Adviser links: an ideal environment
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Podcasts
- Michael Batnick talks with Jason Wenk, CEO of Altruist, about the changing custody landscape. (youtube.com)
- Jeff Bernier talks with Larry Swedroe about the the evolving role of alternative assets like private credit and reinsurance in modern portfolios. (youtube.com)
- Barry Ritholtz talks with Kate Moore, chief investment officer at Citi Wealth. (ritholtz.com)
- Christine Benz and Amy Arnott talk with Eric Simonsen, CEO of Abundo Wealth and head of the Advice-Only Network. (morningstar.com)
- Frazer Rice talks about the role of the family office CIO with Adam Smith of RAS Capital Partners. (podcasts.apple.com)
The biz
- How Robinhood ($HOOD) plans to roll out links to TradePMR. (riabiz.com)
- Savvy Wealth has raised another round of capital. (riabiz.com)
- Trust & Will has launched a new platform called EstateOS. (fa-mag.com)
Succession
- Internal succession is a process. (wealthmanagement.com)
- How owners can use synthetic equity. (wealthmanagement.com)
Words
- When ‘why’ is the wrong question? (meaningfulmoney.life)
- Your words matter. (advisorperspectives.com)
Retirement
- Probabilities of success don’t matter as much to people in retirement. (thinkadvisor.com)
- Why delayed Social Security claiming is the right decision for most adviser clients. (thinkadvisor.com)
- Some people simply can’t wait for Social Security. (financialducksinarow.com)
Investing
- Nine mid-year market talking points for clients. (kitces.com)
- The problem with direct indexing. (wealthmanagement.com)
Advisers
- How to create the ideal environment for a client meeting. (meghaanlurtz.substack.com)
- No matter your prospecting skills, not everyone is a fit. (financialplanningassociation.org)
- How much do clients care about certifications? (financial-planning.com)
- Some thoughts one year after selling a practice. (citywire.com)
- Every adviser comes to the industry on their own time: one adviser’s story. (riareflections.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.
