The Medium Doesn’t Matter
The material centres on how an advisory firm is built and run, including the technology, custody and direct indexing decisions that sit behind the client relationship. Advisors weighing how to shift time from administrative work to client work may find the discussion relevant to how they structure their own firms.
Summary
By the running an ria deskDimensional's Mark Gochnour and Jake DeKinder speak with Josh Brown, CEO of Ritholtz Wealth Management, in a conversation recorded at Future Proof. The discussion covers where financial advice has been and where it is heading, and what it takes to build a modern advisory business. It also addresses AI, integrated technology, custody and direct indexing, and the push to give advisors more time with clients rather than on administrative work.
- The conversation is between Dimensional's Mark Gochnour and Jake DeKinder and Josh Brown of Ritholtz Wealth Management, recorded at Future Proof.
- It covers the past and likely direction of financial advice and what goes into building a modern advisory business.
- Participants discuss AI, integrated technology, custody and direct indexing as forces reshaping wealth management.
- The discussion addresses giving advisors more time for clients instead of administrative tasks.
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