Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how to text with a client in a compliant fashion.
Quote of the Day
"An advisor is much more than just about the numbers. It’s about connecting with people, understanding what they’re trying to achieve and helping them figure out how to achieve it."
(Lorna Kapusta)
Podcasts
- Michael Kitces talks with Joe Duran about building United Capital and his role at Goldman Sachs Personal Financial Management. (kitces.com)
- Ted Seides talks with Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies. (capitalallocators.com)
- Christine Benz and Jeff Ptak talk about expanding retirement-savings opportunities for low- and middle-income workers with David John who is a senior strategic policy advisor at the AARP Public Policy Institute. (morningstar.com)
- Brendan Frazier talks with Chris Budd about helping advisors and planners understand what clients actually want from their money. (podcasts.apple.com)
Fintech
- Opto Investments has entered the increasingly crowded alts marketplace space. (riabiz.com)
- Dynasty Financial is raising additional capital to bridge it to an eventual IPO. (riabiz.com)
- Future Proof delivered on its promise of a new type of wealth management event. (morningstar.com)
Retirement
- How advisers can help clients who want to 'un-retire.' (investmentnews.com)
- Annuities can help take some risks off the table for retirees. (morningstar.com)
- What happens when some one receiving disability benefits reaches full retirement age? (financialducksinarow.com)
- A look at state-level tax regimes for retirees. (kitces.com)
Investing
- More RIAs are outsourcing investment management. (thinkadvisor.com)
- Cheap ETFs are tough competition for direct indexing. (investmentnews.com)
- Advisers, and their clients, are pouring money into cash accounts. (riabiz.com)
Advisers
- Joshua Brown, "But one thing that is undeniable – and I have a century’s worth of data to back this up – market environments like this one are where all of the value creation resides." (thereformedbroker.com)
- What is comprehensive financial planning? (obliviousinvestor.com)
- If people could trust financial advisers, then marketing costs could come down. (kitces.com)
- The best HSA providers ranked, per spending and investing. (morningstar.com)
- Contrary to popular belief, higher income men live almost as long as high-income women. (thinkadvisor.com)
- Insurance isn't free. (advisorperspectives.com)
