From the Ground Up: How to Create a $2.4B Content Growth Engine
James Conole built Root Financial to ~$2.4B by focusing on content-driven growth, creating steady inbound demand and structuring the business to support it from the ground up.
Jason Wenk & Michael Miller: How to Serve More (and Serve Better) in Private Markets
There are fewer than 4,000 public companies in the United States. In the late 1990s, there were 8,000.
The companies that left public markets didn't stop creating wealth. They simply stopped being accessible to ordinary investors.
The world’s most sophisticated institutional investors know this. T…
"The Tech Stack Is Dead" — Jason Wenk on Rebuilding Advisor Infrastructure
There's never been a more disruptive moment in wealth management — and few people are shaping it more directly than my guest this week.
Jason Wenk is the founder and CEO of Altruist, the modern custodian built exclusively for RIAs that's grown into one of the largest custodians in the country, s…
Challenging The Titans of Asset Management with Jason Wenk
Barry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI.CORRECTION: Adds disclaimer:Ritholtz Wealth Manage…
Why Insurance Is the Most Overlooked Growth Strategy in Wealth Management with Jason Borek
Episode 154: This week, Kyle Van Pelt talks with Jason Borek, Chief Growth Officer at The Pinnacle Group. Jason has extensive experience in the financial services industry, with a focus on distribution and sales. At The Pinnacle Group, he is responsible for implementing the firm's enterprise-level …
Navigating the Next Era of Advisor Technology with Michael Batnick
Episode 158: This week, Kyle Van Pelt talks with Michael Batnick, Managing Partner at Ritholtz Wealth Management. Michael began his career in sales at a life insurance company. Today, he focuses on helping clients navigate the challenges of long-term investing and achieve their financial goals.
M…
How AI Could Reshape Financial Advice | Altruist CEO Jason Wenk
Altruist founder and CEO Jason Wenk joins Advisor Upside to explain how AI could reshape financial advice, why a person born today may never need a human advisor, and what the industry must do to survive the next wave of automation.
Submit your questions and guest suggestions to podcast@thedailyups…
Vanguard & Altruist CEOs Talk Wealth Platform Deal, Prediction Markets
Vanguard Group has agreed to buy digital wealth platform Altruist, marking a strategic shift from its traditional organic growth approach to expanding its wealth management capabilities through acquisition. The deal follows Altruist’s notable impact earlier this year when it introduced a tax strate…
Vanguard Acquires Altruist: What It Means for Advisors and the Industry
With Louis Diamond
Vanguard’s acquisition of Altruist could reshape RIA custody, bringing together Altruist’s technology with the scale, capital, and reputation of one of the industry’s best-known brands.
In Summary
Vanguard’s acquisition of Altruist brings one of the financial industry’s most …
Deciding who you'll be at $4 Billion... in advance
Send us Fan Mail
Welcome to Season 3! We're kicking things off with a bang interview EY Entrepreneur of the Year, Jason Wenk about his $4B (with a B) sale of Altruist to Vanguard. But this is no "how I built it" story...It's a story of what trust making is possible when we build for a community and…
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