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 case for being selective when it comes to bringing on new clients.
Quote of the Day
‘Here’s what we do know: The RIA is positioned incredibly well for the future.’
(Walt Bettinger)
Future Proof
- Future Proof aims to be the go-to adviser conference in 2022. (riabiz.com)
- Future Proof is the 'world's first wealth festival.' (thereformedbroker.com)
- Future Proof is not following a 'pay-for-play' for sponsors. (riaintel.com)
- Future Proof wants to help advisors prepare for an increasingly challenging future. (theirrelevantinvestor.com)
- How Wealth/Stack helped move the idea of Future Proof forward. (citywireusa.com)
- Future Proof is going to be different than anything that came before. (ritholtz.com)
- Future Proof is SXSW for advisors. (thinkadvisor.com)
Crypto
- Wealth managers are the next big source of demand for crypto. (awealthofcommonsense.com)
- Interactive Brokers ($IBKR) has entered the crypto space for advisers. (riabiz.com)
- A Bitcoin ETP will only increase questions to advisers. (investmentnews.com)
M&A
- Wealth managers are rushing to get deals done before year end to avoid potential tax law changes. (riaintel.com)
- It's not just aggregators that are interested in RIA acquisitions. (financial-planning.com)
- How private banks are trying to compete. (financial-planning.com)
- What makes a RIA deal fail? (citywireusa.com)
Custody
- Michael Kitces wants more fee transparency from the big RIA custodians. (riabiz.com)
- Some more details on the TD to Schwab account transition. (thinkadvisor.com)
Advisers
- In praise of the one-page financial plan. (kitces.com)
- Are recent early retirees overestimating their readiness? (barrons.com)
- Flat fees allow advisers to better explain their value proposition. (financialadvisoriq.com)
- James Yaworski, "Shifts in asset allocation beyond a certain initial level of market exposure actually do very little to reduce the risk of falling short of financial goals." (kitces.com)
- Every client is unique: on the power of empathy. (fa-mag.com)
- Why nobody is watching your videos. (advisorperspectives.com)
