Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the impact of the Altruist-Vanguard deal.
Quote of the Day
"I've been working with Vanguard for about seven years, and we've had a Vanguard observing board member for seven years. They know who I am."
(Jason Wenk)
Podcasts
- Peter Mallouk talks with Vanguard CEO Salim Ramji about Altruist, AI and more. (podcasts.apple.com)
- Michael Batnick talks with David Armstrong from WealthManagement.com about the changing market for client referrals. (youtube.com)
- Greg Bartalos talks with Scott Danner, the chief growth officer of Steward Partners, about the challenges of succession planning. (barrons.com)
Altruist
- Altruist has launched a financial planning agent inside Hazel. (investmentnews.com)
- Altruist is rolling out Altruist's Hazel Financial Planning Agent. (riabiz.com)
- An interview with Jason Wenk, founder of Altruist, about the Vanguard deal. (riabiz.com)
Vanguard
- Vanguard will likely use Altruist technology to manage Vanguard Digital Advisor. (thedailyupside.com)
- Why Vanguard couldn't stay avoid the adviser business forever. (wealthmanagement.com)
Flourish
- Aquiline Capital Partners has agreed to buy a controlling stake in wealth management technology platform Flourish from MassMutual. (barrons.com)
- Why Flourish needed to be set free. (riabiz.com)
Advisers
- Charles Schwab ($SCHW) has again tightened access to long-short capacity. (wealthmanagement.com)
- Anthropic is trying to line up wealth managers for its soon-to-be wealthy employees. (citywire.com)
- Flat-fee models are not one-size-fits-all. (kitces.com)
- Client transitions need to be carefully orchestrated. (investmentnews.com)
- How marriage later in life affects estate planning. (thinkadvisor.com)
- What the data says about how much advisers speak in meetings. (financial-planning.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- How AI is supercharging investment scams. (barrons.com)