Adviser links: hitting resistance
Tadas Viskanta
Abnormal Returns
3 weeks ago
1 MIN READ
Podcasts
- Michael Kitces talks with Jennifer des Groseilliers, CEO of The Mather Group, about building an effective equity compensation plan. (kitces.com)
- Brendan Frazier talks with David Armstrong, President and Co-founder of Monument Wealth Management, about creating better client meetings. (podcasts.apple.com)
- Ted Seides talks with Brett Barth and Evan Roth, co-founders and Co-CEOs of multi-family office BBR Partners. (capitalallocators.com)
The biz
- What Robinhood ($HOOD) is planning now that its acquisition of TradePMR is finalized. (riabiz.com)
- Ellevest is getting out of the business of robo-advice. (wealthmanagement.com)
- iCapital is growing its real estate footprint. (riabiz.com)
Advisers
- How to transition smaller accounts to a new service model. (kitces.com)
- Many advisers are not using the technology they already have. (financial-planning.com)
- How to stay in touch in-between client meetings. (naylornetwork.com)
- Women have differing planning priorities than men. (citywire.com)
- Financial fraud against older Americans keeps increasing. (crr.bc.edu)
- What your clients are talking about on the golf course. (downtownjoshbrown.com)
- How to improve client confidence. (awealthofcommonsense.com)
- DIY investors love Fidelity. (riabiz.com)
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