Talking Wealth

The Compound
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Freeing Advisors to Build the Practice of Their Dreams

  1. -6 ДН.

    The Yield Mania: Why Investors Are All in On Income

    On this episode of Talking Wealth, we’re diving into one of the biggest shifts in the advisory world: the surge in income-oriented products. From covered-call ETFs and bond ladders to private-credit funds and interval structures, advisors are increasingly building portfolios around steady cash flow rather than pure total return. Jeffrey Ptak, managing director at Morningstar, joins Michael Batnick to break down why this trend has accelerated, what problems these products are trying to solve, and where they actually fit in a client’s plan. If you want a clearer lens on how income products are being used today — and what advisors should be thinking about before adopting them — this episode has you covered. This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 мин.

  2. 19 НОЯБ.

    The Age of Easy AUM Is Over

    On this episode of Talking Wealth, Michael Batnick and Ian Wenik go deep on the RIA industry’s two biggest stress fractures: the organic growth slowdown and the unraveling of some of private equity’s largest wealth rollups. From referral fatigue to valuation pressure to PE firms discovering the limits of financial engineering, this is a candid look at why multi-billion-dollar platforms suddenly can’t find an exit — and what comes next for the firms caught in the middle. This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    34 мин.

  3. 12 НОЯБ.

    How to Start Your Own ETF

    On this episode of Talking Wealth, Ben Carlson is joined by Cullen Roche, founder and CIO of Discipline Funds. They'll explore how Cullen turned his blog, Pragmatic Capitalism, into a funnel for wealth management clients, why he turned his client portfolios into ETFs, the process that goes into starting an ETF, the challenges facing advisors when it comes to reaching client goals and more. This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    37 мин.

  4. 5 НОЯБ.

    The Kyle Busch Insurance Scam Explained

    Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. They'll discuss the Kyle Busch IUL scam, ChatGPT bans “tailored financial advice”, CFP & being young, what does everyone do to inoculate retiring clients from the full court press, and more. This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    43 мин.

  5. 29 ОКТ.

    This AI Tool Is Changing How Advisors Work

    On this episode of Talking Wealth, Michael Batnick sits down with John Connell, Co-Founder and CEO of Focal, the AI-powered productivity platform transforming how advisory firms document, automate and scale client service. With roots at Microsoft and multiple startups, John brings deep enterprise SaaS experience to the advisor space. We’ll explore how Focal is moving beyond note-taking to orchestration of advisor workflows, the security and compliance imperatives in wealthtech, and what’s next as agentic AI begins to drive the next wave of practice transformation. This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    33 мин.

  6. 22 ОКТ.

    How AI Can Help Advisors Get Bigger Clients

    On this episode of Talking Wealth, Ben Carlson sits down with Nick Downer, Head of Advisory Services at Opto Investments. Opto Investments is a tech-driven platform that helps financial advisors and family offices better manage private investments. We’re going to discuss how Opto does this, their new AI tool for private market due diligence, and more. If you're a financial advisor and interested in going deeper, subscribe to the Talking Wealth email blast for wealth management professionals here: ⁠https://talkingwealthpod.com/subscribe⁠ This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: ⁠⁠http://Betterment.com/advisors⁠ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    28 мин.

  7. 16 ОКТ.

    Your Custodian Just Drank Your Milkshake

    Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. Charles Schwab is reportedly raising its referral minimum from $500,000 to $2,000,000 which will significantly shrink the pool of potential referred clients to its advisor network. Josh and Kevin discuss this and more. If you're a financial advisor and interested in going deeper, subscribe to the Talking Wealth email blast for wealth management professionals here: https://talkingwealthpod.com/subscribe This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: ⁠http://Betterment.com/advisors Check out Kevin's substack here: https://9icapital.substack.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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    47 мин.

  8. 3 ОКТ.

    RIAs Sell for Record Amounts in Orgy of Consolidation - Brandon Kawal

    On this episode of Talking Wealth, Michael Batnick is joined by Brandon Kawal, Partner at Advisor Growth Strategies, to break down the findings of their highly anticipated RIA Deal Room report. Brandon shares a behind-the-scenes look at today’s red-hot RIA M&A landscape, where deal volume and valuations are at all-time highs, but buyers are more selective than ever. We explore what’s driving record multiples, how the most successful firms are differentiating themselves in a crowded market, and what both buyers and sellers need to know to create lasting value. Whether you’re an advisor considering a sale, building for the future, or simply curious about the forces shaping wealth management, this episode offers sharp insights and actionable takeaways from one of the industry’s leading thinkers. This episode is sponsored by Innovator ETFs. Visit: https://www.innovatoretfs.com/pdf/dd_product_brief.pdf to learn more. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

    27 мин.
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Freeing Advisors to Build the Practice of Their Dreams

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  • Канал
    The Compound
  • Автор
    The Compound
  • Годы выхода
    2 тыс.
  • Выпуски
    40
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    © The Compound
  • Сайт подкаста
    Talking Wealth

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