Adviser links: our greatest value
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
Podcasts
- Michael Kitces talks with James Conole, founder of Root Financial, about attracting clients who have engaged with his educational YouTube videos. (kitces.com)
- Michael Batnick talks tech overload with Kyle Van Pelt, CEO of MileMarker. (youtube.com)
- Meb Faber talks with Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. (podcasts.apple.com)
- Jeff Malec talks the business of family offices with Brian Adams, partner at Mack International. (rcmalternatives.com)
- Tyler Howell talks firm building with Dave Sather, founder and CEO of Sather Financial Group. (latticework.com)
- Ben Carlson and Michael Batnick discuss how to break into the wealth management business. (podcasts.thecompoundnews.com)
iCapital
- iCapital just raised another $820 million at a $7.5 billion valuation. (wealthmanagement.com)
- Bank of New York Mellon Corp. ($BK) is tying up with iCapital. (wealthmanagement.com)
- iCapital is lapping the competition. (riabiz.com)
Q&A
- A Q&A with Joe Duran of Rise Growth Partners about the state of M&A. (thinkadvisor.com)
- A Q&A with Pure Financial Advisors CEO Joe Anderson. (citywire.com)
Advisortech
- The latest advisortech news including ‘Wealthbox announced that it has sold a majority stake in itself to PE firm Sixth Street for $200 million.’ (kitces.com)
- Ritholtz Wealth Management is adding Altruist as a custodian. (citywire.com)
- Moment is helping streamline fixed income trading. (wealthmanagement.com)
Advisers
- Most RIAs don’t want revert to state registration. (thinkadvisor.com)
- Most 401(k) plans could use an upgrade. (fa-mag.com)
- 11 things learned as a financial planner including ‘Divorce is one of the most expensive financial decisions.’ (kindnessfp.com)
- A child’s wedding is a good time to check in with a client. (thinkadvisor.com)
- Prospects know when you are chasing them. (advisorperspectives.com)
- A lot of communication is non-verbal. (meaningfulmoney.life)
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