Episodes

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 planning will be. This episode is sponsored by Vanguard. Learn more at: https://www.vanguard.com/au...

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 the place, we've lost the ability to analyze data across platforms. And if a business can't effective...

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 Management. This program is for informational purposes only and is not intended to provide specific advic...

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 a modern digital estate planning company leveraging technology to deliver better solutions to financ...

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 not-so-little-engine that could who is coming around the corner. That company is Altruist, and toda...

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 extensive experience diligencing and allocating to alternative investments. Phil wrote a book on the topic ...

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 client experience, Ritik shares his insights on what it takes to build a future-ready advisory busin...

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 recently joined Michael and Ben on an episode of Animal Spirits: Talk Your Book. Check it out: https://...

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 headlines really get made, what advisors often get wrong about the media, and why some firms go to great ...

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 participated in the round, this brings Conquest’s total funding to over $100 million USD. Conquest cur...

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 investment conversations. Caleb shares how the right data and visuals can transform complex financial...

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 Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not...