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 financial planning is too retirement-centric.
Quote of the Day
"There are thousands of Wall Street executives who are very invested in seeing private equity become a significantly larger category within the mass affluent retirement investing space and beyond. There are some observations they’d rather not hear, some questions they’d prefer not be asked."
(Joshua Brown)
Podcasts
- Ben Carlson talks with Nick Downer, Head of Advisory Services at Opto Investments. (youtube.com)
- Frazier Rice talks family office security with Edward Marshall, CEO of Presage Global. (podcasts.apple.com)
Private assets
- How to do due diligence on private funds. (kitces.com)
- Private equity is fully bought into marketing to the mass affluent crowd. (downtownjoshbrown.com)
- Private equity giants are headed to the airways to sway individual investors. (bloomberg.com)
The biz
- Why Orion is providing XYPN with an apparently sweet deal. (riabiz.com)
- Robinhood Strategies just crossed $1 billion in assets under management across 180,000 funded accounts. (investmentnews.com)
- A Q&A with Vanilla CEO Gene Farrell. (thinkadvisor.com)
Advisers
- The great wealth transfer also includes family businesses. (barrons.com)
- Why so many clients struggle at the data gathering phase. (kitces.com)
- How to better implement variable spending rules. (thinkadvisor.com)
- Creating simplicity from complexity is never easy. (advisorperspectives.com)
- The path to excellence is actually doing what you say. (advisorperspectives.com)
- People come to an adviser to get their priors confirmed. (klementoninvesting.substack.com)
- Advice kills conversations. (meaningfulmoney.life)
