Adviser links: managing client transitions

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the impact of the Altruist-Vanguard deal. Quote of the Day "I've been working with Vanguard for about seven years, and we've had a Vanguard observing board member for seven years. They know who I am." (Jason Wenk) Podcasts - Peter Mallouk talks with Vanguard CEO Salim Ramji about Altruist, AI and more. (podcasts.apple.com) - Michael Batnick talks with David Armstrong from WealthManagement.com about the changing market for client referrals. (youtube.com) - Greg Bartalos talks with Scott Danner, the chief growth officer of Steward Partners, about the challenges of succession planning. (barrons.com) Altruist - Altruist has launched a financial planning agent inside Hazel. (investmentnews.com) - Altruist is rolling out Altruist's Hazel Financial Planning Agent. (riabiz.com) - An interview with Jason Wenk, founder of Altruist, about the Vanguard deal. (riabiz.com) Vanguard - Vanguard will likely use Altruist technology to manage Vanguard Digital Advisor. (thedailyupside.com) - Why Vanguard couldn't stay avoid the adviser business forever. (wealthmanagement.com) Flourish - Aquiline Capital Partners has agreed to buy a controlling stake in wealth management technology platform Flourish from MassMutual. (barrons.com) - Why Flourish needed to be set free. (riabiz.com) Advisers - Charles Schwab ($SCHW) has again tightened access to long-short capacity. (wealthmanagement.com) - Anthropic is trying to line up wealth managers for its soon-to-be wealthy employees. (citywire.com) - Flat-fee models are not one-size-fits-all. (kitces.com) - Client transitions need to be carefully orchestrated. (investmentnews.com) - How marriage later in life affects estate planning. (thinkadvisor.com) - What the data says about how much advisers speak in meetings. (financial-planning.com) - Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) - How AI is supercharging investment scams. (barrons.com)