Adviser links: creating peace of mind
Tadas Viskanta
Abnormal Returns
5 days ago
2 MIN READ
Podcasts
- Michael Batnick talks alternative investment reporting with Alex Goodwin from Bridge Invest. (youtube.com)
- Michael Kitces talks ‘calm excellence’ with Lisa Brown, president of Greenwood Gearhart. (kitces.com)
- Barry Ritholtz talks with Jose Minaya, global head of BNY Investments and Wealth. (ritholtz.com)
- Ted Seides talka about the state of the 401(k) marketplace with Eric Mogelof, head of Global Client Solutions at KKR. (capitalallocators.com)
Schwab
- Charles Schwab ($SCHW) is expanding into handling private company equity plans. (riabiz.com)
- Charles Schwab is raising the client asset minimum to $2 million from $500,000 for referral to an RIA in its Schwab Advisor Network. (thinkadvisor.com)
CEOs
- Peter Mallouk, CEO of Creating Planning, says RIA IPOs are inevitable. (investmentnews.com)
- A Q&A with Burt White, CEO of Carson Group which just surpassed $50 billion in AUM. (thinkadvisor.com)
- Pontera’s CEO is not happy with Fidelity. (riabiz.com)
Practice management
- Why growth matters for an advisory practice. (wealthmanagement.com)
- What does the ideal financial advisory firm look like? (whitecoatinvestor.com)
Income
- Three strategies to optimize incentive stock options. (kitces.com)
- There is nothing passive about rental real estate income. (flowfp.com)
Advisers
- Ari Galper, “When a prospect goes silent, there’s always a reason.” (advisorperspectives.com)
- A round-up of recent advisortech news including deflation in AI notetaker subscription prices. (kitces.com)
- Most retirees would do well to have some guaranteed income. (thinkadvisor.com)
- A look at some clients’ biggest fears including ‘Losing your identity in retirement.’ (barrons.com)
- How to break into wealth management right out of college. (barrons.com)
- Everybody has their own unique money story. (meaningfulmoney.life)
- Americans love their donor-advised funds. (investmentnews.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.
