Adviser links: a borrowing binge
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Iain Wenik and Alex Steger engage with Shirl Penney, CEO of Dynasty Financial Partners in a podcast discussion available on citywire.com. Michael Batnick converses with Jim Gold, co-founder and CEO of Steward Partners, on YouTube. Schwab, a financial services company, invests in Nevis, according to riabiz.com. Schwab ($SCHW) strives to prevent rogue AI agents from causing harm, as reported in investmentnews.com.
The financial institution makes it clear that it is not a competitor, as stated on citywire.com. Concerns arise over clients utilizing ChatGPT for financial advice, a topic covered by xyplanningnetwork.com. Identifying who surfaces in AI searches related to financial subjects is examined by wealthmanagement.com. Claude Advisor expands its reach by connecting to additional third-party services, as detailed on wealthmanagement.com.
Proactive tax planning is emphasized due to its importance, as outlined in investmentnews.com. Advisers require knowledge regarding potential risks associated with new tax strategies, as noted by kitces.com. Caregiving is increasingly demanding, with women bearing a disproportionate financial burden, according to investmentnews.com and pewresearch.org.
Bond investors can take advantage of tax loss harvesting opportunities this year, as suggested by barrons.com. Borrowing against accumulated wealth is becoming a more prevalent practice, reported by wsj.com. Guidance is provided for handling client mental health crises, as discussed by xyplanningnetwork.com. The 2027 calendar of notable financial adviser conferences is published in kitces.com.
Wealth management professionals are encouraged to subscribe to Talking Wealth newsletter, exclusively for advisors, via talkingwealthpod.com. The first 'National RIA Day' is scheduled for February 17, 2027, as announced in citywire.com.
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