Adviser links: compassionate objectivity
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
AI
- Advisers are warming to AI. (thinkadvisor.com)
- How AI startup FINNY came to be. (riabiz.com)
- Zocks, which is focused on advisor-client meetings, raised a Series A. (citywire.com)
- What would an agentic AI solution look like for a financial advisor? (advisorperspectives.com)
- Ranking the adviser AI note taking apps. (kitces.com)
Aging
- Older Americans have a bad sense of the risk of long-term care costs. (crr.bc.edu)
- What do (different) surveys tell us about well-being in retirement? (crr.bc.edu)
- The widow tax is real. (thinkadvisor.com)
Advisers
- The RIA model continues to take share. (citywire.com)
- Flourish is buying Sora. (wealthmanagement.com)
- Parsing the differences in risk tolerance for a couple is tricky. (kitces.com)
- A Q&A with Barry Ritholtz author of the new book "How Not to Invest." (thinkadvisor.com)
- Why too much empathy can get in the way. (timmaurer.com)
