On this episode of Talking Wealth, Michael Batnick sits down with Michael Lane, Head of Asset Management and an Executive Vice President at SEI, to dive into the evolving landscape of financial advice and advisor platforms. Lane shares his perspective on how RIAs can scale, compete, and thrive in a rapidly changing environment, and why SEI is doubling down on technology, custody, and operational support to empower advisors. From industry consolidation to the future of client experience, this conversation unpacks the strategies, innovations, and bold moves shaping the next era of wealth management.

This episode is sponsored by Vanguard. Learn more at: https://www.vanguard.com/audio

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Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.

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