Challenging The Titans of Asset Management with Jason Wenk | At the Money
July 17, 2026
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1:03:08Now PlayingChallenging The Titans of Asset Management with Jason Wenk | At the Money
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as posted by the channelBarry speaks with Jason Wenk, founder and CEO of Altruist, a modern custodian for independent financial advisors. They discuss how Jason started the company and his plans to change asset management. Jason also weighs in on the state of RIAs, and AI.
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Each week, "At the Money" discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.
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