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 one problem that planning software can’t solve.
Quote of the Day
"There’s no question direct indexing will be part of the future investment landscape. The buzz around direct indexing makes sense."
(Nate Geraci)
Podcasts
- Michael Kitces talks with Laura LaTourette, the founder of Family Wealth Management Group, about the building an advisory practice focused on the needs of the LGBTQ community. (kitces.com)
- Justin Castelli talks with Jason Howell about putting "family governance" at the center of his practice. (allaboutyourbenjamins.com)
- Tim Mulloolly talks with Travis Hornsby from Student Loan Planner. (livingwithmoney.com)
Technology
- It's hard to talk about the future of financial planning without talking about technology. (advicereinvented.com)
- Why aren't digital advice programs, i.e. robos, being embraced by RIAs? (investmentnews.com)
- Some goings-on in advisor technology over the past month including the problem with direct-to-consumer robo offerings. (kitces.com)
Advisers
- Bigger RIA deals on average use more equity to help align incentives. (citywireusa.com)
- Advisers, you have a brand whether you like it or not. Might as well be deliberate about it. (kitces.com)
- Fidelity is launching a tool to help defined contribution clients draw down their assets in retirement. (investmentnews.com)
- Optimizing 529A ABLE Plan contributions and distributions to benefit individuals with disabilities. (kitces.com)
- Are donor-advised funds a net positive for philanthropy? (worth.com)
