Adviser links: confident humility
Tadas Viskanta
Abnormal Returns
1 month ago
1 MIN READ
Podcasts
- Ashley Quamme talks with Neil Bage, co-founder of Shaping Wealth, about adviser burnout. (open.spotify.com)
- Ben Carlson talks with Christine Benz, author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” (awealthofcommonsense.com)
The biz
- Charles Schwab ($SHCW) is proceeding cautiously on crypto. (riabiz.com)
- Robinhood ($HOOD) is planning to provide algorithmic investment advice. (barrons.com)
Advisortech
- DPL Financial just raised another round of capital. (riabiz.com)
- The latest advisortech news including ‘Robinhood acquires TradePMR.’ (kitces.com)
Taxes
- Nvidia ($NVDA) CEO Jensen Wang and his wife have good estate attorneys. (nytimes.com)
- Why some wealthy Americans deliberately fail to file their taxes. (cnbc.com)
Advisers
- How advisory firms can create brand awareness. (advisorperspectives.com)
- Reflections on three years in business, including thoughts on hiring. (kindnessfp.com)
- HSA balances are largely getting used in the here and now. (investmentnews.com)
- Retirement savers need information. (thinkadvisor.com)
- Ten books financial advisers should check out including “You Weren’t Supposed To See That: Secrets Every Investor Should Know” by Joshua Brown. (wealthmanagement.com)
- How wealth affects our thinking. (advisorperspectives.com)
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