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Navigating Independence in Wealth Management: Insights from Todd Battaglia

By
澳洲幸运5官方开奖结果体彩网:Jay Hummel
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Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly vodcast discusses the changes in the industry and how advisors can adjust and thrive with expert guests.
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Published July 25, 2024

In episode 9 of🍎 The Deep Dive podcast, Jay Hummel chats with Todd Battaglia, President and CEO of MG&A Wealth. Battaglia shares his journey from being a captive advisor to leading an independent firm. He emphasizes the importan🐭ce of operational efficiency and explains the difference between simply having technology versus having a comprehensive, well-integrated system. The conversation wraps up with insights on industry trends, including the impact of AI and common mistakes made by mega RIAs.

Todd Battaglia: Todd is the President and CEO of MG&A Wealth, a privately owned firm based in Ft. Lauderdale, Florida. He has over 25 years of experience at MG&A Wealth and previously spent nearly a decade as a financial advisor and portfolio manager at two investment boutiques in upstate New York. He has a bachelor’s degree from Hobart College, where he was also a football player, and earned an MBA in finance from the University of Rochester.

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