Adviser links: sitting in the middle
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Podcasts
- Michael Batnick talks with John Phoenix, founder and partner at Wealth advisor Growth Network, about RIA M&A. (youtube.com)
- Ben Johnson and Julie Willoughby talk with John West, co-founder of Flat Rock Wealth Partners. (morningstar.com)
- Frazer Rice talks with Brandon Rains of the Rains Law Firm about the challenges of estate planning. (youtube.com)
- Conner Young talks with Doug Boneparth about his path into the financial advice business. (creators.spotify.com)
- Jess Bost and Mark Newfield talk with Courtney Ranstrom, co-founder of Trailhead Planners. (podcasts.apple.com)
- Brendan Frazier talks with Tony Hixon author “Retirement Stepping Stone: Find Meaning, Live With Purpose, and Live a Legacy.” (podcasts.apple.com)
The biz
- SEI is buying a 57.7% stake in Stratos Wealth Holdings. (fa-mag.com)
- A look at Charles Schwab’s latest RIA Benchmarking Study. (investmentnews.com)
- JPMorgan Chase ($JPM) has launched a solo 401(k) solution. (thinkadvisor.com)
Charles Schwab
- Schwab’s Advisor Services custody business has increased to about $4.7 trillion in assets. (citywire.com)
- Charles Schwab ($SCHW) is done fighting crypto. (riabiz.com)
RWM
- Ritholtz Wealth Management is looking for a wealth management professional who has experience working with ultra-high net work families. (downtownjoshbrown.com)
- Are you subscribed to the Advisor Unlock YouTube channel? You should be. (youtube.com)
Investing
- RIAs are bypassing investments in venture capital for private debt and equity. (morningstar.com)
- On the state of the direct indexing space. (finfluential.substack.com)
- A review of “The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy” by Phillip Toews. (blogs.cfainstitute.org)
Taxes
- When it comes to tax planning, what you need to know about the BBB. (kitces.com)
- Section 351 exchanges are going to become more common. (demystifyingmarkets.com)
- Thanks to the BBB, Roth IRA conversions are now trickier. (thinkadvisor.com)
Advisers
- Ben Carlson, “People skills are more important in wealth management than numbers.” (awealthofcommonsense.com)
- Turnover has left a lot of RIA industry executives on the sidelines. (riabiz.com)
- Not every client touchpoint has to be personalized. (kitces.com)
- How optimism affects planning for retirement. (thinkadvisor.com)
- Why succession plans matter. (wealthmanagement.com)
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
