Dave Welling on What Financial Services Should Look Like

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com