Podcasts
- Michael Kitces talks with Jessica Polito of Turkey Hill Management about helping RIAs owners through the M&A process. (kitces.com)
- Frazer Rice talks with Doug White about when philanthropic plans go awry. (podcasts.apple.com)
Future Proof
- A recap of Future Proof 2023 and what it is to come. (riabiz.com)
- Future Proof shouldn’t work, but it does. (thereformedbroker.com)
Startups
- Allocate raised a new round of capital to help bring VC investments to advisory clients. (riaintel.com)
- Startup Alix is trying to streamline the estate administration process. (forbes.com)
XYPN
- XY Planning Network is considering the launch of a corporate RIA. (thinkadvisor.com)
- XYPN is winding down its tax services. (thinkadvisor.com)
The biz
- How Creative Planning is handling the United Capital acquisition. (riabiz.com)
- RIAs have been slow to run testimonial marketing. (investmentnews.com)
- Dynasty Financial Partners is building out its executive team. (riabiz.com)
Advisers
- Being a fiduciary is no longer a differentiator. (thinkadvisor.com)
- How to know when you need to hire support staff. (kitces.com)
- Five tips on how to hire better, including ‘pay fair wages.’ (thinkadvisor.com)
- Modeling inflation, over thirty years, is no easy thing. (kitces.com)
- How to coach clients through choice overload. (morningstar.com)
- QCDs are still underutilized. (wsj.com)
