Adviser links: AI-assisted financial advice
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Podcasts
- Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. (kitces.com)
- Dan Haylett talks with George Kinder author of “The Three Domains of Freedom.” (humansvsretirement.com)
- Bogumil Baranowski talks with Dan Solin, author of “Ask: How to Relate to Anyone.” (talkingbillions.co)
Private equity
- Peter Mallouk on the downsides of PE deals. (citywire.com)
- Joe Duran thinks advisers need to get creative in building their practices. (citywire.com)
Advisortech
- Kitces’ FinTech Solutions Map just keeps growing. (riabiz.com)
- The financial giants have no incentive to give third parties access to customer data. (riabiz.com)
- Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. (fa-mag.com)
Taxes
- How pre-tax retirement contributions provide flexibility down the road. (kitces.com)
- Tax strategies if the TCJA expires in 2026. (flowfp.com)
- Don’t let the potential for estate law changes be an excuse to not do estate planning. (wealthmanagement.com)
Advisers
- 7 more lessons from building an fee-only RIA from scratch. (kitces.com)
- A Q&A with Barry Mulholland about attracting new planners to the industry. (thinkadvisor.com)
- A Q&A with Moshe Milesky author of “The Religious Roots of Longevity Sharing: The Genesis of Annuity Funds in the Scottish Enlightenment and the Path to Modern Pension Management.” (thinkadvisor.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.
