Today, we have a special guest from an industry leader in the wealth management space.
Ed Swenson is one of the most successful entrepreneurs in the wealth management space. Ed is the Co-Founder and COO of Dynasty Financial Partners, a leading RIA technology services platform.
Ed and I had a really interesting discussion about the future of the wealth management industry – and how alts will play a role in the evolution of the space. We discussed: how and why the wealth management industry is changing; how Dynasty is a champion of entrepreneurs in the wealth management space; the democratization of access and advice in wealth management; how and why wealth managers should have alternative investments in their portfolio; how VCs will soon realize that the RIA space will be a great source of LP capital for them; how advisors allocating to “alt alts” (like crypto, sports cards, collectibles, art) should be “on the table.”