Adviser links: bad timing
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 Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estate planning. (youtube.com)
- Michael Kitces talks compliance with Leila Shaver, founder of My RIA Lawyer. (kitces.com)
- Josh Brown and Nick Sapienza break down a real-life case study of couple with $3 million in assets and a desire to retire. (youtube.com)
- Larry Kotlikoff talks trusts with Alan Gassman (larrykotlikoff.substack.com)
- Jonathan Treussard talks with Dave Nadig about navigating an increasingly complex world. (nadig.com)
The biz
- Blackrock ($BLK) will soon an indirect majority stake in Lido Advisors. (riabiz.com)
- How Robinhood ($HOOD) plans to send leads to TradePMR. (wealthmanagement.com)
- Edelman Financial Engines is reportedly for sale. (semafor.com)
- The model portfolio business continues to take share. (wsj.com)
Practice management
- There is a big difference between being an adviser an running an advisory business. (theirrelevantinvestor.com)
- Advisory firms need to do more than just survive. (citywire.com)
Social Security
- Putting a value on lifetime Social Security benefits. (theconversation.com)
- More Americans are claiming Social Security early. (npr.org)
Concentrated risk
- Diversifying concentrated stock risk is a behavioral problem. (larryswedroe.substack.com)
- How to manage the risk of a concentrated equity position. (alphaarchitect.com)
