Matt Regan

Matt Regan, President and CEO of Wealthcare Capital Management, shares insights on the firm's transformation from a software pioneer to a national advisory platform. He discusses Wealthcare's focus on acquiring sub-$1 billion firms to boost growth and the importance of supporting next-gen talent. The conversation also dives into their recent sale to Sammons Financial, which opens up new strategic opportunities. Matt highlights how technology and AI are shaping their business model and aiding advisors, ensuring a modern approach to wealth management.

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.

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.