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 continued risk of off-channel communications.
Quote of the Day
"You (or your clients) can’t control Volatility or its exponent. All we can do is decide how fragile we are willing to be when it comes."
(Joseph S. Moore)
Podcasts
- Brent Sullivan talks with Antti Petajisto about the costs of holding a concentrated position. (taxalphainsider.com)
- Brent Sullivan talks covered calls with Roy Haya, Partner and Head of Derivative Solutions at Fort Point Capital Partners. (taxalphainsider.com)
Claude
- Charles Schwab ($SCHW) is a key partner for Claude for Financial Advisors. (barrons.com)
- Claude for Financial Advisors is now live. (investmentnews.com)
- Is layering Claude on top of legacy systems the right approach? (riabiz.com)
Advisortech
- Ridgeline, an artificial intelligence-native investment management platform, has raised $250 million in a Series E round. (wealthmanagement.com)
- Estate planning startup Luminary raised a new round of capital. (citywire.com)
- Some additional color on how Savvy Wealth came to raise another $100 million in capital. (riabiz.com)
Institutional consulting
- Creative Planning has agreed to acquire RVK, an institutional investment consulting firm that advises clients with about $4.3 trillion in assets. (riabiz.com)
- The line between the wealth business and institutional advisory are blurring. (institutionalinvestor.com)
Career
- Why career changers have lower turnover. (kitces.com)
- A look at the costs (and benefits) of obtaining a CFP. (xyplanningnetwork.com)
Advisers
- Airline pilots often have unique financial issues. (wsj.com)
- Six things to keep in mind when it comes to legacy investments. (kitces.com)
- When it comes to estate planning what does simplicity mean? (wealthmanagement.com)
- Financial institutions don't make it easy to leave an IRA to charities. (cnbc.com)
- Just how accurate are chatbots on financial issues? (investmentnews.com)
- On the value add of hiring a financial adviser. (papers.ssrn.com)
