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 SEC’s crackdown on robo-advice.
Quote of the Day
"Household finances in this country are far from perfect but collectively we’re in a pretty decent place when it comes to spending, saving and investing."
(Ben Carlson)
Podcasts
- Ashby Daniels talks about turning vague customer desires into clear goals. (wiredplanning.com)
- Daniel Crosby talks with advice non-compliance with Derek Hagen who is the founder of Money Health Solutions. (standarddeviationspod.com)
- Michael Kitces talks about the challenges of retirement with Tony Hixon who is the Co-founder and COO for Hixon Zuercher Capital Management. (kitces.com)
M&A
- Some lessons advisers have learned after selling their firms. (kitces.com)
- Why aggregation is making way for integration when it comes to RIA M&A. (investmentnews.com)
The biz
- a16z is shifting more into wealth management. (axios.com)
- How much longer can Fidelity Investments keep up this torrid pace of hiring? (riabiz.com)
- Carson Group continues to build out its 401(k) business. (citywire.com)
Aging
- What advisers can do to suss about elder financial abuse. (barrons.com)
- What people who work into their 80s have in common. (wsj.com)
Advisers
- Don't discount the role of emotional factors in driving adviser adoption by clients. (morningstar.com)
- There are plenty of different models that work for planning, not just charging on AUM. (investmentnews.com)
- More Americans are facing the net investment income tax, or NIIT. (wsj.com)
- The timing of the launch of EDX Markets was fortuitous. (riabiz.com)
- Why investors need easy access to a TIPS ladder solution. (morningstar.com)
