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 use the new digital estate planning platforms.
Quote of the Day
"Software has been eating the world for the last couple of decades. In my world of advisor technology, to torture the phrase, software ate so much it got a stomach ache."
(Michael Batnick)
Chart of the Day
The number of Americans covered by defined benefit plans continue to shrink.
Podcasts
- Josh Brown and Michael Batnick talk advisor tech with fintech expert Jason Pereira. (youtube.com)
- Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical. (standarddeviationspod.com)
Retirement
- Retirees go back to work for any number of reasons. (investmentnews.com)
- A checklist if a client gets laid off near retirement age. (thinkadvisor.com)
Investing
- William Bernstein on the challenges for investors nearing retirement. (advisorperspectives.com)
- Larry Swedroe on why new fund structures make alternatives more attractive. (morningstar.com)
Custodians
- How many custodians is too many? (investmentnews.com)
- What to look for in a new custodian. (thinkadvisor.com)
Advisers
- Future Proof 2024 is bigger and better. (investmentnews.com)
- Startups, like Cashmere, are using AI to identify wealth management prospects. (riabiz.com)
- Why Vanguard reduced the minimums for its Digital Advice program. (riabiz.com)
- How Ron Carson is distancing himself from his old firm. (investmentnews.com)
- How to serve a niche serving university employees. (citywire.com)
- How the battle for higher fiduciary standards fizzled out. (riabiz.com)
- CFP professionals make more money. (kitces.com)
