Adviser links: good vs. great planning
AI How Mariner Wealth plans to deploy AI to reduce administrative costs. (riabiz.com) AI startup Rogo is expanding into wealth management. (wsj.com) RIAs have a data security problem. Startup Hamachi wants to help solve it. (riabiz.com) A round-up of recent advisortech news including a look at FINNY's new pricing model. (kitces.com) The biz Envestnet is buying Vestwell. (riabiz.com) Savvy Wealth raised another $100 million in capital. (wealthmanagement.com) Interactive Brokers ($IBKR) wants to expand its RIA custody business. (financial-planning.com) Wealthfront ($WLTH) has topped $100 billion in assets. (barrons.com) How private equity has re-ordered the advisory business. (barrons.com) Advisers Off-channel communications is out of the headlines, but is still an issue. (fa-mag.com) What to do when clients won't take your advice. (kitces.com) 351 exchanges are not supposed to be easy. (alphaarchitect.com) Four myths about women investors, via Vanguard. (corporate.vanguard.com) Some clients hate paying taxes more than they like making money. (awealthofcommonsense.com) When should someone hire a financial adviser? (kindnessfp.com) Barron's list of the top 100 RIAs in the U.S. (barrons.com)