Adviser links: risks worth taking
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management, discusses the risks worth taking in a podcast with Barry Ritholtz. Eric Metz, CIO of SpiderRock, speaks with Brent Sullivan about exchange fund replication. Allison Schrager, author of "Worth the Risk," shares her insights on the importance of taking calculated risks with Josh Brown.
Elliott Appel, author of "How to Help Your Parents As They Age," talks with Christine Benz and Amy Arnott. Larry Shumbres, co-founder and CEO of Archive Intel, discusses private investments in a podcast with Conner Young. Altruist, a RIA custodian, has added pre-IPO special purpose vehicles to its alternatives marketplace. Wealthy individuals are borrowing against their private equity stakes, as reported by the Financial Times.
Rise Private Wealth Management, another team joining Schwab, is set to expand its operations. Altruist's AI capabilities stand out, even with Anthropic's involvement at Schwab. Advisers weigh the decision of selling their firms with cash or equity, according to Kitces. Financial advice is tailored for career changers, according to The Daily Upside.
AI usage in financial advising is explored in InvestmentNews. Sudden wealth affects people differently, as explained by XY Planning Network. Health insurance options after a layoff are discussed on FlowFP. The importance of advisers to clients is highlighted in a piece from the CFA Institute.
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