Talking Wealth

On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families.They explore how wealth management changes at the $200 million level, why investment performance alone isn't enough, the growing importance of succession planning, governance, and multi-generational wealth transfer, how alternatives fit into ultra-wealthy portfolios, and why human advisors remain indispensable

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 what does Warmer get right that so many advisor-matching platforms have gotten wrong?Michael Batnic

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 in

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'

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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠h

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 e

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 whil

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 mor

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.