The Most Invincible Career Path in Finance
6/22/202641 min
On this episode of Live From The Compound, Josh Brown sits down with Ric Edelman, founder of Edelman Financial Engines to discuss the future of higher education, why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry.
With 300,000 financial advisors in the U.S. and 38% expected to retire within the next decade, he explains why he's investing in the next generation through Rowan University's new School of Financial Planning.
Plus, Ric shares his latest thoughts on crypto, institutional adoption, regulation, and why he's staying bullish despite a challenging 2026 for digital assets.
This episode is sponsored by Betterment Advisor Solutions. Learn more at https://betterment.com/advisors.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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Transcript preview
First 90 secondsJosh Brown· Host0:00
[upbeat music] Today's show is brought to you by Betterment. What growth strategy are leading RIAs using that most firms don't? Segmentation. Some clients' needs are sophisticated and require deep, ongoing planning. Some clients' needs are simple, like those in the wealth accumulation stage. The smartest firms know planning shouldn't look the same for every client, but the experience should always be exceptional. Now it can be with Betterment Advisor Solutions. It's the platform built for segmenting your book and streamlining those smaller and simpler accounts. The onboarding experience is automated and paperless. The portfolio management is streamlined and tax efficient. The client experience is consistent and modern, and the impact isn't just felt by your clients. It's felt across your entire practice. Imagine a back office that's humming, a team that's thriving, and a service model ready to scale. Betterment Advisor Solutions, your biggest regret will be not doing it sooner. Learn more at betterment.com/advisors. What is the future of college? Why is financial planning almost impervious