In episode 376, we welcome our guest, Jason Wenk, founder and CEO of Altruist, an all-in-one financial advisor platform.
In today’s episode, we’re talking with one of the most successful fintech startups around! Jason is building an alternative to existing custodians with a mission to make independent financial advice better, more affordable, and more accessible. We get into some of the benefits to aadvisors and how they aligned their fee structure to benefit advisors and their clients.
Then we get into the future of financial advice. We touch on fees, mutual funds, ETFs and direct indexing, and some of the structural issues embedded within the financial services industry.
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