Adviser links: serving Boomers
Tadas Viskanta
Abnormal Returns
6 months ago
1 MIN READ
Podcasts
- Ryan Detrick and Sonu Varghese talk with Josh Brown about the secrets of success in finance AND media. (podcasts.apple.com)
- Brett McKay talks with Daniel Crosby author of “The Soul of Wealth: 50 Reflections on Money and Meaning.” (artofmanliness.com)
- Ben Carlson talks about the state of the retirement savings market with Shawn O’Brien, Director of Retirement at Cerulli Associates. (youtube.com)
The biz
- Why Hightower Advisors is buying an institutional investment consultant. (riabiz.com)
- Why XYPN felt they needed to launch Sapphire. (riabiz.com)
- M&A deals in 2024 have been increasing in size. (citywire.com)
- What’s behind the surge in client churn at RIAs? (riabiz.com)
Risk tolerance
- Determining a client’s risk tolerance is more complicated than having them fill out a questionnaire. (advisorperspectives.com)
- Does risk tolerance change in retirement? (morningstar.com)
- Risk tolerance questionnaires are conversation starters. (advisorperspectives.com)
Advisers
- A plan for onboarding client service associates. (kitces.com)
- Tax-loss harvesting is going long-short. (bloomberg.com)
- How should consumers think about the cost of an adviser? (kitces.com)
- How long-term care insurance went away. (barrons.com)
- We all make mistakes, including advisers. (advisorperspectives.com)
- Financial planning CAN change lives. (signaturefd-3437664.hs-sites.com)
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