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 launch of Vanguard’s new digital-only advice platform.
Podcasts
- Michael Kitces talks with Cathy Curtis the founder of Curtis Financial Planning, a solo independent RIA in Oakland. (kitces.com)
- Christine Benz and Jeff Ptak talk with Judith Ward, senior financial planner and a vice president of T. Rowe Associates. (morningstar.com)
Wealth/Stack
- A comprehensive review of all the content coming out of the inaugural Wealth/Stack conference. (wealthconsultingpartners.com)
- Steve Sanduski talks with Dennis Morton and Matt Wilson about four major themes from Wealth/Stack. (stevesanduski.com)
- Five things most advisor don't understand. (etf.com)
The biz
- Creative Planning just made its second acquisition: America's Best 401k. (riabiz.com)
- The number of RIAs with $1 billion in AUM has grown 50% over the past five years. (investmentnews.com)
- Is there an inherent contradiction between private equity's need for returns and client relationships? (citywireusa.com)
- Fidelity is planning to use ESG provider Ethic to make inroads with RIAs. (riabiz.com)
- The crush for private banking talent is intensifying. (ft.com)
- Why does Fisher Investments spend so much on advertising? (thinkadvisor.com)
Robo stuff
- Why haven't investors moved more money into robo-advisors? (investopedia.com)
- SoFi says sorry to clients for creating unnecessary capital gains. (investmentnews.com)
Advisers
- Ric Edelman on how advisors should think about digital assets. (etf.com)
- How to help clients deal with 'ambiguous losses' due to incapacity and/or dementia. (kitces.com)
- 403(b) plans are older than the 401(k), so how did they go so wrong? (tonyisola.com)
- What the US can learn from Britain's approach to retirement savings. (morningstar.com)
- Career satisfaction seems to be higher for women in solo financial planning practices. (onlinelibrary.wiley.com)
