Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what compensation practices work to best retain talented advisers.
Quote of the Day
"A successful business that lasts another 20 or 30 years has to be working to reinvent itself to serve future generations."
(Brett Davidson)
Podcasts
- Michael Covel talks with Peter Mallouk about his new book "The Path: Accelerating Your Journey to Financial Freedom." (trendfollowingradio.com)
- Michael Kitces talks with Drew Stotle, founder of Stotler Wealth Management, about the challenges of breaking away. (kitces.com)
Robo-advisors
- Robo-advisor Betterment has a new CEO. (riabiz.com)
- Earth Equity Advisors is launching an ESG-focused robo-advisor. (riaintel.com)
Advisortech
- Why JP Morgan ($JPM) buying 55ip is a big deal. (riabiz.com)
- Custom indexing is going to be the path forward investors of all kinds. (canvas.osam.com)
- The latest in adviser fintech news including Blackrock's purchase of Aperio. (kitces.com)
Advisers
- A risk that advisers need to highlight for clients: having to support aging parents financially. (allaboutyourbenjamins.com)
- How advisers can clients help re-think the college decision path in the age of Covid. (investmentnews.com)
- For clients with desire to trade individual stocks have a side pocket portfolio is the best way to insulate their broader plan. (thinkadvisor.com)
- How to develop an annual review process for your firm. (blog.xyplanningnetwork.com)
- Three ways the pandemic has affected financial planning. (financial-planning.com)
