Adviser links: inordinate time
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Podcasts
- David Armstrong talks with Marty Bicknell, president and CEO of Mariner Wealth Advisors. (wealthmanagement.com)
- Kunal Kapoor talks with Leyla Kunimoto of Accredited Investor Insights. (morningstar.com)
- Jonathan Boyar talks with Josh Brown and Michael Batnick about the business of content and running a successful RIA. (boyarresearch.substack.com)
- Michael Kitces and Carl Richards on how to engage with a ‘disengaged spouse.’ (kitces.com)
Schwab
- Schwab plans to open Wealth Advisory (SWA)-only retail offices in 30 upscale markets by year-end. (riabiz.com)
- Schwab ($SCHW) is telling advisers not to worry. (thinkadvisor.com)
- Is AI going to accelerate the disintermediation of brokerage sweep profits? (barrons.com)
Practice management
- Structure matters a lot when selling your practice. (thedailyupside.com)
- When advisers start hiring they have to put in place employee policies like for PTO. (kitces.com)
Taxes
- Tax-efficiency is a year-round effort. (investmentnews.com)
- Charitable giving is less about taxes than identity. (investmentnews.com)
- Wealthy American expend a lot of effort to avoid taxes. (ft.com)
Advisers
- How to help childless clients prepare for the future. (kitces.com)
- How to deliver bad news to a client. (advisorperspectives.com)
- How to manage multiple perspectives in a client meeting. (xyplanningnetwork.com)
- Ask your clients more questions. (thinkadvisor.com)
- A look inside the retreats for soon-to-be wealthy next generations. (wsj.com)
- Not everyone wants the same thing out of retirement. (advisorperspectives.com)
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