Edward Jones is reimagining the future of wealth management, starting with personalization, access, and trusted relationships. In this episode, David Chubak, Head of Wealth Management at Edward Jones, and Matt Brown, Founder and CEO of CAIS, join host Alex Cavalieri to discuss their groundbreaking partnership, the Generations program, and why alternative investments are becoming central to the advisor-client experience. From product innovation to advisor intelligence, this is a roadmap for a new era of wealth management.
Chapter 1: The Edward Jones Generations Vision (00:00 – 05:15)
Chapter 2: Advisor Empowerment & Industry Access Trends (05:16 – 13:45)
Chapter 3: Convergence of Public & Private Markets (13:46 – 22:50)
Chapter 4: Tech-Driven Personalization & Advisor Intelligence (22:51 – 31:30)
Chapter 5: A Shared Future: Partnership, Culture & the Road to 2030 (31:31 – End)
CAIS Live Conversations, Building With Alts