Podcasts
- Jim Dahle talks with Michael Kitces talk about the state of the financial planning business. (whitecoatinvestor.com)
- Daniel Crosby talks with Charles Eckhart, co-founder of Cathexis Group, about family wealth dynamics. (standarddeviationspod.com)
Advisor tech
- VCs are betting big that Savvy Wealth can use AI to upend the RIA business model. (riabiz.com)
- Vanilla raised another round of capital. (citywire.com)
Aging
- The pros and cons of living inheritances. (wealthmanagement.com)
- Generative AI is going to make the problem of elder financial abuse worse. (sherwood.news)
- Long term care is expensive and hard to insure for. (crr.bc.edu)
- Social Security has issues, but it’s not going anywhere. (advisorperspectives.com)