Adviser links: preparing for the worst
Tadas Viskanta
Abnormal Returns
4 days ago
2 MIN READ
Podcasts
- Michael Kitces talks with Larry Sprung, founder of Mitlin Financial, about being affiliated with Carson Group. (kitces.com)
- Jeff Malec talks with Brad Giaimo and Bruce Greig from Q3 Asset Management, about helping RIAs build out tactical trading models for clients. (rcmalternatives.com)
- Peter Lazaroff talks year-end tax planning with Susan Jones due to the OBBBA. (peterlazaroff.com)
The biz
- Wealthfront’s profitability depends a lot on high yield cash accounts. (riabiz.com)
- Why Bill Harris launching an RIA. (thedailyupside.com)
- Robinhood ($HOOD) is splashing out for new TradePMR customers. (riabiz.com)
- Archive Intel raised a Series A. (citywire.com)
- Why VCs are excited about Arch’s prospects. (riabiz.com)
Books
- Insights from Bill Bengen’s new book “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” (theretirementmanifesto.com)
- A review of “The Tax-Smart Donor: Optimize Your Lifetime Giving Plan” by Phil DeMuth. (blogs.cfainstitute.org)
Advisers
- Four keys to driving adviser productivity including ‘Implementing the right team structure.’ (kitces.com)
- Managing an advisory team isn’t always easy. (advisorperspectives.com)
- It’s natural that prospective clients would be nervous opening up to an adviser. (thinkadvisor.com)
- How to ask better questions including ‘The most powerful question is a follow-up.’ (thinkadvisor.com)
- How the wealthy acquire concierge services. (nytimes.com)
- Be more human, because the alternative is taken. (abnormalreturns.com)
- How to prepare for the death of a loved one. (kindnessfp.com)
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