Adviser links: when volatility comes to the door
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 Antti Petajisto about the costs of holding a concentrated position. (taxalphainsider.com)
- Brent Sullivan talks covered calls with Roy Haya, Partner and Head of Derivative Solutions at Fort Point Capital Partners. (taxalphainsider.com)
Claude
- Charles Schwab ($SCHW) is a key partner for Claude for Financial Advisors. (barrons.com)
- Claude for Financial Advisors is now live. (investmentnews.com)
- Is layering Claude on top of legacy systems the right approach? (riabiz.com)
Advisortech
- Ridgeline, an artificial intelligence-native investment management platform, has raised $250 million in a Series E round. (wealthmanagement.com)
- Estate planning startup Luminary raised a new round of capital. (citywire.com)
- Some additional color on how Savvy Wealth came to raise another $100 million in capital. (riabiz.com)
Institutional consulting
- Creative Planning has agreed to acquire RVK, an institutional investment consulting firm that advises clients with about $4.3 trillion in assets. (riabiz.com)
- The line between the wealth business and institutional advisory are blurring. (institutionalinvestor.com)
Career
- Why career changers have lower turnover. (kitces.com)
- A look at the costs (and benefits) of obtaining a CFP. (xyplanningnetwork.com)
Advisers
- Airline pilots often have unique financial issues. (wsj.com)
- Six things to keep in mind when it comes to legacy investments. (kitces.com)
- When it comes to estate planning what does simplicity mean? (wealthmanagement.com)
- Financial institutions don't make it easy to leave an IRA to charities. (cnbc.com)
- Just how accurate are chatbots on financial issues? (investmentnews.com)
- On the value add of hiring a financial adviser. (papers.ssrn.com)
Share
What's Your Reaction?
Like
0
Dislike
0
Love
0
Funny
0
Angry
0
Sad
0
Wow
0
