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 pull off an in-person retreat.
Quote of the Day
"Our focus should be on shoring up elders’ finances — particularly around health-care and long-term care costs — not ghoulishly dreaming of how we’ll spend their money when they’re gone."
(Sarah Green Carmichael)
Podcasts
- Daniel Crosby talks with Thomas Malthar about the differences between financial well-being and financial independence. (standarddeviationspod.com)
- Michael Kitces talks with John Bowen, CEO and founder of CEG Worldwide, about what it takes to attract and serve HNW entrepreneur clients. (kitces.com)
Private companies
- The Destiny Tech100 Fund is a public vehicle to invest in private companies. (nytimes.com)
- A new platform has launched to allow investors to trade stakes in private companies. (news.crunchbase.com)
- The Accuidity Megacorn Fund tracks the Forge Accuidity Private Market Index. (advisorhub.com)
Funds
- Buffer ETFs are not a set-it-and-forget-it solution. (wealthmanagement.com)
- How the LifeX funds compare to a TIPS ladder. (advisorperspectives.com)
The biz
- Why everyone seemingly wants in on the wealth management business. (downtownjoshbrown.com)
- The XY Planning Network is ten years old. (riabiz.com)
- An AdvicePay study shows rising fee-for-service advice payments. (investmentnews.com)
- How Apex Fintech Solutions is building up an RIA custody solution. (riabiz.com)
Fintech
- How Steve Chen's NewRetirement flipped the planning script by targeting end users before advisers. (riabiz.com)
- The latest financial advisortech news including the coming launch of Shaping Wealth's new behavioral-finance AI solution. (kitces.com)
Advisers
- The problem with the discovery meeting model. (advisorperspectives.com)
- Why we need to focus on retirement income, not just assets. (wealthmanagement.com)
- How health care shortages could affect retirement decisions. (thinkadvisor.com)
- Lessons learned about safe withdrawal rates from a global perspective. (portfoliocharts.com)
- Washington State has approved an auto-IRA plan. (thinkadvisor.com)