Adviser links: focused on people
Tadas Viskanta
Abnormal Returns
4 days ago
1 MIN READ
Podcasts
- Paul Krugman talks with Barry Ritholtz about his book “How NOT to Invest.” (paulkrugman.substack.com)
- Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. (podcasts.apple.com)
Charles Schwab
- Charles Schwab ($SCHW) is launching a new program aimed at helping financial advisors go independent. (thinkadvisor.com)
- Charles Schwab ($SCHW) is willing to step on some toes to take RIA mindshare. (riabiz.com)
The biz
- Public.com is pushing into direct indexing. (investmentnews.com)
- Fidelity and Schwab will now allow employers to help with student loan payments. (riabiz.com)
Advisers
- Three points in time when planners can make a real difference in clients’ lives. (citywire.com)
- How to learn about financial planning on the cheap. (kitces.com)
- As your RIA evolves, so must your hiring strategy. (wealthmanagement.com)
- What you need to know about notetaking AI. (investmentnews.com)
- Financial planning is all about building resilience. (tim.signaturefd.com)
- Spending falls in retirement, but satisfaction does not. (thinkadvisor.com)
- Americans don’t save enough money. (advisorperspectives.com)
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