Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what an aging life care manager does.
Quote of the Day
"Your plan not only shows whether you’re on track to meet your goals but also helps you get there with less risk and volatility — but only if it’s updated regularly."
(Barry Ritholtz)
Podcasts
- Amy Arnott and Christine Benz talk retirement plan assumptions with Spencer Look and Jack VanDerhei of the Morningstar Center for Retirement & Policy Studies. (morningstar.com)
- Josh Brown talks with Jason Wenk, founder and CEO of Altruist. (youtube.com)
- Cameron Passmore and Ben Felix talk with Alex Edmans, author of "The Madness of Markets: Why Smart Investors Make Crazy Decisions—and How to Exploit Them." (rationalreminder.libsyn.com)
The biz
- Goldman Sachs Asset Management is raking in AUM. (barrons.com)
- So is Morgan Stanley. (axios.com)
- Shook Research is now Veritant. (nytimes.com)
Schwab
- Charles Schwab ($SCHW) saw client assets rise 15% year-over-year. (fa-mag.com)
- What Schwab ($SCHW) has planned for long-short SMAs. (thinkadvisor.com)
- Schwab ($SCHW) is taking a different view than Fidelity when it comes to smaller RIAs. (riabiz.com)
Advisers
- How advisers can phase their retirements. (wealthmanagement.com)
- Trust & Will is opening up a retail trust company. (thinkadvisor.com)
- What questions do you need to effectively answer for prospective clients? (kitces.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Ten RMD mistakes, including 'Not taking an RMD at all.' (irahelp.com)
- Too many pre-retirees are going it alone. (investmentnews.com)
- What is enough? It's a process. (flowfp.com)
