Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why RMDs make some clients so anxious.
MGP
- Why Envestnet bought MoneyGuidePro. (riabiz.com)
- More on the reasons behind the MoneyGuidePro deal. (thinkadvisor.com)
403(b) plans
- How annuity salesman won (again) in Texas' 403(b) plans. (expressnews.com)
- Why are 401(k) plans so much better managed than 403(b) plans? (bloomberg.com)
Client satisfaction
- Users are not happy with their wealth management apps. (wealthmanagement.com)
- We don't trust financial advisers in general, but we trust our own. (thinkadvisor.com)
- Three reasons why traditional financial advice doesn't appeal to Millennials: "cost, convenience and time" (ft.com)
Podcasts
- Justin Castelli talks with Nina O'Neal of Archer Investment Management. (allaboutyourbenjamins.com)
- Ted Seides talks with Manny Friedman of EJF Capital about opportunity zone investing. (capitalallocatorspodcast.com)
- How Pete the Planner's broader empire makes money. (ibj.com)
- Michael Kitces talks with Hilary Hendershott, founder of Hendershott Wealth Management,. (kitces.com)
Adviser links
- Is Regulation Best Interest better than the status quo? (citywireusa.com)
- The SEC has cracked down on firms who did not disclose 12b-1 fees. (citywireusa.com)
- Broker-sold 529 plans can come with big fees. (wsj.com)
- Women still tend to handle a family's day-to-day finances, while men handle their investments. (qz.com)
- How much standardization should your client portfolios have? (morningstar.com)
- What happens to Social Security benefits if you go back to work? (barrons.com)
