Adviser links: overdelivering on smaller promises
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Podcasts
- Michael Batnick talks with John Connell, Co-Founder and CEO of Focal, about AI-powered adviser work flows. (youtube.com)
- Michael Kitces talks with Zac Larson, co-founder of IntentGen Financial Partners, about placing charitable giving at the center of the planning process. (kitces.com)
- Bogumil Baranowski talks with Scott Britton about what happens after you sell your company. (podcasts.apple.com)
The biz
- The best financial adviser conferences to attend for 2026. (kitces.com)
- How RIAs are vulnerable to cloud-based outages. (investmentnews.com)
Planning
- Joe Duran, “If you’re an advisor, model this with your clients. Help them focus less on market returns and more on savings rates, spending habits and long-term discipline.” (citywire.com)
- What it takes for financial planning to become life planning. (tim.signaturefd.com)
- Wealthy families are writing mission statements. (wsj.com)
Advisers
- A Q&A with April Rubin, co-author of “Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success.” (thinkadvisor.com)
- Box spreads have come for wealth management. (bloomberg.com)
- Why you don’t need a podcast, you need a plan. (thinkadvisor.com)
- The SALT cap is tricky for high income taxpayers. (wsj.com)
- Bond ladders don’t do anything for longevity risk. (thinkadvisor.com)
- How to plan for an IPO as an employee. (flowfp.com)
- How a ‘death audit’ works. (institutionalinvestor.com)
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