Have Wealth Managers Given Up on Ordinary Investors?
Podcasts > The Watchdog on Wallstreet
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Thursday, June 25, 2026
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Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
Chris sounds the alarm on a growing trend in the wealth management industry: replacing personalized advice with AI for clients who don't meet increasingly high asset minimums. He argues that many large banks, RIAs, and investment firms are abandoning so-called "mass affluent" investors in favor of ultra-wealthy clients, leaving smaller accounts to automated platforms and offshore service teams. Chris explains why this shift is happening, what it means for everyday investors, and why he believes financial advice should be about helping people build wealth—not just catering to those who already have it.
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
Chris sounds the alarm on a growing trend in the wealth management industry: replacing personalized advice with AI for clients who don't meet increasingly high asset minimums. He argues that many large banks, RIAs, and investment firms are abandoning so-called "mass affluent" investors in favor of ultra-wealthy clients, leaving smaller accounts to automated platforms and offshore service teams. Chris explains why this shift is happening, what it means for everyday investors, and why he believes financial advice should be about helping people build wealth—not just catering to those who already have it.
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