Talking Wealth

On this episode of talking Wealth, Michael Kitces joins Michael Batnick to separate what's real from what's hype in AI's impact on wealth management. Is technical expertise really being commoditized, or is this robo advisor redux? They discuss the future of an industry that is changing faster than it wants to admit, but maybe not in the way everyone assumes.

This episode is sponsored by YCharts. To start a free trial and get 20% off your initial YCharts Professional subscription visit: https://go.ycharts.com/talking-wealth (new customers only).

For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.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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On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while maintaining control.

They cover how Modelist helps advisors build and manage custom portfolios, how it differs from traditional Turnkey Asset Management Platforms (TAMPs), and the role of direct indexing, reporting, and AI in modern portfolio management.

Plus, Joe shares insights on advisor education, content creation, and how firms can choose between DIY, TAMPs, or a hybrid approach.

For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.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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On this episode of Talking Wealth, Josh Brown is joined by Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement, with over 11,000 advisors switching firms in 2025.

They discuss what’s driving the trend, where top teams are landing, and whether a “winning model” even exists anymore. The conversation also covers what 2026 could look like, the impact of the LPL/Commonwealth deal, and how AI is starting to shape recruiting and consolidation across the industry.

Plus, Louis shares insights on advisor leverage, how top teams are weighing their options today, and the biggest mistakes to avoid when making a move.

This episode is brought to you by YCharts. Learn more at https://go.ycharts.com/talking-wealth, and get 20% off your initial YCharts Professional subscription (new customers only)

For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.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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On this episode of Talking Wealth, Ben Carlson is joined by Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha.

They discuss OSAM’s evolution from a quant shop to a full portfolio solution for advisors, the growing appeal of direct and custom indexing, and why the concept “clicks” once you understand it. The conversation covers tax loss harvesting, managing concentrated positions, and solving the challenge of low-basis legacy holdings without triggering massive tax bills.

They also touch on more complex strategies and why, despite the technology, the role of the financial advisor is more important than ever.

For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.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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On this episode of Talking Wealth, Michael Batnick is joined by John Giovannucci to discuss a shift few in wealth management say out loud: has the advisor’s role drifted away from doing the actual work?

For years, strong markets made it easier to look smart and harder to tell skill from environment. Along the way, more of the thinking behind portfolios was outsourced to platforms, products, and managers.

They debate whether that’s a feature or a flaw and what clients may be missing when the work itself starts to fade.

This episode is sponsored by Wealth.com. Learn more at https://www.wealth.com/tax/ 

For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.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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