Adviser links: financial well-being
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Podcasts
- Ben Johnson and Julie Willoughby tax advice with Ritholtz Wealth’s Bill Sweet and Bill Artzerounian. (morningstar.com)
- Thomas Kopelman talks with Mark Cecchini with advice for other advisers. (podcasts.apple.com)
- Michael Batnick talks with Lisa Salvi, Managing Director of Business Consulting and Education at Charles Schwab Advisor Services. (podcasts.thecompoundnews.com)
- Frazer Rice talks with Brooke Summerhill about the implications of divorce for wealthy women. (youtube.com)
The biz
- Fidelity is not backing down on credential sharing. (riabiz.com)
- Wealthfront’s IPO is in process. (wealthmanagement.com)
Advisortech
- Nevis joins the increasingly crowded AI advisor space. (wealthmanagement.com)
- The latest advisor fintech news including how Altruist’s Hazel works. (kitces.com)
Practice management
- Rebranding an RIA is no small thing. (fa-mag.com)
- How to produce great people – give them more responsibility than they qualify for. (theirrelevantinvestor.com)
- Ethics matters when it comes to M&A. (klementoninvesting.substack.com)
- How the SEC is enforcing the marketing rule. (kitces.com)
Taxes
- How leveraged, tax-aware long–short strategies can be used to reduce concentrated positions. (fa-mag.com)
- The time is ticking for heirs to start taking distributions from inherited IRAs. (wsj.com)
Advisers
- $500 million is the bare minimum for a standalone family office. (bloomberg.com)
- Gray divorce is a big planning opportunity. (fa-mag.com)
- What triggers a call to a financial adviser? (tim.signaturefd.com)
- Financial advisers are not psychotherapists. (fa-mag.com)
- A financial plan doesn’t need to be perfect or optimized, it just needs to work for the individual. (morningstar.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Insights from “Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone” by John Y. Campbell and Tarun Ramadorai. (bloomberg.com)
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