Adviser links: acting on instinct
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Podcasts
- Michael Kitces talks with Ed Slott about the benefits of becoming an IRA expert. (kitces.com)
- Matt Zeigler and Jack Forehand talk with Wade Pfau about the dangers of sequence of returns risk. (youtube.com)
Advisortech
- How Robinhood's ($HOOD) robo-advisor works in practice. (riabiz.com)
- Basic Capital wants to bring leverage to your 401(k) plan. (wealthmanagement.com)
- Data provider YCharts is for sale. (citywire.com)
Advisers
- How to market to a niche, even if you aren't a niche provider. (kitces.com)
- The CFP Board a new AI-powered exam prep platform. (thinkadvisor.com)
- What it means when you take equity in a larger RIA entity. (citywire.com)
- Meet the advisers that are embracing pro bono planning opportunities. (citywire.com)
