Adviser links: true advice
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 Sara Grillo about how to actually solve a client's problems. (kitces.com)
- Jose Ordonez talks with Brent Sullivan about how 351 exchanges work. (alphaarchitect.com)
- Ben Gilbert and David Rosenthal look at the history of Vanguard. (acquired.fm)
Altruist
- Altruist is building a new RIA affiliation model. (wealthmanagement.com)
- What is Altruist's take on the model? (riabiz.com)
Advisers
- RIA data breaches keep happening. (citywire.com)
- What to do when a client fact checks you with ChatGPT? (xyplanningnetwork.com)
- How to engage with a client's next generation. (kitces.com)
- Private assets are mediated by the big middlemen. (pitchbook.com)
- How an adviser created a podcast funnel to generate a stream of prospects. (kitces.com)
- The OBBBA made QSBS infinitely more complicated. (thehiddentax.com)
- How to think about 'rational gambles' by clients. (rpc.cfainstitute.org)
- What Is The College for Financial Planning? (advisorperspectives.com)
- When complexity bites back. (advisorpedia.com)
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