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 public’s confusion over adviser titles and qualifications.
Podcasts
Life events
- After a family business is sold, what's left? (nytimes.com)
- How a divorce made for a better advisor. (financial-planning.com)
- Modern love is complicated. To say nothing of its effect on money. (wealthmanagement.com)
Custodians
- Fidelity kicked a hornet's nest when it changed its default cash management option for new customers. (investmentnews.com)
- A long-ish history of TD Ameritrade's presence in the RIA custody space. (riabiz.com)
The biz
- A Q&A with Bob Voros, CEO of HighTower. (barrons.com)
- The Envestnet Credit Exchange is close to launch with of facilitating loans to HNW individuals. (wealthmanagement.com)
- Betterment's core robo-advisor business now operates at a profit, freeing it up to push other lines of business. (riabiz.com)
Advisers
- What to consider when outsourcing investment management. (advisorperspectives.com)
- Off-the-shelf retirement calculators work well for middle class earners: they can break down at the extremes. (morningstar.com)
- Mapping out the best health insurance options for early retirees. (kitces.com)
- 7 ways to fix a wrong or missing beneficiary designation. (morningstar.com)
- The evidence is not good on the performance of dual-registered advisors. (papers.ssrn.com)
