Adviser links: true wisdom
Tadas Viskanta
Abnormal Returns
10 months ago
2 MIN READ
Podcasts
- Barry Ritholtz talks with Peter Mallouk, president and CEO of Creative Planning LLC. (ritholtz.com)
- Joel Weber and Eric Balchunas talk with Silla Brush about Salim Ramji the new CEO of Vanguard. (bloomberg.com)
- Daniel Crosby talks advisor marketing with Robert Sofia who is the CEO of Snappy Kraken. (standarddeviationspod.com)
- Frazer Rice talks with David Barnard, CEO and Founder of Luminary, about technology and estate planning. (podcasts.apple.com)
- Brendan Frazier talks with Sonya Lutter about everything advisors need to know about love and money. (wiredplanning.com)
Cognitive decline
- Alzheimer’s disease often shows up first in the credit activity of sufferers. (nytimes.com)
- Are older people aware of their cognitive decline? (marginalrevolution.com)
Offerings
- Why Pershing is offering advisers a discounted, service bundle. (citywire.com)
- Add Mercer Advisors, teaming with Opto, to the list of firms making alternatives available to clients. (fa-mag.com)
- The latest in financial advisortech including the launch of compliance archiving startup Archive Intel. (kitces.com)
Practice management
- What you need to know compliance-wise before you hire your first advisory employee. (kitces.com)
- What compensation levers do RIAs have to pull? (citywire.com)
- On the benefits of a team-based approach to advising clients. (citywire.com)
- How to build a practice that outlives you. (advisorperspectives.com)
Annuities
- Larry Swedroe takes a closer look at LifeX and compares them to annuities. (wealthmanagement.com)
- The future of TDFs includes income annuities. (planadviser.com)
Advisers
- There has been a lot of C-suite turnover in the advisory space. (riabiz.com)
- How inflation affects retirees and near-retirees. (crr.bc.edu)
- The problem with CE credits. (investmentnews.com)
- To say ‘no’ you need to find a deeper ‘yes.’ (bestinterest.blog)
- How to overcome limiting beliefs. (xyplanningnetwork.com)
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