Adviser links: meeting clients where they are
Tadas Viskanta
Abnormal Returns
3 months ago
2 MIN READ
Podcasts
- Brendan Frazier talks with Daniel Crosby about his new book “Soul of Wealth: 50 Reflections on Money and Meaning.” (podcasts.apple.com)
- Frazer Rice talks with Brad Mindich who is the Founder/CEO of Inveniem about preserving legacies. (podcasts.apple.com)
The biz
- Charles Schwab ($SCHW) if firmly within the Trump orbit. (riabiz.com)
- How Vanguard is revamping its advisory efforts. (thinkadvisor.com)
- Spinning off MIO Partners from McKinsey & Co. won’t be simple. (riabiz.com)
- Addepar now has $7 trillion in AUA. (riabiz.com)
Taxes
- How advisers can work with clients with large company stock positions, like Nvidia ($NVDA) workers. (downtownjoshbrown.com)
- The story behind the launch of the Cambria Tax Aware ETF ($TAX). (citywire.com)
- Don’t let taxes wag the single-stock tax dog. (linkedin.com)
Advisers
- What lessons can advisers learn from catastrophes like the California fires? (citywire.com)
- RIAs are businesses. They need effective operating agreements. (kitces.com)
- Advisers would do well to have a 401(k) solution. (awealthofcommonsense.com)
- There is an inherent tension with evergreen fund vehicles that invest in long-dated assets. (cashandcarried.substack.com)
- The controls that can help prevent fraud, and other errors, for clients with cognitive decline. (obliviousinvestor.com)
- Ten things to know about raising children amidst wealth. (wealthmanagement.com)
- What happens when a trust is named as an IRA beneficiary. (thinkadvisor.com)
- How charitable giving in the U.S. is changing. (theconversation.com)
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