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 weird world of sudden wealth windfalls.
Quote of the Day
"Let go of your desire to impress or convince, and allow yourself to be interested—or better yet, fascinated, by the person or people in front of you."
(Tim Maurer)
Podcasts
- Josh Brown talks with Ric Edelman about why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry. (youtube.com)
- Taylor Nissi sits down with Joseph Wang, Co-Founder and Chief Revenue Officer of SyntheticFI. (youtube.com)
- Ben Carlson talks with David Lau, founder and CEO of DPL Financial Partners. (youtube.com)
The biz
- Charles Schwab ($SCHW) continues to slow the growth in long-short SMAs. (citywire.com)
- Pontera is looking for allies in its fight for access to data. (riabiz.com)
AI
- A lot of RIAs rely on Salesforce ($CRM). The company is trying to use AI to disrupt its own product(s). (riabiz.com)
- Altruist is rolling out Hazel's AI-powered financial planning feature. (wealthmanagement.com)
- Add Arca Wealth to the list of AI-forward RIA startups. (riabiz.com)
Advisers
- How to structure employee ownership of a (small-ish) advisory firm. (kitces.com)
- How to build credibility early in your advisor career. (xyplanningnetwork.com)
- There is something to be said to being your true self. (investmentnews.com)
- Seven mistakes business owners make in the lead up to a sale. (savantwealth.com)
- Wealthfront ($WLTH) wants in on the Trump Accounts hype. (citywire.com)
- Don't forget to sign up for exclusive, advisor-only weekly Talking Wealth newsletter. (talkingwealthpod.com)
- The when (and how) of asset location. (corporate.vanguard.com)
