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 challenges in building a successful succession plan.
Quote of the Day
"With wealthy clients, advisors know to maintain a holistic and birds-eye view of their goals, assets, and other important factors--before zooming in to offer recommendations. Providing high-quality pro bono services means treating pro bono clients like you would treat any other client."
(Phuong Luong)
Podcasts
- Michael Kitces talks with Lindsay Elwood-Goetz, founder of Elwood & Goetz, about starting an RIA pretty soon after undergrad. (kitces.com)
- Justin Castelli talks with Katie Perry is the VP of Marketing at Public.com about some ways that advisers can market themselves. (justincastelli.io)
Cash management
- MassMutual is buying cash management platform Flourish. (citywireusa.com)
- What comes next for Flourish, post-acquisition? (riaintel.com)
- Meb Faber talks with Gary Zimmerman, CEO of cash management platform MaxMyInterest. (mebfaber.com)
Custom indexing
- Direct indexing is going to be the wealth management mega-trend in 2021. (thereformedbroker.com)
- The 2020s are going to be a period of mass customization for client portfolios using technology. (awealthofcommonsense.com)
Taxes
- When harvesting capital gains makes sense. (allaboutyourbenjamins.com)
- Based on taxes paid most investors would do well to put money into traditional IRAs vs. Roth IRAs. (marketwatch.com)
Books
- The 11 best business books of 2020 for advisors includes "Money: The True Story of a Made Up Thing" by Jacob Goldstein. (wealthmanagement.com)
- The best books Ben read in 2020 including "The Hot Hand" by Ben Cohen. (awealthofcommonsense.com)
Advisers
- Client expectations and attitudes change as they begin to adopt new technologies. (absoluteengagement.com)
- Should advisers help bring their clients together, at least virtually? (riaintel.com)
- Risk management tasks to review with clients including 'out-of-date beneficiary designations.' (retirementfieldguide.com)
- 2020 demonstrates the importance of having a plan when sh*t hits the fan. (genyplanning.com)
- A profile of the founders of Ritholtz Wealth Management, Barry Ritholtz and Josh Brown. (barrons.com)
