Adviser links: the ultimate goal
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Podcasts
- Peter Lazaroff talks with Ranie Verby, Plancorp’s Director of Practice Management, about what separates advisers. (peterlazaroff.com)
- Brendan Frazier on how to confidently communicate a firm transition while maximizing client retention. (podcasts.apple.com)
- Michael Batnick talks with Matt Middleton, the founder and CEO of Future Proof. (youtube.com)
- Louis Diamond talks with Joe Duran, Managing Partner, Rise Growth Partners. (fa-mag.com)
AI
- Josh Brown, ”LLMs are a shortcut to intelligence. They’re not going to provide you with the thing we think of as “intel.” (downtownjoshbrown.com)
- Advisers are downplaying the risk of AI. (linkedin.com)
The biz
- Peter Mallouk, “The reality is that nearly every advisory firm in America believes they are doing things the right way. Because of that, many advisors prefer to sell to firms that will allow them to keep operating largely the same way after the deal closes.” (citywire.com)
- PNC Wealth Management wants to target the mass affluent. (wealthmanagement.com)
- The CFP wants to up its continuing education business. (investmentnews.com)
Behavior
- When clients are under stress, they can make big mistakes. (investmentnews.com)
- How childhood trauma affects adult relationships with money. (advisorperspectives.com)
- Is your content designed to connect with clients? (tim.signaturefd.com)
Advisers
- How box spread lending works. (kitces.com)
- How to regain time with a fractional administrative assistant. (kitces.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- American workers have more money in IRAs than 401(k)s. (crr.bc.edu)
- How to repurpose an unused 529 plan account. (barrons.com)
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