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 operational challenges Vanguard Investments is facing.
Quote of the Day
"If you want to create remarkable service, you’re simply going to have to trust your people and yourself."
(Seth Godin)
Podcasts
- Jim O'Shaughnessy talks with Douglas Boneparth about financial communications in a new age. (infiniteloopspodcast.com)
- Daniel Crosby talks with Brian Portnoy about why behavioral finance has been a disappointment. (standarddeviationspod.com)
- Michael Kitces talks succession planning with Maria King who is the President and Co-Founder of Transcend Practice Management. (fasuccess.libsyn.com)
The biz
- Charles Schwab ($SCHW) is nearing the public launch of its direct indexing tool. (riabiz.com)
- But Fidelity has already launched its direct indexing product to the public. (riabiz.com)
- Goldman Sachs ($GS) is buying corporate-focused robo-advisor company NextCapital. (financial-planning.com)
- JP Morgan Chase ($JPM) is rolling out a remote access advice channel. (advisorhub.com)
Wealthtech
- WealthBox has raised new capital to accelerate its growth in the RIA CRM space. (riabiz.com)
- AltExchange wants to be the Plaid for alternative investments. (riaintel.com)
Advisers
- The SECURE Act makes passing on IRA accounts less attractive. (thinkadvisor.com)
- A framework for how to think about different phases of a client's life. (morningstar.com)
- Why advisers should establish DAF accounts prior to funding. (thinkadvisor.com)
- Why money can be a barrier to new entrants to the business of financial advice. (investmentnews.com)
- How early retirement can accelerate wealth inequality. (klementoninvesting.substack.com)
