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Challenging The Titans of Asset Management with Jason Wenk | Masters in Business

Posted

July 17, 2026

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Barry 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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Bloomberg Radio host columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

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