Wealth Advisor Podcast
Hosted by Managing Editor Scott Martin, this podcast brings together visionaries and leaders who are redefining wealth management. Aimed at financial advisors, it delivers actionable insights and fresh perspectives on the trends transforming the industry.
Episodes
Ryan Dykmans - Dunham & Associates
In this episode, Scott Martin speaks with Ryan Dykmans, President and CIO of Dunham & Associates, about the persistence of inflation and what it means for advisors and investors. Dykmans explains why inflation remains a concern, particularly for retirees, and discusses the importance of risk management in today’s market environment. They explore how advisors can rethink portfolio construction,
Toby Wade - DeepVest
In this episode, Scott Martin speaks with Dr. Toby Wade of DeepVest about the challenges and opportunities of using AI in wealth management. Wade explains why general-purpose AI models can struggle with investment-related tasks and how DeepVest’s investment-focused AI platform is designed to reduce hallucinations, perform complex calculations, and provide transparent audit trails. They discuss Dee
Ed Swenson - RFG Advisors
In this episode, Scott Martin speaks with Ed Swenson, president of RFG Advisory, about the firm’s partnership with iCapital and its expanding alternatives platform for independent advisors. Swenson explains how the partnership gives RFG advisors access to alternative investments and top-tier managers, the importance of diversification and uncorrelated returns, and how RFG supports advisors with te
Greg Schvey - Yuma
In this episode, Scott Martin speaks with Greg Schvey of Yuma about the emerging world of AI as an investable asset class. Schvey explains Yuma’s third asset management vehicle, which provides investors with exposure to assets on the BitTensor network and the growing ecosystem of open intelligence. They discuss how the BitTensor network works, the role of subnet tokens, how AI infrastructure and m
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