David Chubak & Matt Brown on Expanding Access and Redefining Advice (EP. 17)

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CAIS Live Conversations, Building With Alts

CAIS

25 episodes

14 hours ago

CAIS Live Conversations: Building With Alts, tackles the often untapped potential of alternative investments by sitting down with the various players in the alts ecosystem. Listen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, alts manager leaders, and alts experts. Hear what other advisors are doing, learn about new technology, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.

Investing

Business

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All content for CAIS Live Conversations, Building With Alts is the property of CAIS and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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David Chubak & Matt Brown on Expanding Access and Redefining Advice (EP. 17)

CAIS Live Conversations, Building With Alts

50 minutes

3 months ago

David Chubak & Matt Brown on Expanding Access and Redefining Advice (EP. 17)

Edward Jones is reimagining the future of wealth management, starting with personalization, access, and trusted relationships. In this episode, David Chubak, Head of Wealth Management at Edward Jones, and Matt Brown, Founder and CEO of CAIS, join host Alex Cavalieri to discuss their groundbreaking partnership, the Generations program, and why alternative investments are becoming central to the advisor-client experience. From product innovation to advisor intelligence, this is a roadmap for a new era of wealth management.

Chapter 1: The Edward Jones Generations Vision (00:00 – 05:15)
Chapter 2: Advisor Empowerment & Industry Access Trends (05:16 – 13:45)
Chapter 3: Convergence of Public & Private Markets (13:46 – 22:50)
Chapter 4: Tech-Driven Personalization & Advisor Intelligence (22:51 – 31:30)
Chapter 5: A Shared Future: Partnership, Culture & the Road to 2030 (31:31 – End)