Adviser links: knocking down the doors
Tadas Viskanta
Abnormal Returns
4 weeks ago
2 MIN READ
Podcasts
- Michael Kitces talks with AJ Ayers, co-founder of Brooklyn Fi, about building a remote firm focused on equity comp. (kitces.com)
- Brendan Frazier talks with Kathleen Burns Kingsbury, of KBK Wealth Connection and author of “Breaking Money Silence.” (podcasts.apple.com)
- Bogumil Baranowski talks family money dynamics with Emily Bouchrad, founder of Blended Families Flourishing and Bouchard Bespoke Consulting. (open.spotify.com)
Robinhood
- What to think of Robinhood’s ($HOOD) push into portfolio management. (thinkadvisor.com)
- Robinhood ($HOOD) is taking different bites at the wealth management apple. (wealthmanagement.com)
Custody
- Dynasty Financial Partners has a custody agreement with Goldman Sachs ($GS). (riabiz.com)
- Schwab and Fidelity are blocking investments in third party money market ETFs. (citywire.com)
Training
- A plan to build skills for the first-year associate adviser. (kitces.com)
- TAMP provider AssetMark is rolling out the Ascent program to help train new advisers. (riabiz.com)
Advisers
- How advisory firms can use synthetic equity to retain and compensate employees. (wealthmanagement.com)
- There are three different flavors of PE investment. (citywire.com)
- Don’t underestimate the importance of story telling in the financial advice business. (awealthofcommonsense.com)
- Everyone wants into the wealth management business and it is attracting new class of entrants. (downtownjoshbrown.com)
- XYPN keeps growing. (wealthmanagement.com)
- Listening is hard. (meaningfulmoney.life)
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