Adviser links: compounding humanity
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
- John Manganaro and Sean Allocca talk longevity and aging with Jon Sabes. (youtube.com)
- Thomas Kopelman reviews the state of estate planning with David Haughton. (podcasts.apple.com)
- Jack Forehand and Justin Carbonneau talk with Wes Gray at ETF Architect about 351 exchanges. (investmentnews.com)
Charles Schwab
- Tax-aware long-short accounts have been a boon to Charles Schwab ($SCHW). (riabiz.com)
- Charles Schwab ($SCHW) wants to transition clients into Schwab Wealth Advisory. (riabiz.com)
Tax aware investing
- Aggressive 351 exchanges risk a regulatory backlash. (bloomberg.com)
- The administration has injected uncertainty into tax aware strategies. (wealthmanagement.com)
- Brent Sullivan on the spread of 351 exchange ETFs. (etf.com)
- Regulators only got interested in tax-focused strategies once they became available to more people. (x.com)
Funds
- Why RIAs are launching their own ETFs. (investmentnews.com)
- This Vanguard fund is way off-brand. (riabiz.com)
Aging
- An empty nest is a planning opportunity. (investmentnews.com)
- Retiree health care spending is only going in one direction: up. (newsroom.fidelity.com)
- How adult children can have conversations with aging parents. (wsj.com)
Giving
- Giving away money is harder than it looks. (also.roybahat.com)
- Why this business owner is giving his company to its employees. (nytimes.com)
Advisers
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