Wealth Advisor Podcast

Wealth Advisor TV
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  • Investing

Hosted by Managing Editor Scott Martin The Wealth Advisor Podcast brings together the visionaries, innovators, and leaders redefining wealth management. Designed for financial advisors, the podcast delivers actionable insights and perspectives on the trends transforming the industry.

Episodes

  1. 3d ago

    Ed Swenson - RFG Advisors

    In this episode, Scott Martin speaks with Ed Swenson, president of RFG Advisory, about the firm’s partnership with iCapital and its expanding alternatives platform for independent advisors. Swenson explains how the partnership gives RFG advisors access to alternative investments and top-tier managers, the importance of diversification and uncorrelated returns, and how RFG supports advisors with technology, compliance, cybersecurity, and other resources while allowing them to maintain ownership of their businesses. They also discuss the rapid transformation of wealth management technology, the shift from traditional dashboards to AI-powered interfaces, and how agentic technology could help advisors deliver more value to their clients.

  2. Aug 20

    Greg Schvey - Yuma

    In this episode, Scott Martin speaks with Greg Schvey of Yuma about the emerging world of AI as an investable asset class. Schvey explains Yuma’s third asset management vehicle, which provides investors with exposure to assets on the BitTensor network and the growing ecosystem of open intelligence. They discuss how the BitTensor network works, the role of subnet tokens, how AI infrastructure and machine intelligence can generate economic value, and how investors might think about this emerging opportunity within a broader portfolio.

  • 2 Episodes

About

Hosted by Managing Editor Scott Martin The Wealth Advisor Podcast brings together the visionaries, innovators, and leaders redefining wealth management. Designed for financial advisors, the podcast delivers actionable insights and perspectives on the trends transforming the industry.

Information

  • Creator
    Wealth Advisor TV
  • Years Active
    2026
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © Wealth Advisor TV
  • Show Website
    Wealth Advisor Podcast