Brian Barnes, Founder and CEO of M1 Finance, shares insights on revolutionizing portfolio management. He discusses the genesis of M1 and its appeal to buy-and-hold investors, emphasizing tax-efficient strategies and automation. The conversation highlights the advantages of M1's target-date pies over traditional funds, revealing surprising benefits like tax efficiency. Brian also touches on the importance of long-term investing, regulatory safeguards, and the entrepreneurial journey in fintech, offering a holistic view on modern investing.

Brian Barnes, Founder & CEO at M1, joins Reggie Young & Nikil Konduru to discuss the fintech landscape, including buying a bank, digitizing the private bank experience, incentivizing consumers to switch, balancing broad capability and deep focus in consumer finance products, challenges and growth of acquiring a bank, and the importance of personalization and automation in finance.