Josh Brown on the Future of Advisors, AI, and Wealth Management

Featuring Jake DeKinder, Head of Client Communications   |   Mark Gochnour, Head of Global Client Services Group

Josh Brown on the Future of Advisors, AI, and Wealth Management
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Oct 02, 2026

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Asset Allocation Equity Investing Investment Principles Market Volatility

In Episode 59 of The Informed Investor podcast: Josh Brown, CEO of Ritholtz Wealth Management, takes a look at where financial advice has been, where it is heading, and what it takes to build a modern advisory business. The discussion, live from the Future Proof Festival, goes further into the forces reshaping wealth management, including AI, integrated technology, custody, direct indexing, and the growing importance of giving advisors more time to focus on clients rather than administrative tasks.

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