Wealth Solutions Report Podcast

Wealth Solutions Report
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Wealth Solutions Report Podcasts features thoughtful conversations with executives, advisors, investors, operators and other industry leaders shaping the future of wealth management. The series explores the strategies, trends and developments driving the industry forward, including growth, M&A, advisor recruiting and transitions, technology and AI, investments, talent, leadership, succession, operations and the evolution of wealth management business models. Through interviews and expert conversations, WSR brings context to the ideas, transactions and strategic decisions influencing firms across the wealth management landscape. Produced by Wealth Solutions Report (WSR), a B2B digital platform for insights, analysis and expert commentary on wealth management, the podcast reflects WSR’s focus on objective, independent and actionable industry coverage. Each episode highlights informed perspectives, practical insights and the people, firms and ideas helping shape the future of wealth management.

  1. 5d ago

    WSR Radio: Top Articles of the Week Ending October 2, 2026

    Hey! I'd love to hear your thoughts, send me a voice note. This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending October 2, 2026. • Trilogy Financial Launches Trilogy Tax & Consulting • Stop Chasing UHNW Clients. Build A Business They Need And You Can Manage. • Why There’s Often A Valuation Gap Between Firm Buyers And Sellers • Eaglebrook Introduces Direct Indexing For Digital Assets • Larry Roth Joins WealthStream Strategic Advisory Board Visit wealthsolutionsreport.com for more wealth management news and insights.

    WSR Radio: Top Articles of the Week Ending October 2, 2026

  2. Oct 1

    Feathery’s Zack Khan Discusses AI-Native Operations For RIAs

    Hey! I'd love to hear your thoughts, send me a voice note. In this Wealth Set Go podcast, Jim Roth, Partner at Ascentix Partners, speaks with Zack Khan, Co-Founder of Feathery, about what it means for RIAs to build AI into their operations. They discuss whether an AI-based approach to client service and firm workflows could let small and midsize RIAs increase capacity without a corresponding increase in headcount, possibly allowing independent firms to stay independent longer. Khan contrasts single-user AI assistants with an AI-based redesign of workflows across an entire firm. They also discuss how client data can inform decisions and how firms can adjust workflows for evolving needs. In addition, Khan explains how Feathery is designed to sit above existing wealth management systems and support customizable workflows. This episode is sponsored by Ascentix Partners. Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

    Feathery’s Zack Khan Discusses AI-Native Operations For RIAs

  3. Oct 1

    Timewise Financial’s Caroline Piehl Discusses Next Generation Leadership In Wealth Management

    Hey! I'd love to hear your thoughts, send me a voice note. Laurie Stack, Host of the Talent Stack podcast, speaks with Caroline Piehl, Managing Partner and Financial Advisor at Timewise Financial, about leading a family practice through succession and serving younger clients. Piehl draws on her swimming career at UC Berkeley and brand strategy work at Nike to explain how adaptability and continuous learning shape her approach. After succeeding her father, Piehl retained the firm’s integrated tax and wealth planning model while gradually changing technology and investment strategies. She describes earning client trust over time and modernizing service for younger clients without alienating retirees. As younger clients turn to AI for portfolio analysis, she emphasizes financial and tax planning for decisions such as buying a business or managing an inheritance. Piehl also outlines practical ways to bring more women into wealth management, including mentoring employees, helping them obtain licenses and giving them client experience. She argues that access to these opportunities requires deliberate action from leaders across the profession. Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

    Timewise Financial’s Caroline Piehl Discusses Next Generation Leadership In Wealth Management

  4. Sep 29

    WSR Radio: Top Articles of the Week Ending September 25, 2026

    Hey! I'd love to hear your thoughts, send me a voice note. This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending September 25, 2026. • This Time It’s Different. Or Is It? • AI Is The Headline. But RIA Founders Should Be Watching These 3 Things • TAG Advisors: Proudly Building On Its OSJ Bona Fides • Women Advisors On The Path To Ownership • Invest In Others Honors Advisors For Philanthropy On Its 20th Anniversary Visit wealthsolutionsreport.com for more wealth management news and insights.

    WSR Radio: Top Articles of the Week Ending September 25, 2026

  5. Sep 23

    WSR Radio: Top Articles of the Week Ending September 18, 2026

    Hey! I'd love to hear your thoughts, send me a voice note. This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending September 18, 2026. • The New Growth Playbook For RIAs: Why 'More Leads' Is The Wrong Goal • Anthropic Launches Claude For Financial Advisors • You're Not Buying A Firm. You're Marrying One. • Three Studies Examine Technology, Time And Advisor Productivity • Private Credit's Greatest Risk Could Be Missing Out Visit wealthsolutionsreport.com for more wealth management news and insights.

    WSR Radio: Top Articles of the Week Ending September 18, 2026

  6. Sep 17

    Dynasty’s Harris Baltch Explains Capital Choices For RIA Growth And Succession

    Hey! I'd love to hear your thoughts, send me a voice note. Julius Buchanan, Editor in Chief of Wealth Solutions Report, speaks with Harris Baltch, Managing Director and Co-Head of Investment Banking at Dynasty Investment Bank, about the growing range of capital structures available to RIA owners. Their discussion covers how firms can evaluate funding options in the context of growth, ownership transition and long-term control as independent wealth management businesses increase in scale and transaction complexity. Baltch surveys the choices available to founders, including internally financed succession, bank debt, minority recapitalizations, full sales and structures that sit between debt and equity. He also examines how governance, equity rollover and the expected duration of an outside investor can shape a transaction, and introduces Dynasty’s Revenue Participation Interest as an alternative for firms reluctant to borrow or sell equity. The conversation gives listeners a framework for understanding how capital decisions intersect with incentives, independence and an RIA’s stage of development. This episode is sponsored by Ascentix Partners. Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

    Dynasty’s Harris Baltch Explains Capital Choices For RIA Growth And Succession

  7. Sep 17

    Wealth Enhancement’s Carroll Discusses The Infrastructure Behind Sustainable RIA Growth

    Hey! I'd love to hear your thoughts, send me a voice note. Laurie Stack, Host of Talent Stack, speaks with Aisling Carroll, Chief Partner Programs Officer at Wealth Enhancement, about the infrastructure, talent and relationships that support sustainable RIA growth. Carroll examines why access to referrals alone does not create durable growth and how firms can align dedicated sales capabilities, advisor responsibilities and client service. They discuss growth as a strategic investment that depends on clear roles, thoughtful execution and consistent experiences for both referral partners and end clients. The conversation also explores how leadership decisions shape culture during periods of expansion and M&A, from evaluating fit and preparing integration teams to including employees in major transitions. Carroll reflects on experimentation, resilience and the value of learning from unsuccessful initiatives, while emphasizing the need to support growth with the right people and operating structure. She and Stack also consider the importance of relationship-building, broader representation within the advisor profession and creating more pathways for women and younger professionals to enter financial services. Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

    Wealth Enhancement’s Carroll Discusses The Infrastructure Behind Sustainable RIA Growth

  8. Sep 15

    WSR Radio: Top Articles of the Week Ending September 11, 2026

    Hey! I'd love to hear your thoughts, send me a voice note. This week on WSR Radio, we bring you the five most-read articles from Wealth Solutions Report for the week ending September 11, 2026. • FSI: Five Ways Congress Can Deliver For Investors • Envestnet’s Deal To Buy Vestmark Makes Sense For Both Firms, Wealthtech Expert Says • Stop Building A Practice. Start Building An Enterprise. • Turn The RIA Business Book Into A Growth Engine • The Final Four: What Investment Experts Are Watching In The Remaining Months Of 2026 Visit wealthsolutionsreport.com for more wealth management news and insights.

    WSR Radio: Top Articles of the Week Ending September 11, 2026
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About

Wealth Solutions Report Podcasts features thoughtful conversations with executives, advisors, investors, operators and other industry leaders shaping the future of wealth management. The series explores the strategies, trends and developments driving the industry forward, including growth, M&A, advisor recruiting and transitions, technology and AI, investments, talent, leadership, succession, operations and the evolution of wealth management business models. Through interviews and expert conversations, WSR brings context to the ideas, transactions and strategic decisions influencing firms across the wealth management landscape. Produced by Wealth Solutions Report (WSR), a B2B digital platform for insights, analysis and expert commentary on wealth management, the podcast reflects WSR’s focus on objective, independent and actionable industry coverage. Each episode highlights informed perspectives, practical insights and the people, firms and ideas helping shape the future of wealth management.

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