Dimensional Executives Discuss Wealth Management's Future with Ritholtz CEO
Dimensional's Mark Gochnour and Jake DeKinder joined Josh Brown, CEO of Ritholtz Wealth Management, for a conversation at Future Proof about the future of financial advice. The video description indicates the discussion covers forces reshaping wealth management, including AI, integrated technology, custody, direct indexing, and the importance of freeing advisors from administrative tasks.
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Asset management firm Dimensional published a video on October 7, 2026, featuring a conversation between its Head of Global Client Services Mark Gochnour, Head of Client Communications Jake DeKinder, and Josh Brown, CEO of Ritholtz Wealth Management, at the Future Proof conference. According to the official episode description, the dialogue explores where financial advice has been, where it is heading, and what it takes to build a modern advisory business.
The listed topics include artificial intelligence, integrated technology, custody, direct indexing, and the growing importance of giving advisors more time to focus on clients rather than administrative tasks. For professionals interested in operational changes and technology adoption in wealth management, this episode offers a resource to hear perspectives from major industry players. As only the episode description is available without a full transcript, this recommendation is based on publisher information to provide a specific listening lead for relevant readers.