Adviser links: a primary information channel
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Podcasts
- Michael Batnick talks with Marc Rubinstein about the rapid rise of private asset secondaries. (youtube.com)
- Thomas Kopelman talk long-short direct indexing with Brent Sullivan. (podcasts.apple.com)
- Michael Kitces talks tax planning with Erik Brenner, the CEO of Hilltop Wealth and Tax Solutions. (kitces.com)
- Frazer Rice talks QSBS with Michael Arlein of Patterson Belknap. (youtube.com)
- Ben Felix and Braden Warwick talk with Charles Chaffin about the psychology of financial planning. (rationalreminder.libsyn.com)
Estate planning
- The case for giving your children and grandchildren more money, sooner. (kindnessfp.com)
- Most advisers don’t have a good handle on estate planning. (advisorperspectives.com)
- How to prepare future generations for bequests. (investmentnews.com)
Divorce
- Divorce planning is a discipline unto itself. (investmentnews.com)
- Gray divorce accelerates the great wealth transfer. (barrons.com)
Advisortech
- Vibe coding and the financial adviser. (kitces.com)
- The latest in advisortech news including ‘iAlta acquires BridgeFT.’ (kitces.com)
- Use AI to automate the work that takes you away from clients. (investmentnews.com)
The biz
- What do Chief Growth Officers do? (citywire.com)
- Farmers Insurance Group is launching an RIA. (citywire.com)
- How the succession at Ritholtz Wealth was years in the making. (riabiz.com)
- Dynasty Financial Partners has raised another round of outside capital. (citywire.com)
- Is the great adviser retirement wave finally here? (wealthmanagement.com)
Advisers
- What clients want from a financial adviser. (tim.signaturefd.com)
- How to support ‘solo agers.’ (thinkadvisor.com)
- Unexpected expenses in retirement are the norm. (fa-mag.com)
- Why Charles Schwab ($SCHW) is adding a new fee for block trades. (riabiz.com)
- What advisers need to understand about prediction markets. (advisorperspectives.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Don’t forget you are competing with finfluencers for mind share. (finfluential.substack.com)
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This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
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