Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what’s new for year-end tax planning.
Quote of the Day
"Consistency is beautiful when it’s used to build deeper connections, but becomes burdensome when you use it solely for personal gain."
(Lawrence Yeo)
Podcasts
- Ben Carlson talks with Cullen Roche, founder and CIO of Discipline Funds, about turning client strategies into an ETF. (youtube.com)
- Barry Ritholtz talks with Kristin Olson, global head of alternatives for wealth at Goldman Sachs ($GS). (ritholtz.com)
Charles Schwab
- Charles Schwab ($SCHW) wants more client wallet-share. (riabiz.com)
- Forge Global is not necessarily a no-brainer for Schwab. (riabiz.com)
Ownership
- Leadership transitions are always challenging. (advisorperspectives.com)
- Expanding RIA firm ownership is hard work. (fa-mag.com)
Taxes
- On the challenges of working with the IRS at present. (thinkadvisor.com)
- How OBBBA changes charitable giving calculations. (journalofaccountancy.com)
Estate planning
- How to demystify estate planning. (advisorperspectives.com)
- How Roth conversions can be a part of estate planning. (investmentnews.com)
Advisers
- Why hiring for advisory firm culture fit is so important. (kitces.com)
- The story behind Bill Harris' new company Evergreen Wealth. (riabiz.com)
- More clients are requesting family office-like services. (investmentnews.com)
- More Americans have 'orphaned' 401(k) accounts than ever. (wsj.com)
- Why advisers shouldn't serve as client trustees. (kitces.com)
- How to think about AI audio deepfakes. (financial-planning.com)
