Adviser links: time and space
Tadas Viskanta
Abnormal Returns
6 months ago
2 MIN READ
Podcasts
- Frazer Rice talks RIA marketing with Richard Heft, President of EXT Marketing. (frazerrice.com)
- Brendan Frazier talks with Ben Haas about how to conduct client ‘re-discovery’ meetings. (podcasts.apple.com)
- Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. (youtube.com)
The biz
- Schwab Advisor Solutions will look to boost revenue, just not through custody fees. (riabiz.com)
- XYPN Planning Network has launched a new registered investment advisor corporate affiliation model, Sapphire. (thinkadvisor.com)
Advvvisortech
- Vanilla just raised a new round of capital. (citywire.com)
- Betterment is kicking a direct crypto allocation to the curb. (riabiz.com)
- Daffy will now allow for the donation of private stock. (venturebeat.com)
Practice management
- How focusing on a niche can help in business development. (kitces.com)
- On the difference between equity and ‘synthetic equity.’ (fa-mag.com)
- Why so many advisers seek out a partner when launching a practice. (kitces.com)
Advisers
- The crossover point between HNW and UNHW keeps going up. (ft.com)
- Communication is key when it comes to families. (thinkadvisor.com)
- Can a sub-scale RIA be a true fiduciary? (citywire.com)
- A Q&A with Daniel Crosby author of “The Soul of Wealth: 50 Reflections on Money and Meaning.” (thinkadvisor.com)
- More home equity means more opportunity to use reverse mortgages. (investmentnews.com)
- The changes coming to Medicare. (wsj.com)
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