Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why clients leave their adviser.
Quote of the Day
"I think you should charge more. I’m skeptical that you’re charging enough to justify the value you are offering."
(Morgan Ranstrom)
Podcasts
- Michael Kitces and Carl Richards talk about the importance of identifying the critical issues a client faces. (kitces.com)
- Daniel Crosby talks adviser marketing with Robert Sofia, CEO of Snappy Kraken. (standarddeviationspod.com)
Crypto
- WisdomTree Investments and Ritholtz Wealth Management, one of the most high-profile RIAs, have partnered to create a cryptocurrency index. (riaintel.com)
- Why Ritholtz Wealth Management decided to build its own crypto index solution for SMAs. (ritholtz.com)
- It takes a team to build a crypto SMA solution for RIAs. (thereformedbroker.com)
- Why straight-up indexing doesn't make sense for crypto. (theirrelevantinvestor.com)
- Advisers are clamoring for a crypto solution. (bloomberg.com)
Direct indexing
- Pershing is getting into the direct indexing business with the purchase of Optimal Asset Management. (citywireusa.com)
- FOMO - why direct indexing deals have gone into overdrive. (citywireusa.com)
- The pros and cons of direct indexing. (wsj.com)
- In defense of direct indexing. (advisorperspectives.com)
The biz
- Charles Schwab ($SCHW) is still supporting the TDA brand which is an opportunity for TD Bank. (riabiz.com)
- CI Financial ($CIXX) is still on the acquisition path. (citywireusa.com)
- The many reasons why more brokers are breaking away to form RIAs. (thinkadvisor.com)
Annuities
- Not many insurance companies offer contingent deferred annuities, especially for the RIA market. (riaintel.com)
- Annuities are as user-friendly as they have ever been, but will advisers increase their use? (citywireusa.com)
Mid-life
- Advisers have a front row seat for seeing how people deal with the challenges of mid-life. (forbes.com)
- Millennials are beginning to start getting their estate plans in place. (wsj.com)
Advisers
- Historically the more equity the better for retirees. (morningstar.com)
- A list of all the year-end financial planning opportunities. (thomaskopelman.com)
- People prefer a donation to charity than a gift for themselves. (investmentnews.com)
- Many DIY investors, don't know what they don't know. (peterlazaroff.com)
- Don't let clients do this with their IRAs. (wsj.com)
