Wealth Advisor Podcast

Episodet

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  Ryan Dykmans - Dunham & Associates 10.09.2026 13min

  In this episode, Scott Martin speaks with Ryan Dykmans, President and CIO of Dunham & Associates, about the persistence of inflation and what it means for advisors and investors. Dykmans explains why inflation remains a concern, particularly for retirees, and discusses the importance of risk management in today’s market environment. They explore how advisors can rethink portfolio construction, question concentrated exposure to high-flying asset classes, balance equities and fixed income, and use active management to adapt to changing economic conditions. Dykmans also explains how Dunham’s tactical approach adjusts risk exposure, including de-risking portfolios when equities have risen significantly and identifying opportunities during market sell-offs.
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  Toby Wade - DeepVest 03.09.2026 14min

  In this episode, Scott Martin speaks with Dr. Toby Wade of DeepVest about the challenges and opportunities of using AI in wealth management. Wade explains why general-purpose AI models can struggle with investment-related tasks and how DeepVest’s investment-focused AI platform is designed to reduce hallucinations, perform complex calculations, and provide transparent audit trails. They discuss DeepVest’s applications for portfolio analysis, client meeting preparation, proposal generation, suitability analysis, and firm-level governance, as well as how AI can help advisors work more efficiently while maintaining compliance and human oversight.
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  Ed Swenson - RFG Advisors 27.08.2026 10min

  In this episode, Scott Martin speaks with Ed Swenson, president of RFG Advisory, about the firm’s partnership with iCapital and its expanding alternatives platform for independent advisors. Swenson explains how the partnership gives RFG advisors access to alternative investments and top-tier managers, the importance of diversification and uncorrelated returns, and how RFG supports advisors with technology, compliance, cybersecurity, and other resources while allowing them to maintain ownership of their businesses. They also discuss the rapid transformation of wealth management technology, the shift from traditional dashboards to AI-powered interfaces, and how agentic technology could help advisors deliver more value to their clients.
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  Greg Schvey - Yuma 20.08.2026 13min

  In this episode, Scott Martin speaks with Greg Schvey of Yuma about the emerging world of AI as an investable asset class. Schvey explains Yuma’s third asset management vehicle, which provides investors with exposure to assets on the BitTensor network and the growing ecosystem of open intelligence. They discuss how the BitTensor network works, the role of subnet tokens, how AI infrastructure and machine intelligence can generate economic value, and how investors might think about this emerging opportunity within a broader portfolio.