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 state of M&A in the RIA market.
Podcasts
- Eric Balchunas of Bloomberg with a dispatch from the inuaugural Wealth/Stack Conference in Scottsdale, AZ. (ritholtz.com)
- Christine Benz and Jeff Ptak talk with David Blanchett, head of retirement research for Morningstar Investment Management. (morningstar.com)
- Michael Kitces talks with Matt Oechsli. Matt is the founder and CEO of The Oechsli Institute, which does primary research into affluent investors and how they select advisors. (kitces.com)
- Tim Ranzetta talks with Dan Otter and Scott Dauenhauer about the launch of 403bWise.org. (ngpf.org)
XY Planning Network
- Why XYPN Is suing the SEC over Regulation Best Interest’s double-standard for financial planning advice. (kitces.com)
- The XYPN says a lot about the FPA and other industry players. (riabiz.com)
Vanguard
- Vanguard has filed to launch a digital-only financial planning service called Vanguard Digital Advisor. (investmentnews.com)
- Vanguard Digital Advisor uses only Vanguard funds. (financial-planning.com)
- Vanguard's new service will be a potent threat to the dwindling number of independent robos. (financial-planning.com)
The industry
- Financial planning, as an industry, is only 50 years old! A look back at its origin. (investmentnews.com)
- Ten lessons Barry Ritholtz has learned in the six years since the launch of RWM. (ritholtz.com)
- A Vanguard study on "How should we measure the value of financial advisory services to investors?" (pressroom.vanguard.com)
- The RIA 'feeding frenzy' is giving older RIAs without a succession plan an opportunity to exit. (riaintel.com)
Advisers
- Increased longevity is going to force us to think differently about portfolio mixes. (mathinvestor.org)
- Say what you will about mutual funds, but they don't steal your money. (morningstar.com)
- More, better information is coming to the 403(b) plan space. (tonyisola.com)
- A financial adviser can help you maximize the impact of your charitable giving. (realsmartica.com)
- What to do when a client ghosts you. (financial-planning.com)
- Three things no client ever regrets. (ebadvisormarketing.com)
