Episodes

On this episode of Talking Wealth, Michael Batnick is joined by Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, to unpack the rise of the RIA and the growing pains that come with scaling it. The...

On this episode of Ben with Benefits on Talking Wealth, Ben Carlson sits down with Joe Mrak , CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management. Joe shares his background i...

On this episode of Talking Wealth, On this episode of Talking Wealth, Josh Brown speaks with Dynasty CEO Shirl Penney about OpenArc Corporate Advisory’s $129 billion breakaway from Merrill Lynch.They discuss how a team of tha...

On this episode of Talking Wealth, Ben Carlson is joined by Joseph Wang, co-founder and CRO of SyntheticFi, a company that helps clients borrow against their portfolios for lower financing rates using box spread loans. They c...

Last week, Anthropic’s Claude announced integrations with Orion and LPL — not as a demo, not as a side tool, but embedded directly into the advisor workflow. That’s a big deal. When AI plugs into the plumbing of wealth manage...

For years, private credit investors were told they could have it all — higher yields, low volatility, and relatively little risk. Semiliquid funds became the bridge between Wall Street’s private deals and Main Street’s capita...

On this episode of Ben with Benefits, Ben Carlson sat down with Eric Finnigan , Vice President of Demographics Research at John Burns to break down why demographics are destiny in the housing market and what that means going ...

On this episode of Talking Wealth, Michael Batnick sits down with Matt Middleton , the founder and CEO of Future Proof, the fastest-growing and now largest event in wealth management. What started as an ambitious idea — to re...

Secondaries used to be a niche corner of private markets — a way for institutions to quietly offload old fund positions. Today, they’re becoming a core feature of modern finance. In this conversation, Marc Rubinstein and Mich...

On this episode of Ben With Benefits, Ben Carlson is joined by Mike Piper, creator of the Oblivious Investor blog and author of a number of books including Social Security Made Simple. They discuss Social Security from every ...

On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson, Founder of 9i Capital Group, to unpack the biggest issues facing financial advisors and investors today. They break down Wealthfront’s rocky IPO and...

Investment management has become strangely polarizing in the advisory industry. On one end, many “planning-led” firms treat portfolios as a commodity—something clients can DIY or outsource entirely because “markets are effici...

On this episode of Talking Wealth, Michael Batnick sits down with Todd Owens, Managing Partner at Cantilever to break down the rapidly growing world of GP stakes investing. They discuss why asset managers are selling minority...

On this episode of Ben with Benefits, Ben Carlson is joined by Stefan Sharkansky, author of the new research paper “The Only Other Spending Rule Article You Will Ever Need.” Millions of retirees and advisors are trying to sol...

On this episode of Talking Wealth, we’re diving into one of the most misunderstood—and increasingly controversial—corners of investing: alternatives. Over the past few years, interval funds and other semi-liquid vehicles have...

On this episode of Talking Wealth, Josh Brown is joined by Eden Ovadia and Victoria Toli, two of the three founders of FINNY AI. FINNY AI is one of the hottest startups in the wealth management industry fresh off a major new ...

On this episode of Talking Wealth, we’re doing something special as part of the Compound Insights Research Program, our initiative to bring original data, white papers, and strategic intelligence to the wealth management prof...

On this episode of Talking Wealth, Michael Batnick is joined by Lisa Salvi, Managing Director of Business Consulting and Education at Charles Schwab Advisor Services. We’re diving deep into Schwab’s RIA Benchmarking Study, wh...

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 structu...

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. F...

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, wh...

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 retirin...

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. W...

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 mana...