Talking Wealth

Talking Wealth

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Talking Wealth episodes

  • Why Ian Wenik is the Most Feared and Respected Reporter in Wealth

    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 lengths to keep things quiet. If you want the unfiltered story behind the stories, this episode delivers.

    This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/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 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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    42 min
  • How Conquest Planning is Conquering the US Advisor Market

    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 currently has 60% market share in the Canadian wealth management market and is now exploding across the United States, with over 1,000 financial services firms using their software including Sun Life Financial, Canada Life, and Fidelity. Everywhere I go advisors are talking about Conquest, including within my own firm. I invited founder Mark Evans, a 30 year veteran of the space, to tell us the story.

    This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/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 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

    41 min
  • How Top Advisors Talk to Their Clients

    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 concepts into insights that resonate with clients, helping advisors stand out in a competitive industry. If you’re an advisor looking to elevate your practice—or an investor curious about how technology is shaping the advice you receive—this is a conversation you won’t want to miss

    This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/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 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

    26 min
  • The Value Proposition of a Financial Advisor With Nick Murray

    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 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.
    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    52 min

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