Adviser links: building an enduring franchise
Tadas Viskanta
Abnormal Returns
6 months ago
2 MIN READ
Podcasts
- Blair duQuesnay talks with George Kinder about his new book “The Three Domains of Freedom.” (blairbellecurve.com)
- Daniel Crosby talks behavioral finance with Greg Davies, Head of Behavioral Finance at Oxford Risk. (standarddeviationspod.com)
- Frazer Rice talks with Megan Gorman quthor of “All the Presidents’ Money: How the Men who Governed America Governed Their Money.” (frazerrice.com)
Creative Planning
- TPG just bought a big stake in Creative Planning. (thinkadvisor.com)
- Creative Planning shows ‘institutional investors are placing a premium on integrated wealth management businesses relative to aggregators.’ (citywire.com)
Advisortech
- AI is coming for the compliance stack. (investmentnews.com)
- The past month’s advisor technology news including Wealth.com’s big fundraising round. (kitces.com)
- A profile of Dave Duffield, the founder of Ridgeline, ‘a cloud-based platform for the investment-management industry that aims to bring everything from trading to accounting to compliance under one umbrella.’ (msn.com)
- InvestCloud has relaunched itself. (riabiz.com)
Charles Schwab
- Charles Schwab ($SCHW) CEO Wal Bettinger is retiring. (riabiz.com)
- The Schwab Independent Advisor Outlook Study 2024 on the importance of technology decisions. (advisorservices.schwab.com)
Advisers
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