Adviser links: good vs. great planning
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
AI
- How Mariner Wealth plans to deploy AI to reduce administrative costs. (riabiz.com)
- AI startup Rogo is expanding into wealth management. (wsj.com)
- RIAs have a data security problem. Startup Hamachi wants to help solve it. (riabiz.com)
- A round-up of recent advisortech news including a look at FINNY's new pricing model. (kitces.com)
The biz
- Envestnet is buying Vestwell. (riabiz.com)
- Savvy Wealth raised another $100 million in capital. (wealthmanagement.com)
- Interactive Brokers ($IBKR) wants to expand its RIA custody business. (financial-planning.com)
- Wealthfront ($WLTH) has topped $100 billion in assets. (barrons.com)
- How private equity has re-ordered the advisory business. (barrons.com)
Advisers
- Off-channel communications is out of the headlines, but is still an issue. (fa-mag.com)
- What to do when clients won't take your advice. (kitces.com)
- 351 exchanges are not supposed to be easy. (alphaarchitect.com)
- Four myths about women investors, via Vanguard. (corporate.vanguard.com)
- Some clients hate paying taxes more than they like making money. (awealthofcommonsense.com)
- When should someone hire a financial adviser? (kindnessfp.com)
- Barron's list of the top 100 RIAs in the U.S. (barrons.com)
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