Adviser links: success rates
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
- Tim Maurer talks AI vs. EQ with George Kinder. (tim.signaturefd.com)
- Michael Batnick talks with Brent Sullivan about box spreads and 351 exchanges. (youtube.com)
- Brent Sullivan talks 351 exchanges with Bob Elwood and Ray Holst of Practus. (open.spotify.com)
Fidelity
- How many RIAs will Fidelity's decision affect? (thedailyupside.com)
- Schwab Advisor Services wants Fidelity castoffs. (riabiz.com)
- Betterment wants Fidelity custody castoffs. (fa-mag.com)
- Your custodian is a vendor, not a partner. (thinkadvisor.com)
Platforms
- What is driving growth at XY Planning? (riabiz.com)
- Why Charles Schwab ($SCHW) is selling Forge Global to Alto. (wealthmanagement.com)
- Altruist is adding donor-advised funds to its platform. (wealthmanagement.com)
- A round-up of recent advisortech news including 'Altruist launches AI financial planning agent.' (kitces.com)
Advisers
- What the SEC is looking at in RIA examinations. (fa-mag.com)
- What aspiring financial advisers think about AI. (thedailyupside.com)
- America's 401(k) plans are objectively getting better. (rpc.cfainstitute.org)
- How to think about clients that want a side DIY account. (thinkadvisor.com)
- Moving for lower taxes is a mug's game. (moneychangeseverything.substack.com)
- How to put more on your heirs' plates. (wealthmanagement.com)
- It may be time to prune your website. (housingwire.com)
- What an aging life care manager does. (nytimes.com)
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