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 importance of family caregiving.
Quote of the Day
"While the world argues about inflation, prices, affordability, wealth taxes and the wealth gaps, the wealthy need to be served and they are not as price sensitive."
(Howard Lindzon)
Podcasts
- Michael Batnick talks investment management with Zack Conway, founder and of Seeds Investor. (youtube.com)
- Frazer Rice talks with Mark Tepsich, who runs the family office governance practice at UBS. (podcasts.apple.com)
Private investments
- Why the wealth channel favors evergreen structures for private investments. (altgoesmainstream.substack.com)
- Advisers need to understand the liquidity profile of private investments. (barrons.com)
Benefits
- Another reason to delay Social Security claiming - spousal benefits. (papers.ssrn.com)
- Avoiding IRMAA is no easy thing. (advisorperspectives.com)
Aging
- Care giving is increasingly landing on spouses. (washingtonpost.com)
- Diminished client capacity is a real and growing concern. (investmentnews.com)
The biz
- A survey of the big, and growing, adviser service providers space. (kitces.com)
- Why wealthtech remains an interesting place for VCs. (howardlindzon.com)
Advisers
- Sam Bojarski, "All three of the platforms where Fidelity is allowing independent advisors to access clients’ 401(k) assets are either owned or backed by Fidelity." (citywire.com)
- Risk capacity and tolerance matter, but the are not the full picture. (kitces.com)
- Carson Group is upping its support for the next generation of advisers. (investmentnews.com)
- Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com)
