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 rollout of direct indexing solutions to retail investors by Schwab and Fidelity.
Quote of the Day
"Advisors who sell on performance, die by performance. Their client relationships will not endure the next downturn or the next time their strategy underperforms. Any financial advisor presenting you with a beautiful chart of past performance is a red flag."
(Blair duQuesnay)
Podcasts
- Daniel Crosby talks with Rick Bookstaber about the psychology of risk. (standarddeviationspod.com)
- Frazier Rice talks saving vs. investing with Nick Maggiulli about his new book "Just Keep Buying." (frazerrice.com)
- Torie Happe and Johnny Sandquist talk with Dasarte Yarnway about why he co-founded the Onyx Advisor Network. (anchor.fm)
- Michael Kitces talks with Michael Chasnoff, founder and CEO of Truepoint Wealth Counsel, about organic growth. (kitces.com)
Q&A
- A Q&A with Lori Van Dusen, the founder and CEO of LVW Advisors. (riaintel.com)
- A Q&A with Penny Phillips, president and co-founder of Journey Strategic Wealth. (thinkadvisor.com)
The biz
- Why CI FInancial ($CIXX) is taking its RIA business public. (citywireusa.com)
- Ellevest raised a big new round of capital. (bizjournals.com)
- CAIS, an alternative investment platform, just raised a new round of capital to compete with iCapital. (riaintel.com)
Advisers
- How a guaranteed income stream can reduce the impulse to make portfolio changes during volatile times. (thinkadvisor.com)
- How to use a yield-split asset location strategy to improve tax efficiency. (kitces.com)
- Higher inflation is driving some retirees back into the workforce. (wsj.com)
- Advisers aren't wizards, but they can be very useful to a client. (rock-wealth.co.uk)
