Podcast Spotlight: Matt Regan Talks the Future of Wealth Management
Wealthcare President & CEO Matt Regan recently joined David Marcus, Managing Director at New York Private Finance, on the Partnering to Create Wealth podcast for an engaging discussion about the opportunities and challenges shaping the advisory profession today. During the conversation, Matt shares his perspective on the accelerating shift of assets toward independent advisors and the realities driving fee compression. He explores how technology is transforming advisory practices, making them more scalable and efficient, and addresses the growing shortage of next-generation talent. Matt also offers candid insights into navigating regulatory pressures, responding to the rise of robo-advisors, and how outsourcing the right tasks can create more time for client service while boosting enterprise value. This episode offers practical takeaways and forward-looking insights for advisors and firm leaders who want to stay ahead in a rapidly evolving industry.
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