Adviser links: decided in advance
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 private credit stress with Brian Moriarity, Principal at Morningstar. (youtube.com)
- Brendan Frazier talks with Meghaan Lurtz about the power of experiments in financial planning. (podcasts.apple.com)
- Brian Adams talks with Kit Case and Bill Bogart, co-founders of Case & Bogart, about preparing the next generation for wealth. (open.spotify.com)
The biz
- Why Charles Schwab ($SCHW) chose to start charging RIAs for block trades. (riabiz.com)
- RIAs are expanding into adjacent areas to build out their service offerings. (citywire.com)
- Why more small firms are offering 401(k) plans. (wsj.com)
Advisortech
- What tax planning platform April can do. (investmentnews.com)
- Sherpas, an ‘artificial intelligence-native operating layer for financial advice,’ just raised a $3.2m seed funding round (citywire.com)
Advisers
- How prospects assess a potential adviser. (kitces.com)
- How box spreads work. (advisorperspectives.com)
- How a modified RMD-based safe withdrawal approach works. (kitces.com)
- Using philanthropy as a tool for the next generation. (investmentnews.com)
- You have to give clients room. (advisorperspectives.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- High net worth individuals are planning to give away more of the wealth while they are alive. (investmentnews.com)
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