Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at splitting an estate taking into account differential tax rates.
Quote of the Day
"By combining generative AI platforms with cheap Meta ads, scammers can now spin up realistic deepfake videos in a matter of minutes and blast them out to the internet for a few dollars."
(Jack Raines)
Podcasts
- Jim Dahle talks with Michael Kitces talk about the state of the financial planning business. (whitecoatinvestor.com)
- Daniel Crosby talks with Charles Eckhart, co-founder of Cathexis Group, about family wealth dynamics. (standarddeviationspod.com)
Advisor tech
- VCs are betting big that Savvy Wealth can use AI to upend the RIA business model. (riabiz.com)
- Vanilla raised another round of capital. (citywire.com)
Aging
- The pros and cons of living inheritances. (wealthmanagement.com)
- Generative AI is going to make the problem of elder financial abuse worse. (sherwood.news)
- Long term care is expensive and hard to insure for. (crr.bc.edu)
- Social Security has issues, but it's not going anywhere. (advisorperspectives.com)
