Adviser links: a great advisory firm
Tadas Viskanta
Abnormal Returns
8 hours ago
2 MIN READ
Podcasts
- Michael Batnick talks with Michael Kitces about AI’s impact on wealth management. (youtube.com)
- Paul Richards and Joe Wiggins talk about the curse of knowledge and how to communicate complex information to different audienes. (decisionnerds.buzzsprout.com)
- Benjamin Felix and Braden Warwick talk with Elroy Dimson about financial history, market behavior, and the evolution of global investing. (rationalreminder.libsyn.com)
Practice managment
- Lessons learned from running a practice for ten years including ‘Want a higher profit margin? Charge higher fees.’ (flowfp.com)
- Non-AUM advisers are seeing rising fees. (thinkadvisor.com)
AI
- AI is now the worst it will ever be at planning tasks. (fortunesandfrictions.com)
- What advisers lose if they are no longer a client’s first call. (institutionalinvestor.com)
- Anthropic formally launched 10 new financial services-focused AI agents. (riabiz.com)
- How AI changes the need to retain client records. (investmentnews.com)
Advisers
- There’s no avoiding sensitive topics in planning. (kitces.com)
- The great wealth transfer is going to happen more slowly than the hype. (wsj.com)
- The term ‘family office’ gets thrown around a lot these days. (barrons.com)
- On the downside of naming a family member as executor. (investmentnews.com)
- What holds small businesses from adopting 401(k) plans? (crr.bc.edu)
- Trump Account holders don’t need to receive a CRS. (wealthmanagement.com)
- A round-up of recent advisortech news including ‘FINNY Unveils Its New “AI Chief Growth Officer.” (kitces.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- The antidote to greed is connection. (meghaanlurtz.substack.com)
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