Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what private equity wants with RIAs.
Quote of the Day
"I think 3% would be a lot more realistic in terms of giving the same chance of success that we usually think about with the 4% rule."
(Wade Pfau)
Podcasts
- Steve Chen talks with David Blanchett about generating guaranteed income in retirement. (newretirement.com)
- Michael Kitces talks with Dan Capasso who is a Partner and the Chief Investment Officer at Capasso Planning Partners, about outsourcing leads. (kitces.com)
Wealthtech
- How GeoWealth is differentiating itself. (riabiz.com)
- iTrustCapital, a platform that allows users to buy cryptocurrencies through their IRAs, has raised $125 million in a Series A funding round. (theblockcrypto.com)
- Facet Wealth just raised $100 million to expand its reach. (riaintel.com)
- Acorn's SPAC deal has fallen apart. (riabiz.com)
Dynasty Financial Partners
- Dynasty Financial Partners has filed to go public. (financial-planning.com)
- What does the Dynasty news say about the RIA space? (investmentnews.com)
Advisers
- The benefit of charging for a financial plan outweigh the costs. (kitces.com)
- Advisers don't need to be therapists to their clients, but they do need to care and listen. (advisorperspectives.com)
- The IRS will soon require ID.me to access its website. (krebsonsecurity.com)
- Why family offices don't invest in index funds. (neckar.substack.com)
- Why advisers use model portfolios. (etftrends.com)
