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 clients leave their adviser.
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Quote of the Day
"I think you should charge more. I’m skeptical that you’re charging enough to justify the value you are offering."
(Morgan Ranstrom)
Podcasts
- Michael Kitces and Carl Richards talk about the importance of identifying the critical issues a client faces. (kitces.com)
- Daniel Crosby talks adviser marketing with Robert Sofia, CEO of Snappy Kraken. (standarddeviationspod.com)
Crypto
- WisdomTree Investments and Ritholtz Wealth Management, one of the most high-profile RIAs, have partnered to create a cryptocurrency index. (riaintel.com)
- Why Ritholtz Wealth Management decided to build its own crypto index solution for SMAs. (ritholtz.com)
- It takes a team to build a crypto SMA solution for RIAs. (thereformedbroker.com)
- Why straight-up indexing doesn't make sense for crypto. (theirrelevantinvestor.com)
- Advisers are clamoring for a crypto solution. (bloomberg.com)
Direct indexing
- Pershing is getting into the direct indexing business with the purchase of Optimal Asset Management. (citywireusa.com)
- FOMO - why direct indexing deals have gone into overdrive. (citywireusa.com)
- The pros and cons of direct indexing. (wsj.com)
- In defense of direct indexing. (advisorperspectives.com)
The biz
- Charles Schwab ($SCHW) is still supporting the TDA brand which is an opportunity for TD Bank. (riabiz.com)
- CI Financial ($CIXX) is still on the acquisition path. (citywireusa.com)
- The many reasons why more brokers are breaking away to form RIAs. (thinkadvisor.com)
Annuities
- Not many insurance companies offer contingent deferred annuities, especially for the RIA market. (riaintel.com)
- Annuities are as user-friendly as they have ever been, but will advisers increase their use? (citywireusa.com)
Mid-life
- Advisers have a front row seat for seeing how people deal with the challenges of mid-life. (forbes.com)
- Millennials are beginning to start getting their estate plans in place. (wsj.com)
Advisers
- Historically the more equity the better for retirees. (morningstar.com)
- A list of all the year-end financial planning opportunities. (thomaskopelman.com)
- People prefer a donation to charity than a gift for themselves. (investmentnews.com)
- Many DIY investors, don't know what they don't know. (peterlazaroff.com)
- Don't let clients do this with their IRAs. (wsj.com)
