Adviser links: good vs. great planning
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Mariner Wealth is set to deploy artificial intelligence to cut down on administrative costs, as reported by RIABiz. Rogo, an AI startup, is venturing into the wealth management sector, according to WSJ. RIAs face a significant data security challenge, and startup Hamachi aims to provide a solution, as per RIABiz. The recent advisortech news roundup by Kitces.com covers various developments, including FINNY's new pricing model.
Envestnet acquired Vestwell, as announced by RIABiz. Savvy Wealth secured an additional $100 million in capital, reported by WealthManagement.com. Interactive Brokers, with the ticker symbol IBKR, is looking to expand its services to RIAs, according to FinancialPlanning.com. Wealthfront, denoted as WLTH, has amassed over $100 billion in assets, as stated by Barron's.
Private equity is reshaping the advisory business, as highlighted by Barron's. Advisers' off-channel communications remain a concern, despite being out of the spotlight, as mentioned by FMag.com. Clients often resist taking financial advice, as discussed by Kitces.com. The process of exchange management is far from straightforward, as noted by AlphaArchitect.com.
Four misconceptions about women investors are clarified by Vanguard's Corporate site. Some clients find tax payments more burdensome than the prospect of generating profits, according to AWealthOfCommonSense.com. The timing of when an individual should hire a financial adviser is explored by KindnessFP.com. Barron's compiles a list of the top 100 RIAs in the United States.
Written by urgent.news from Abnormal Returns's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
