Welcome to the first episode of The Unlock's new show, Ben with Benefits! Ben Carlson is joined by Shawn O'Brien, Director of Retirement at Cerulli Associates, to discuss the massive opportunities for financial advisors to grow their business in the defined contribution retirement plan space.

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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.

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On this episode of Talking Wealth, Ritholtz Wealth Management CEO Josh Brown and Altruist Founder and CEO Jason Wenk have a live conversation for an audience of financial advisors at Future Proof Festival 2025 in Huntington Beach, California. In this discussion, Josh and Jason reveal some of the latest developments involving portfolio management, financial advice, brokerage custody, investing tools and more.

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On this episode of Talking Wealth, Michael Batnick is joined by Justin Fitzpatrick, co-founder and chief innovation officer of Income Lab — a platform that’s rethinking retirement income planning for advisors and their clients. Justin’s work sits at the intersection of technology, behavioral finance, and real-world retirement challenges, helping advisors deliver smarter, more adaptive plans that reflect the realities of longevity, market shifts, and spending patterns. They'll dive into how Income Lab is changing the way advisors think about retirement planning, what makes their approach different, and where Justin sees the industry headed next.

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On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by financial planner and fintech expert Jason Pereira to discuss the current state of technology in the wealth management industry. Jason explains what he looks for in a technology provider, how advisors are using software and what's happening in the wealth tech startup space. For more from The Unlock, sign up at: https://www.advisorunlock.com/

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On this episode of The Unlock, Downtown Josh Brown is joined by Samantha Russell, to discuss the eight marketing moves advisors can make today. Samantha is the Chief Evangelist at FMG Suite, an all-in-one financial advisor marketing platform that provides marketing tools and custom websites for advisors to grow their business. 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 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.

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On this episode of The Unlock, Michael Batnick is joined by Meb Faber, CEO of Cambria Investment Management, to discuss 351 ETF conversions and how they allow investors to exchange concentrated positions in individual securities for a diversified portfolio without immediate tax implications.

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On the latest episode of Ben with Benefits, Ben Carlson spoke with Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz. Christine is also the author of the new book How to Retire. Ben and Christine discuss some of the biggest challenges and opportunities for financial advisors with the tidal wave of baby boomer assets that need to be managed in retirement. They dive into the different types of retirement clients and how to effectively manage those relationships, retirement withdrawal strategies, the psychology of spending money in retirement, the biggest question advisors need to answer for their clients and much more!

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On this episode of The Unlock, Ben Carlson is joined by Fred Barstein to discuss the growing importance of defined contribution retirement plans for financial advisors and how you can better position yourself to gain more clients. Fred is the founder and CEO of The Plan Sponsor University, which offers online and live workplace retirement plan education for business owners, benefits specialists and financial advisors to help grow their business.

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On today’s episode of Ben with Benefits, Ben Carlson is joined by Pontera’s Senior Director of Public Policy, Ben White to discuss Pontera’s new 401(k) Literacy Survey and how it helps you understand what 401(k) investors are looking for when it comes to financial advice, how financial advisors can improve investor confidence, how to ask better questions, the biggest problem areas for retirement investors, and more!

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Downtown Josh Brown is joined by Founder of 9I Capital Group Kevin Thompson to discuss The TikTok financial advice epidemic, building an ecosystem your clients won't leave, attaining media features for advisor credibility and much more!

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