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The Advisor Lab

Mar 30, 2020

In this episode of Advisor Lab, we sit down with Jason Wenk, Founder, and CEO of Altruist, a fully-integrated digital-first brokerage platform for financial advisors.

This episode is a special one - it's our first remote recording and we dive into a number of topics - including how Jason built an RIA empire after...


Mar 16, 2020

In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors.

We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. 

We also...


Mar 2, 2020

In this episode of Advisor Lab, we sit down with Kelsey Murray, Global Head of Social Media at Nasdaq and former Senior Strategist at Northwestern Mutual.

We dive into her experience building a marketing program from the ground up at Thrive Global and how she applied her learnings to the marketing approach at LearnVest...