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Death of the Advisor
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.
#finance #financialplanning #financialeducation #financialadvisor
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By The CompoundOn 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.
#finance #financialplanning #financialeducation #financialadvisor
Learn more about your ad choices. Visit megaphone.fm/adchoices