Adviser links: the advent of AI
Tadas Viskanta
Abnormal Returns
3 days ago
2 MIN READ
Podcasts
- Josh Brown talks with Mark Evans, founder of Conquest Planning. (youtube.com)
- Carl Richards and Michael Kitces talk about the future of financial advice in the age of AI. (kitces.com)
- Matt Zeigler talks with John Stoj of Verbatim Financial about his path to the industry. (youtube.com)
- Michael Sidgmore talks with SageSpring Private Wealth’s Winston Justice. (altgoesmainstream.substack.com)
Books
- A Q&A with Doug and Heather Boneparth, co-authors of “Money Together: How to Find Fairness in Your Relationship and Become an Unstoppable Financial Team.” (thinkadvisor.com)
- A review of Nick Maggiulli’s new book “The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life” (wsj.com)
The biz
- Orion now supports some $5.2 trillion in assets. (thinkadvisor.com)
- Mega RIAs are running into valuation issues. (citywire.com)
- Why would a RIA launch an ETF? (wealthmanagement.com)
Advisers
- There’s no shame in saying ‘I don’t know’ to a client. (kitces.com)
- Roth IRA conversions are for your heirs, not you. (advisorperspectives.com)
- Clients do best with advisers with similar risk preferences. (papers.ssrn.com)
- Female representation in RIAs is still muted. (citywire.com)
- Charitable giving is more complicated under the OBBBA. (wsj.com)
- How post-nuptial agreements work. (thinkadvisor.com)
- Clients want to feel heard. (meaningfulmoney.life)
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