Adviser links: a window of tolerance
Tadas Viskanta
Abnormal Returns
4 days ago
2 MIN READ
Podcasts
- Kyle Van Pelt talks with Michael Batnick about his path in the industry and how Ritholtz Wealth Management hires. (youtube.com)
- Meghaan Lurtz and Ashley Quamme talk about the psychology of client underspending. (meghaanlurtz.substack.com)
The biz
- State Street ($STT) is buying a stake in Apex Fintech. (thinkadvisor.com)
- Corient is buying two UK wealth managers. (riabiz.com)
- Wellington Management has shifted its public strategy. (wealthmanagement.com)
- NFP Wealth has changed hands again. (thinkadvisor.com)
Private assets
- Why Goldman Sachs ($GS) is interested in working with T Rowe Price ($TROW). (altgoesmainstream.substack.com)
- Are alts going to bail out T Rowe Price ($TROW)? (riabiz.com)
Advisortech
- Why so many advisers are interested in what TaxStatus can do. (riabiz.com)
- A roundup of recent advisortech news including the launch of Altruist’s Atruist One service. (kitces.com)
- Four years in, Future Proof is already at capacity. (financial-planning.com)
Compliance
- The SEC is engaging in a lot fewer enforcement actions. (investmentnews.com)
- When does the custody rule get triggered? (kitces.com)
Advisers
- Why RIAs have a hard time training and retraining next gen advisers. (citywire.com)
- A Q&A with Ron Surz, author of “Fixing Target Date Funds: A Fiduciary Guide to Ameliorating Alarming Deficiencies.” (thinkadvisor.com)
- Sign up for our (free) weekly adviser-focused newsletter that brings you unique insights. (newsletter.abnormalreturns.com)
- You can’t build trust with a client in a single meeting. (meghaanlurtz.substack.com)
- The greatest service we can do our family is protect against the worst outcomes. (kindnessfp.com)
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