Adviser links: an existential issue
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Podcasts
- Brendan Frazier talks with Michael Finke about the three cornerstones of a happy and fulfilling retirement. (podcasts.apple.com)
- Michael Kitces talks with Mark Tibergin about the difference between simply growing in size versus truly gaining scale as an advisory firm. (kitces.com)
- Jason Pereira talks with Larry Shumbres, CEO, and founder of Archive Intel. (open.spotify.com)
Wealthtech
- eMoney is opening up API access to parts of its platform. (riabiz.com)
- Prospecting platform VRGL raised a new round of capital. (citywire.com)
M&A
- For better or worse, advisers are putting off retirement. (thinkadvisor.com)
- Why headline deal multiples can be misleading. (citywire.com)
- The hardest part of M&A is cultural fit. (investmentnews.com)
Retirement
- Retirement planning is challenging because we simply don’t know how long someone will live. (kitces.com)
- Retirement spending is by its nature dynamic. (thinkadvisor.com)
Advisers
- Four things clients value in advisers. (morningstar.com)
- These clients have more than one adviser. (investmentnews.com)
- Money and food issues have a lot in common. (advisorperspectives.com)
- Fidelity is doubling down on its social content strategy. (riabiz.com)
- Why regulators are pushing back against mangement of client 401(k) assets. (kitces.com)
- 100% is rarely the right solution when it comes to financial matters. (advisorperspectives.com)
- Mark Matson, founder of Matson Money, has a new book out entitled “Experiencing the American Dream.” (investmentnews.com)
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