Beyond 60/40 Video: Episode 55 – What’s Next for Wealth Management in an AI Era

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.
April 29, 2026

Beyond 60/40 Video: Episode 54 – Why It’s Still a Bull Market for Advice

Shirl Penney, CEO and Founder of Dynasty Financial Partners discusses why it remains a bull market for advice, even amid market volatility.
April 15, 2026

Beyond 60/40 Video: Episode 53 – How AI Is Redefining Software Growth

Monti Saroya, Co-CEO of VistaOne and Senior Managing Director at Vista Private Equity shares why agentic AI represents a step-change in software economics.
April 10, 2026

Beyond 60/40 Video: Episode 52 – Geopolitics at a Tipping Point

Admiral James Stavridis, Vice Chair of Global Affairs at Carlyle and former NATO Supreme Allied Commander discusses geopolitics.
March 27, 2026