Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how RIAs may use testimonials in their marketing efforts.
Quote of the Day
"Immigrants are looking for an authentic relationship with their financial advisor--someone who understands their cultural values, money-management mindset, and their interpretation of financial freedom."
(Nandita Das)
Podcasts
- Michael Kitces talks with Jason Zweig about the evolution of the advice business. (kitces.com)
- Cameron Passmore and Benjamin Felix talk with David Blanchett, Head of Retirement Research for Morningstar, about all aspects of retirement planning. (rationalreminder.libsyn.com)
- Five podcasts for advisers in growth mode including 'The Perfect RIA Podcast.' (advisorperspectives.com)
Gender
- Two studies shows how women utilize financial advice different from men. (investmentnews.com)
- Why women prefer female advisors. (riaintel.com)
Marcus Invest
- Marcus Invest is not a game-changer. (riabiz.com)
- Goldman Sachs ($GS) is still prepping Marcus Invest for internal use. (wealthmanagement.com)
Fintech
- Startup custodian Altruist has added Bill McNabb to its board. (barrons.com)
- Betterment is doubling down on Betterment for Advisors. (riabiz.com)
Wellness
- Why wealth and health planning are going to converge. (primecuts.substack.com)
- Are financial advisors really in the wellness business? (advisorperspectives.com)
Pratice management
- The story of an adviser who built their practice on a very specific niche - employees of New York State’s court system. (riaintel.com)
- Choosing not to grow your practice can have some downsides. (calibratingcapital.com)
Advisers
- Why does Congress keep tinkering with RMD rules? (morningstar.com)
- Fidelity and Schwab both saw a large rise in disbursements from their donor-advised funds in 2020. (investmentnews.com)
- Where things stand for 2021's big in-person advisor conferences. (thinkadvisor.com)
- The first step in dealing with student loans is getting all the relevant information in one place. (morningstar.com)
- Why you should add Social Security statements to your review process. (kitces.com)
- More clients are open to the idea of enabling lifetime income. (investmentnews.com)
