PODCAST · business
iCapital: Beyond 60/40
by iCapital
Alternative investments. Portfolio construction. Advisor insights. Beyond 60/40 explores investing beyond traditional stock‑and‑bond portfolios. Each episode features expert perspectives on private equity, real estate, structured investments, and the future of wealth management across public and private markets.
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Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era
In this episode of Beyond 60/40, Sonali Basak sits down with Mike Durbin, CEO of Cetera Financial Group, to discuss why scale, not size, is driving the next phase of industry growth. Mike explains how firms are balancing organic growth with M&A, why partnerships matter more than ever, and how technology is reshaping advisor workflows. The conversation also explores AI’s growing role in productivity, how private markets are being integrated more deliberately into client portfolios, and why the human side of advice becomes even more important as technology advances.
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ABOUT THIS SHOW
Alternative investments. Portfolio construction. Advisor insights. Beyond 60/40 explores investing beyond traditional stock‑and‑bond portfolios. Each episode features expert perspectives on private equity, real estate, structured investments, and the future of wealth management across public and private markets.
HOSTED BY
iCapital
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