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 planning challenges of gray divorce.
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Quote of the Day
"Given the effectiveness of diversification in reducing portfolio volatility, it’s easy for investors to become complacent with what, in essence, is a concentrated portfolio, overlooking the fact that misfortunes can accumulate and compound over time."
(Roni Israelov)
Podcasts
- Jason Wenk and Dasarte Yarnway talk with Michael Kitces about advisor tech and practice management. (altruist.com)
- Brendan Frazier talks with Libby Greime about creating systems and processes to scale the human-to-human connection. (wiredplanning.com)
- Michael Kitces talks with Jim Ludwick about turning prospects into clients. (kitces.com)
Crypto
- Securitize is buying Onramp. (riaintel.com)
- Turnqey wants to be for crypto 'what is Plaid for banking assets.' (investmentnews.com)
The biz
- Goldman Sachs ($GS) is expected to sell the former United Capital business. (riabiz.com)
- Banks want to become advisers. Advisers want to become banks. (investmentnews.com)
- Investors keep lining up to buy stakes in a crowded RIA market. (riabiz.com)
Advisers
- Why advisory firms need a well-articulated criteria to 'fire' a client. (kitces.com)
- Vestwell is set to administer the nation’s first multi-state retirement program. (wealthmanagement.com)
- Jim McNabb's post-Vanguard career is focused on fintech. (investmentnews.com)
- A Q&A with Sarah McDaniel of Morgan Stanley's ($MS) Art Resources Team. (observer.com)
- 401(k) millionaires on average have very high savings rates. (wsj.com)
- There is a racial gap in estate planning. (crr.bc.edu)
