Adviser links: open conversations
Tadas Viskanta
Abnormal Returns
22 hours ago
1 MIN READ
Podcasts
- Steve Curley and Chris Cannon talk with Brent Sullivan of The Tax Alpha Insider. (investorsfirstpodcast.com)
- Michael Batnick talks AI and wealth management with Rob Nance, CEO of Dispatch. (youtube.com)
Charles Schwab
- Charles Schwab’s ($SCHW) deal for Forge Global has closed. Stand by for new products. (riabiz.com)
- Charles Schwab hit pause pause on its new block trade fee. (riabiz.com)
Family offices
- More RIAs are creating family office units. (investmentnews.com)
- Emigrant Partners is buying a controlling interest in family office service business Fortis Management Group. (citywire.com)
Estate planning
- Avoiding probate is a worthy goal, but stuff happens. (kitces.com)
- What does being a durable power of attorney (DPOA) entail? (kindnessfp.com)
- Giving while living solves some real problems. (optimisticallie.com)
Advisers
- A firm founder’s job changes over time and growth. (xyplanningnetwork.com)
- How to talk about portfolio diversification with different types of clients. (morningstar.com)
- How AI can help you review meetings. (readthejointaccount.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- A round-up of recent advisortech news including a look at the explosion in tax planning tools. (kitces.com)
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
