Episodios
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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 Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
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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. When Altruist rolled out its AI-powered tax agent earlier this year, it shaved millions off competitors' market caps — LPL and Raymond James all sold off in the days that followed.
On this episode of Talking Wealth, Jason Wenk and Michael Batnick get into all of it:
- The Hazel platform and Altruist's plan to roll out a new AI agent every quarter
- Why he believes AI empowers advisors rather than replacing them, and what that means for the human side of advice
- The bet against the custody duopoly, and what it actually takes to build modern infrastructure from scratch
- Where he thinks the puck is headed for advisors over the next decade
This is one of the most energizing conversations we've had about where our industry is going. Don't miss it.
This episode is sponsored by DBMF. Find out why managed futures should be a foundational part of any alternatives allocation at: https://www.DBMF.com/TW
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting www.imgp.com. The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc.
#finance #financialplanning #financialeducation #financialadvisor
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¿Faltan episodios?
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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 about their ETF lineup at https://temaetfs.com/
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
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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 listing date. And here's the part that matters most for advisors: a reported 30% of the float is being earmarked for retail investors — about three times the normal allocation for a mega-cap deal. That means your clients are going to be asking about this, and a lot of them are actually going to be able to get shares.
So this episode of Talking Wealth is where we break down everything you need to know — the valuation, the financials, the AI piece that's driving billions in losses even as the legacy rocket and Starlink businesses throw off real EBITDA, how the lockups and index inclusion are going to work, and whether the risk-reward actually holds at this price.
And to do that, I wanted to bring in someone who can see the whole pipe. Aaron Dillon is the perfect guest for this because he's in private markets now — he's been living in the pre-IPO world where names like SpaceX change hands long before they ever hit an exchange — but he came up on the public side working with index providers. So he can speak to both sides of this thing: how a company this size gets valued before the IPO, and exactly what happens the moment it lists and the indexing machinery has to decide where it lands.
This episode is sponsored by TEMA. Learn more about their ETF lineup at https://temaetfs.com/
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
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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 of leverage and how to effectively add alternative sources of diversification to your portfolio all while still maintaining the core exposures clients have come to expect.
This episode of sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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 Corporation are starting to pump the brakes on the category.
This episode is sponsored by Calamos. For more information, visit https://www.calamos.com/funds/etf/calamos-autocallable-income-caie.
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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 break through during the pandemic, and why most boutique managers completely misunderstand branding.
They also dive into the future of the 60/40 portfolio, why Manish believes the bond bull market is over, the role trust plays in winning advisor allocations, the return-to-office debate, deleting social media to regain focus, and what the next phase of Potomac looks like.
Plus, Josh and Manish discuss tactical investing, building a recognizable brand in finance, surviving industry downturns, and why standing out matters more than ever in wealth management.
This episode is sponsored by DBMF, a market leading managed futures ETF. To learn more about the alts solution for the model revolution check out: https://www.dbmf.com/TW
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
DBMF Disclosure:
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling 800-960-0188 or visiting www.imgp.com.
The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc.
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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. To start a free trial and get 20% off your initial YCharts Professional subscription visit: https://go.ycharts.com/talking-wealth (new customers only).
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
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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 portfolio management.
Plus, Joe shares insights on advisor education, content creation, and how firms can choose between DIY, TAMPs, or a hybrid approach.
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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/Commonwealth deal, and how AI is starting to shape recruiting and consolidation across the industry.
Plus, Louis shares insights on advisor leverage, how top teams are weighing their options today, and the biggest mistakes to avoid when making a move.
This episode is brought to you by YCharts. Learn more at https://go.ycharts.com/talking-wealth, and get 20% off your initial YCharts Professional subscription (new customers only)
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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 loss harvesting, managing concentrated positions, and solving the challenge of low-basis legacy holdings without triggering massive tax bills.
They also touch on more complex strategies and why, despite the technology, the role of the financial advisor is more important than ever.
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
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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 managers.
They debate whether that’s a feature or a flaw and what clients may be missing when the work itself starts to fade.
This episode is sponsored by Wealth.com. Learn more at https://www.wealth.com/tax/
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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 what’s really driving that 10.7% growth figure.
Plus:• Why scaling an RIA is harder (and more expensive) than it looks• The key challenges firms face as they grow• The massive $3.9 trillion opportunity ahead
This episode is sponsored by Wealth.com. Learn more at https://www.wealth.com/tax/
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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, and more scalable for their clients. They explore how advisors can simplify the giving process, address both the emotional and tax-planning sides of philanthropy, and overcome the fear that charitable strategies “leak” AUM.
The conversation also covers how philanthropy can strengthen estate planning conversations, help advisors build deeper client relationships, and create a bridge to the next generation. Plus, what’s next for Foundation Source and where advisors can learn more.
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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 breakaways in wealth management.
This episode is sponsored by YCharts. Learn more at https://go.ycharts.com/talking-wealth, and get 20% off your initial YCharts Professional subscription (new customers only).
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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.
This episode is sponsored by WisdomTree. Visit https://www.wisdomtree.com/portfolioconsultations to schedule an introductory call today.
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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 handled at machine speed? Is this a productivity unlock… or the beginning of advisor displacement?
On this episode of Talking Wealth, Michael Batnick is joined by Rob Nance, CEO of Dispatch, to break down what this moment really means. They talk about whether AI becomes the new operating system for wealth tech, who benefits most (big platforms or independent advisors), what gets automated first, and whether margins expand — or get competed away.
This isn’t about chatbots. It’s about control of the stack. If intelligence is now embedded in the infrastructure, the real question is: who owns it — and who gets replaced by it?
This episode is sponsored by YCharts. Download The Top 10 Visuals for Prospect & Client Meetings, and start your free YCharts trial through Talking Wealth (new customers only) at https://go.ycharts.com/talking-wealth
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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 cracked. Gates went up. Liquidity tightened. And a product designed to feel stable suddenly reminded investors that free lunches still don’t exist.
This episode dives into the moment sentiment shifted — and what it says about the massive migration of retail money into private markets. How did we get here? Were investors prepared for this possibility? And is this a contained incident… or the first real stress test of the private wealth alternative boom?
In bull markets, risk is an afterthought. Once investors lose confidence, it’s hard to get it back.
I’m Michael Batnick, and this is Talking Wealth.
This episode is sponsored by Betterment Advisor Solutions. Learn more at: https://betterment.com/advisors
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
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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 dollars in home equity will be used in the years ahead.
When the Silver Tsunami will hit.
The impact of inherited houses and more.
This episode is sponsored by Betterment Advisor Solutions. Learn more at: https://betterment.com/advisors
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
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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 managers, fintech companies, and allocators descending on Huntington Beach, and Miami, Future Proof isn’t just another conference. It’s a signal of how the business is changing.
This episode is sponsored by WisdomTree. Visit https://www.wisdomtree.com/portfolioconsultations to schedule an introductory call today.
For more from Talking Wealth sign up at: https://talkingwealthpod.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 Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
#finance #financialplanning #financialeducation #financialadvisor
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