Adviser links: a primary information channel
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
- Michael Batnick talks with Marc Rubinstein about the rapid rise of private asset secondaries. (youtube.com)
- Thomas Kopelman talk long-short direct indexing with Brent Sullivan. (podcasts.apple.com)
- Michael Kitces talks tax planning with Erik Brenner, the CEO of Hilltop Wealth and Tax Solutions. (kitces.com)
- Frazer Rice talks QSBS with Michael Arlein of Patterson Belknap. (youtube.com)
- Ben Felix and Braden Warwick talk with Charles Chaffin about the psychology of financial planning. (rationalreminder.libsyn.com)
Estate planning
- The case for giving your children and grandchildren more money, sooner. (kindnessfp.com)
- Most advisers don't have a good handle on estate planning. (advisorperspectives.com)
- How to prepare future generations for bequests. (investmentnews.com)
Divorce
- Divorce planning is a discipline unto itself. (investmentnews.com)
- Gray divorce accelerates the great wealth transfer. (barrons.com)
Advisortech
- Vibe coding and the financial adviser. (kitces.com)
- The latest in advisortech news including 'iAlta acquires BridgeFT.' (kitces.com)
- Use AI to automate the work that takes you away from clients. (investmentnews.com)
The biz
- What do Chief Growth Officers do? (citywire.com)
- Farmers Insurance Group is launching an RIA. (citywire.com)
- How the succession at Ritholtz Wealth was years in the making. (riabiz.com)
- Dynasty Financial Partners has raised another round of outside capital. (citywire.com)
- Is the great adviser retirement wave finally here? (wealthmanagement.com)
Advisers
- What clients want from a financial adviser. (tim.signaturefd.com)
- How to support 'solo agers.' (thinkadvisor.com)
- Unexpected expenses in retirement are the norm. (fa-mag.com)
- Why Charles Schwab ($SCHW) is adding a new fee for block trades. (riabiz.com)
- What advisers need to understand about prediction markets. (advisorperspectives.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Don't forget you are competing with finfluencers for mind share. (finfluential.substack.com)
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