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 perils of planning during a pandemic.
Quote of the Day
"While mobile apps could ultimately bring down the price of financial advice, they will also funnel a significant portion of new clients into managed relationships."
(Sean Allocca)
Podcasts
- Joshua Brown and Michael Batnick talk with Dasarte Yarnway and Emlen Mattingly about the launch of the new Onyx Advisor Network. (thereformedbroker.com)
- Michael Kitces talks with Joyce Franklin of JL Franklin Wealth about building a boutique financial advisory firm by serving as a personal CFO for high-profile tech executives. (kitces.com)
- Mary Beth Franklin talks with Dr. Chris Heye, founder of Whealthcare Solutions, about the financial risks of aging. (investmentnews.com)
- Carl Richards and Michael Kitces talk about the pros and cons of virtual vs. in-person client meetings. (kitces.com)
The biz
- Fidelity continues to (successfully) hire staff. (riabiz.com)
- Why Apollo Global ($APO) chose now to invest in iCapital and CAIS. (riabiz.com)
- A Q&A with Ainslie Simmonds who president and leader of Pershing X. (riaintel.com)
PE
- What is private equity actually buying when it comes to RIAs? (financial-planning.com)
- Misconduct claims rise at firms that are acquired by private equity. (fa-mag.com)
Advisortech
- Four trends shaping advisor tech including 'Automating the back office.' (kitces.com)
- Four trends shaping advisor tech including 'Scaling new revenue growth.' (kitces.com)
RMDs
- RMDs will be smaller starting in 2022 as updated IRS life expectancy tables go into effect. (thinkadvisor.com)
- Why QCDs are more attractive in 2022. (investmentnews.com)
IRAs
- Roth IRA conversions are not for everybody. (advisorperspectives.com)
- Auto-IRA programs only work if employers turn them on. (investmentnews.com)
Advisers
- How Choir looks to make industry conferences more inclusive. (riaintel.com)
- A Q&A with Samuel Deane of Deane Wealth Management. (thinkadvisor.com)
- 'Free' financial planning tools are ultimately lead-gen for paid financial advice programs. (investmentnews.com)
- Ten common client objections including 'I don’t want bonds because rates are too low.' (advisorperspectives.com)
- On the unique needs of 50+ client who lose their job. (thinkadvisor.com)
- Three essential client meeting skills. (kitces.com)
