Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at tracking prospective client attrition rates.
Quote of the Day
"Defined contribution plans like your 401(k) have taken a lot of flak over the years, but they're the main reason many retirees will be better off compared with previous generations."
(Allison Schrager)
Associations
- How the Financial Planning Association is planning for renewal. (kitces.com)
- What you need to now about the rise in ongoing CFP fees. (financial-planning.com)
- The CAIA launched its own education platform, called UniFi. (riaintel.com)
Orion-Redtail
- Orion Advisor Solutions is buying CRM provider Redtail Technologies. (riaintel.com)
- There is already overlap between the two providers. (riabiz.com)
- Why Orion is buying RedTail. (citywireusa.com)
Direct indexing
- Altruist has rolled out its own low-cost, direct-indexing system for financial advisors. (riaintel.com)
- How “active” should a direct-indexing portfolio be? (advisorperspectives.com)
Marketing
- A review of popular adviser marketing strategies, including the importance of client referrals. (kitces.com)
- How the big banks market their robo-adivsor services to the mass affluent. (bloomberg.com)
The biz
- Why Altruist partnered with financial planning app RightCapital. (riaintel.com)
- Schwab Advisor Services is developing a new app integration with the Salesforce Financial Services Cloud for RIAs. (thinkadvisor.com)
- Acquirers are now more focused on RIAs experiencing fast organic growth. (citywireusa.com)
Advisers
- Annual compliance reviews require a year-round commitment to the process. (financial-planning.com)
- The RMD situation is now a hot mess, per Ed Slott. (thinkadvisor.com)
- Decumulation planning requires a different approach and mindset. (advisorperspectives.com)
- Student athletes with NIL deals now have more money than they know what to do with. (citywireusa.com)
- Interest in state-sponsored retirement saving programs for small businesses are on the rise. (pewtrusts.org)
- Why some advisers choose to keep working well past a typical retirement age. (investmentnews.com)
