Partnering to Create Wealth
Partnering to Create Wealth is a podcast from New York Private Bank & Trust, hosted by David Marcus. NYPB&T is the private-wealth division of Emigrant Bank which was founded in 1850 and is one of the oldest and largest privately held banks in the United States.
The series explores how entrepreneurs, investors, and family offices build and sustain wealth in today’s evolving financial markets. Guests include leaders from finance, technology, sports, and entertainment who share real-world insights on investing, innovation, and the business of success.
👉 Learn more: https://nypbt.com/
🔗 Connect with NYPBT: https://www.linkedin.com/company/new-york-private-bank-trust/
Partnering to Create Wealth
Future-Proofing RIAs: Matt Regan on Industry Shifts, Technology, and Growth Strategies
Matt Regan, CEO of Wealthcare Capital Management, joins me to explore the forces reshaping the wealth management industry and what RIAs must do to thrive in the decade ahead.
We discuss the accelerating shift of assets toward independent advisors, the realities behind fee compression, the role of technology in building scalable practices, and the shortage of next-generation advisors. Matt also shares candid insights on regulatory pressures, the impact of robo-advisors, and why outsourcing non-revenue-generating activities is critical to growth and enterprise value.
Whether you’re an advisor, investor, or simply curious about where wealth management is headed, this conversation offers practical insights and a clear-eyed view of the future.