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 estrangement affects estate planning.
Quote of the Day
“The flat-fee model, and potentially some subscription-fee models, is what the next generation of investors are used to. They use the subscription model for everything.”
(Matthew Matrisian)
Podcasts
- Daniel Crosby talks adviser self-care with Neil Bage who is the co-Founder of Shaping Wealth. (standarddeviationspod.com)
- Brendan Frazier talks with Justin Castelli about helping clients better align money and purpose. (wiredplanning.com)
- Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. (mebfaber.com)
401(k) plans
- More companies are offering Roth 401(k) options. (wsj.com)
- 401(k) recordkeeper Vestwell is on a roll. (institutionalinvestor.com)
The biz
- Affiliated Managers Group ($AMG) is in the business of buying minority RIA stakes. (riabiz.com)
- CI Private Wealth has rebranded as Corient Private Wealth. (citywire.com)
- Fidelity, and other custodians, have a lot of data that could be useful for training AI models. (riabiz.com)
- Betterment's success is now built on its reach with advisers. (riaintel.com)
Practice management
- More advisers are choosing to craft their practices around their values. (wsj.com)
- A roadmap for solo RIAs in making their first hire. (kitces.com)
- A discussion about the future of the AUM model. (investmentnews.com)
Advisers
- Why financial advisers should stay proactive in the summer. (financial-planning.com)
- Why advisers should communicate with clients the way they prefer (wealthmanagement.com)
- How an adviser transformed into the FinArtist. (riaintel.com)
- How clients can prepare financially for adoption. (kitces.com)
- Why philanthropists should focus on giving now, not in the future. (wsj.com)
