Adviser links: a culture of mediocrity
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
Podcasts
- Eric Golden talks with Ritik Malhotra, co-founder and CEO of Savvy. (podcasts.apple.com)
- Michael Batnick talks with Michael Lane, Head of Asset Management and an Executive Vice President at SEI, about the evolving landscape of financial advice and advisor platforms (youtube.com)
- Michael Kitces talks with Daniel Crosby, Chief Behavioral Officer of Orion, about turning behavioral insights into better client outcomes. (kitces.com)
- Brendan Frazier talks with Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning. (podcasts.apple.com)
Private assets
- iCapital is still trying to build a secondary market for private assets. (riabiz.com)
- Allocate just raised a new round of capital from A16z. (citywire.com)
- The democratization of private investments isn’t to benefit investors. (advisorperspectives.com)
Taxes
- How to use QCDs to lower client taxes. (larrykotlikoff.substack.com)
- How the OBBBA complicated Roth IRA conversions. (thinkadvisor.com)
- There is no perfect solution for reducing concentrated, low tax basis positions. (roberthuebscher.substack.com)
Onboarding
- Why onboarding matters more than you think. (xyplanningnetwork.com)
- How Fidelity’s Wealthscape Intelligence enhances the onboarding process. (investmentnews.com)
Health care
- How to help pre-retirees with their health insurance needs. (advisorperspectives.com)
- Don’t discount the costs and impact of someone becoming a caregiver. (advisorperspectives.com)
Advisers
- Why some wealthy families regret setting up a standalone family office. (craincurrency.com)
- Three strategies for creating advisory firm scalable growth. (kitces.com)
- Can an RIA stay small and still serve its clients well? (wealthmanagement.com)
- There is a fatal flaw with the idea of a ‘lifestyle practice.’ (thinkadvisor.com)
- There’s no easy button for attracting and retaining new wealth management talent. (citywire.com)
- This RIA is distributing equity to all its employees. (investmentnews.com)
- Lessons from Ben Carlson’s ten years at Ritholtz Wealth Management. (awealthofcommonsense.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.
