Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how credentials.
Technology
- Harness Wealth is hoping to become "the digital matchmaker for the wealth management industry throughout the US." (wealthmanagement.com)
- The latest happenings in financial advisor fintech for the past month. (kitces.com)
The biz
- Here is the FT 300 List of the top 300 RIAs in the US for 2019. (ft.com)
- How much longer can advisers hold out against fee compression? (ft.com)
- On the (high) likelihood the term 'best interest' is going to get abused. (ft.com)
- How philanthropic giving can be integrated into a wealth management practice. (ft.com)
Podcasts
- Christine Benz and Jeff Ptak talk with Josh Brown about the current state of wealth management and where it might be going. (morningstar.com)
- Michael Kitces talks with Ashley Micciche, partner and the CEO of True North Retirement Advisors, an independent RIA near Portland, Oregon. (kitces.com)
Advisers
- Research tries to put a number on how much Americans are losing by taking Social Security early. (investmentnews.com)
- Why advisers are not clamoring for annuities in 401(k) plans. (barrons.com)
- TIAA is exiting the life insurance business. (investmentnews.com)
- You client is flawed. Then again you are too. (iris.xyz)
- Should robo-advisors get political? (financial-planning.com)