Adviser links: allowing yourself to be interested
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
- Josh Brown talks with Ric Edelman about why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry. (youtube.com)
- Taylor Nissi sits down with Joseph Wang, Co-Founder and Chief Revenue Officer of SyntheticFI. (youtube.com)
- Ben Carlson talks with David Lau, founder and CEO of DPL Financial Partners. (youtube.com)
The biz
- Charles Schwab ($SCHW) continues to slow the growth in long-short SMAs. (citywire.com)
- Pontera is looking for allies in its fight for access to data. (riabiz.com)
AI
- A lot of RIAs rely on Salesforce ($CRM). The company is trying to use AI to disrupt its own product(s). (riabiz.com)
- Altruist is rolling out Hazel's AI-powered financial planning feature. (wealthmanagement.com)
- Add Arca Wealth to the list of AI-forward RIA startups. (riabiz.com)
Advisers
- How to structure employee ownership of a (small-ish) advisory firm. (kitces.com)
- How to build credibility early in your advisor career. (xyplanningnetwork.com)
- There is something to be said to being your true self. (investmentnews.com)
- Seven mistakes business owners make in the lead up to a sale. (savantwealth.com)
- Wealthfront ($WLTH) wants in on the Trump Accounts hype. (citywire.com)
- Don't forget to sign up for exclusive, advisor-only weekly Talking Wealth newsletter. (talkingwealthpod.com)
- The when (and how) of asset location. (corporate.vanguard.com)
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