Podcasts
- Michael Kitces talks with Lori Van Dusen, who is the CEO of LVW Advisors, about working with UHNW families. (kitces.com)
- Brendan Frazier talks about how to send a great prospect follow-up e-mail. (wiredplanning.com)
- Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth. (humansvsretirement.com)
- Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. (flirtingwithmodels.com)
- Belle Osvath talks with Wes Gray of ETF Architect about why RIAs may want to create ETFs. (alphaarchitect.com)
Charles Schwab
- Charles Schwab ($SCHW) is stepping up its securities-based lending business. (riabiz.com)
- The Schwab Charitable donor-advised fund keeps growing. (riaintel.com)
- Charles Schwab ($SCHW) is seeing some attrition during the TDA integration. (thinkadvisor.com)
IRAs
- IRS Notice 2023-54 answers some important questions for inherited IRAs. (kitces.com)
- The basics of Roth IRAs for children and grandchildren. (thinkadvisor.com)
Practice management
- What operational issues are holding back small and mid-sized RIAs? (riaintel.com)
- How to use adviser turnover to build a better, more cohesive practice. (thinkadvisor.com)
Advisor tech
- How advisory firms can use LLMs. (financial-planning.com)
- A review of recent adviso rtech news including the compliance landscape for Twitter alternatives. (kitces.com)
Advisers
- Altruist is putting in place a return to the office plan. (riabiz.com)
- Should your client portfolios be even simpler? (advisorperspectives.com)
- Why advisers should consider launching ETFs. (etfarchitect.com)
- Donor advised funds allow gifts to organizations that advocate for hate. (newrepublic.com)
- A Q&A on the many issues with gray divorce. (thinkadvisor.com)
- A Q&A with Preston Cherry about the difference between behavioral finance and financial psychology. (etftrends.com)
- How much is enough? There are plenty of answers to that. (stevesanduski.com)
