Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to work with underspending clients.
Quote of the Day
“The next generation of advisors wants to be a part of a high-growth story because they want to be part of an organization that has a big impact on the world around them. They don’t want to settle for a lifestyle practice or a culture of mediocrity.”
(Daniel Crosby)
Podcasts
- Eric Golden talks with Ritik Malhotra, co-founder and CEO of Savvy. (podcasts.apple.com)
- Michael Batnick talks with Michael Lane, Head of Asset Management and an Executive Vice President at SEI, about the evolving landscape of financial advice and advisor platforms (youtube.com)
- Michael Kitces talks with Daniel Crosby, Chief Behavioral Officer of Orion, about turning behavioral insights into better client outcomes. (kitces.com)
- Brendan Frazier talks with Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning. (podcasts.apple.com)
Private assets
- iCapital is still trying to build a secondary market for private assets. (riabiz.com)
- Allocate just raised a new round of capital from A16z. (citywire.com)
- The democratization of private investments isn't to benefit investors. (advisorperspectives.com)
Taxes
- How to use QCDs to lower client taxes. (larrykotlikoff.substack.com)
- How the OBBBA complicated Roth IRA conversions. (thinkadvisor.com)
- There is no perfect solution for reducing concentrated, low tax basis positions. (roberthuebscher.substack.com)
Onboarding
- Why onboarding matters more than you think. (xyplanningnetwork.com)
- How Fidelity's Wealthscape Intelligence enhances the onboarding process. (investmentnews.com)
Health care
- How to help pre-retirees with their health insurance needs. (advisorperspectives.com)
- Don't discount the costs and impact of someone becoming a caregiver. (advisorperspectives.com)
Advisers
- Why some wealthy families regret setting up a standalone family office. (craincurrency.com)
- Three strategies for creating advisory firm scalable growth. (kitces.com)
- Can an RIA stay small and still serve its clients well? (wealthmanagement.com)
- There is a fatal flaw with the idea of a 'lifestyle practice.' (thinkadvisor.com)
- There's no easy button for attracting and retaining new wealth management talent. (citywire.com)
- This RIA is distributing equity to all its employees. (investmentnews.com)
- Lessons from Ben Carlson's ten years at Ritholtz Wealth Management. (awealthofcommonsense.com)
