Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at some tips on how to pass the CFP exam.
Quote of the Day
"Trillions of dollars are now invested in light-green ESG funds, and there is little evidence that they will deliver planetary impact or the promised higher returns."
(Andrew A. King and Kenneth P. Pucker)
Podcasts
- Carl Richards and Michael Kitces talk about how a firm's specialization can change over time. (kitces.com)
- Christine Benz and Jeff Ptak talk retirement preparedness with Lori Lucas, president and CEO of EBRI. (morningstar.com)
Alternatives
- Gridiron, a new alternatives platform focused on financial advisers has launched. (riaintel.com)
- Lonsdale Investment Technologies is set to launch later this year. (riabiz.com)
The biz
- FeeX has a new name and new funding. (wealthmanagement.com)
- CI FInancial ($CIXX) continues its acquisition spree. (investmentnews.com)
Retirement income
- Six ways to think about retirement income strategies. (blogs.cfainstitute.org)
- Why personalization is more important when it comes to generating retirement income. (wealthmanagement.com)
Advisers
- What technologies financial advisers are currently using. (kitces.com)
- Choir is gaining traction on the conference circuit. (riaintel.com)
- What stands in the way of brokers getting more involved in crypto. (investmentnews.com)
- Why clients are unsatisfied with boring bond exposure. (advisorperspectives.com)
- Don't be fooled: financial planning is a lot more complicated than let on. (forbes.com)
