Adviser links: staffing a growing firm
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Podcasts
- Michael Kitces talks financial wellness with Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. (kitces.com)
- Dave Zoller talks with Brian Portnoy about the essential skills of the best advisers. (youtube.com)
- Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. (podcasts.apple.com)
- Daniel Crosby talks with Emily Blue, co-founder of Hue Partners, about the M&A process. (podcasts.apple.com)
- Michael Kitces and Carl Richards on the opportunity when clients bring you something ‘off the Internet.’ (kitces.com)
Advisortech
- Is Vanguard really going to invest enough in technology to level up? (riabiz.com)
- NewRetirement has changed its name to Boldin. (wealthmanagement.com)
- The most recent news in the advisortech space including ‘Blackrock’s investment in GeoWealth.’ (kitces.com)
Ownership
- Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. (citywire.com)
- A lot can change when you sell your practice. (citywire.com)
Advisers
- Why adding alternatives may not do much for portfolios. (fwpwealth.com)
- Older clients likely have appreciated securities they could use to fund charitable donations. (fa-mag.com)
- How to use the new digital estate planning platforms. (kitces.com)
- How planning changes for the child-free. (thinkadvisor.com)
- What kind of advisers are referrable? (advisorperspectives.com)
- Falling for financial scams could be indicative of Alzheimer’s disease. (sciencedaily.com)
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