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 future of pro bono advice.
Quote of the Day
"Partnering with Altruist will help Vanguard increase its relevance to the independent channel, while keeping tech-centered custody giants like Schwab, Fidelity, and Pershing honest."
(William Trout, Director of Wealth Management at Javelin Strategy & Research)
Podcasts
- Justin Carbonneau and Jack Forehand talk all things retirement planning with Wade Pfau. (blog.validea.com)
- Carl Richards and Michael Kitces talk about the kind of things a support adviser should do to become a lead adviser. (kitces.com)
- Mindy Diamond talks about going independent with Matt Kilgroe, President/CEO of Cyndeo Wealth Partners. (wealthmanagement.com)
- Michael Kitces talks with Alexandra Armstrong who is the Founder and Chairwoman Emeritus of Armstrong, Fleming, and Moore about her long career in the industry and why financial planning is an ideal career for women. (kitces.com)
Vanguard
- Vanguard is an investor in Altruist's latest funding round. (riaintel.com)
- Vanguard is continuing to staff its Personal Advisor Services with advisers. (riabiz.com)
- Vanguard is expanding its private equity offering to include qualified individual accounts this summer. (citywireusa.com)
Wealthtech
- Wealthtech funding is now going full bore. (riaintel.com)
- Zoe Financial is betting clients will go online for adviser referrals. (riabiz.com)
- Vise is now a unicorn. (riaintel.com)
Philanthropy
- Some resources philanthropists can use to check up on charities. (morningstar.com)
- A comparison of the big donor-advised fund providers. (morningstar.com)
The profession
- Women benefit more professionally with a CFP than men. (thinkadvisor.com)
- What advisers want from in-person conferences. (investmentnews.com)
Practice management
- How client variability could be holding your practice back. (kitces.com)
- The rush of new adviser technology is sometimes overwhelming. (investmentnews.com)
- How much in AUM do you need before going independent? (investmentnews.com)
Advisers
- According to Cerulli, RIAs have been slow to jump on the ESG train. (riabiz.com)
- What advisers need to understand about the regulatory environment for holding cryptocurrency assets. (morningstar.com)
- Financial plans are not a pass/fair affair, so don't use that kind of language with clients. (kitces.com)
- What clients need to understand when their company goes public. (morningstar.com)
- How RWM thinks about its robo-advisor platform. (thinkadvisor.com)
