1 hr 26 min

#376 – Jason Wenk, Altruist - How To Make Financial Advice Better, More Affordable & Accessible To Everybody The Meb Faber Show

    • Investing

In episode 376, we welcome our guest, Jason Wenk, founder and CEO of Altruist, an all-in-one financial advisor platform.
In today’s episode, we’re talking with one of the most successful fintech startups around!  Jason is building an alternative to existing custodians with a mission to make independent financial advice better, more affordable, and more accessible.  We get into some of the benefits to aadvisors and how they aligned their fee structure to benefit advisors and their clients.
Then we get into the future of financial advice. We touch on fees, mutual funds, ETFs and direct indexing, and some of the structural issues embedded within the financial services industry. 
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Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber.
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

In episode 376, we welcome our guest, Jason Wenk, founder and CEO of Altruist, an all-in-one financial advisor platform.
In today’s episode, we’re talking with one of the most successful fintech startups around!  Jason is building an alternative to existing custodians with a mission to make independent financial advice better, more affordable, and more accessible.  We get into some of the benefits to aadvisors and how they aligned their fee structure to benefit advisors and their clients.
Then we get into the future of financial advice. We touch on fees, mutual funds, ETFs and direct indexing, and some of the structural issues embedded within the financial services industry. 
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
-----
Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber.
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.

1 hr 26 min