Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at why people ‘un-retire.’
Quote of the Day
“We actually have to be humble with our projections, because we know in real life the input variables of market performance and spending levels can vary so much from our initial expectations.”
(Wade Pfau)
Podcasts
- Meb Faber talks with Blake Street is a Founding Partner and CIO of Warren Street Wealth Advisors. (mebfaber.com)
- Ashby Daniels talks with Hannah Moore about "doing" financial planning. (wiredplanning.com)
- Laurence Kotklikoff talks with David Blanchett about problems with conventional financial planning tools. (larrykotlikoff.substack.com)
The biz
- Goldman Sachs ($GS) has snagged another custodian client, NewEdge Wealth. (citywire.com)
- AI implementation in finance requires good data, which big banks have. (investmentnews.com)
Compliance
- There's no winning the cybersecurity war, just stalemate. (financial-planning.com)
- Advisers don't like spending time on administrative and compliance issues. (investmentnews.com)
Recruiting
- Why aren't more women becoming advisers? (thinkadvisor.com)
- What kind of firm is better able to retain advisers. (riaintel.com)
Advisers
- The future of RIA M&A could be mergers of equals. (citywire.com)
- A Q&A with Eric Clarke, outgoing CEO of Orion Advisor Solutions. (wealthmanagement.com)
- Laurence Kotlikoff on the gulf between conventional and economics-based financial planning. (larrykotlikoff.substack.com)
- A real-life example of balancing differing wants in retirement. (marketwatch.com)
- Leaving an IRA to a grandchild looks a lot less attractive these days. (wsj.com)
