Adviser links: empathy and communication
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Charles Schwab
- Charles Schwab ($SCHW) is looking for someone to run the long-short separately managed account (SMA) program. (citywire.com)
- Charles Schwab ($SCHW) is dropping FDIC for SIPC coverage for sweep cash. (riabiz.com)
- Why Charles Schwab ($SCHW) could start charging a subscription fee. (riabiz.com)
AI
- What’s in your firm’s AI policy? (advisorperspectives.com)
- Altruist is boosting Hazel’s branding. (citywire.com)
Tax-aware long-short
- AQR is at the forefront of tax-aware long-short strageies. (bloomberg.com)
- Goldman Sachs ($GS) is all-in on tax-aware long short. (citywire.com)
Growth
- Due to asset attrition, RIAs have to grow or die. (riabiz.com)
- Growth is the key factor in RIA valuations. (wealthmanagement.com)
Client behavior
- How to help clients sell long-held assets when they don’t want to. (kitces.com)
- Five challenging topics for financial advisers to broach. (melizabethgeorge.substack.com)
- Some common fears of clients. (moneychangeseverything.substack.com)
Aging
- How to support a client through loss and grief. (xyplanningnetwork.com)
- An excerpt from “How to Help Your Parents As They Age: A Financial Planner’s Guide to Caregiving” by Elliott Appel. (kindnessfp.com)
Advisers
- Good advisers play an impactful role in clients’ lives. (tim.signaturefd.com)
- If nothing else, “Die With Zero” is a good discussion point. (thedailyupside.com)
- When recruiting, technical skills can be taught. (investmentnews.com)
- What advisers may be missing when working with female clients. (meghaanlurtz.substack.com)
- How gray divorce can negatively affect retirement. (investmentnews.com)
- A round-up of recent advisortech news including a wave of new AI-powered compliance platforms. (kitces.com)
- Does 24-hour trading how advisory firms should work? (investmentnews.com)
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