Adviser links: a fiduciary problem
Tadas Viskanta
Abnormal Returns
10 months ago
1 MIN READ
Podcasts
- Daniel Crosby talks with Jason Pereira, Partner and Financial Planner at Woodgate Financial, about AI and wealth management. (standarddeviationspod.com)
- Dan Haylett talks with Derek Hagen who is the founder of Money Health Solutions about creating a meaningful retirement. (open.spotify.com)
Leadership
- Vanguard has a new CEO, and its sooner than anticipated. (riabiz.com)
- Bernie Clark is stepping aside as head of Schwab’s RIA business. (riabiz.com)
The biz
- Creative Planning is not lacking for capital to do additional deals. (citywire.com)
- NerdWallet Advisors has launched. (citywire.com)
Retirement
- Is underspending a fiduciary problem? (advisorperspectives.com)
- More clients are focusing on health in retirement. (investmentnews.com)
- There is a big gender disparity in old age when it comes to finances. (journals.sagepub.com)
- What is a ‘physician orders for life-sustaining treatment’ and how does it differ from a DNR? (advisorperspectives.com)
Advisers
- Job number one for advisers: reduce client stress. (thinkadvisor.com)
- You can’t accede to every client request. (etf.com)
- Clients need help managing an inheritance. (thinkadvisor.com)
- What advisers need to know about the Retirement Security Rule. (kitces.com)
- Money pervades everything. (theguardian.com)
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