May 7, 2026 · 36 min · 15 segments
On this episode of talking Wealth, Michael Kitces joins Michael Batnick to separate what's real from what's hype in AI's impact on wealth management. Is technical expertise really being commoditized…
Michael KitcesGuest
Michael BatnickHost
This is the time when a lot of advisors start pressure testing their year, running client education sessions, reviewing estate plans, and getting ahead of mid-year portfolio conversations.

And the reality is, most of the work still lives across spreadsheets, PDFs, and tools that don't connect.

You can take a portfolio, instantly see how it's tracking, compare it to targets, and turn it into something you can actually use in a client conversation without rebuilding everything from scratch.

If you've got mid-year reviews coming up, it's worth seeing how YCharts can help you save time.

Click the link in the show notes to start a free trial and get 20% off your initial YCharts professional subscription.
Read the full transcript.
Create an account to read the whole episode, search across every transcript, and follow the shows you care about.