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 challenges in expanding firm ownership.
Quote of the Day
"The job of industry participants should be to improve the odds of their clients meeting their objectives."
(Joe Wiggins)
Podcasts
- Michael Batnick talks with Ian Wenik of CItywire about RIA growth. (youtube.com)
- Michael Sidgmore talks with Bill Crager, Co-Founder of Envestnet and Founding Partner at iAltA Holdings. (altgoesmainstream.substack.com)
- Frazer Rice talks with Andrea Chomakos from Pendleton Square Trust about the advantages of Tennessee trusts. (youtube.com)
- Josh Brown talks with Jannick Malling and Leif Abraham of Public.com to talk their use of AI. (youtube.com)
The biz
- Charles Schwab ($SCHW) wants back in the ETF fee business. (riabiz.com)
- How the Robinhood ($HOOD) deal for TradePMR came to be. (riareflections.com)
- Fidelity is getting new leadership for its RIA business. (riabiz.com)
The great wealth transfer
- The great wealth transfer will include a lot of art. (fortune.com)
- The great wealth transfer also includes a lot of stuff. (abnormalreturns.com)
Advisers
- How to make your firm discoverable by AI. (kitces.com)
- AI is a compliance officer employment act. (kitces.com)
- Why clients see the world differently than advisers. (klementoninvesting.substack.com)
- Why aren't college savings accounts used more widely? (nber.org)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
