Adviser links: sudden windfalls
Podcasts Brent Sullivan talks exchange funds with Srikanth Narayan, founder and CEO of Cache. (open.spotify.com) Dave Nadig talks with Barry Ritholtz about the succession plan at Ritholtz Wealth Managmeent. (etf.com) Josh Brown talks with AJ Ayers, author of "Creative Money: New Financial Rules for Artists, Innovators, and Misfits." (youtube.com) Frazer Rice talks PPLI with Jay Judas, CEO of Life Insurance Strategies Group (youtube.com) SEC RIAs managing less than $1bn in assets will be considered small entities, up from a level of $25m that had been in place since 1998. (citywire.com) Why this matters for so many RIAs. (riabiz.com) The biz Charles Schwab ($SCHW) is all-in on Docusign for advisers. (riabiz.com) Carson Group is adding Goldman Sachs ($GS) as a custody partner. (citywire.com) Practice management Raising fees on existing clients isn't easy, but sometimes necessary. (xyplanningnetwork.com) Talent acquisition is a major reason why RIAs can't move upmarket. (investmentnews.com) The third-party adviser ranking game isn't worth the trouble. (riabiz.com) How to approach social media today. (finfluential.substack.com) Advisers Advisers who are not doing tax planning are missing the boat. (thinkadvisor.com) Two big adviser conferences will overlap in 2027. (citywire.com) Why DIY investors often seek out help nearing retirement. (barrons.com) A round-up of recent advisortech news including more limits on credential sharing services. (kitces.com) A 2026 year-end tax planning checklist. (kindnessfp.com) Work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com) Why retirees never spend down their nest eggs. (danhaylett.substack.com) Why updating our beliefs is so difficult. (meghaanlurtz.substack.com)