Jason Wenk, Altruist - How To Make Financial Advice Better, More Affordable & Accessible To Everybody | #376

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 13 December 2021

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 376, we welcome our guest, Jason Wenk, founder and CEO of Altruist, an all-in-one financial advisor platform. In today’s episode, we’re talking with one of the most successful fintech startups around! Jason is building an alternative to existing custodians with a mission to make independent financial advice better, more affordable, and more accessible. We get into some of the benefits to aadvisors and how they aligned their fee structure to benefit advisors and their clients. Then we get into the future of financial advice. We touch on fees, mutual funds, ETFs and direct indexing, and some of the structural issues embedded within the financial services industry. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber. Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Meck Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.4	What's up everybody?
0:40.4	We've got a great show today.
0:41.6	Our guest is the founder and CEO of Altrist, an all-in-one financial advisor platform.
0:47.5	In today's episode, we're talking with one of the most successful FinTech startups around.
0:52.0	Our guest is building an alternative to existing custodians
0:55.4	with a mission to make independent financial advice better,
0:58.9	more affordable, and more accessible.
1:01.4	We get into some of the benefits to advisors and how they align their fee structure
1:04.7	to benefit advisor and their clients. We get into the future of financial advice. We touch on fees,
1:09.9	mutual funds, ETS, direct indexing, and some of these structural issues embedded within the financial services
1:15.3	industry.
1:17.3	American Farmland is disappearing at an alarming rate.
1:20.3	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
	...

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