Adviser links: what truly matters
Tadas Viskanta
Abnormal Returns
16 hours ago
2 MIN READ
Podcasts
- Brian Adams talks with Frazer Rice, Director of Family Office Services at Next Capital Management, about what happens after trusts and estate plans are established. (podcasts.apple.com)
- Daniel Crosby talks with Jamie Hopkins is the chief wealth officer WSFS/Bryn Mawr Trust, and the CEO of Bryn Mawr Trust Advisors. (standarddeviationspod.com)
- Thomas Kopleman talks with Ben Lake about withdrawing funds during retirement. (youtube.com)
The biz
- Advisers are skeptical of Charles Schwab’s ($SCHW) move into the HNW space. (riabiz.com)
- Altruist is adding some alts capabilities. (thinkadvisor.com)
- SpaceX employees want a deal on wealth management services. (finance.yahoo.com)
TradePMR
- Robinhood ($HOOD) is rapidly building out an in-house custody solution for TradePMR. (riabiz.com)
- Robinhood and TradePMR’s RIA referral program is live. (wealthmanagement.com)
Taxes
- The expanded QSBS is the hot new tax break. (bloomberg.com)
- ETFs are increasingly marketed as a way to defer taxes. (bloomberg.com)
- Links to white papers mentioned at Basis Northwest 2026. (taxalphainsider.com)
Advisers
- What you need to know about starting your own firm. (xyplanningnetwork.com)
- Clients don’t want to feel judged. (advisorperspectives.com)
- How to respond to a client who uses ChatGPT to check you. (kitces.com)
- Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com)
- The latest in advisortech news including ‘Flourish launching a new mortgage lending platform.’ (kitces.com)
- AI trading seems like a bad idea for most investors. (thedailyupside.com)
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