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 of selecting private investments.
Quote of the Day
"There’s a moment when the wealth creator realizes: this money isn’t really mine anymore. It’s subtle but powerful. Once that happens, they start asking better questions."
(Bogumil Baranowski)
Podcasts
- Christine Benz and Amy Arnott talks with Nick Murray about the many ways advisers can help clients. (morningstar.com)
- Michael Batnick talks with Ritik Malhotra, CEO and co-founder of Savvy Wealth. (youtube.com)
- Patrick O'Shaughnessy talks with Peter Lacaillade, Chief Investment Officer for Private Investments at SCS Financial (joincolossus.com)
- Jordan Hutchison sits down with Larry Shumbres, Founder and CEO of Archive Intel, to talk about how compliance is being rewritten with AI. (open.spotify.com)
- Frazer Rice talks with Paul Hood about Delaware's new Well-Being Trust statute. (frazerrice.com)
- Matt Zeigler talks with Morgan Ranstrom, a wealth advisor at Trailhead Planners. (epsilontheory.com)
The biz
- Fidelity ranks first by AUA, by a lot. (riabiz.com)
- Cache has raised a Series A. (news.crunchbase.com)
- Future Proof now owns ETF.com. (riabiz.com)
Practice management
- How to best structure an advisory team. (kitces.com)
- The wealth management industry needs to get creative to fill the growing talent gap. (investmentnews.com)
- How to weave AI into your practice. (kitces.com)
Advisers
- Advisers are often competing with TikTok finfluencers. (thinkadvisor.com)
- How to help clients when their company is going public. (flowfp.com)
- Why a custodian-sponsored donor-advised fund may not be the best option for clients. (morningstar.com)
- Family offices rely heavily on alternatives. (craincurrency.com)
- Four mistakes high-net worth individuals make. (fa-mag.com)
- Income shocks are real. (papers.ssrn.com)
- Eric Markowitz talks with Bogumil Baranowski, wealth manager and the voice behind the Talking Billions podcast. (bigthink.com)
