Adviser links: all shapes and sizes
Tadas Viskanta
Abnormal Returns
12 hours ago
2 MIN READ
Podcasts
- Ted Seides talks with Bob Oros who is the outgoing Chairman and CEO of Hightower Advisors, about the evolution of the wealth management industry. (capitalallocators.com)
- Michael Batnick talks alternatives with Phil Huber, Managing Director & Head of Portfolio Solutions at Cliffwater. (youtube.com)
- Michael Kitces talks with Michael Bahnsen, founder of the Bahnsen Group, about not being afraid to speak your mind. (kitces.com)
- Brendan Frazier talks with Stacy Havener, Founder and CEO at Havener Capital Partners, about using stories to attract clients. (podcasts.apple.com)
The biz
- Nerdwall ($NRDS) is growing its asset management footprint. (riabiz.com)
- Blackrock ($BLK) dominates the model portfolio business. (morningstar.com)
- A Q&A with Seeds CEO Zachary Conway. (investmentnews.com)
- Wealthfront has filed to go public. (tech.yahoo.com)
Alternatives
- Why private equity is going after the wealth management channel. (theirrelevantinvestor.com)
- Why we are attracted to complexity, think alternatives. (mywealthplanners.com)
- The easy money has been made: things to keep in mind about alternatives. (aswathdamodaran.blogspot.com)
Taxes
- On the difference between tax planning and tax advice. (kitces.com)
- Why ‘buy, borrow, die’ doesn’t really work. (advisorperspectives.com)
Advisers
- How to get clients to focus on their estate plan. (kitces.com)
- Family and friends shoulder the vast majority of the costs of dementia care. (theconversation.com)
- Due to budget cuts, the SEC is likely to examine fewer RIAs in 2025. (citywire.com)
- How financial advisers charge for their services. (kitces.com)
- The financial advice business was built with men in mind. (fa-mag.com)
- Are you a financial advisor? Sign up for our (free) weekly advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Firm culture is lived, not dictated. (citywire.com)
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