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Adviser links: rolling in rollovers

Abnormal Returns

awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. kitces.com)

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Regulators Must Distinguish Financial Advisement from Investment Advisement

Wealth Management

How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.

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Adviser links: success rates

Abnormal Returns

morningstar.com) Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. kitces.com) 9 questions for Bob Veres about future of wealth management.

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Unlocking New Revenue with AI in Financial Advising

Wealth Management

Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer comprehensive services at the 2024 Nitrogen Fearless Investing Summit.

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Adviser links: widespread anxiety

Abnormal Returns

citywire.com) Fisher Investments is behind the fiduciary.com website. kitces.com) Advisers Advisers do change firms. kitces.com) Adviser data is both valuable and important. riabiz.com) Wealth advisors are on notice: inheritors are likely to fire you. On the challenges of porting it to a different firm.

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Friday links: the most important investing skill

Abnormal Returns

(variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? on.ft.com) The CPA shortage is real.

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Adviser links: old school thinking

Abnormal Returns

youtube.com) Larry Sprung talks with Josh Brown about his path to wealth management. mitlinmoneymindset.libsyn.com) Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. riabiz.com) Alternatives Financial advisers leave wirehouses for a reason.