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 wirehouse customers still are light on index funds.
Podcasts
- Tim Mullooly talks with Jeremy Walter about how he helps clients balance living a life today versus saving for the future. (livingwithmoney.com)
- Michael Kitces and Carl Richards talk about redirecting client fears during 'scary markets.' (kitces.com)
The biz
- Don't be shocked if Vanguard, Schwab and Fidelity win the no-fee trading wars. (riabiz.com)
- Index fund providers have no shortage of 'turnkey portfolios.' The question is who's buying? (nytimes.com)
- Will automated solutions doom the target-date fund market? (riabiz.com)
Custody
- How the wave of commission-free trading will affect the relationship between RIAs and custodians. (investmentnews.com)
- Why now is an opportune time for RIAs should revisit their custodial relationships. (thinkadvisor.com)
- Advisers should be transparent about how they handle custody and trading costs. (bonefidewealth.com)
403(b) plans
- The SEC is now following in the footsteps of New York state and is now probing 403(b) sales practices. (investmentnews.com)
- The many ways in which teachers are getting ripped off in their 403(b) plans. (tonyisola.com)
Advisers
- A look inside the controversy around Ken Fisher's public comments. (riabiz.com)
- RIA M&A transaction volume keeps growing. (citywireusa.com)
- How Public Service Loan Forgiveness (PSLF) works. (kitces.com)
- Pension lump sum payments are a huge point of failure for investors. (investmentnews.com)
- Riskalyze is now a whole lot more than a risk assessment tool. (investmentnews.com)
