Podcasts
- Peter Lazaroff dives deeper into equity compensation with Derek Jess of Plancorp. (peterlazaroff.com)
- Why older women are saying no to marriage, largely for money reasons. (washingtonpost.com)
- Daniel Crosby offers another sneak preview of an essay from his upcoming book, “The Soul of Wealth.” (standarddeviationspod.com)
Trends
- The wealth management industry is going to be slammed with demand. (downtownjoshbrown.com)
- How indexing has made for a better financial advice industry. (morningstar.com)
The biz
- Creative Planning was able to retain some 60% of the United Capital assets. (riabiz.com)
- XY Planning Network is launching a new in-house RIA, XYPN Sapphire. (citywire.com)
- A lot of RIAs are in that in-between stage. (citywire.com)
Trends
- Wealthy individuals need to ask themselves why they are getting pitched expensive alternatives. (flowfp.com)
- Now Tony Robbins wants to sell you on alternatives. (ofdollarsanddata.com)
Social security
- Spousal claiming strategies for Social Security are nuanced. (thinkadvisor.com)
- How to research a Social Security question. (obliviousinvestor.com)
Estate planning
- Changing an estate plan takes time. (wealthmanagement.com)
- Do your clients have a digital estate plan? (thinkadvisor.com)
Advisers
- Why advisers don’t need to fear AI. (investmentnews.com)
- Team members want ‘authentic appreciation’ not recognition. (kitces.com)
- How to work with a niche, like veterinarians. (citywire.com)
- How to fight better about money as a couple. (forbes.com)
- Why older Americans are at-risk of scams. (sciencedaily.com)
- How the pandemic affected life insurance premia. (thinkadvisor.com)
- How tax treatment differs across states for 529-to-Roth IRA rollovers. (advisorperspectives.com)
- Fidelity Charitable distributed $11.8 billion in donor-recommended grants in 2023. (riaintel.com)
