Adviser links: pondering contingencies
Tadas Viskanta
Abnormal Returns
9 months ago
2 MIN READ
Podcasts
- Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. (wiredplanning.com)
- Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency. (standarddeviationspod.com)
- Elena Krasnow and Jimmy Moock talk with Michael Batnick about how Ritholtz Wealth goes about hiring and what he enjoys most about creating content. (open.spotify.com)
Envestnet
- Even before the deal, Fidelity and Envestnet were getting closer. (finance.yahoo.com)
- Envestnet ($ENV) has sold to Bain Capital, Reverance and a handful of big asset managers. (citywire.com)
- The Envestnet deal includes additional capital to help grow the firm. (riabiz.com)
The biz
- Farther has recruited a number of advisers from Goldman Sachs’ ($GS) United Capital unit. (riabiz.com)
- How Micruity wants to be middleware for the annuity market. (thinkadvisor.com)
Advisers
- Thinking ahead to the possibility of a sunset of the TCJA. (kitces.com)
- People investing their life savings don’t want to solely rely on an algorithm. (riaintel.com)
- Using life insurance to fund a buy-sell agreement just got more complicated. (wsj.com)
- Wealthy Americans are, by and large, not happy with their accountants. (downtownjoshbrown.com)
- Build a following, not a prospect list. (wealthmanagement.com)
- Five ways to improve retirement security including ‘Make 401(k)s more like pensions.’ (nytimes.com)
- How can we know it’s time to retire? (vox.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.
