Adviser links: asking better questions
Tadas Viskanta
Abnormal Returns
5 days ago
2 MIN READ
Podcasts
- Christine Benz and Amy Arnott talks with Nick Murray about the many ways advisers can help clients. (morningstar.com)
- Michael Batnick talks with Ritik Malhotra, CEO and co-founder of Savvy Wealth. (youtube.com)
- Patrick O’Shaughnessy talks with Peter Lacaillade, Chief Investment Officer for Private Investments at SCS Financial (joincolossus.com)
- Jordan Hutchison sits down with Larry Shumbres, Founder and CEO of Archive Intel, to talk about how compliance is being rewritten with AI. (open.spotify.com)
- Frazer Rice talks with Paul Hood about Delaware’s new Well-Being Trust statute. (frazerrice.com)
- Matt Zeigler talks with Morgan Ranstrom, a wealth advisor at Trailhead Planners. (epsilontheory.com)
The biz
- Fidelity ranks first by AUA, by a lot. (riabiz.com)
- Cache has raised a Series A. (news.crunchbase.com)
- Future Proof now owns ETF.com. (riabiz.com)
Practice management
- How to best structure an advisory team. (kitces.com)
- The wealth management industry needs to get creative to fill the growing talent gap. (investmentnews.com)
- How to weave AI into your practice. (kitces.com)
Advisers
- Advisers are often competing with TikTok finfluencers. (thinkadvisor.com)
- How to help clients when their company is going public. (flowfp.com)
- Why a custodian-sponsored donor-advised fund may not be the best option for clients. (morningstar.com)
- Family offices rely heavily on alternatives. (craincurrency.com)
- Four mistakes high-net worth individuals make. (fa-mag.com)
- Income shocks are real. (papers.ssrn.com)
- Eric Markowitz talks with Bogumil Baranowski, wealth manager and the voice behind the Talking Billions podcast. (bigthink.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.
