Adviser links: the math of wealth
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 Kitces talks with George Kinder about AI and the adviser-client relationship. (kitces.com)
- Michael Sidgmore talks with Sara Naison-Tarajano Partner at Goldman Sachs ($GS) about growing intersection between private markets and private wealth. (altgoesmainstream.substack.com)
The biz
- Even with increased competition Schwab Advisor Services is growing rapidly. (riabiz.com)
- Janus Henderson ($JHG) has agreed to acquire 100% of investment management firm Richard Bernstein Advisors. (wealthmanagement.com)
- Edelman Financial Engines is switching from Envestnet to Orion. (wealthmanagement.com)
Advisers
- The CFP added 6,709 new CFPs for a total of 107,529 as of the end of December. (citywire.com)
- How to create an annual marketing calendar. (kitces.com)
- When clients divorce, advisers need to make some decisions. (barrons.com)
- Why recommending a corporate trustee can be fraught. (kitces.com)
- How new higher senior tax deductions work. (crr.bc.edu)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Solo 401(k)s are going mainstream. (fa-mag.com)
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