Adviser links: simple and strategic reflection
Tadas Viskanta
Abnormal Returns
14 hours ago
2 MIN READ
Podcasts
- Ben Carlson and Michael Batnick talk tax alpha with Erkko Etula, CEO and CIO of Brooklyn Investment Group. (awealthofcommonsense.com)
- Ashley Quamme and Meghaan Lurtz talk about how ‘OARS can transform how you connect with people.’ (meghaanlurtz.substack.com)
- Barry Ritholtz talks billionaire divorce with Patrick Kilbane is General Counsel of the RIA Ullman Wealth Partners, where he leads the Divorce Advisory Group. (ritholtz.com)
- Diana Britton chats with Jamie Hopkins, CEO of Bryn Mawr Trust and co-author of “Your Retirement Sketchbook.” (wealthmanagement.com)
Altruist
- Fidelity has doubled its staff since 2020. (riabiz.com)
- Savant Wealth is spending big on its AI-powered platform. (citywire.com)
- Goldman Sachs ($GS) has made an investment in GeoWealth. (riabiz.com)
- Edelman Financial Engines’ financial planners will now be part owners of the firm. (citywire.com)
The biz
- Altuist says RIAs continue to flock to Hazel. (riabiz.com)
- Altruist now has their own in-house direct indexing solution. (investmentnews.com)
Advisers
- A five-step framework for framing discovery conversations. (kitces.com)
- Tax planning is a big part of retirement planning. (thinkadvisor.com)
- Wealthy families are relying on private bankers to do more stuff for them. (wsj.com)
- How policy risk affects retirement planning. (crr.bc.edu)
- The four components of senior adviser satisfaction. (kitces.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- A Q&A with Jamie Hopkins and Bonnie Trechdel, authors of “Your Retirement Sketchbook.” (investmentnews.com)
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