Talking Wealth

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/ This episode is sponsored by SS&C’s Black Diamond® Wealth Platform. To learn how Black Diamond is helping wealth advisors of all shapes and sizes, visit: www.sscblackdiamond.com 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

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. This episode is sponsored by SS&C’s Black Diamond® Wealth Platform. To learn how Black Diamond is helping wealth advisors of all shapes and sizes, visit: www.sscblackdiamond.com 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

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. This episode is sponsored by SS&C’s Black Diamond® Wealth Platform. To learn how Black Diamond is helping wealth advisors of all shapes and sizes, visit: www.sscblackdiamond.com 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

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. 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

On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by Ric Edelman to discuss: the right allocation to Bitcoin, the rise of Bitcoin ETFs, using blockchain technology for inventory management, entrepreneurship, and more! For more from The Unlock, be sure to sign up at: https://www.advisorunlock.com/ This episode is sponsored by Opto. Opto’s Co-Founder Jacob Miller recently joined Michael and Ben on an episode of Animal Spirits: Talk Your Book. Check it out: https://podcasts.apple.com/us/podcast/talk-your-book-private-investing-for-fiduciaries/id1310192007?i=1000647910669 Learn more about Opto at: https://www.optoinvest.com/?utm_source=podcast&utm_medium=cpm&utm_campaign=advisor-unlock 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

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

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

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

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