth management reporting, how Advisor Upside finds the angle behind the headline, and recent stories involving Vanguard, Altruist, Charles Schwab and the changing financial advisor industry.Submit your questions and
Why There's Never Been a Better Time to Be an Advisor | Orion CEO Natalie Wolfsen
Orion CEO Natalie Wolfsen joins The Advisor Upside Show to explain why RIA consolidation and the ETF boom are reshaping how advisors run their businesses. Plus, she digs into the rise of private markets, Orion's role in 80% of industry M&A deals, and why AI is set to make advisors more valuable rather than obsolete.00:00 Will AI Replace Financial Advisors?00:24 Welcome to the Advisor
Are U.S. Stocks Partying Like It’s 1999? | Meb Faber
With valuations approaching levels last seen during the dot-com era, Meb Faber explains why investors may need to reset expectations, diversify beyond the S&P 500, and think much more seriously about survival over the long run.Submit your questions and guest suggestions to podcast@thedailyupside.com!#MebFaber #Investing #StockMarket #ETFs #FinancialAdvisor #WealthManagement #Portfolio
How AI Could Reshape Financial Advice | Altruist CEO Jason Wenk
Altruist founder and CEO Jason Wenk joins Advisor Upside to explain how AI could reshape financial advice, why a person born today may never need a human advisor, and what the industry must do to survive the next wave of automation.Submit your questions and guest suggestions to podcast@thedailyupside.com!Instagram: / thedailyupside Twitter: https://x.com/TheDailyUpsideLinkedin: / advi
Is the Market Too Dependent on AI? | Marta Norton, Empower Investments
Empower Investments Chief Investment Strategist Marta Norton breaks down the biggest risks facing markets, from AI earnings concentration to Fed expectations, geopolitics, and the future of the 60/40 portfolio.
Why AI Won't Replace Financial Advisors | AssetMark CEO Michael Kim
Relax, the robots aren’t coming for your job. AssetMark CEO Michael Kim explains why human advice, trust, and relationships will become even more valuable as technology reshapes wealth management. Plus, he shares insights on AssetMark’s evolution, private markets, and why the wealth management industry is entering one of its biggest periods of opportunity.This episode is brought to you by
What Financial Advisors Need to Know About Social Security and Tax Alpha ETFs
Could higher inflation actually help retirees? This week, Sean Allocca and John Manganaro break down why rising prices could lead to a larger Social Security cost-of-living adjustment (COLA) and what this could mean for retirees. Plus, what the Social Security 2100 Act would change if it passed, and why Treasury officials are raising concerns about a fast-growing class of tax alpha ETFs.T
The Future of Retirement: Why Living Longer Changes Everything
People are living longer than ever, but are they prepared? Entrepreneur and author Jon Sabes discusses longevity planning, healthy aging, retirement income, Blue Zones, social isolation, and why advisors need to rethink retirement planning for a 100-year life.Submit your questions and guest suggestions to podcast@thedailyupside.com!Instagram: / thedailyupside Twitter: https://x.com/The
How Vestwell Is Closing America's $50 Trillion Savings Gap with Aaron Schumm
Vestwell CEO Aaron Schumm joins The Advisor Upside Show to discuss the $50 trillion retirement savings gap, AI's impact on retirement planning, 401(k) innovation, private markets, workplace savings, fintech partnerships, entrepreneurship, and the future of financial advice.This episode is brought to you by Fidelity.• 00:00 – Show open / intro• 01.55 - $50 Trillion Savings Gap in America.•
Ascensus CEO Nick Good on the Future of 401(k)s, Retirement & Leadership
What does the future of retirement savings look like? In this episode of The Advisor Upside Show, Ascensus CEO Nick Good joins John Manganero and Sean Allocca to discuss the evolution of 401(k) plans, SECURE Act reforms, retirement readiness, leadership, succession planning, and how financial services can help more Americans save for retirement. Plus, lessons from leading a 5,000-person o
David Blanchett: The 7 Biggest Mistakes Advisors Make in Retirement Planning
Retirement researcher David Blanchett joins The Advisor Upside Show to break down seven major flaws in modern financial planning. From Monte Carlo misconceptions and retirement spending myths to guaranteed income, longevity risk, and portfolio construction mistakes, this conversation challenges some of the industry's most common assumptions.
Dani Fava: Why AI Won’t Replace Financial Advisors (It Will Make Them More Valuable)
Dani Fava, Chief Strategy Officer at Carson Group, joins The Advisor Upside Show to discuss how AI is transforming wealth management.From achieving 100% advisor adoption of AI tools to why advisor fees may actually rise—not fall—in the age of automation, Dani explains what advisors need to understand about technology, client expectations, capacity constraints, and the future of advice.
Geopolitical Risk, Retirement Psychology & AI's Growing Role in Wealth Management
This week, John and Sean unpack why markets continue to shrug off global conflicts, what one geopolitical event could trigger a major market downturn, and how advisors should think about risk in 2026. Plus: AI and alternative investments, a controversial emergency-fund debate, and three psychological patterns that can quietly derail even the best retirement plans.
The Battle Over Alternatives in 401(k)s Is Just Beginning
More than 40,000 public comments have poured into the Department of Labor's proposed retirement rule. Sean Allocca and John Manganaro explore what's at stake for advisors, plan sponsors, and retirement savers, plus why younger investors are increasingly aligning portfolios with their personal values.This episode is brought to you by Fidelity.
How Wealth Management Is Changing: Conferences, AI and New Investor Behaviors
From Future Proof and advisor conferences to annuity psychology and prediction market ETFs, Sean Allocca and John Manganaro break down the trends shaping financial advice, advisor education, and the future of wealth management.Presented by Fidelity.Follow The Advisor Upside Show for weekly takes on the trends shaping advisors’ business.
Social Security In 2026: What Financial Advisors Need To Know
When should your clients claim Social Security: 62, full retirement age, or 70? Claim too early, and the reduction in benefits is permanent. In the debut episode of The Advisor Upside Show, presented by Fidelity, Sean Allocca and John Manganaro sit down with retirement expert Marcia Mantell to bust the most stubborn Social Security myths: the real math on claiming age, the working-while-c
The Advisor Upside Show trailer
The wealth management industry is changing fast, but many advisors are still using the same old playbook. Join hosts Sean Allocca and John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business.Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security
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