Wealth Management Trends and Regulatory Environment

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Discussion on wealth management revenue challenges, potential impact of decreasing market returns on AUM fees, evolving value proposition of financial advisors, and the potential changes in the regulatory environment for the brokerage industry with a focus on Project 2025. The conversation also touches on consumer trends towards managed money versus traditional brokerage and the impact of consumer awareness and regulations on broker dealers.

On this TCAF Tuesday, Josh Brown is joined by Sean Allocca, Senior Editor for The Daily Upside to discuss wealth management, the future of AUM fees, cash sweep, and much more! Then, at 32:00 hear all about Tesla, Google, and Spotify earnings on an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!

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