Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the compliance risks of AI.
Quote of the Day
"If selecting stock mutual funds is chess, private equity is a 12-sided Rubik’s Cube. Happy hunting!"
(Joshua Brown)
Podcasts
- Michael Batnick talks with Wes Grey of Alpha Architect about a new era for 351 exchanges. (youtube.com)
- Brendan Frazier talks with Megan McCoy about the importance of in-between meeting communication. (podcasts.apple.com)
- Jess Bost and Mark Newfield talk Mary Kate Gulick about RIA marketing. (podcasts.apple.com)
- Rusty Vanneman and Robyn Murray talk with Eric Clarke, founder of Orion Advisor Solutions. (podcasts.apple.com)
- Alex Steger and Ian Wenik do a deep dive into why so many new RIA-focused minority investors have popped up in recent years. (citywire.com)
Taxes
- How the new QSBS rules work. (citywire.com)
- On importance of filing a spouse's estate tax to maintain portability. (wsj.com)
Insurance
- Why young Americans dread turning 26: health insurance. (nytimes.com)
- ACA costs are going higher. (advisorperspectives.com)
- The wealthy can self-insure, but often choose not to. (alphaarchitect.com)
Advisers
- How Schwab Advisor Services makes money. (kitces.com)
- Don't let clients confuse simplicity with safety. (alphaarchitect.com)
- The wealth management push into private assets is here to stay. (downtownjoshbrown.com)
- A round-up of recent advisortech news including the launch of Anthropic's 'Claude for Finance.' (kitces.com)
- Are you a financial advisor? Sign up for our (free) weekly advisor-focused newsletter. (newsletter.abnormalreturns.com)
- An advisory relationship is a two-way street. What advisers need to expect from clients. (awealthofcommonsense.com)
- Advisers need to recognize that not everyone is the same. (wsj.com)
- Personalized advice can have very real impacts on clients. (fa-mag.com)
- Advisers all too easily slip into jargon. (riabiz.com)
