On this episode of Talking Wealth, Michael Batnick sits down with Michael Lane, Head of Asset Management and an Executive Vice President at SEI, to dive into the evolving landscape of financial advice and advisor platforms. Lane shares his perspective on how RIAs can scale, compete, and thrive in a rapidly changing environment, and why SEI is doubling down on technology, custody, and operational support to empower advisors. From industry consolidation to the future of client experience, this conversation unpacks the strategies, innovations, and bold moves shaping the next era of wealth management.

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Today we’re talking with Wes Gray, founder of Alpha Architect, about one of the most interesting new investment products to hit the market — the 351 Exchange Fund. If you’ve got a big, concentrated stock position and don’t want to get clobbered by taxes when you diversify, this is something you’ll want to hear about. Wes breaks down how this structure works, why they launched it, and what it could mean for investors looking for smarter, more tax‑efficient ways to manage their portfolios. We cover the strategy, the rules, and even some behind‑the‑scenes stories from getting this fund off the ground.

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Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Today we’re diving into one of the biggest decisions a financial advisor will ever face: Should you sell your business — and if so, how do you do it right? John Phoenix, founder and partner at Wealth advisor Growth Network, and longtime advisor advocate, joins us to unpack the real trade-offs behind M&A deals, the rise of private equity in wealth management, and the costly mistakes advisors often don’t see until it’s too late. Whether you’re thinking about a sale in the near future or just want to build enterprise value the smart way, this conversation is a must-listen.

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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.

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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 effectively measure what counts, it has all sorts of negative knock-on effects. That's where MileMarker comes in. On today's episode, Michael Batnick talks with Kyle Van Pelt about how advisors can make sure they are able to capture and analyze all of their data to make sure their business operates as efficiently as possible.

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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/

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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 financial advisors and the clients they serve. https://www.wealth.com/

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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 today I'm speaking with Founder and CEO, Jason Wenk on the future of the advisor/custodial relationship.

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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 called The Allocator's Edge: A modern guide to alternative investments and the future of diversification. Now, Phil is at CliffWater, one of the OGs in private credit, running the CliffWater Private Credit Index. Phil is a managing director and head of portfolio solutions.

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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 business.

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