Adviser links: after-tax returns
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Podcasts
- Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. (youtube.com)
- Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. (kitces.com)
- Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry. (youtube.com)
Family offices
- A Q&A with Heather Flanagan, head of family office services at Wealthspire Advisors. (thinkadvisor.com)
- RIAs continue to move up market. (thinkadvisor.com)
M&A
- Creative Planning is set up to do more, bigger deals going forward. (riabiz.com)
- Joe Duran’s RIse Growth Partners just made its first (big) investment. (riabiz.com)
Going solo
- Not every financial adviser wants to build a lasting franchise. (investmentnews.com)
- The pros and cons of going solo. (investmentnews.com)
Retirement savings
- Capitalize is helping people transfer old 401(k) accounts. (riabiz.com)
- State auto-IRA programs seem to drive companies to start their own plans. (plansponsor.com)
Advisers
- Ari Galper, “Here’s the truth: your prospect doesn’t need a friend and isn’t looking for one.” (advisorperspectives.com)
- A look at a succession planning playbook. (kitces.com)
- The pleasures of going from investment FOMO to JOMO. (advisorperspectives.com)
- What does it mean to be a robo-advisor anymore? (riabiz.com)
- How AI could be deployed in financial advice. (riaintel.com)
- Why Ryan Eisenman co-founded alternative asset data provider Arch. (citywire.com)
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