Adviser links: disappointing outcomes
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 Kitces talks with Blair duQuesnay of Ritholtz Wealth about best serving UNHW clients. (kitces.com)
- Brendan Frazier on why clients struggle to follow through and what Advisors can do to change that. (podcasts.apple.com)
- Ben Carlson talks Social Security with Mike Piper, creator of the Oblivious Investor blog. (youtube.com)
- A list of the top financial adviser podcasts for 2026. (kitces.com)
Succession
- Ritholtz Wealth has put in place a succession plan. (wealthmanagement.com)
- Barry Ritholtz on the transition. (ritholtz.com)
Custody
- Altruist is now the third largest RIA custodian by advisor headcount. (investmentnews.com)
- Robinhood ($HOOD) is testing services for high net worth customers. (citywire.com)
- Just how committed is Goldman Sachs ($GS) to the RIA custody business? (riabiz.com)
Advisortech
- AI-based meeting assistant firm Zocks raised a $45m Series B funding round. (citywire.com)
- Michael Kitces has co-founded a new fintech startup, AdvisorEconomics. (citywire.com)
Medicare
- Medicare premiums are taking a growing bite out of Social Security benefits. (crr.bc.edu)
- IRMAA is only headed higher. (wsj.com)
Advisers
- RIAs can't skimp on alternative asset due diligence. (investmentnews.com)
- How box spreads work as a borrowing mechanism. (alphaarchitect.com)
- THe CFP Board plans to increase CE requirements in 2027. (thinkadvisor.com)
- How to build a winning culture, including 'Engineering productive discomfort.' (citywire.com)
- How to assess a CCRC. (kitces.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- A fragmented calendar doesn't allow for deep work. (advisorpedia.com)
- How to not let values override a financial plan. (advisorperspectives.com)
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