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 many think RIA M&A will re-accelerate in the second half of 2020.
Podcasts
- Christine Benz and Jeff Ptak talk with Social Security and retirement planning expert Mary Beth Franklin. (morningstar.com)
- Emlen-Miles Mattingly talks the importance of health when planning for retirement with Phil Pearlman. (minoritymoneypodcast.com)
- Adviser podcasts can serve as a client retention tool, not just prospecting. (investmentnews.com)
The biz
- Oisin Breen, "Essentially, Vise starts where FutureAdvisor and SigFig left off -- skipping any effort to go directly to consumers and immediately embracing big-AUM RIAs as its future." (riabiz.com)
- Why defined contribution participant data is so valuable. (investmentnews.com)
- A look at the past month's adviser technology developments including continued investment in the workplace-provided financial planning channel. (kitces.com)
Small savers
- Fidelity Investments’ robo-adviser will drop fees to zero on accounts with less than $10,000 next month. (investmentnews.com)
- A startup, Icon Savings Plan, aims to simplify retirement benefits for employers by offering a no-cost alternative to 401(k) plans. (news.crunchbase.com)
Client conversations
- Advisers should be proactive when discussing cash holdings with clients. (thinkadvisor.com)
- Advisers should plan for 'tele-advising' to be the norm going forward. (investmentnews.com)
- How advisers should go about learning about client ESG preferences. (morningstar.com)
