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 continued prospects for Social Security.
Quote of the Day
"It's critical to understand the complete picture of your private markets investments. Most investors do not have an accurate view of the after-tax return for their investments, let alone the actual return for their investments."
(Ryan Eisman)
Podcasts
- Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. (youtube.com)
- Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. (kitces.com)
- Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry. (youtube.com)
Family offices
- A Q&A with Heather Flanagan, head of family office services at Wealthspire Advisors. (thinkadvisor.com)
- RIAs continue to move up market. (thinkadvisor.com)
M&A
- Creative Planning is set up to do more, bigger deals going forward. (riabiz.com)
- Joe Duran's RIse Growth Partners just made its first (big) investment. (riabiz.com)
Going solo
- Not every financial adviser wants to build a lasting franchise. (investmentnews.com)
- The pros and cons of going solo. (investmentnews.com)
Retirement savings
- Capitalize is helping people transfer old 401(k) accounts. (riabiz.com)
- State auto-IRA programs seem to drive companies to start their own plans. (plansponsor.com)
Advisers
- Ari Galper, "Here’s the truth: your prospect doesn’t need a friend and isn’t looking for one." (advisorperspectives.com)
- A look at a succession planning playbook. (kitces.com)
- The pleasures of going from investment FOMO to JOMO. (advisorperspectives.com)
- What does it mean to be a robo-advisor anymore? (riabiz.com)
- How AI could be deployed in financial advice. (riaintel.com)
- Why Ryan Eisenman co-founded alternative asset data provider Arch. (citywire.com)
