Talking Wealth

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 tha...

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 c...

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 manage...

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 capita...

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 ...

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 re...

Secondaries used to be a niche corner of private markets — a way for institutions to quietly offload old fund positions. Today, they’re becoming a core feature of modern finance. In this conversation, Marc Rubinstein and Mich...

On this episode of Ben With Benefits, Ben Carlson is joined by Mike Piper, creator of the Oblivious Investor blog and author of a number of books including Social Security Made Simple. They discuss Social Security from every ...

On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson, Founder of 9i Capital Group, to unpack the biggest issues facing financial advisors and investors today. They break down Wealthfront’s rocky IPO and...