Abraham and Matthew delve into the details about:
- How he got into the industry and the journey that led to the creation of Altor Wealth Management, including an overview of the firm today
- Consolidation in the adviser market and why a number of firms are breaking away from consolidators
- Matt’s flat-fee approach, how to reconcile this with the typical % AUM approach for the third-party platforms and investments side, and if it really is the only fair option
- What is the best investment proposition for both clients and advisers
- His current tech stack, as well as his experience and frustrations with the market, and what he would like to see in the future
- Matt’s approach to saving for retirement and what his portfolio looks like
Adviser 3.0: The Podcast