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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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Content creation, AI, AdvisorTech, and more with Michael Kitces

In this episode, Jason and Dasarte dive into the brilliant mind of Michael Kitces. From artificial intelligence to advisor tech to content creation, Michael shares best practices for today and useful insights for the future of the advisory space. Whether you’re a seasoned financial advisor striving to stay ahead of the curve or an emerging advisor looking to make your mark, this is a discussion you don’t want to miss.

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