Adviser links: a borrowing binge
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Podcasts
- Ian Wenik and Alex Steger talk with Dynasty Financial Partners CEO Shirl Penney. (citywire.com)
- Michael Batnick talks with Steward Partners co-founder and CEO Jim Gold. (youtube.com)
Schwab
- Charles Schwab ($SCHW) is buying into Nevis. (riabiz.com)
- What Schwab ($SCHW) is doing to block rogue AI agents. (investmentnews.com)
- Schwab ($SCHW) wants you to know it is not a competitor. (citywire.com)
AI
- On the downside of clients using ChatGPT for financial advice. (xyplanningnetwork.com)
- Who shows up in AI searches for financial topics? (wealthmanagement.com)
- Claude Advisor can now connect to more third-party services. (wealthmanagement.com)
Taxes
- On the importance of proactive tax planning. (investmentnews.com)
- What advisers need to know about the risks to new tax strategies. (kitces.com)
Caregiving
- Caregiving is becoming a bigger burden. (investmentnews.com)
- Women are more likely to pay the costs of caregiving. (pewresearch.org)
Advisers
- Bond investors have an opportunity to do some tax loss harvesting this year. (barrons.com)
- Borrowing against amassed wealth is becoming more common. (wsj.com)
- What to do if you notice a client undergoing a mental health crisis. (xyplanningnetwork.com)
- The best financial adviser conferences for 2027. (kitces.com)
- Work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- The inaugural ‘National RIA Day’ will be held on February 17, 2027. (citywire.com)
Share
What's Your Reaction?
Like
0
Dislike
0
Love
0
Funny
0
Angry
0
Sad
0
Wow
0
