Adviser links: a fool’s errand
Tadas Viskanta
Abnormal Returns
1 day ago
1 MIN READ
Podcasts
- Dave Nadig talks AI and authenticity with Brian Portnoy of Shaping Wealth and Zach Conway of Seeds. (etf.com)
- Ben Carlson talks with Joe Mallen, CEO of Modelist to discuss how financial advisors can scale their investment process while maintaining control. (youtube.com)
- Barry Ritholtz talks with Lawrence Calcano, Chairman and CEO of iCapital. (ritholtz.com)
Advisortech
- iCapital is working with Claude. (wealthmanagement.com)
- iAltA Holdings has purchased Precept. (citywire.com)
- Will consumers pay a monthly fee to work with an “AI advisor for everyone”? (investmentnews.com)
Advisers
- Why Charles Schwab ($SCHW) is throttling back support for tax-aware long-short accounts. (riabiz.com)
- How some RIAs are dipping their toes into direct venture investing. (barrons.com)
- The number of people sitting for CFP exams highs an all-time high. (thinkadvisor.com)
- How to write a job description for early career advisers. (kitces.com)
- What services daily money managers provide to elderly clients. (advisorperspectives.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Concentrated stock: sell or exchange fund? (kitces.com)
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