Adviser links: the first year
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
- Ian Wenik and Alex Steger talk with Michael Batnick about internal succession and private credit. (citywire.com)
- Meb Faber talks private equity with Owen Lamont, a Portfolio Manager at Acadian Asset Management, and Randy Cohen, a finance and entrepreneurship professor at HBS and co-founder of PEO Partners. (podcasts.apple.com)
- Michael Batnick talks with John Giovannucci about whether advisers have outsourced too much responsibility for investments to third parties. (youtube.com)
The biz
- Citigroup ($C) is trying to jump start its wealth management business. (ft.com)
- PE investors may have had their fill of RIA rollups. (riabiz.com)
- Why Morningstar ($MORN) moved on from ByAllAccounts. (riabiz.com)
Transitions
- What widows need to know about their first year of finances. (kindnessfp.com)
- Inherited money is different - it comes with guilt and grief. (thedailyupside.com)
- Why it makes sense to spread out inheritances. (thinkadvisor.com)
AI
- Are RIAs adopting AI faster than the wirehouses? (riabiz.com)
- Juno, a tax prep automation startup, just raised a new round of capital. (news.crunchbase.com)
- A round-up of recent advisortech news including the spread of AI document extraction tools. (kitces.com)
Advisers
- How to let a client go. (investmentnews.com)
- The wealthier a client, the more likely they see the value in advice. (fa-mag.com)
- Why flexibility around retirement timing matters. (kitces.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- On the myth of uncertainty. (tim.signaturefd.com)
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