Adviser links: improving the odds
Tadas Viskanta
Abnormal Returns
17 hours ago
1 MIN READ
Podcasts
- Michael Batnick talks with Ian Wenik of CItywire about RIA growth. (youtube.com)
- Michael Sidgmore talks with Bill Crager, Co-Founder of Envestnet and Founding Partner at iAltA Holdings. (altgoesmainstream.substack.com)
- Frazer Rice talks with Andrea Chomakos from Pendleton Square Trust about the advantages of Tennessee trusts. (youtube.com)
- Josh Brown talks with Jannick Malling and Leif Abraham of Public.com to talk their use of AI. (youtube.com)
The biz
- Charles Schwab ($SCHW) wants back in the ETF fee business. (riabiz.com)
- How the Robinhood ($HOOD) deal for TradePMR came to be. (riareflections.com)
- Fidelity is getting new leadership for its RIA business. (riabiz.com)
The great wealth transfer
- The great wealth transfer will include a lot of art. (fortune.com)
- The great wealth transfer also includes a lot of stuff. (abnormalreturns.com)
Advisers
- How to make your firm discoverable by AI. (kitces.com)
- AI is a compliance officer employment act. (kitces.com)
- Why clients see the world differently than advisers. (klementoninvesting.substack.com)
- Why aren’t college savings accounts used more widely? (nber.org)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
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