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 Vanguard is planning to roll out direct indexing to clients.
Podcasts
- Michael Kitces talks with Drew Waldron who is the co-founder of Canvas Wealth Advisors about using experiential marketing to grow a firm. (kitces.com)
- There's no such thing as a perfect financial plan: Michael Kitces and Carl Richards discuss. (kitces.com)
- Christine Benz and Jeff Ptak talk with me about a range of topics, including direct indexing. (morningstar.com)
The biz
- Why Fidelity Institutional launched free, real-time, fractional-share trading to RIAs ahead of Schwab ($SCHW). (riabiz.com)
- Schwab ($SCHW) Advisor Services is mandating substantial E&O insurance for its clients. (riabiz.com)
- Michael Kitces on why custodians should start charging a basis point fee. (investmentnews.com)
Fintech
- A Q&A with Adam Nash, CEO of Daffy, about how it hopes to democratize donor-advised funds. (wealthmanagement.com)
- The competition is growing to provider advisers easy access to directly owning Bitcoin. (riabiz.com)
- The latest news in adviser fintech including Franklin Templeton's purchase of OSAM. (kitces.com)
Investing
- Crypto and NFTs have taught a lot of people that it's easy to 'get rich quick.' (theirrelevantinvestor.com)
- Ozy Media and Theranos are examples of how startup investing can go badly wrong. (nytimes.com)
Advisers
- An example, with annuities, of how a historical analysis can be misleading. (advisorperspectives.com)
- Can you make multiple client targets work? (absoluteengagement.com)
- Intentions matter when it comes to financial planning. (forbes.com)
- There is a big difference between a coach and a manager. (tonyvidler.com)
- What to do when a key team member resigns. (wealthmanagement.com)
