Adviser links: investing comes last
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Podcasts
- Josh Brown talks with Mark Bruno, Managing Director and Head of Strategic Advisory at Emigrant Partners, about ‘The RIA Real Deal: What We’ve Learned from a Golden Era of Deal-Making.’ (youtube.com)
- Barry Ritholtz talks with Stephen Cohen, BlackRock’s Chief Product Officer and Head of Global Product Solutions. (ritholtz.com)
Technology
- How technology is changing the solo advisor calculus. (kitces.com)
- How Arch collects data on alternative investments for RIAs. (riabiz.com)
- AI startup Grantd, acquired the Excel-based StockOpter equity compensation planning tool. (finance.yahoo.com)
Social security
- Health is a big reason why people don’t wait to claim Social Security. (thinkadvisor.com)
- Optimal Social Security claiming for couples is inherently complex. (financialplanningassociation.org)
Advisers
- Rick Kahler, “Financial wellbeing is not the same as financial independence.” (advisorperspectives.com)
- Why investing should come last in the client-adviser relationship. (obliviousinvestor.com)
- How advisers need to navigate the ethical dilemmas of a client divorce. (kitces.com)
- How to measure the tax impact of a charitable gift. (financialplanningassociation.org)
- How to download the research paper ‘The RIA Real Deal: What We’ve Learned from a Golden Era of Deal-Making.’ (optimisticallie.com)
- The best books for advisers from 2025 including “The Second Estate: How the Tax Code Made an American Aristocracy” by Ray Madoff. (wealthmanagement.com)
- Donor advised funds are growing in popularity, so are politically-tinged donations. (theconversation.com)
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