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 rising number of 401(k) and IRA millionaires.
Quote of the Day
"Most people in the industry try to hire people with industry experience. I would rather hire someone who I think could be great, who is not in the industry, than someone who is in the industry and can bring over $100 million."
(Dale Yahnke)
Podcasts
- Mark Bruno talks with Stratos Wealth CEO Jeff Concepcion. (wealthmanagement.com)
- Michael Kitces and Carl RIchards talk about what advisers should do who already have enough business. (kitces.com)
Wealthtech
- A new robo-advisor, Douugh Wealth, has launched. (investmentnews.com)
- Startup CapShift wants to bring impact investing to the RIA space. (riabiz.com)
- Startup estate planning platform, Vanilla, raised a new round of capital from high profile investors. (citywireusa.com)
Riskalyze
- Riskalyze is selling a majority stake to private equity firm Hg. (citywireusa.com)
- What the acquisition means for the future of the company and its products. (riabiz.com)
Adviser conferences
- Planning a conference in the age of Covid is a roller coaster. (riabiz.com)
- Some adviser conferences are moving forward this Fall. They come with significant restrictions. (riabiz.com)
Advisers
- Incentives matter - use them wisely to create better client outcomes. (blairbellecurve.com)
- Why naive tax optimization between traditional and Roth IRAs is suboptimal. (kitces.com)
- How Robert Warner built Johnson Financial Group focusing on pilots as clients. (investmentnews.com)
- Clients are often going to through life changes - what to keep an eye out for. (financialplanningassociation.org)
- With so many decisions to make in retirement, it makes sense to have a third party help out. (morningstar.com)
