Adviser links: other wealthy people
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 with Jon Stein, founder of Warmer, a platform for helping people find the right human financial advisor.. (youtube.com)
- Sean Allocca and John Manganero talk with David Blanchett about big mistakes in retirement planning. (youtube.com)
- Ian Wenik and Alex Steger talk with Morningstar ($MORN) CEO Kunal Kapoor about the evolution of wealth management. (citywire.com)
- Michael Kitces talks with Shannon Eusey who is chairman and co-founder of Beacon Pointe Advisors. (kitces.com)
- Michael Sidgmore talks with Larry Restieri, the CEO of Hightower Advisors. (altgoesmainstream.substack.com)
AI
- How one RIA built custom AI tools for your practice. (kitces.com)
- On the changing role of the adviser in the age of AI. (awealthofcommonsense.com)
- Incumbent firms are building AI into their work flows, and other advisortech news from the past month. (kitces.com)
Investing
- Are clients really clamoring for alts? (thedailyupside.com)
- Don't discount what it takes to do due diligence on private funds. (kitces.com)
Advisers
- A look Acorns business, having raised $510 million in capital over its existence. (riabiz.com)
- Monark Markets looks to take on iCapital and CAIS. (pitchbook.com)
- RIAs increasingly compete against other RIAs. (citywire.com)
- Are younger generations actually biased against their parents' advisers? (ft.com)
- Don't forget to sign up for exclusive, advisor-only weekly Talking Wealth newsletter. (talkingwealthpod.com)
- For many, your client's biggest asset is their human capital. (rpc.cfainstitute.org)
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