Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at IRS backlogs.
Quote of the Day
"In fact, the best work that an advisor can do is to help guide you in finding your own voice."
(Tim Maurer)
Podcasts
- Christine Benz and Jeff Ptak talk with Andrew Miller about portfolio construction and retirement withdrawal rates. (morningstar.com)
- Daniel Crosby talks with Jackie Wilke about what makes for a great advisory practice. (standarddeviationspod.com)
- Alex Cavalieri talks with Dasarte Yarnway, founder of Berknell Financial Group and Co-Founder of Onyx Advisor Network. (podcasts.apple.com)
- Michael Kitces talks with Cady North, the founder of North Financial Advisors, about keeping her practice intentional. (kitces.com)
Acorns
- Acorns just raised a new round of capital at a $2 billion valuation. (techcrunch.com)
- But is still in search of a sustainable business model. (riabiz.com)
Direct indexing
- On the rise of direct indexing. (financial-planning.com)
- 12 acquisitions that have fueled the direct indexing wave. (financial-planning.com)
The biz
- tru Independence has a Dynasty-like model. (riabiz.com)
- The lastest in advisor technology including FeeX's rebrand to Ponterra. (kitces.com)
- How Iconiq Capital is different than other RIAs. (riabiz.com)
Advisers
- Get these things straight when hiring advisors. (citywireusa.com)
- 401(k) plans are a hassle for small businesses. A pooled employer plan, or PEP, could be a solution. (investmentnews.com)
- The IRS is planning a hiring spree. (wsj.com)
- There is still a disconnect between the advice women need and what they receive. (riaintel.com)
- What you need to know about getting client testimonials. (financial-planning.com)
