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Adviser links: shadow advisers

Abnormal Returns·abnormalreturns·about 1 month ago
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Podcasts Ben Carlson talks with Ehren Stanhope, a key leader behind OSAM’s ⁠Canvas⁠ platform, to break down how investors can create real tax alpha. (youtube.com) Michael Kitces talks with Michael Kay, author of "How To Craft Your Chapter X: A Guide For High-Performing Men to Discover Meaning (and Joy) In Retirement." (kitces.com) Frazer Rice talks with Tatyana Thurston and Natalia Parker about creating effective digital estate plans, tools, and best practices. (youtube.com) The best podcasts for financial advisers, by goal. (xyplanningnetwork.com) Charles Schwab Why Schwab Advisor Services' $5 block trade fee will likely stick. (riabiz.com) What Charles Schwab ($SCHW) has planned on the AI front. (wealthmanagement.com) Charles Schwab ($SCHW) is expanding its Pledged Asset Line (PAL) lending service. (citywire.com) Advisortech Wealth.com just raised a new round of capital. (citywire.com) Why OpenAI bought Hiro Finance. (riabiz.com) Taxes Ed Slott on lessons learned from 2025 tax season.…

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