Matt Regan
President of Wealthcare, a technology-enabled RIA and TAMP based in Richmond, Virginia. He has a background in building online brokerage businesses and robo-advisor infrastructure.
Best podcasts with Matt Regan
Ranked by the Snipd community
Oct 12, 2021 • 28min
Drivers of Strategic RIA Growth: Wealthcare’s Matt Regan
Matt Regan, President of Wealthcare Capital Group, shares insights from his experience since 2018 in driving AUM growth. He discusses unique strategies for financial advisors, emphasizing goals-based planning and balancing acquisitions with personal client engagement. The conversation highlights trends in the RIA landscape, such as the rise of digital communication and fee-only models, along with the growing importance of meaningful advisor-client relationships. Regan also addresses challenges in succession planning and fostering organic growth in the advisory industry.
Dec 3, 2020 • 0sec
#ItzOnWealthTech Ep. 76: Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare
In this engaging discussion, Matt Regan, President of Wealthcare and expert in online brokerage and robo-advisors, delves into the transformative role of Turnkey Asset Management Platforms (TAMPs). He highlights how TAMPs are evolving beyond basic investment services to integrate comprehensive financial planning tools. Matt also touches on the significant impact of innovative technology on client experiences and the ongoing shifts in the financial advisory landscape, including insights into strategic industry acquisitions.
