Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human financial advisor.
It's a fascinating moment to build it, with AI increasingly able to deliver quality advice to that same mass affluent client. So where do human advisors fit in — and what does Warmer get right that so many advisor-matching platforms have gotten wrong?
Michael Batnick and Jon Stein get into all of it. Whether AI hollows out the middle of the advice market and why Jon believes advisor-matching can finally work when so many have disappointed.

This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/

For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

#finance #financialplanning #financialeducation #financialadvisor

Learn more about your ad choices. Visit megaphone.fm/adchoices