Adviser links: open conversations
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
- Steve Curley and Chris Cannon talk with Brent Sullivan of The Tax Alpha Insider. (investorsfirstpodcast.com)
- Michael Batnick talks AI and wealth management with Rob Nance, CEO of Dispatch. (youtube.com)
Charles Schwab
- Charles Schwab's ($SCHW) deal for Forge Global has closed. Stand by for new products. (riabiz.com)
- Charles Schwab hit pause pause on its new block trade fee. (riabiz.com)
Family offices
- More RIAs are creating family office units. (investmentnews.com)
- Emigrant Partners is buying a controlling interest in family office service business Fortis Management Group. (citywire.com)
Estate planning
- Avoiding probate is a worthy goal, but stuff happens. (kitces.com)
- What does being a durable power of attorney (DPOA) entail? (kindnessfp.com)
- Giving while living solves some real problems. (optimisticallie.com)
Advisers
- A firm founder's job changes over time and growth. (xyplanningnetwork.com)
- How to talk about portfolio diversification with different types of clients. (morningstar.com)
- How AI can help you review meetings. (readthejointaccount.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- A round-up of recent advisortech news including a look at the explosion in tax planning tools. (kitces.com)
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