Adviser links: taking less risk
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
- Brent Sullivan talks with Steve Curley about the siren song of tax alpha. (open.spotify.com)
- Josh Brown talks the benefits of direct indexing with Roger Paradiso, Executive Chairman at O’Shaughnessy Asset Management. (youtube.com)
- Barry Ritholtz talks with Omar Aguilar, Chief Executive Officer and Chief Investment Officer of Schwab Asset Management. (ritholtz.com)
- Alex Steger and Andrew Forech talk with Dakota Wealth Management founder and CEO Peter Raimondi about preparing for a downturn. (citywire.com)
Taxes
- Lower tax brackets don't have to be filled with Roth conversions. (retirementresearcher.com)
- What the IRS said about 351 exchanges. (fa-mag.com)
- On the complexity of building a tax practice. (xyplanningnetwork.com)
Smaller advisers
- Fidelity is putting RIAs with less than $100 million in AUM on notice. (riabiz.com)
- Small RIAs are running out of options. (fa-mag.com)
- Who is going to take up the mantle of smaller advisers? (citywire.com)
Advisers
- What really drives client referrals. (kitces.com)
- Comparing how advisers get paid. (advisorperspectives.com)
- Why so many retirees seemingly underspend. (barrons.com)
- $29 billion is a good head start on funding a new family office. (wsj.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Advisers need to do more to help clients combat scams. (naylornetwork.com)
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