Adviser links: trust and relationships
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
- Josh Brown and Michael Batnick talk with Rick Wurster, CEO of Charles Schwab ($SCHW). (youtube.com)
- Meb Faber talks with Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, about the search for tax alpha. (podcasts.apple.com)
- Frazer Rice talks the trustee crisis with Jennifer Zelvin McCloskey. (frazerrice.com)
- Ben Carlson talks box spread loans with Joseph Wang, co-founder and CRO of SyntheticFi. (youtube.com)
Custodians
- Charles Schwab is not fazed by new custodian competitors. (citywire.com)
- Altruist is planning to roll out additional AI agents. (wealthmanagement.com)
- Some surprises from a candid talk with Rick Wurster, CEO of Charles Schwab ($SCHW). (downtownjoshbrown.com)
AI
- Why AI won't replace financial advisors. (awealthofcommonsense.com)
- Don't add technology, just for technology's sake. (wealthmanagement.com)
- In the age of AI, why do clients hire financial advisors? (kitces.com)
- Perplexity has a deal with Plaid for financial data access. (wealthmanagement.com)
Taxes
- Direct indexing is now table stakes for advisers. (investmentnews.com)
- 351 Exchanges are not risk-free. (morningstar.com)
- How QSBS has gotten better for founders. (advisorperspectives.com)
CFP Board
- The CFP Board is splashing out on a new ad campaign. (financial-planning.com)
- The CFP Board has no real competition. (riabiz.com)
Longreads
- Pheasant and Lurtz, "Goal-setting is hard." (financialplanningassociation.org)
- Why marketing doesn't scale. (kitces.com)
- How to better structure an internship program. (barrons.com)
- Are advisers too focused on asset accumulation vs. decumulation in retirement? (thedailyupside.com)
- How care giving changes a client's perspective. (thinkadvisor.com)
- Why do rich people borrow money? (awealthofcommonsense.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Tim Maurer, "Our personal development is inescapably intertwined with our professional success." (tim.signaturefd.com)
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