
Mark Hurley and Ray Sclafani provide different viewpoints and insights on what is really going on in the wealth management industry as well as take an in-depth look at the immense opportunity ahead over the next ten to fifteen years and what firms will need to do to capitalize on it.
| Publishes | Monthly | Episodes | 19 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEntrepreneurshipBusiness | |||

In this episode of Contrasting Viewpoints, Ray Sclafani and Mark Hurley discuss the latest legal battles in the wealth management industry, including Merrill Lynch's TRO denial and UBS's lawsuit. They explore the impact of AI-driven RIAs and the sign... more
In this episode of Contrasting Viewpoints, industry veterans Ray Sclafani and Mark Hurley unpack the most critical trends reshaping the financial advisory profession.
They explore:
• The looming advisor shortage and what it means for succession pla... more
In this episode of Contrasting Viewpoints, industry veterans Ray Sclafani and Mark Hurley dive into the transformative trends shaping the future of wealth management. They explore:
• SEI’s acquisition of Stratos Wealth – What does this signal for th... more
In this episode of Contrasting Viewpoints, Ray Sclafani and Mark Hurley are joined by Grant Rawdin of Westcott Financial to unpack some of the most powerful shifts happening in wealth management today. From Mercer’s transition to employee ownership t... more
In this episode of Contrasting Viewpoints, Ray Sclafani and Mark Hurley delve into the evolving landscape of wealth management, discussing the rising demand for financial advice, the implications of new custodial fee structures, the variances in M&A ... more
Featuring Parker Ence, CEO, Jump AI
In this episode, Ray Sclafani and Mark Hurley are joined by Parker Ence, CEO of Jump AI, where they discuss the evolving landscape of wealth management, focusing on the impact of AI, emotional intelligence, and th... more
In this conversation, Ray Sclafani and Mark Hurley discuss the evolving landscape of the financial services industry, focusing on the rise of AI technology, the emergence of M&A refugees as a new talent pool, and the critical importance of cybersecur... more
This conversation explores the transformative impact of longevity on financial planning and wealth management. Mark Hurley, Ray Sclafani and Russ Hill discuss the need for financial advisors to rethink their approaches to planning for clients who may... more
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These podcasts share a similar audience with Contrasting Viewpoints:
1. Building The Billion Dollar Business
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3. RIA Edge
4. The Diamond Podcast for Financial Advisors
5. Barron's Advisor
Contrasting Viewpoints launched 2 years ago and published 19 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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