Adviser links: gifting business interests
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
- Brendan Frazier on how to build out a client service calendar. (podcasts.apple.com)
- Ben Carlson talks with Joe Mrak, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management. (youtube.com)
The biz
- Fidelity is raising fees on long-short SMAs. (citywire.com)
- The OpenArc-Merrill war is fascinating. (riabiz.com)
Taxes
- How to do Section 351 exchanges in a compliant way. (papers.ssrn.com)
- On the pros and cons of gifting business interests prior to a sale. (kitces.com)
Advisers
- How AI can mess with a client-adviser relationship. (sciencedirect.com)
- Why the cutoff for a 'small RIA' matters. (riabiz.com)
- Advisers have not been much of a road bump for private credit withdrawal requests. (pitchbook.com)
- An adviser's job changes as a firm grows. (xyplanningnetwork.com)
- Three things to keep in mind when dealing with multi-generational wealthy families. (citywire.com)
- Some common estate planning questions. (theretirementmanifesto.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- On the financial lives of dentists. (wsj.com)
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