Adviser links: dissolving structures
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Podcasts
- Christine Benz and Amy Arnott talk with Preston Cherry, author of a new book “Wealth in the Key of Life: Finding Your Financial Harmony.” (morningstar.com)
- Carl Richards and Michael Kitces on whether a client should take time before coming on as a client. (kitces.com)
Morningstar
- Why Morningstar ($MORN) is getting out of the RIA software business. (riabiz.com)
- Orion wants those former Morningstar customers. (citywire.com)
The biz
- Joe Duran’s Rise Growth Partners made another investment. (wealthmanagement.com)
- What is Charles Schwab ($SCHW) going to do in crypto? (riabiz.com)
Career
- Why career paths matter. (clientwise.com)
- Do’s and don’ts for training new advisers. (wealthmanagement.com)
- How to set up an internship program. (citywire.com)
- How Jacob Turner turned a professional baseball career into a wealth management business. (citywire.com)
Government
- Social Security is not rife with fraud. (thinkadvisor.com)
- Cutting IRS workers is going to make life more difficult for tax preparers (and payers). (nytimes.com)
Advisers
- You can’t optimize your schedule if you don’t know how you are spending your time. (kitces.com)
- Too many advisers are providing a commodity service. (advisorperspectives.com)
- ‘Fine’ isn’t good enough. How to do better for clients. (kitces.com)
- Working with UNHW clients is more complex. (citywire.com)
- Your (potential) clients are looking online for financial advice. (advisorperspectives.com)
- Retirement planning models are just uncertainty piled on uncertainty. (advisorperspectives.com)
- Health care shocks are better insured than long-term care shocks. (crr.bc.edu)
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