Adviser links: a sobering reminder
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Podcasts
- Michael Kitces talks with Vanessa N. Martinez, CEO of Expressive Wealth, about legacy planning. (kitces.com)
- Cameron Passmore and Benjamin Felix talk with Jason Pereira about the true role of a financial planner. (rationalreminder.libsyn.com)
Custodians
- Altruist has raised $152 million in a Series F round that values the registered investment advisor custodian at $1.9 billion. (wealthmanagement.com)
- Altruist continues to build out its capabilities in order to compete with Schwab and Fidelity. (riabiz.com)
- In some ways Charles Schwab ($SCHW) is still digesting the TD Ameritrade acquisition. (riabiz.com)
- Betterment is moving beyond its original ethos. (riabiz.com)
Advisers
- Why financial planners are disincentivized from taking on short term engagements. (obliviousinvestor.com)
- Clients who are nearing, a year so, retirement have unique needs. (kitces.com)
- This SEC proposal would make for a boom for compliance consultants. (riabiz.com)
- The strategy behind Robinhood Strategies. (thinkadvisor.com)
- Six questions to help clients feel less stuck. (kitces.com)
- Where is the AI notetaker boom headed? (citywire.com)
