Adviser links: shadow advisers
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
- Ben Carlson talks with Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha. (youtube.com)
- Michael Kitces talks with Michael Kay, author of "How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement." (kitces.com)
- Frazer Rice talks with Tatyana Thurston and Natalia Parker about creating effective digital estate plans, tools, and best practices. (youtube.com)
- The best podcasts for financial advisers, by goal. (xyplanningnetwork.com)
Charles Schwab
- Why Schwab Advisor Services' $5 block trade fee will likely stick. (riabiz.com)
- What Charles Schwab ($SCHW) has planned on the AI front. (wealthmanagement.com)
- Charles Schwab ($SCHW) is expanding its Pledged Asset Line (PAL) lending service. (citywire.com)
Advisortech
- Wealth.com just raised a new round of capital. (citywire.com)
- Why OpenAI bought Hiro Finance. (riabiz.com)
Taxes
- Ed Slott on lessons learned from 2025 tax season. (thinkadvisor.com)
- Solo 401(k) plans are still underutilized. (investmentnews.com)
Long-short tax-aware investing
- Tax-aware long-short strategies are red hot. (ft.com)
- There's no substitute for tax-aware investing. (advisorperspectives.com)
- Alpha matters when it comes to long/short direct indexing. (elmwealth.com)
Compliance
- How the best compliance officers operate. (advisorperspectives.com)
- Why you might need to replace 'hedge clauses' in your IMA. (kitces.com)
Growth
- Where RIA growth stalls out. (citywire.com)
- Why advisers fail to ask for referrals. (advisorperspectives.com)
Advisers
- A look at the ongoing battle between OpenArc and Merrill Lynch. (barrons.com)
- How to study for, and obtain, your CFP. (kitces.com)
- We are all influenced by a network of people, albeit well-intentioned. (advisorperspectives.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Why older home sellers get less for their houses. (crr.bc.edu)
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