Josh Brown on How the Next Generation of Millionaires Will Custody Their Assets | Jason Wenk

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. This episode is sponsored by Innovator. Learn more at: https://www.innovatoretfs.com/pdf/dd_product_brief.pdf 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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