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 great Baby Boomer wealth transfer.
Quote of the Day
“Once you’re already rich, it’s simple, it’s easy. It’s just buy, borrow, die. These are planks of the law that have been in place for 100 years.”
(Edward McCaffery)
Podcasts
- Emlen Miles-Mattingly talks money and fitness with Jess Bost. (minoritymoneypodcast.com)
- Daniel Crosby talks with Preston Cherry about working with different personality types as clients. (overcast.fm)
- Michael Kitces talks with Shauna Mace, founder of Inspire Growth, about the importance actively listening to prospects. (kitces.com)
Roth IRAs
- How to invest in early-stage companies in a Roth IRA without violating the rules. (kitces.com)
- How mega-backdoor Roth IRA conversions work. (wsj.com)
Risk tolerance
- Morningstar ($MORN) has launxhed its own risk tolerance tools. (investmentnews.com)
- There is a big difference between risk capacity and their risk attitude and risk perception. (thinkadvisor.com)
Wealthtech
- How Harness Wealth is different than other adviser matchmaking services. (financial-planning.com)
- A review of advisor-tech news last month including Goldman Sachs' entry into the custody business. (kitces.com)
Advisers
- Ric Edelman left his firm to reduce its dependence on him. (riabiz.com)
- The many ways in which financial advisers add value. (thinkadvisor.com)
- Lessons learned from acquiring 50 RIA practices. (riaintel.com)
- Which social platforms should you use to reach different clients? (advisorperspectives.com)
- The adviser conferences that are moving forward this Fall. (citywireusa.com)
