Adviser links: a bull market in advice
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Podcasts
- Bogumil Baranowski talks with Tom Morgan about be a ‘Curiosity Sherpa to Billionaires.’ (podcasts.apple.com)
- Rex Salisbury talks with Ritholtz Wealth CEO Josh Brown about AI and wealth management. (youtube.com)
- Harry Morton talks with Jacob Turner about his journey from MLB player to wealth manager. (podcasts.apple.com)
Robinhood
- Robinhood ($HOOD) is buying TradePMR. (investmentnews.com)
- Can Robinhood ($HOOD) upend the custody business? (riabiz.com)
- Robinhood ($HOOD) has a big job ahead of them. (riabiz.com)
Advisortech
- The two winners in XY Planning Network’s annual XYPN Live AdviceTech Competition. (thinkadvisor.com)
- Lessons learned from the Advise AI conference. (kitces.com)
M&A
- CI Financial is going private. (investmentnews.com)
- RIA aggregators are the solution to the succession problem. (riabiz.com)
Equity
- How to foster an ownership mentality on your team. (xyplanningnetwork.com)
- On the benefits of distributing equity in wealth management. (investmentnews.com)
Advisers
- How we communicate has changed. Time to catch up. (investmentecosystem.com)
- Some ways that smaller firms are growing. (citywire.com)
- Remote work doesn’t work for every firm. (riabiz.com)
- Nobody sets out to create an unfair compensation program. (fa-mag.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
- Estate planning is becoming table stakes for wealth managers. (citywire.com)
- The ultra-wealthy need help with their art portfolios. (citywire.com)
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