New
Adviser Links: Supercharged Learning
Podcasts
- Michael Batnick talks with Matt Middleton, the founder and CEO of Future Proof, about what it took to change the conference market. (youtube.com)
- Michael Kitces talks with Christopher Haigh, the CEO of Iconoclastic Capital, how the firm is using AI. (kitces.com)
Evergreen funds
AI
- Why advisers should be wary of signing long-term software deals in the age of AI. (thinkadvisor.com)
- How Farther is rolling out AI tools to advisers. (investmentnews.com)
- Jump just raised a $80 million in Series B. (wealthmanagement.com)
- What Altruist's AI tool, Hazel, can do. (barrons.com)
Taxes
- Four missed tax planning opportunities including muni bonds in a low bracket portfolio (morningstar.com)
- How advisory firms are integrating tax prep. (citywire.com)
- How working affects taxes in retirement. (morningstar.com)
Advisers
- Seven dimensions of risk for a growing advisory practice. (kitces.com)
- What advisers get wrong about retirement planning. (thinkadvisor.com)
- What Avantos offers a company like Vanguard. (riabiz.com)
- Fidelity has stopped opening new long-short separately managed accounts. (citywire.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
- Another issue after a divorce: health insurance. (barrons.com)
- How to recognize financial anxiety. (wealthmanagement.com)
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