Long-short SMAs
- Michael Batnick talks with Brent Sullivan of Tax Alpha Insider. (youtube.com)
- How Fidelity and Schwab ($SCHW) are throttling demand for long-short SMAs. (riabiz.com)
The biz
- Farther has now raised $276 million in capital. (riabiz.com)
- How is Facet Wealth doing? (riabiz.com)
- Big RIAs are buying up alternative asset research outfits. (pitchbook.com)
AI
- How to respond to a client that fact checks you with AI. (meghaanlurtz.substack.com)
- Is AI going to allow advisers to be more productive or go deeper? (investmentnews.com)
- Claude is not your attorney. (citywire.com)
- AI models are not trusted fiduciaries. (abnormalreturns.com)
Practice management
- Advisers have not had to feel the fee pain of an extended market decline. (advisorperspectives.com)
- What happens if the SEC moves the registration threshold to $1 billion in AUM? (kitces.com)
Advisers
- How focusing on a target market helps build referrals. (kitces.com)
- How to create for yourself an information diet. (xyplanningnetwork.com)
- Boomerang children is a form of intra-generational transfer. (investmentnews.com)
- On the downsides when a couple retires at the same time. (thinkadvisor.com)
- A Q&A with Ben Carlson, author of "Risk and Reward: How to handle market volatility and build long-term wealth." (thinkadvisor.com)
- Everybody needs reminders about the basics. (advisorperspectives.com)